Yvonne R. Partin

1937 Delaware Ave.

Norwood, OH 45212

(513) 348-6819 Mobile

yvonnerpartin@aol.com

EDUCATION

Xavier University - BA Liberal Arts, Concentration in Business Administration, 2008

Cincinnati State - AA Financial Management, 1992

Cincinnati State - AA Business Data Management, 1987

TRAINING / CERTIFICATES

New Horizons – Office 2010 New Features (PowerPoint, Word, Excel) all levels – Jan., 2011

CareerTrack – Managing Emotions Under Pressure – 2008

SkillPath Seminars – Complete Manager’s Course – April, 2011

PROFESSIONAL EXPERIENCE

Internal Revenue Service – Covington, KY

ICO (detail)

o Typed Individual Master File (IMF) correspondence letters

o Accessed Integrated Data Retrieval System (IDRS)

o Utilized codes (ENMOD, INOLE, Name Letter and BMFOL

o Clerk – sorted replies

Data Transcriber

o ISRIP

o SCRIPS

o RPS

o Post Doc Prep

PARMAC Construction, LLC – Norwood, OH

Office Manager / Bookkeeper

Dec. 2012 – Oct. 2014

  · Responsible for Accounts Payable, Accounts Receivable & daily deposits

  · Utilized Quick Books on-line for all Accounting / Bookkeeping entries

  · Generated and reconciled weekly, month-end and quarterly reports

  · Reconciled time and attendance records for all employees to assure accuracy of hours worked

  · Processed invoices (coded, scanned, copied, emailed)

  · Prepared and maintained company tax information for CPA

  · Worked closely with various tax agencies (city, state and local) to be and remain compliant

  · Processed payroll utilizing Paychex & Paycor on-line

  · Processed special payroll adjustments, salary withholdings for child support, tax levies

  · Reconciled credit card and bank statements

  · Processed all employment documents (applications, I9, W2, IT-4) maintained employee records

  · Prepared and analyzed data for insurance audits

  · Supported President/owner and field supervisors

1

Process Tax Returns / Documents

Feb. 2014 - Oct. 2014

Feb. 2015 – June 2016

May. 2015 - June 2015

Nov. 2015 - Dec. 2015

Feb. 2014 – June 2016

Feb. 2016 - Mar. 2016

Yvonne R. Partin

1937 Delaware Ave.

Norwood, OH 45212

(513) 348-6819 Mobile

yvonnerpartin@aol.com

  · Maintained required sub-contractors documents – 1099’s , G&L & Workers Compensation

certificates, licenses

  · Maintained payroll records, applying pay laws, tax agencies

  · Assisted general contractors, sub-contractors, vendors, creditors and CPA with requests,

questions/concerns pertaining to project requirements

  · Ordered and maintained all office supplies

Fund Evaluation Group, LLC – Cincinnati, OH

Senior Administrator

Feb. 2005 – Dec. 2012

  · Supported Managing Principals (including the President/CEO), Sales, Human Resources

  · Managed, organized and printed client quarterly reports

  · Created and maintained all hard and electronic copies of investor and money manager

documents

  · Created presentations in Microsoft PowerPoint, generated reports utilizing Microsoft excel,

created correspondence using Microsoft Word

  · Build and maintained vendor relationships (i.e. UPS, Prosource, Retrievex, Office Depot,

Unistar)

  · Assisted HR in the interview process & hiring of new employees for the Office Service

department

  · Created and implemented process & procedures for various responsibilities within the

department

  · Prioritized & delegated work / projects

  · Assisted receptionist with switch board coverage, create schedules for front desk coverage,

meetings & training, quarterly report mailings other miscellaneous duties

  · Approved Invoices for Accounts Payable

  · Scheduled appointments, reservations, maintained their contacts & meeting notes in CRM.

Administrator – Hedge Funds

Apr. 2008 – Sept. 2011

  · Processed subscription documents (contracts) for new investors –copied, scanned, faxed and

filed as needed

  · Responsible for processing and managing investor requests

  · Reviewed monthly NAV statements for accuracy (J.D. Clark)

  · Submitted monthly returns to investors via ‘blast’ email

  · Coordinated the mailing of annual investor’s K-1

  · Facilitated all initial, additional and redemption investments for investors & money managers

  · Responsible for setting up new investor’s accounts and maintained the CMS database

Acosta Sales & Marketing - Sharonville, OH

Sales Support Administrator / Coordinator

Aug. 2001 – Feb. 2005

  · Responsible for the sales support and customer service functions for assigned client (Clorox,

one of the top ten clients)

  · Generated and maintained reports for client representatives and sales team

2

Yvonne R. Partin

1937 Delaware Ave.

Norwood, OH 45212

(513) 348-6819 Mobile

yvonnerpartin@aol.com

  · Processed customer bill backs, deductions and tracked promotional monies according to

client’s requirements

  · Placed orders via EDI or manually, coordinated drop ships (utilizing Microsoft Excel) and

provided information pertaining to sales volume

LSI Industries - Blue Ash, OH

Administrator - Canadian Specialist

Jan. 1993 – Aug. 2001

  · Processed, entered and maintained orders for Canadian, export, and U.S. markets and ten

national accounts (approx. 1100 orders per month)

  · Authorized payment of Canadian shipments / invoices

  · Assisted regional managers and sales representatives with solutions to product and field

problems

  · Investigated, issued and processed credits, debits and commission adjustments

  · Prepared B/L and certificates of origin for export shipments

References available upon request

3