An experienced professional with and over 20 years of assorted experience including: Purchasing Analysis Project Management Customer Service Bookkeeping Written and Oral Communications and Presentations Microsoft Office - Excel, Word and Power Point
Overview
24
24
years of professional experience
Work History
Accounting Assistant
Robert Half
07.2023 - 10.2023
Processing patient referrals and test request forms for medical counseling including: Data entry, Data cleaning and analysis, Payment Processing
Patient Care Coordinator
Robert Half
10.2021 - 03.2023
Processing patient referrals and test request forms for medical counseling including: Data entry, Handling sensitive HIPAA information, Verifying patient insurance is active and in network, Calling health care providers to verify missing patient information and provider contact information
Inventory Specialist
Steel Technologies
04.2015 - 05.2021
Managing the POs from placement, through outside processor to the final plant: Analyzing inventory and forecasts, Planning and developing strategies to keep customers from running out of steel, Placing internal purchasing requests to management and external POs to vendors, Soliciting material from the spot market and negotiating spot prices, Communicating with mills, outside processors and management to keep sales apprised of manufacturing progress, Escalating mill and processor delays to middle and upper management as necessary
Director of Business Services
InnoVest Club / WHYremote
04.2012 - 12.2014
Managing and overseeing client services, Creating marketing materials, Planning, integrating and documenting processes and protocols for operations, sales and customer service
Office Manager
Makespace! Web Design & Development
10.2010 - 08.2011
Managing project scheduling on web development, overseeing the project managers, designers and developers, Managing office operations including A/P, A/R and HR responsibilities, Leading weekly company and team meetings
Graduate Research Assistant
University of Louisville
08.2005 - 09.2008
Taught opportunity discovery to university researchers, local entrepreneurs and undergraduate students and University of Louisville, Performing social science research related to entrepreneurship and business management including: Co-authored two published articles and a book chapter on entrepreneurship, Presented 4 papers at Academy of Management and Babson conferences
Consultant / Co-founder
Excellerator
11.2004 - 08.2005
Performing market and industry research in technology commercialization, Developing business plans and strategies for startups
Office Manager
VoicePad
06.2003 - 11.2004
Planning, integrating and documenting processes and protocols for operations, accounting, sales and customer service, Developing and refining company business plan, Managing grant and award applications and directed research agreements for Vogt Innovation award and KSTC R&D voucher
Executive Assistant
Steel Technologies
08.1999 - 02.2003
Managing schedule, meeting planning and travel arrangements, Extensive reporting in Excel, Managing mail and email correspondence and memorandums, Preparing Power Point presentations, Managing the company fleet of cars, Meeting and even planning including collaborating on the company picnic
Education
Integrative MBA -
University of Louisville
Louisville, KY
05.2004
Bachelor of Arts - Cultural Anthropology
University of California, Davis
Davis, CA
06.1997
Skills
Data Analysis
Project Management
Order Management
Financial Reporting
Volunteer Experience
The Young Entrepreneurs Academy (YEA!) Louisville, sponsored by NAWBO, Business Startup Instructor for Youth, 08/01/13, 04/01/14, Teaching youth and teens to start and run their own businesses.
Navigate Enterprise Center - Subsidiary of Jewish Family & Career Services, Business Startup Instructor for Refugees, 07/01/13, 06/01/14, Teaching refugees and moderate-income individuals to start their own business.
Timeline
Accounting Assistant
Robert Half
07.2023 - 10.2023
Patient Care Coordinator
Robert Half
10.2021 - 03.2023
Inventory Specialist
Steel Technologies
04.2015 - 05.2021
Director of Business Services
InnoVest Club / WHYremote
04.2012 - 12.2014
Office Manager
Makespace! Web Design & Development
10.2010 - 08.2011
Graduate Research Assistant
University of Louisville
08.2005 - 09.2008
Consultant / Co-founder
Excellerator
11.2004 - 08.2005
Office Manager
VoicePad
06.2003 - 11.2004
Executive Assistant
Steel Technologies
08.1999 - 02.2003
Integrative MBA -
University of Louisville
Bachelor of Arts - Cultural Anthropology
University of California, Davis
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