Maggie Mullen
Minneapolis
Summary
Business student with professional experience in a small CPA firm, supporting client engagement, financial recordkeeping, and data analysis, alongside experience in retail and operations environments. Strong background in Excel, client database systems, and customer experience optimization, with demonstrated ability to analyze trends and support process improvements. Seeking to further develop analytical, marketing, and business strategy skills through formal business education.
Overview
10
10
years of professional experience
Work History
Engagement Coordinator
Michael P. Mullen, CPA, PLLC
Minneapolis, MN
05.2016 - Current
- Coordinate and manage client engagements within a small CPA firm, supporting day-to-day accounting and client service operations
- Maintain and analyze client financial and engagement data using Microsoft Excel and a proprietary client database system to ensure accuracy and organization
- Assist with contract discussions, helping secure cost-effective services for clients
- Develop and maintain client records and documentation (physical and electronic), ensuring confidentiality and compliance
- Support process improvements by identifying patterns in client data and operational workflows
- Mentor and support junior staff by providing guidance on engagement workflows and professional standards
Seasonal Sales Associate
CB2
Minneapolis, MN
10.2021 - 02.2022
- Delivered a high-end, personalized customer experience by tailoring product recommendations based on customer needs, driving repeat business and positive brand perception
- Analyzed sales trends and customer behavior to identify opportunities for upselling, cross-selling, and merchandising optimization
- Supported visual merchandising and in-store marketing initiatives, contributing to increased customer engagement and foot traffic
- Collaborated with management on promotional campaigns and sales strategies to improve store performance during peak seasonal demand
- Recognized through consistent positive customer feedback and reviews for service quality and product knowledge
- Offered a managerial position based on performance, leadership potential, and reliability
House Manager
Private Family
Wayzata, MN And Chicago, IL
09.2020 - 10.2021
- Managed day-to-day household operations, ensuring efficient scheduling, task prioritization, and workflow execution
- Coordinated calendars, appointments, and logistics for multiple family members, optimizing time management and resource use
- Implemented and maintained inventory and supply management systems, reducing inefficiencies and last-minute disruptions
- Liaised with vendors and service providers, overseeing timelines, quality standards, and project completion
- Adapted quickly to changing priorities while maintaining high standards of organization and discretion
Education
Minneapolis Community And Technical College
Minneapolis, MNSkills
- Microsoft Excel
- Client Database Management Systems
- Data Analysis & Trend Identification
- Financial Recordkeeping
- Customer Experience Optimization
- Consumer Behavior Analysis
- Sales & Market Trend Analysis
- Operations Coordination
- Vendor & Stakeholder Coordination
- Process Improvement
- Professional Communication
Timeline
Seasonal Sales Associate
CB2
10.2021 - 02.2022
House Manager
Private Family
09.2020 - 10.2021
Engagement Coordinator
Michael P. Mullen, CPA, PLLC
05.2016 - Current
Minneapolis Community And Technical College