As a client services coordinator, I am responsible for opening new client accounts, gathering financial information for business valuations, formatting and sending final valuation reports and billing. I set up client meetings with our Castle team, maintain client status reports, prepare and send out quarterly billing statements.
Professional Experience
- 2018
Ivy Tech Community College (Seasonal/Temporary Placement with Milliner & Associates)
Tax Intercept Department
Indianapolis, IN
- 2018 - Present
Financial Planner
Client Services Coordinator
Indianapolis, IN
- 2018
Administrative Assistant
Ace Mechanical Services, Inc.
Indianapolis, IN
I worked alongside the two owners and the General Manager in this small mechanical service company, providing administrative support in preparing quotations, issuing and tracking Purchase Orders, and processing billing. I was successful within the first 30 days on the job in collecting what was perceived to be several thousand dollars in bad debt write-offs, and improved current AR balances with on-going communication with our customers.
- 2015 - 2017
Human Resources Assistant
Deem, LLC
Indianapolis, IN
- I worked within a team of four individuals responsible for all HR related tasks for 1100 employees in 22 states across the country. I tallied and processed weekly payroll for approximately 900 field technicians and bi-weekly payroll for an additional 60 individuals using Sage/Timberline software, Manually broke down payroll costs and applied those costs to specific open jobs in process and maintained attendance and paid time off records for each employee. I also coordinated all materials and welcomed all new hires by conducting orientations both in person and via teleconference on a weekly basis and entered all new hire information into ABRA.
- 2011 - 2015
Partner/Owner: ELK Enterprises
Westfield, IN
- As a family-owned remodeling and construction business with four full time and two part time employees, I co-managed the day-to-day sales, operations, and finances of our business. My day-to-day responsibilities included: meeting with potential and existing clients in various stages of construction projects, sourcing materials, procuring samples, developing storyboard presentations of those materials for clients, placing material orders with suppliers and tracking delivery to meet scheduling commitments made, assisting in the field with demo, delivery of materials, painting, design and all back office business support functions including invoicing, AP, AR and payroll.
