Anthony Daleo
Kansas City,MO
Summary
Organized Office Manager with demonstrated expertise in financial and operational leadership. Multidisciplinary managerial skills in process, procedure and policy improvement initiatives. Accomplished in optimizing productivity and quality of service.
Overview
14
14
years of professional experience
Work History
Business Office Manager
Reliant Healthcare
09.2023 - Current
- Update reports, manage accounts, and generate reports for company database.
- Manage financial operations for the business, ensuring accurate budgeting and timely invoice processing.
- Resolve financial discrepancies and customer billing issues with timely attention.
- Oversee office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Enhance customer satisfaction by addressing inquiries promptly and resolving issues professionally.
- Oversee inventory management, maintaining optimal levels of supplies while minimizing costs.
- Ensure compliance with company policies and industry regulations through regular audits and process updates
- Contribute to a successful annual audit by preparing thorough documentation in accordance with regulatory requirements.
- Improve workflow efficiency by streamlining office processes and implementing new software solutions.
- Increase accuracy in financial reporting by implementing robust accounting practices and attention to detail in data entry tasks
- Develop and maintained strong relationships with vendors, negotiating contracts for cost savings and improved service quality.
- Safeguard sensitive company information by establishing comprehensive data security protocols that complied with industry best practices.
- Update reports, managed accounts, and generated reports for company database.
Asset Management Specialist
DST/SS&C
03.2020 - 09.2023
- Supported shareholders in handling their mutual fund portfolios.
- Compliant to IRS, State and national laws
- Maintain a professional relationship between the client and shareholder
- Perform trades such as redemptions, purchases, contributions, exchanges, and conversions.
- Process written requests such as death claims, registration changes, beneficiary designations, affidavits, new account applications
- Verify signature stamps such ad Medallion Signature Guarantees
- Compliant with both of my clients, Principal Funds and Madison Funds
- Work alongside financial advisors to reach common goals and shareholders goals
- Provide black/white details pertaining to the market and fund specifics
- Train new employees
- Work as a team, never leaving a question/concern go unanswered
- Collaborated closely with accounting teams to ensure accurate tracking of fixed assets throughout their lifecycle from acquisition to disposal.
- Established a robust set of best practices for asset management within the organization, leading to more efficient processes and improved overall performance.
- Built professional relationships and cultivated deep knowledge within government and customer asset management communities.
- Developed customized financial models to predict future performance of individual assets within a portfolio.
- Facilitated productive cross-functional team collaborations, ensuring seamless integration of asset management strategies across departments.
Account Manager
Parking Management Company
09.2019 - 03.2020
- Lead the valet team in providing an effective, functional valet operation at the downtown Courtyard/Residence Inn
- Assign activities and tasks necessary to achieve the financial objectives of our location
- Handle employee scheduling and auditing duties
- Hold employees accountable for performing daily duties, following the dress code, and meeting all other company standards.
- Monitor our two largest garages as well as all of our garage attendants
- Review operational checklists daily to ensure all tasks are completed prior to departing
- Handle all guest complaints in a professional and timely manner
- Handle costs and expenses to ensure that they fall in line with our budget
- Process biweekly payroll for approximately 30 employees
- Perform all onboarding responsibilities
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Improved overall team productivity by implementing best practices in organization and time management.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
Staffing Specialist/Account Manager
TrueBlue Inc
09.2018 - 07.2019
- Perform onsite account management duties for Hertz/Dollar Rental agencies
- Ensure adequate and competent staff were provided
- Perform all onboarding responsibilities including processing of I-9 and other federal files
- Administer appropriate screenings including background checks, drug screens and E-Verify
- Compliant to Federal/State and local laws
- Recruited associates based on current demand for daily, weekly and longterm assignments
- Coach and discipline employees as warranted
- Participate and host recruiting events to keep a fresh pool of potential employees and to expose the brand name
- Maintain and grow client relation/partnerships
- Process daily/weekly payroll for approximately 90 employees per week on average
- Generate weekly billing statements for clients
- Make collection calls when necessary
- Implement effective sales tactics
- Handle heavy inbound call volume
- Perform onsite safety evaluations for both clients and employees
- Scheduled interviews with potential candidates, filled out required paperwork and prepared introduction manuals.
- Managed high-volume requisitions across multiple industries, consistently meeting deadlines while providing top-notch candidates for each role.
- Developed strong relationships with clients and hiring managers, leading to a higher volume of job orders and successful placements.
- Performed urinalysis testing to discourage illegal drugs use in company.
- Managed applicant tracking system (ATS) database by entering, updating and maintaining candidate contact details, resumes, and supporting documentation.
- Conducted regular follow-up with placed candidates to ensure satisfaction and retention, addressing any concerns or potential issues proactively.
- Continuously improved personal skill set and industry knowledge by attending relevant training sessions, workshops, seminars, and conferences.
- Enhanced candidate placement rates by implementing efficient recruitment strategies and thorough candidate screening processes.
Account Manager
Towne Park
10.2015 - 10.2018
- Lead the valet team in providing an effective, functional valet operation at the Downtown Kansas City Marriott hotel
- Assign activities and tasks necessary to achieve the financial objectives of our location
- Handle employee scheduling and auditing duties
- Hold employees accountable for performing daily duties as well as following the dress code, and meeting all other TownePark standards
- Monitor our two largest garages as well as all of our garage attendants
- Review operational checklists daily to ensure all tasks are completed prior to departing
- Handle all guest complaints in a professional and timely manner
- Handle costs and expenses to ensure that they fall in line with our budget
- Completed and certified in ascent, an extensive development course to progress into other management positions
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Improved overall team productivity by implementing best practices in organization and time management.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Enhanced team performance with regular training sessions on product knowledge and customer service excellence.
Route Driver
Necco Coffee Company
09.2014 - 10.2016
- Delivered and sold coffee and snack product across the Kansas City Metropolitan area
- Built and maintained customer relationships in order to gain repeat business
- Maintained constant revenue growth by providing good service and exceeding customer expectations
- Enhanced route efficiency by consistently analyzing and optimizing delivery routes.
- Provided exemplary customer service while handling inquiries or complaints, fostering loyalty among clientele.
Valet Attendant
AmeriPark
01.2011 - 08.2014
- Maintained a steady work pace while parking and retrieving cars for the casino valet operations
- Explained valet process to clients and visitors in a detailed, user friendly manner
- Promoted courteous treatment of customers and resolved guest service issues
- Provided guests with a professional, friendly and timely experience upon their arrival and departure
- Provided accurate and timely documentation of vehicle checks, vehicle damage, and other conditions prior to service
Education
Associate Of Applied Business - Business Administration
Maple Woods Community College
Kansas City, MODiploma -
Liberty High
Liberty, MO05.2010
Skills
- Hospitality management
- Staff training and development
- Office administration
- Employee onboarding
- Office management
- Payroll and budgeting
- Business operations management
- Human resources management
- Operations management
- Computer skills
- Team leadership
Timeline
Business Office Manager
Reliant Healthcare
09.2023 - Current
Asset Management Specialist
DST/SS&C
03.2020 - 09.2023
Account Manager
Parking Management Company
09.2019 - 03.2020
Staffing Specialist/Account Manager
TrueBlue Inc
09.2018 - 07.2019
Account Manager
Towne Park
10.2015 - 10.2018
Route Driver
Necco Coffee Company
09.2014 - 10.2016
Valet Attendant
AmeriPark
01.2011 - 08.2014
Associate Of Applied Business - Business Administration
Maple Woods Community College
Diploma -
Liberty High
Similar Profiles
Anjila KarkiAnjila Karki
Care Service Employee at Reliant HealthcareCare Service Employee at Reliant Healthcare
WILLIAM M. HOUSEWILLIAM M. HOUSE
Account Executive at Reliant HealthcareAccount Executive at Reliant Healthcare
GURSEWAK TOORGURSEWAK TOOR
Lead Clinical Coordinator at Reliant HealthcareLead Clinical Coordinator at Reliant Healthcare