Management Assistant Resume Example National Credit Union Administration

MANAGEMENT ASSISTANT

Experience

Management Assistant
February 2013 to June 2015National Credit Union Administration － Tempe, United States, AZ

Programs Series: 0344 Pay Plan: CU Grade: 9, Supervisor: Elizabeth Cortez (602-302-6006) Budget Drafts procedural guidance to regional managers and supervisors concerning the requirement for submission of annual estimates of finding needs.
Prepares data summaries for inclusion in routine and special reports on budget execution.
Develops the annual budget estimate for the Region and included support activities (i.e., travel, rent, utilities, administrative, and contracted services).
Researches, compiles, and summarizes data concerning line item information needed for formulation of budget estimates.
Selects and enters budgetary information on a variety of related forms, schedules, and reports.
During mid-sessions review, analyzes the accuracy and adequacy of budget justification data submitted for the Regional budget Compares to source documents (i.e., employment allocations, payroll records, travel reports).
Identifies problems and provides information on corrective actions to the Office of the Chief Financial Officer.
Completes budget forms for final review and submission to the Budget Officer.
Monitors and tracks obligations and expenditures for Region support functions throughout the execution phase of the annual operating budget.
Verifies that obligations and expenditures occur on a timely basis and are within amounts programmed.
Analyzes monthly budget reports.
Investigates discrepancies and reports significant unexplained variances to supervisor and prepares for submission.
Recommends transfer of funds between object class and line item accounts under the same appropriation or allotment when funds are needed to cover increases in obligations or expenditures exceed approved limits.
Analyzes the accuracy and adequacy of incoming invoices from vendors or credit card company.
Compares to source documents (i.e.
purchase order or receipts).
Initiates correspondence with appropriate vendor when discrepancies arc noted.
Prepares goods receipt within the SAP system.
Executes monthly reconciliation report within the SAP System.
Procurement Determines needs of regional staff and obtains through various methods all supplies and equipment needed to support staff.
Maintains inventory levels.
Selects the appropriate method of procurement (i.e., credit card, small purchase; blanket purchase order, impress fund).
Locates vendors to obtain and document estimates.
Evaluates estimates and selects or recommends selection of most appropriate vendor.
Prepares and processes purchase requisitions/purchase orders and assures compliance with budgeted amounts, agency policies and procedures.
Assures proper documentation is maintained for compliance with agency's delegated requirements.
Verifies that terms of purchase order are met.
Acts to resolve discrepancies and/or problem situations.
Prepares purchasing requisitions and orders within the SAP System.
Records Management Serves as Records Management Officer for the Region.
Manages the required records program; assures accuracy of and conforms to established agency control procedures for the creation of regional records/ forms.
Provides advice to staff on records maintenance, retention, and disposition.
This includes paper and automated records.
Monitors FOIA requests to determine that responses arc made within designated time frames.
Advises staff and public on fees and FOIA exemptions and determines office of primary interest.
Maintains electronic file\ data base.
Coordinates requests and responses with the Office of General Counsel.
Space and Property Management Assists in planning layouts of office alterations and coordinates work to completion.
Resolves problems noted upon work completion.
Accomplishes annual physical inventory of all accountable property assigned to the region.
Maintains the accountable property inventory in accordance with agency policy.
Initiates requests for all equipment repairs including copying equipment, laser printers, facsimile equipment, telephone equipment, furniture repair.
Provides troubleshooting advice based on experience.
Administrative Arranges for regional conferences and/or meetings.
Reserves meeting facilities, makes hotel accommodations, and arranges for any external guest speakers.
Develops and coordinates the agenda items with regional office management for scheduled conferences and/ or meetings and provides participants time and place of conference and/ or meetings.
Ensures that all details are covered to permit the program to run smoothly.
Monitors preparation and amendment of time keeping records and ensures on time submission to payroll office.
Acts as regional expert.

Management Assistant
February 2009 to February 2013Marine Corps Air Station Yuma － Yuma, United States, AZ

Supervisor: Robert Misemer (928-269-2272).
Series: 0344 Pay Plan: GS Grade: 7 Supports Management and higher level employees by coordinating various office tasks to include but not limited to compiling, reporting and analyzing statistical data ,creating and inputting data into spreadsheets assisting with the Station Commercial Activities Program, Defense Regional Inter-service Support {DRIS) agreements, and various other workload Studies.
Liaison for station and higher headquarters electronic forms.
Accepts and screens visitors and telephone calls on a multi-line system for program/staff or routes calls; appropriately determine the nature of the request and direct callers to appropriate staff.
Excellent user knowledge of computers sufficient to input and retrieve data using the following software: Microsoft Package (Access, Word, Publisher, Excel and Power Point).
Knowledge of the organizational structures of the activities serviced.
Knowledgeable in office administration and general office work, including the ability to type, draft and format correspondence, edit and review correspondence for use of correct grammar, spelling, punctuation, capitalization and style.
Excellent ability to communicate effectively both orally and in writing.
Excellent people oriented skills and capable of working with both a diverse staff and client population.
Prepares and submits requisitions based on personal assessment of requirements i.e.
office supplies, equipment, and publications.
Serve as the primary accounting technician of departmental appropriated funds to include processing OPTAR request, maintain OPTAR files, budgets, prepare and submit the fiscal year budget, make purchases and serves as a purchase cardholder for the department.
Knowledgeable in the areas of automated accounting and budget systems, and financial regulations.
Provides support for staff requiring mission related travel or temporary additional duty (TAD) arrangements.
Arrange and process travel for users through the Defense Travel System (DTS) and complete expense related forms upon completion of travel.
Excellent ability be a self-started and accomplish projects with little or no supervision.

Secretary
October 2005 to February 2009Marine Corps Air Station Yuma － Yuma, United States, AZ

Series: 0318 Pay Plan: GS Grade: 6.
Supervisor: Lt.
J am es Finl ey/ Command Chaplain (928-269-2371) Provide support for Chaplains by relieving them of unnecessary interruptions, handle a variety of clerical, organizational, administrative matters and programmatic problems to include but not limited to making travel arrangements, schedule visits, complete and process travel documents, design and organize filing systems, plan and arrange the maintenance and preparation of information needed for administrative and budget reports and organize the flow of clerical processes in the office.
Maintainsubject-matter files and records.
Set up and maintain logs showing the status of actions and correspondence.
Collect and maintain data for annual history and budget reports and organize the flow of clerical processes in the office.
Accept and screen visitors and telephone calls on a multi-line system for program/staff and routes calls; appropriately determine the nature of the request and direct callers to appropriate staff or personally provide the information referrals needed.
Establish, maintain and revise record keeping and filing systems in accordance with existing Marine Corps and Station Orders and Desktop Procedures.
Open, sort, review and distribute mail and prepares responses to routine inquiries.
Duplicate material using photocopying equipment.
Arrange meetings and conferences, schedules interviews, appointments, and performs other duties related to scheduling activities.
Thorough and comprehensive knowledge of procedures, principles, objectives and regulations in order to provide comprehensive administrative support.
Knowledgeable about programs offered.
Excellent user knowledge of computers sufficient to input and retrieve data using the following software: Microsoft Office (Access, Word, Publisher, Excel, and Power Point).
Knowledge of the organizational structures of the activities, office administration, and general office work, including the ability to type, draft and format basic correspondence, edit and review correspondence for use of correct grammar, spelling, punctuation, capitalization, and style.
Excellent ability to communicate effectively both orally and in writing.
Excellent people oriented skills and capable of working with a diverse staff and client population.
Engages in a variety of contacts outside the program in order to obtain or relay information.
Deal with individuals who are influential or important to the program.
Perform time keeping duties.
Prepare, submit, and purchase office supplies, equipment, and publications.
Prepare and submit the contractor requirements and statements of work as needed.
Serve as the primary accounting technician of departmental appropriated funds to include processing budget request, maintain budget files, budgets, prepare and submit the fiscal year budget, make all purchased for the station chapel, and serve as the primary purchase cardholder for the department.
Knowledgeable in the areas of automated accounting and budget systems, and financial regulations.

Social Service Assistant
April 2004 to October 2005Marine Corps Community Services Marine Corps Air Station Yuma － Yuma, United States, AZ

Series: 0186 Pay Plan: GS Grade: 6.
Supervisor: Larry Fulcher (928-269-2561) Provide administrative support to the Family Advocacy Program (FAP) by assisting in accomplishing the program requirements for counseling, information and referral, assistance, education, and training services to active duty military, their families and retirees.
Perform a variety of typing and data entry assignments, which are often confidential in nature.
Prepares a variety of administrative reports, statements and rosters, gathers data and other necessary information.
Establishes, maintains and revises record keeping and filing systems in accordance with existing Marine Corps and Station Orders and Desktop Procedures.
Advises the FAP Manager on the practical and technical aspects of FAP services delivery, to include policies and procedures, organizational structure, customer service, employee relations, safety, security, etc.
Classifies, sorts and file correspondences, client records and other documents.
Open, sort, review and distribute mail and prepares responses to routine inquiries.
Duplicates material using photocopying equipment.
Arrange meetings and conferences, schedules interviews and appointments and performs other duties related to scheduling program activities.
Accepts and screens telephone calls for program/staff or routes calls appropriately.
Attend Case Review and Family Advocacy Committee meetings, takes notes and transcribes minutes of meetings for review and forwarding to the Station Commanding Officer.
Performs a variety of administrative expertise and support on a wide variety of program administrative matters for the FAP.
I have a thorough and comprehensive knowledge of FAP procedures, principles, objectives and regulations that provides administrative support for the FAP.
Knowledgeable about the various services and programs offered by the Family Advocacy Programs, specifically Victim Advocacy.
Excellent user knowledge of computers sufficient to input and retrieve data using the following software: Microsoft Package.
Knowledgeable in office administration and general office work, including the ability to type, draft and format basic correspondence, edit and review correspondence for use of correct grammar, spelling, punctuation, capitalization and style.
Excellent ability to communicate effectively both oral and in writing.
Excellent people oriented skills and capable of working with both a diverse staff and client population.
Familiar with procedural and regulatory procedures.
Support and provide technical expertise to the total FAP.
Screen, prioritize, conducts a needs assessment on client calls for intervention.
Demonstrate the ability to interact with potentially hostile and frustrated individuals, perform basic crisis management with FAP and Personal Counseling clients telephonically and/or during intake procedures.
Engages in a variety of contacts outside the program in order to obtain or relay information.
Deal with individuals who are influential or important to the program.

Marine Corps Family Team Building Manager/Key Volunteer Trainer
July 2000 to April 2004Marine Corps Air Station Yuma NAFI － Yuma, United States, AZ

Plan, implement and administer the Marine Corps Family Team Building (MCFTB) division by providing assistance and services that support, enrich and improve the quality of life of active duty service members and their families.
Services include Command Team Briefs, Pre-Deployment and Post- Deployment Support, Return and Reunion Program, Family Readiness Officer (FRO) Training, Key Volunteer (KV) Training, PREP, CREDO, LINKS and SLS Seminars.
Establish program goals and objectives for trainings and seminars.
Provide FRO and KV training.
Design and establish marketing strategy and public relations for programs.
Responsible for submission and analytical review of tactical data for monthly reports.
Manage internal resources.
Develops, executes, and administers Non Appropriate Funds and Appropriated Funds financial p lans and budgets.
Maintains and enforces security for Marine Corps Community Service (MCCS) funds, supplies, equipment and property to preclude or minimize the potential for fraud, waste and abuse.
Communicate effectively and work constructively.
Excellent use of English grammar and writing.
Numerous accolades in writing Letters of Instructions and Standard Operating Procedures.
Design material for headquarters directed training.
Dealt with traumatic situations to include family members is crisis management situations.
React appropriately in any situation, outgoing personality.
Able to multi-task to include multilane phone system.
Duties range from work that involves group leadership and giving practical guidance on day-to-day activities.
Extensively worked with military personnel and family members to include frequent contact with representatives of all levels of military and community service agencies.

Education

Master of Business Administration (MBA) : May 2015University of Phoenix － Tempe, AZ, United StatesGPA: GPA: 3.9GPA: 3.9

Bachelor's Degree : Anthropology, 12-1986University of Wyoming － Laramie, WY, United StatesAnthropology

Associate's Degree : Anthropology, 05-1985Casper College － Casper, WY, United StatesAnthropology

High School Diploma : 05-1980Kelly Walsh High School － Casper, WY, United States

Franklin Covey -The 7 Habits of Highly Effective People, 40 hrs. 5-00 University of Arkansas Mid-Management Professional Development, 4.6CEU, 9-00 Nobel Leadership Training, 24hrs. 11-0I Leadership Education Seminar, 24hrs. 5-02 Best Practices of Leadership, SDSU, 8hrs. 8-03 Systems & Strategic Thinking, SDSU, 8hrs. 10-03 MCCS Manager's Course, 40 hrs. 12-03 Facilitation Skills & Influencing Groups, SDSU, 8 hrs. 12-03 Measuring & Managing Change, SDSU, 8 hrs. 1-04 Resolving Conflict & Increasing Cross-Functional Collaboration, SDSU, 8hrs. 2-04 Creating High-Performance Business Units, SDSU, 8hrs. 3-04 Leadership Development Workshop, Dale Carnegie, 4-22-09 Fred Pryor Seminar- Microsoft Excel 6-9-09 Fred Pryor Seminar- Advanced Microsoft Excel 6-10-09-09 LiveCycles ES- Designing Forms, Roundpeg, 16 hrs. 9-29-09 Aspiring Leader Program : 2010Graduate School, 6-24-10 Management Analysis Overview, 32 hrs. Graduate School, 9-14-17/-10 OSHA 10 Hour Genera! Industry Course, 10 hrs. 6-7-12 New Leader Program, Class of 2012, Graduate School, 9-21-12

Work History

Department of Defense

Skills

accounting, Administrative, administrative support, agency, basic, budgets, Budget, clerical, oral, conferences, copying, Counseling, credit, crisis management, crisis management, client, clients, customer service, data entry, DTS, data base, delivery, Designing, documentation, edit, employee relations, English, facsimile, filing, Financial, Forms, Functional, Funds, general office, Maintains inventory, inventory, lans, laser printers, Team Building, Leadership, Leadership Development, Leadership Training, Letters, Managing, marketing strategy, meetings, Access, Microsoft Excel 6, Excel, mail, Microsoft Office, Office, Power Point, Publisher, Word, Monitors, needs assessment, takes notes, office administration, office management, organizational, payroll, personnel, phone system, telephone equipment, policies, processes, Procurement, Property Management, public relations, publications, purchasing requisitions, purchase requisitions, quality, record keeping, repairs, reporting, requirement, safety, SAP, scheduling, Seminars, spreadsheets, Strategic Thinking, Supervisor, supervision, technician, telephone, making travel arrangements, troubleshooting, type, typing, utilities

Additional Information

Professional Licenses/Certificates Current valid Arizona Driver's License. Professional Ratings, Awards, and Recognitions MCCS Employee of the Quarter 7-03 Multiple Special Act Awards from NCUA due to above and beyond performance Delta Mu Delta Honor Business Society Volunteer Work and References Upon request.

Resume Overview

Companies Worked For:

National Credit Union Administration
Marine Corps Air Station Yuma
Marine Corps Community Services Marine Corps Air Station Yuma
Marine Corps Air Station Yuma NAFI
Department of Defense

School Attended

University of Phoenix
University of Wyoming
Casper College
Kelly Walsh High School

Job Titles Held:

Management Assistant
Secretary
Social Service Assistant
Marine Corps Family Team Building Manager/Key Volunteer Trainer

Degrees

Master of Business Administration (MBA) : May 2015
Bachelor's Degree : Anthropology , 12-1986
Associate's Degree : Anthropology , 05-1985
High School Diploma : 05-1980
Franklin Covey -The 7 Habits of Highly Effective People, 40 hrs. 5-00 University of Arkansas Mid-Management Professional Development, 4.6CEU, 9-00 Nobel Leadership Training, 24hrs. 11-0 I Leadership Education Seminar, 24hrs. 5-02 Best Practices of Leadership, SDSU, 8hrs. 8-03 Systems & Strategic Thinking, SDSU, 8hrs. 10-03 MCCS Manager's Course, 40 hrs. 12-03 Facilitation Skills & Influencing Groups, SDSU, 8 hrs. 12-03 Measuring & Managing Change, SDSU, 8 hrs. 1-04 Resolving Conflict & Increasing Cross-Functional Collaboration, SDSU, 8hrs. 2-04 Creating High-Performance Business Units, SDSU, 8hrs. 3-04 Leadership Development Workshop, Dale Carnegie, 4-22-09 Fred Pryor Seminar- Microsoft Excel 6-9-09 Fred Pryor Seminar- Advanced Microsoft Excel 6-10-09-09 LiveCycles ES- Designing Forms, Roundpeg, 16 hrs. 9-29-09 Aspiring Leader Program : 2010

Management Assistant Resume Example

Resume Score: 90%

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