Experience

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  Waterman & o'shea, plc

  Apr 2010 - Mar 2012

  Paralegal/legal secretary

  • Assisting two attorneys who specialize in litigation, family law, corporate law, and real estate • Drafting title opinions from attorney notes and abstract• Data gathering, organizing and opening files• Contacting and meeting with clients and opposing parties on case updates and issues• Drafting and filing pleadings• Setting hearings with the court administration• Process billing and invoice documents• Maintain all correspondence from clients in a confidential manner• Organizing and scheduling meetings• Preparing for depositions and trials• Maintaining attorneys’ calendar• Distribution of the daily mail• Manage accounts payable, accounts receivable and payroll Show less

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  Strategic financial solutions

  Mar 2012 - Sept 2013

  Administrative assistant

  • Contacting clients and scheduling appointments• Preparing for client meetings for two financial advisers by accessing 5 to 10 financial websites for client account information• Contacting and corresponding with multiple financial institutions to schedule appointments and request fund information• Managing the adviser's calendars• Answering phones • Greeting clients

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  Rsm us llp

  Nov 2013 - now

  • Management of Central Region Technology and Management Consulting (TMC) Risk Assessment Methodology survey process for 45 engagement leaders. Includes creation of all survey’s, follow-up and reporting to ensure timely and strategic completion.• Development and reporting for weekly pipeline report for 21 TMC groups, this report assists in trending and staffing.• Research, preparing, gathering financial information and attending 8 operational practice management calls for leading Partners. Information includes outstanding accounts receivable details, current status of project portfolio, folder realization, dashboard report, adjustment report, service ticket report, HW/SW opportunities• Responsible for developing financial information for all active PMO managed projects Show less • Preparing proposals for technology projects, averaging 210 per month, which includes: • Maintaining Statement of Work templates • Researching and confirming client company name • Searching for company in Client Central to verify audit status • Entering opportunity into SalesForce • Email communication with consultants on pending requests with group of over 200 consultants • Proofreading Statement of Work and Master Service Agreements• Processing proposal acceptances for the consulting group Show less • Processing proposal acceptances for the Technology and Management Consulting group. Took over process, streamlined process for tracking purposes and created procedures for future employees. Responsibilities included changing service ticket status for volume and fee tracking, closing opportunity in ConnectWise and SalesForce, notify consulting team on the engagement, via email, of the win for pipeline reporting, set client up and open folders in Client Central, answer billing and folder setup questions from finance and engagement team• Ordering caterings• Coordinating community work for the office• Greeting clients• Answering phones• Tracking client pick-ups• Receiving and sending UPS packages• Assisting human resources and marketing personal with research and other misc office projects Show less

  • Consulting Operations Manager and Executive Assistant to Pat Vance

    Jun 2022 - now

  • Operations Analyst, Technology & Management Consulting

    May 2017 - Aug 2022

  • Associate Project Manager, Technology and Management Consulting

    May 2015 - May 2017

  • IT Consulting Operations

    Jun 2014 - May 2015

  • Receptionist and Administrative Assistant

    Nov 2013 - Jun 2014