1. Adrienne A. Oliphant
1302 209th
Avenue NE Sammamish WA 98074 (206) 380-6977 oliphantfamily@gmail.com
PROFESSIONAL HISTORY
Co-Founder & Director March 2008 – Present
Foster Kids 5k Fun Run & Walk Redmond, WA
Maintain annual budget, listing expenses and donations
Lead Foster Kids 5k Planning Committee meetings
Secure annual permit from King County Parks for Marymoor Park use
Apply for event insurance and ensure insurance certificate is sent to King County
Update Sponsorship Letter describing cause and sponsor benefits and procure Sponsors
Work with website designer to update website annually
Set up Active.com event registration and link to website
Lead social media marketing efforts and direct others in assisting
Supervise marketing posters, flyers and bulletins and other signage is created and posted properly
Create Mail Chimp formalized emails to sent to past participants to secure registrations
Organize and maintain inventory and race day items that are needed annually
Create and organize race packets and chip timers for participants
Set up race, supervise and tear down race
Accounting Manager May 2012 – March 2014
Eastridge Church Issaquah, WA
Monthly bank reconciliations using Microsoft Excel and PowerChurch
Monthly systems reconciliation with PowerChurch and FellowshipOne
Monthly systems reconciliation for Eastridge Childcare and School with Powerchurch and Procare
Prepared first draft of monthly Financials for CPA review
Weekly offering count with accounting team including: deposits, recording, and reporting of funds
Major update and expansion of Staff Handbook including: benefits, leave, hiring, firing and correction processes
Processing workers compensation claims and creating processes for future claims
Researching, presenting and implementing Time and Labor and Procare software for staff use
Senior Associate – Client Reporting October 2007 – May 2012
BlackRock, Inc. Seattle, WA
Link Excel data from models to clients Word reports then secure in PDF form
Confirm investment performance and risk analysis using Excel formulas, models and macros
Coordinate investment performance data for client reports
Create standard and customized reports for institutional clients using Excel, Word, Adobe and Quasar
Meet monthly and quarterly reporting deadlines consistently while assisting in spontaneous reporting needs
Update monthly bond profiles using complex Excel formulas and pivot tables
Create documentation for legal reporting procedures regarding disclosures to ensure compliance
Propose consistent reporting procedures and processes to team members
Associate – Financial Advisory Services April 2005 – October 2007
Quellos Financial Advisors, LLC Seattle, WA
Wealth management for private clients with net worth over 150 million dollars
Build positive relationships with clients and family offices
Process monthly accounting for multiple clients, including many additional family office services
Prepare monthly reconciliations for multiple clients
Training Associates in Quellos processes and procedures
Leading special projects to create and update written processes and procedures
Calculate quarterly benchmarks for the department to use in performance reports
EDUCATION
Bachelor of Science, Business Administration
Finance & Real Estate Concentration GPA 3.5
Colorado State University (CSU) Fort Collins, CO
COMPUTER LITERACY
Microsoft Office, Sharepoint, Fellowship One, PowerChurch, Procare, Time & Labor Online, Paychex, Quicken,
Quickbooks
ACTIVITIES & ACCOMPLISHMENTS
Co-Founder/Director www.fosterkids5k.org (7 yrs) Eastridge Church Member
Marathon Finisher (Seattle, Bellingham, Washington DC) Cascade Club Volleyball 16’s Coach (3 yrs)