Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Melodie Weis

Boulder,CO

Summary

Dynamic office manager with 15+ years of experience in supporting day-to-day operational functions to provide a smooth-running business. A highly dependable and trustworthy support specialist with leadership skills in blending advanced organizational, technical and business acumen. Track record of supplying eager and attentive support to all stakeholders.

Overview

23
23
years of professional experience

Work History

Real Estate Investor

A Blue Dog Property, LLC
05.2021 - Current
  • Screen tenants, and advertise vacancies.
  • Coordinate repairs, maintenance, move-in/move outs.
  • Manage the properties finances including budgeting, accounting for income and expenses.
  • Prepare financial reports for year end tax filings.
  • Ensure legal compliance with local, state, and federal housing laws.

Executive Assistant

BPX Energy
02.2022 - 04.2023
  • Served as Executive Assistant to 9 executives including the COO of Development.
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Planned, and executed an inter-company off site.
  • Coordinated, and created slidedeck content for quarterly department meetings.

Full Charge Bookkeeper

Adventure Rabbi
09.2018 - 07.2021

Managed financial data, local sales tax compliance accounts payables/receivables, payroll, daily financial entries and reconciliations.

  • Identified and recovered +$27,000 in accounts receivables within 7 days.
  • On average reconciled +50 fiduciary transactions daily.
  • Invoiced clients, processed payments, reconciled transactions , communicated payment terms and managed payments through various systems and online platforms.
  • Monthly reconciliation of +1000 ACH transactions, credit card and bank accounts.
  • Processed payroll, electronic deposits (ACH) and contractor payments.
  • Filed quarterly 941 federal tax forms on behalf of Adventure Rabbi.
  • Conducted administrative duties such as answering emails, resolving inquiries, and assisting Rabbi with events.
  • Provided excellent customer service with quick resolution and response to both clients and Director.

Admissions Coordinator (Temporary Position)

HCR ManorCare
07.2018 - 10.2018

Assisted the Admissions Office in a highly dynamic work environment while the Director was on maternity leave.

  • Awarded Employee of the Month (September).
  • Helped patients complete admissions paperwork.
  • Collaborated with medical and program directors to establish and execute policies, procedures and room readiness for a 150-bed facility.
  • Participated in morning team meetings and reported bed capacity.
  • Conducted daily tours and followed-up with prospective resident families.
  • Identified opportunities and sought solutions that fit needs of the resident's family with consideration to the organizational framework.

Business Office Manager

Weis Podiatry
11.2006 - 01.2015

Established a new podiatry office and effectively managed daily office operations in a fast pace medical practice within a dynamic market, including human resource management, payroll, marketing, accounts payable & receivable.

  • Managed a staff of 8 and reduced employee turnover by 15%.
  • Processed bi-weekly payroll, managed time and attendance systems.
  • Maintained employee files including 1-9, W-4 and all records with adherence to TWC requirements.
  • Created both an employee manual and office policies, and trained staff to maximize optimal productivity through best practices.
  • Conducted annual performance evaluations to monitor progress and productivity and recommended wage increases, or corrective actions.
  • Fostered positive employee relationships through regular meetings, training and development coaching.
  • Ensured OSHA compliance trained staff on safety and reporting protocols.
  • Optimized personnel coverage based on availability and forecasted demand.
  • Oversaw billing, collections, and ensured compliance with insurance regulations.
  • Reconciled fiduciary transactions through QuickBooks, and worked closely with our accounting firm for monthly, quarterly, and annual tax filings.
  • Coordinated both software and medical machine maintenance repairs and updates.
  • Monitored office inventory to maintain adequate supply levels.
  • Answered phones, verified insurance, and responded to patient concerns.

Studio Account Liaison

Anderson Merchanisers
01.2002 - 07.2006

Managed the accounts for 3 major motion picture studios: 20th Century Fox, Universal Studios, and Lionsgate Entertainment.

  • Given a service excellence award by the Director of Sales for on time reporting for the blockbuster hit, King Kong.
  • Analyzed merchandising survey data, provided feedback and identified merchandising opportunities through internal systems, and provided Excel reports.
  • Presented new releases & merchandising plans to 3,300 sales field personnel at quarterly, and annual meetings.
  • Provided hourly, daily and weekly sales reports to senior executives and often with minimal lead time.
  • Company Wellness team leader, coordinated activities to improve staff health outcomes for the purpose of lowering company insurance premiums.
  • Exceeded goals through effective task prioritization and great work ethic

Education

Master of Arts - Business, Marketing, Communications

West Texas A&M University
Canyon, TX
12.2006

Bachelor of Arts - Social Work

West Texas A&M University
Canyon, TX
05.1998

Skills

  • Microsoft Office (Excel, Word, Outlook and Powerpoint)
  • Project Management
  • Invoicing and billing
  • Event coordination
  • Accounts payable and receivable
  • Leading teams
  • Training and coaching
  • Quickbooks Pro Plus for desktop and online

Accomplishments

  • 2021- present: Elected board member for Devil's Thumb Townhome Association, a 100-unit townhouse association in Boulder, CO.
  • 2015-2019 DTTA Architectural Review Committee member
  • 2008-2013: Co-founded Du Good Events, a non-profit that raised +$71k for needy families in Grant County Ks. I planned and coordinated multiple events including 5k races, obstacle courses, and duathlons. 100% of the proceeds went directly to families to assist with transportation costs and medical bills associated with cancer related treatments or serious illness.
  • 2003-2007: Co-founded Old Tascosa Cycling Club, a non-profit in Amarillo, Texas with 100+ membership. Served as both the Membership Director and Vice-President. I organized annual meetings and local cycling events that included professional racers. We raised +$124,000 over this term.

References


Jamie Korngold

Executive Director & Rabbi, Adventure Rabbi

jamie@adventurerabbi.org

303-579-2123


Tracie Morris

Administrative Assistant, Knapp Business Solutions

tracie@kbtax.com

806-584-3631


Trisha Davis

Administrator, BSA Hospice of the Southwest

806-678-8778


Ken Graham

graham.kenneth@sbcglobal.net



Timeline

Executive Assistant

BPX Energy
02.2022 - 04.2023

Real Estate Investor

A Blue Dog Property, LLC
05.2021 - Current

Full Charge Bookkeeper

Adventure Rabbi
09.2018 - 07.2021

Admissions Coordinator (Temporary Position)

HCR ManorCare
07.2018 - 10.2018

Business Office Manager

Weis Podiatry
11.2006 - 01.2015

Studio Account Liaison

Anderson Merchanisers
01.2002 - 07.2006

Master of Arts - Business, Marketing, Communications

West Texas A&M University

Bachelor of Arts - Social Work

West Texas A&M University
Melodie Weis