Porshia Moten
Marbury
Summary
Microsoft Office (Word, Excel, PowerPoint, Outlook 2016) Office-365 Office Practicum Software - EHR QuickBooks Knowledge of HIPAA rules and regulation Communication skills (verbal and written) Customer service and office relations Certified Notary Public LexisNexis Call Center Excellent verbal and written communication skills Ability to work independently as well as function successfully within a team. Event networking SAP Human Resource Coaching Interviewing skills Talent management Scheduling work schedules for employees Payroll -ADP Experience in Booking Travel Expense Communicates with executives and frontline management. SharePoint design and development experience Experience with Workday Experience in NEO Gov
Overview
18
18
years of professional experience
Work History
Office Manager
Gaston County Government
Gastonia
11.2023 - Current
- Maintain the museum’s financial and organizational records.
- Overseeing the facility with direct support to the director and managers and staff.
- Oversee the storage of yearly minutes, receipts, payables, and institutional information in designated systems.
- Working closely with the director to organize past records and assist with any licensing requests and accreditation documents needed for department partnerships and institutional memberships.
- Assist the director and the supervisory team in managing grants, sponsorships, and financial gifts for the museum.
- Maintain grant database, track receipt of grant and sponsorship expenditures.
- Provide updates to designated supervisors.
- Process county payables through Munis serve as P-Card liaison, allocate transactions, and maintain paper files, copies of account payables, update, and store properly at end of each fiscal year.
- Monitor the county budget, assist with budget creation and Munis entry and complete reports for directors.
- Maintain the database of annual museum dues and subscriptions.
- Also handling all in-house HR requests, onboarding process salary adjustment request.
- And submitting payroll in Munis.
- Process all museum board of trustee’s payables and receivables through QuickBooks, mail payables and make bank deposits.
- Obtain vendor W-9 as needed.
- Maintain department petty cash, process staff reimbursements, and reconcile monthly.
- Monitor board budget and complete reports for director.
- Oversee annual audit of the board of trustee’s accounts and provide reports to director.
- Arrange Travel Planning.
- Attend b-monthly board of trustee’s meetings, record meeting minutes, and forward to director for review.
- Attend additional board committee meetings as assigned.
- Assist the director with board meetings, track board terms, and update the director.
- Overseeing office operations and managing administrative staff.
- Coordinating general administration within organizations.
- Serving as a point of contact by linking employees, internal departments, and customers.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Supervised staff members, organized schedules and delegated tasks.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Analyzed data from various sources to identify trends and make recommendations for improvement.
- Developed effective communication strategies between departments within the organization.
- Provided administrative support to management team including preparing reports and presentations.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Used judgment and initiative in handling confidential matters and requests.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Analyzed business performance data and forecasted business results for upper management.
- Interviewed prospective employees and provided input to HR on hiring decisions.
Customer Account Resolution
Duke Energy
Charlotte
06.2023 - 01.2024
- Provide high quality customer interaction by handling customer’s needs with integrity and empathy in one transaction.
- Use professional judgement and escalate customer issues and concerns to management when appropriate.
- Provided payment arrangements for customers, promoted sales of available products and services, as appropriate.
- Building genuine connections with customers, while being a great ambassador for the Duke Energy brand.
- Provided excellent Customer service, receiving high volumes of calls each day.
- I also worked with systems such as SAP and LexisNexis.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Identified needs of customers promptly and efficiently.
- Updated and maintained databases with current information.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Executive Assistant
Aqua America
Denver
05.2019 - 04.2022
- Provided executive level administrative support to C-suite executives such as research, statistical reports and design presentations.
- Provide calendar management, travel coordination and expense reporting.
- Provided newsletters communicated with managers and staff via zoom and teams.
- Answers phones, directs incoming mail, prepares outgoing mail, and orders department office supplies.
- Assists in processing all vendor invoices in the appropriate financial systems.
- Enter information accurately and in a timely manner meeting all DSIC and accounting closing deadlines and schedules.
- Investigates and responds to inquiries.
- Communicates with customers, contractors, utility companies, municipal, county and state authorities as well as other internal departments.
- Prepare presentations Power Point, financials in QuickBooks, hard copy, drafting documents.
- Arrange and coordinate conference calls, regional meetings, and training sessions.
- Prepare/maintain regional staff/client/unit directory database.
- Prepare and process expense reports, payables, credit card statements and e-transfers.
- Complete all daily, weekly, or monthly reports on a timely basis meeting all prescribed deadlines.
- Submitted Timesheets, for Over three locations with more than two hundred employees.
- Administer compensation and benefit plans, assist in talent acquisition and recruitment processes.
- Conduct employee onboarding and help organize training & development initiatives.
- Provide support to employees in various HR-related topics such as leaves and compensation and resolve any issues that may arise.
- Gather and analyze data with useful HR metrics, like time to hire and employee turnover rates.
- Organize quarterly and annual employee performance reviews.
- Assist with job postings and Notarized documents for the company.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Acted as a liaison between the executives and internal and external stakeholders to facilitate communication flow.
- Facilitated communication between senior management and staff.
- Ensured that all relevant paperwork was completed accurately prior to submission for approval.
- Coordinated meeting and work schedules for staff teams and executives.
- Set up meeting and event logistics for senior management and updated calendars.
- Made travel arrangements to provide executives seamless and travel policy-approved business trips.
Patient Services Coordinator
Complete Kidz
Lincolnton
11.2018 - 04.2019
- Responsible for accurately and efficiently managing patient information, scheduling appointments, and providing administrative support within a medical setting, including tasks like insurance verification, billing and collections.
- High level of referrals for speech, occupational and physical therapist.
- Handling all HIPPA documentation.
- Answering high volume questions and calls.
Front Desk Receptionist Lead
Lincoln Pediatric Clinic
Lincolnton
08.2016 - 10.2018
- Duties included maintaining and confirming scheduling for patients through Allscripts Software System.
- Answering multi-line telephones and scheduling appointments for patients.
- Transferring medical records upon request.
- Collecting and posting payments provided by the patient.
- Handling referrals and insurance authorizations.
- Responsible for preparing, sorting, filing, and maintaining medical charts.
- Consistently improving customer service satisfaction.
- Assisted clinical staff with stocking, cleaning, opening, and closing responsibilities.
- Preparing medical exam rooms for patients, ensuring quality controls are in range daily.
Team Lead
Goodwill Retail Store
Lincolnton
08.2010 - 02.2016
- Provided excellent Customer Service with an 'Attitude of Gratitude.'
- Provided support to customers with questions, concerns, and purchases.
- Provided accurate cashier transactions and a balanced cash drawer with minimal errors using a computer-based point-of-sales system.
- Cleaned sales floor areas include organizing shelves and racks, picking items up off the floor, putting away carts or baskets, putting away returned/unwanted items and cleaning the fitting rooms and shelving.
- Provided a safe, organized, and well stocked sales floor to include the fitting.
Team Lead
Sally Beauty Supply Store
Lincolnton
06.2007 - 07.2010
- Responsibilities include Assisted customers with knowledge, empathy, and sincerity by directing them to products and explaining product features.
- Recorded all sales in the Point-of Sale System and handled all monetary transactions accurately and effectively.
- Maintained excellent store appearance and assisted with store merchandising to provide a positive shopping experience for our customers.
- Also, open store and close end of day and made store deposits.
Education
Human Resource -
DeVry University
Online12.2022
Office Administration Curriculum -
Gaston College
Lincolnton, NC01.2011
High School Diploma -
Lincolnton Sr. High
Lincolnton, NC01.2007
Skills
- Microsoft Office (Word, Excel, PowerPoint, Outlook 2016)
- Office-365
- Office Practicum Software - EHR
- QuickBooks
- Knowledge of HIPAA rules and regulation
- Communication skills (verbal and written)
- Customer service and office relations
- Certified Notary Public
- LexisNexis
- Call Center
- Excellent verbal and written communication skills
- Ability to work independently as well as function successfully within a team
- Event networking
- SAP
- Human Resource
- Coaching
- Interviewing skills
- Talent management
- Scheduling work schedules for employees
- Payroll -ADP
- Experience in Booking Travel Expense
- Communicates with executives and frontline management
- SharePoint design and development experience
- Experience with Workday
- Experience in NEO Gov
Timeline
Office Manager
Gaston County Government
11.2023 - Current
Customer Account Resolution
Duke Energy
06.2023 - 01.2024
Executive Assistant
Aqua America
05.2019 - 04.2022
Patient Services Coordinator
Complete Kidz
11.2018 - 04.2019
Front Desk Receptionist Lead
Lincoln Pediatric Clinic
08.2016 - 10.2018
Team Lead
Goodwill Retail Store
08.2010 - 02.2016
Team Lead
Sally Beauty Supply Store
06.2007 - 07.2010
Human Resource -
DeVry University
Office Administration Curriculum -
Gaston College
High School Diploma -
Lincolnton Sr. High