Tracy DeLancy
Tracy DeLancy
*********@*******.***
Currently seeking a challenging position as an Executive Assistant/Office Manager Remote or Hybrid a Plus CORE COMPETENCIES
Over 30 years Office Manager/Executive Assistant
Proficient in QuickBooks, Microsoft Excel, Word, and Outlook Experienced in large and small groups
Ability to work independently and manage simultaneous tasks Excellent organization and critical thinking skills PROFESSIONAL SKILLS
Executive Assistant
Outlook – Multiple Calendars
Meeting Coordination
- Teams & Outlook
- Multiple Time Zones
Travel Coordination – Air & Lodging
Travel Expense Reports
Support Personal & Business
Office Management
Bookkeeping & Payroll
Accounts Payable/Receivable
Spreadsheet & Database Creation
Expense Reduction
Compensation & Benefits
Policies & Procedures Manuals
Records Management
CRM – Salesforce
Research New Business
Meeting & Event Planning
- Team & Clients
Report & Document Preparation
Inventory Management
Independent & Team Player
- Remote or Hybrid a Plus
PROFESSIONAL EXPERIENCE
Hart Advisors Group, LLC - Dallas, Texas May 2010 – Present Office Manager/Executive Assistant – Fulltime - Hybrid
• Coordinated administrative support for the day-to-day operations business and CEO’s personal requests
• Bookkeeping: check/credit card reconciliation, accounts payable, accounts receivable, payroll processing and in- voicing. Make ready for monthly CPA review
• HR duties; employee relations, health insurance, payroll, and employee evaluations. New hires, pre interviews and coordinate management interviews
• Maintain records and files both hard copies and digital, screen all incoming calls, manage and maintain multiple calendars Coordinate yearly team meeting, travel and catering
• Monitor expenses, research vendors, negotiated equipment contracts
• Insurance renewals and policy changes for business Coordinate audits; organizing data and information
• Compile, gather, and analyze data from CEO and sales team for the weekly team meeting and executive meeting
• Coordinate IT for both Dallas and Miami office
• Research and implement VOIP phone system to connect Dallas and Miami office
• Negotiate office lease for Miami and Dallas offices. Arrange and manage relocation of both offices Bauer Aviation - Highland Village, Texas November 2018 – April 2019 Accounting – Fulltime
• Bookkeeping; sales tax reporting, check/credit card reconciliation, accounts payable and accounts receivable
• Invoicing and inventory control
• Shipping and receiving
2 P a g e
Tracy DeLancy
DeLancy Concrete, Inc. - Lewisville, Texas 1985 – 2011 Office Manager – Fulltime - Remote
• Generate concrete construction estimates
• Perform job costing, compile P&L
• Perform accounts payable and accounts receivable duties
• Administer payroll
• Compile financial data for CPA firm
• Maintain vehicle registration and insurance
• HR duties include health insurance and comp
• Assist in purchasing supplies
• Provide support services to President
Valley Creek Church, Flower Mound, TX 2008-2010
Children’s Ministry Volunteer Coordinator – Part-time Hybrid
• Coordinate 150-200 volunteers for nine services each weekend
• Introduced and trained Planning Center Online to all volunteers and Children’s Ministry Staff
• Design and set stage for monthly verse change
• Compile stage props for weekend services
• Purchasing supplies for volunteers, special events and VBS
• Maintain inventory/organization of all storage rooms
• Assist in special events planning. 2010 VBS had 1,500 children and 350 volunteers in attendance
• Monitor budgets
• Co-lead mission team to Berlin, Germany to implement a VBS program for the summer of 2011
• Co-lead two mission teams to China to prepare Chinese students for 2008 Olympics References available upon request