Haley Bertrand
Bozeman
Summary
Organized Executive Assistant with over 3 years of experience supporting senior leaders in high-pressure environments. Proficient in managing complex schedules, coordinating travel logistics, and planning executive events while maintaining confidentiality. Recognized for strong communication skills and operational efficiency, with a proven ability to anticipate and address needs proactively. Committed to enhancing team collaboration and enabling leaders to focus on strategic goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Bookkeeper/Payroll Specialist
HPW CPAs & Advisors
Bozeman
05.2023 - 11.2025
- Manage a portfolio of business clients, overseeing financial reporting, payables, and payroll operations
- Maintain professional relationships with high-value clients while ensuring accurate, confidential, and timely service delivery
- Coordinate multiple projects simultaneously, demonstrating strong organization and attention to detail
- Perform basic accounting, payroll and bookkeeping services to manage business operations
- Generate invoices for clients and tracked payments received from customers
Office Coordinator
HPW CPAs & Advisors
Bozeman
12.2021 - 05.2023
- Manage calendars, meetings, and internal communications for office of over 20 personnel
- Coordinate office operations, supplies, and vendor relationships to enhance workplace efficiency
- Assist with staff meetings by preparing materials and distributing agendas
- Handle confidential employee and client information with utmost discretion
- Support positive team culture through event planning and client interactions
Bartender/Server
Spectators Bar and Grill
05.2020 - 06.2022
- Deliver high-end customer service in a fast-paced hospitality environment
- Upsold premium products and specials to achieve and exceed daily sales goals.
- Cultivate long-term guest relationships, enhancing repeat business and brand loyalty
- Built strong customer relationships and encouraged repeat business through personalized service.
- Train new bartenders on proper procedures and techniques.
Marketing / Office Coordinator
Engel & Völkers
11.2020 - 06.2021
- Coordinate open houses, client events, and team functions—including scheduling, vendor communication, and on-site logistics
- Support real estate agents by managing calendars, professional communications, and digital marketing initiatives
- Improve brand visibility through curated social media content and marketing campaigns
- Assist in onboarding new staff by providing necessary training and orientation
Barista/ Social Media Assistant
City Brew Coffee
10.2019 - 05.2021
- Create visually appealing graphics and photography to highlight products and enhance brand identity
- Increase follower engagement through consistent posting, interactive stories, and community-driven campaigns
- Developed and managed content for Instagram and Facebook to promote daily specials, seasonal drinks, and in-store events
Education
Bachelor of Science - Business Accounting
Montana State University
Bozeman, MT06.2021
Bachelor of Science - Business Marketing
Montana State University
Bozeman, MT12.2020
Skills
- Sales and upselling
- Client relations
- Event coordination
- Hospitality management
- Digital marketing
- Email campaigns
- Social media
- Advertising
- QuickBooks Online & Desktop
- Microsoft Office applications
- InDesign
- Photoshop
- Multiple payroll platforms
- Communication
- Leadership
- Multitasking
- Vendor coordination
Certification
QuickBooks Online, Demonstrates proficiency in bookkeeping, payroll, and client account management
Leadership Experience
ALPHA OMICRON PI SORORITY
Social Chairman May 2019-Dec 2020
- Organize social and philanthropic events with other Greek organizations
Activities Chairman May 2018- May 2019
- Coordinate large-scale events during Parents Weekend and community engagements
Philanthropy Chairman, Jan 2018-Dec 2018
- Manage planning and logistics for fundraising events benefiting the Juvenile Arthritis Foundation
Timeline
Bookkeeper/Payroll Specialist
HPW CPAs & Advisors
05.2023 - 11.2025
Office Coordinator
HPW CPAs & Advisors
12.2021 - 05.2023
Marketing / Office Coordinator
Engel & Völkers
11.2020 - 06.2021
Bartender/Server
Spectators Bar and Grill
05.2020 - 06.2022
Barista/ Social Media Assistant
City Brew Coffee
10.2019 - 05.2021
Bachelor of Science - Business Accounting
Montana State University
Bachelor of Science - Business Marketing
Montana State University