Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
Timeline
Generic

Reagan Travis

Prescott

Summary

Friendly Assistant Business Office Manager with extensive administrative and financial experience. Articulate communicator maintaining focus in busy environments. Considered a valued leader with dynamic, service-minded demeanor. Dedicated and meticulous assistant office manager with years of experience excelling at prioritizing, completing multiple tasks simultaneously and achieving project goals. Flexible and focused team player with unique skillset. Ambitious college student who is proficient in areas of accounting and finance. Working towards a long term goal of working in Medical Fraud.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Assistant Business Office Manager

Haven Health of Prescott
Prescott
06.2024 - Current
  • Maintain accurate financial records and reports.
  • Assist in the preparation of budget plans, forecasts, and projections and analyze financial data using spreadsheet software programs, such as Excel.
  • Monitor accounts payable and receivable to ensure timely payments.
  • Perform clerical duties, such as filing, photocopying, faxing, and scanning documents.
  • Provide customer service support by responding to inquiries from staff members and external customers via phone or email.
  • Manage all of the residents' financial trusts.
  • Resolve any discrepancies found between invoices received from vendors versus those entered into the system.

Social Services Assistant

Haven Health of Prescott
Prescott
02.2024 - Current
  • Assist clients with completing applications for government services and benefits.
  • Organize individual meetings to discuss issues/updates related to residents' progress.
  • Develop plans of care based on assessments of clients' needs and resources available.
  • Maintain confidential records of client information according to agency policies and procedures.
  • Develop partnerships with local organizations that offer assistance to individuals in need.
  • Collaborate with staff from other departments within the organization on projects related to social services programming.

Receptionist

Haven Health of Prescott
Prescott
09.2022 - Current
  • Greet visitors and provide them with assistance and excellent customer service at all times.
  • Answer incoming calls, take messages, and transfer calls to appropriate departments or personnel.
  • Schedule appointments for clients, customers, and other visitors, and assist in maintaining office supplies inventory by checking stock to determine inventory level.
  • Manage all incoming mail distribution, courier services, faxes, and photocopying documents.
  • Provide administrative support to staff members.
  • Update daily logbook with information about visitors entering the premises.

Administrative Support Specialist

REB Certified Public Accounting
Prescott
01.2025 - 05.2025
  • Provided excellent customer service through verbal communication with internal customers and external vendors.
  • Performed general office duties such as photocopying documents, faxing information, sorting mail.
  • Maintained confidential records related to personnel files.
  • Assisted with special projects assigned by management team.
  • Greeted visitors in a professional manner, determined nature of visit, directed them to appropriate personnel or department.
  • Ensured compliance with all applicable laws regarding record keeping requirements.
  • Input data into various software programs such as Excel spreadsheets or databases.
  • Answered incoming calls, responded to inquiries, and redirected calls as appropriate.
  • Developed correspondence such as memos, letters, reports, utilizing MS Word functions.
  • Organized and maintained filing systems, both paper-based and electronic.
  • Managed office supplies inventory.
  • Maintained confidential records in accordance with company policies and procedures.
  • Updated contact lists on a regular basis ensuring accuracy of information.

Education

Bachelor of Science - Forensic Accounting and Fraud Investigation

Embry-Riddle Aeronautical University
Prescott, AZ
12-2026

Minor: Spanish

Embry Riddle Aeronautical University
Prescott, AZ
12-2026

Minor: Spanish

Embry Riddle Aeronautical University
Prescott, AZ
12-2026

High School Diploma -

BASIS Prescott
Prescott, AZ
05-2024

Skills

  • Scheduling appointments
  • Office Administration
  • Records Management
  • Meeting Coordination
  • Document Management
  • Relationship Building
  • Positive and professional
  • Time Management
  • Sufficient Experience with Microsoft Products, such as Excel and Word
  • Credit and collections
  • SQL experience

Affiliations

  • High school President of the Bring Change to Mind Club (August 2023-May 2024).
  • Vice President of Finance for the Epsilon Alpha Collegiate Chapter (Nov 2025-Present).
  • President of Association of Certified Fraud Examiners Collegiate Club (ACFE) (April 2025-Present).
  • Future Business Leaders of America (FLBA) Collegiate Member (September 2024-Present).

Accomplishments

  • Graduated from BASIS Prescott with Honors (May 2024).
  • 1st place award winner in Foundations of Accounting at the State competition for the Future Business Leaders of America (FLBA) collegiate chapter (2025).
  • 3rd place award winner in Foundations of Finance at the State competition for the Future Business Leaders of America (FLBA) collegiate chapter (2025).

Certification

  • CPR Certified (December 2024-Present)

Languages

Spanish
Professional

Timeline

Administrative Support Specialist

REB Certified Public Accounting
01.2025 - 05.2025

Assistant Business Office Manager

Haven Health of Prescott
06.2024 - Current

Social Services Assistant

Haven Health of Prescott
02.2024 - Current

Receptionist

Haven Health of Prescott
09.2022 - Current

Bachelor of Science - Forensic Accounting and Fraud Investigation

Embry-Riddle Aeronautical University

Minor: Spanish

Embry Riddle Aeronautical University

Minor: Spanish

Embry Riddle Aeronautical University

High School Diploma -

BASIS Prescott
Reagan Travis