Tutor profile: Margaret R.

▪Develop and produce client documents, including Power Point presentations, new client proposals, quotes and work plans ▪Collaborate with client facing professionals to create highly customized, compelling business proposals that accurately reflect client deliverables ▪Design template/ form library to simplify document production process ▪Explore bid sources daily and identify business opportunities to pursue ▪Analyze and ensure compliance with detailed contract requirements, including strict submittal deadlines ▪Provide general sales support...

▪Member of social media team, jointly responsible for creating weekly posts across multiple platforms (Facebook, Instagram, Twitter, LinkedIn) ▪Proofread, cross checked and made corrections to written materials for accuracy, completeness and consistency ▪Created all proposals for audit team, increasing number of new audit clients from 7 to 18 annually ▪Produced all financial statements for 8 CPAs, simplifying 8 step process to 4 step process ▪Performed administrative tasks including taking client payments, managing executive calendars,

▪Performed weekly banking, including data entry, record keeping and reconciliation of donation amounts ▪Controlled donor database, including giving history and up to date contact information for 500+ donors

▪Supported a team of 30+ financial analysts with compliance tasks ▪Managed letter of caution database for 100 financial analysts to ensure accurate and timely follow-up ▪Facilitated initial business practice reviews on up to 25 advisors weekly