Jennifer Putnam

• Coordinated high-volume client appointments in executive sales calendars, enhancing sales productivity and optimizing allocation of sales team resources.
• Acted as the primary liaison between prospective clients and the sales department, professionally qualifying leads and directing opportunities to the appropriate sales advisors to support revenue growth.
• Increased appointment show rates through proactive confirmation processes, strategic scheduling, and consistent communication with prospective clients.
• Collaborated with sales leadership to prioritize high-value opportunities and align scheduling with departmental sales goals and operational needs.
• Tracked customer interactions, follow-ups, and sales activity in CRM systems, maintaining detailed client records and appointment pipelines for improved sales oversight.
• Demonstrated strong problem-solving and organizational skills by managing last-minute schedule changes, urgent client requests, and competing priorities in a fast-paced environment.
• Supported overall sales pipeline development by ensuring qualified prospects were efficiently scheduled, improving sales team efficiency and conversion potential

Directed financial operations, including budgeting, forecasting, and reporting.

• Implemented internal controls, strengthening compliance and enhancing accuracy of financial data.
• Oversaw budgeting processes, coordinating with department heads for effective resource allocation.
• Analyzed financial data to identify trends and support strategic decision-making.
• Oversaw preparation of financial statements and operational reports.
• Led month-end close processes, ensuring timely completion of financial statements.
• Partnered with department heads to align financial strategies with organizational growth objectives.
• Managed daily schedules for team members and clients to ensure efficient use of time.
• Streamlined daily office activities to promote a smooth and efficient workflow.
• Maintained filing systems and organized documents for easy access.
• Tracked budget expenses to support financial oversight.
• Communicated with vendors to negotiate contracts and services.
• Trained new staff on office procedures and software usage.
• Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
• Monitored payments due from clients and promptly contacted clients with past due payments.
• Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
• Supervised staff members, organized schedules and delegated tasks.
• Managed office budget to handle inventory, postage and vendor services.
• Provided administrative support to management team including preparing reports and presentations.
• Ensured compliance with applicable laws regarding employment practices.
• Reviewed contracts for accuracy prior to signing off on behalf of the company.
• Assisted with the preparation of budgets, forecasts and financial statements.
• Negotiated contracts with vendors, securing favorable terms and cost savings.
• Recruited, interviewed and selected employees to fill vacant roles.
• Computed balances, totals or commissions to support accounting team.
• Analyzed cash flow and forecasted financial performance regularly.
• Coordinated audits and prepared necessary documentation for reviewers.
• Served as primary contact for external auditors throughout year-end audit process.
• Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
• Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
• Developed annual budget and compared actual expenses against projected budget.
• Identified areas for improvement within the finance department operations and processes.
• Managed cash flows to optimize year-end tax benefits.