Allison Sherman

Self-motivated and analytical administrative professional with demonstrated capacity to quickly adapt and oversee multiple projects while providing comprehensive, executive-level business operations support.

ADMINISTRATOR/OFFICE MANAGER at Riley, Akopians and MSA CPAS, LLP (2023 – Present)

Prepare and organize client files for partners, ensuring tax documentation and client-provided information are complete and readily accessible. Prepare annual tax organizers, tax returns, and quarterly and annual payroll tax return materials for processing and distribution. Establish and maintain client accounts within internal database and billing systems.

Perform A/R follow-up on outstanding client invoices, addressing billing questions and coordinating payment collection. Serve as a point of contact for clients, managing incoming calls and emails and conducting client follow-up as needed. Coordinate and prepare partner meetings and luncheons, including scheduling and related logistics.

Manage daily office operations, including shipping and receiving, office supply purchasing, inventory, and general office needs.

RECEPTIONIST & ADMINISTRATIVE ASSISTANT at H. L.

Moe Company

Inc (2015 – 2022)

Provided administrative and front-office support to management and staff while serving as a primary point of contact for clients, vendors, and business partners. Managed incoming calls, routed inquiries to appropriate departments and personnel, maintained call records, and coordinated incoming and outgoing mail. Coordinated and prepared meetings, including scheduling, room setup, and food and beverage arrangements.

Created and maintained Excel valve chart spreadsheets containing mechanical and emergency system information for general contractors and project owners. Prepared and submitted California preliminary notices and credit applications to support subcontractor requirements and material procurement. Requested and maintained Certificates of Insurance (COIs) from vendors and subcontractors to support project documentation and insurance requirements.

Collaborated with estimators to prepare and organize documentation required for project bids, pre-qualification submissions included. Maintained accurate accounts receivable and accounts payable records and assisted with year-end reconciliation and filing.

• Designed and drafted a change order manual that streamlined supervisor’s process of monitoring change order requests and approvals; ensured accurate filing of change order requests and approvals vital for collection of pay from projects.
• Collaborated with Estimators on development, creation, and delivery of same-day project documents.
• Developed and wrote various documents such as emergency contact lists and project contact forms vital for Purchasing Department to swiftly access project superintendent and foreman information.
• Successfully sustained positive workplace environment through team support, morale-boosting initiatives, and vendor, customer, and colleague appreciation ingenuities (proffered candy, holiday decorating, cross-functional team assistance).

PERSONAL ASSISTANT at Various Entities (2012 – 2014)

Oversaw diverse administrative functions including assistance with personal finances and addressing all emails and incoming phone communications. Managed appointments and calendar as well as directly interfaced with clientele. Held full accountability for ensuring up-to-date marketing initiatives were disseminated across various social media sites. Supported all business operations through administrative assistance and maintaining an organized work environment.

• Developed and implemented efficient processes that ensured successfully meeting deadlines.

DIPLOMA – HOOVER HIGHSCHOOL, GLENDALE,CA (2013)