Heather Simpson
Earleville
Summary
Highly experienced Remote Executive Assistant with a proven track record of 9+ years in bookkeeping, executive management, and client management. Known for exceptional organizational and communication skills, excels in enhancing workflow efficiency and maintaining precise financial records. Strong background in accounting, event planning, and a variety of assistant services. Passionate about streamlining processes and fostering strong client relationships. Ready to bring innovative solutions and meticulous attention to detail to any team.
Overview
9
9
years of professional experience
Work History
Executive Assistant
Jaisin/NSI
06.2022 - Current
- Manage owner/president-level calendars, emails, correspondence, and calls, prioritizing tasks effectively.
- Schedule meetings and conduct zoom interviews.
- Handle credit card and operating expense reports. Handle back office duties as the front runner while owner/president would drop items in my lap and I would take off running as expected by him.
- Manage overseas service team for projects.
- Arrange travel accommodations for owner/president.
- Create spreadsheets and documents based off pdf reports for owner/president.
- Manage bookkeeping and provide monthly financial records/tax documents for CPA.
Senior Accounting Associate
IAAB
01.2021 - Current
- Streamline financial workflows by managing accounts payable, accounts receivable, reconciling credit card transactions, and maintaining accurate general ledger balances for audit compliance
- Prepare monthly financial statements for executive review, ensuring clarity and precision
- Books travel and travel accommodations/manage owners social media & makes connections
Account Manager
Fleetwood Insurance Group
07.2016 - 12.2020
- Lead comprehensive insurance portfolio management, orchestrating seamless client solutions across auto, home, and commercial coverage while maintaining strong carrier relationships
- Process payments (cash, credit card, check) through sweeps
Education
Education/Communication
Wilmington University
01.2005
Skills
- Time Management
- Communication
- Accounting/Bookkeeping
- Financial Reports
- Event Planning
- Client/COI Relations
- Calendar Management
- Personal/Professional Shopper
- Office Manager Support
Accomplishments
Department of Justice Top Secret Clearance access granted 2011. Let it expire after the company I worked for eliminated my position due to budget cuts.
Timeline
Executive Assistant
Jaisin/NSI
06.2022 - Current
Senior Accounting Associate
IAAB
01.2021 - Current
Account Manager
Fleetwood Insurance Group
07.2016 - 12.2020
Education/Communication
Wilmington University
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