KATIE SAUNDERS

• Supported (3) executives in decision-making processes by conducting research and presenting findings in clear formats.
• Coordinated complex schedules and travel arrangements for executive team, ensuring efficiency and timeliness
• Streamlined office operations by implementing new organizational systems and procedures
• Developed and maintained PowerPoint presentations, Excel spreadsheets and Word Documents for various events and conferences
• Managed a $220,000.00 budget for cross line of business partnerships and community outreach for events
• Managed and kept meeting minutes, spreadsheets, processing invoices and getting entities registered and processed through our volunteer portal for over 160,000 employees to take advantage of and get involved with in Central Florida

Was an active member of (WOTM) Women on the Move, SAGE The Administrative Professionals Group, DEI Diversity, Equity & Inclusion Group, and a tech ambassador and resource for Central Florida.

• Supported equity research team by coordinating meetings, managing schedules, and preparing marketing decks as needed
• Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
• Volunteered to help with special projects of varying degrees of complexity.
• Proficient in providing exceptional customer service, effectively resolving inquiries and maintaining positive client relationships
• Handling all travel and lodging arrangements in accordance with Raymond James' travel policies including international travel.
• Processing expenses reports for travel, licensure, office supplies and events via Chrome River.
• Prioritizing tight deadlines while still completing all other duties
• Developing and maintaining PowerPoint presentations, Excel spreadsheets and Word documents for various events and conferences
• Coordinated and executed successful corporate events, including conferences and team building activities.

Was an active member of (WIN) Women’s Inclusion Network, (Mosaic) Multicultural Inclusion Network, Beta testing for new software products within my role and branch.

• Offered administrative assistance to three Care Management market offices located in FL West (Tampa), Southwest Florida, and South Florida
• Additionally, provided clerical support to two Vice Presidents of Care Management (Florida Market and Enterprise) and two Market Directors, as well as their respective support staff
• Overseeing large-scale healthcare-related projects focused on achieving desired patient metrics/initiatives
• Coordinating provider meetings, documentation and meals; Handling all travel and lodging arrangements in accordance with United Health Group's travel policies; processing expense reports for travel, licensure, office supplies, events, and provider visits via Concur
• Recording minutes and creating agendas for various meetings and coordinating meetings and conference calls on an as-needed basis utilizing WebEx tools.
• Collaborated on special projects to support district initiatives and achieve organizational goals.
• Ensured a well-organized work environment by maintaining office supplies inventory and managing equipment maintenance needs.
• Managed tight deadlines effectively while fulfilling all assigned responsibilities
• Created and updated PowerPoint presentations, Excel spreadsheets, and Word documents
• Ensuring the maintenance of up-to-date resources in both the Care Management and Clinical folders within SharePoint. This included job aids and operating procedures
• Established an on-call calendar to ensure coverage during holidays, nights and weekends
• Planning and executing large-scale events for Care Management staff
• Executing all onboarding tasks, from the initial hiring stage through the completion of training. Also managing EMR (Electronic Medical Record) portals.
• Provided troubleshooting and access assistance for new and returning medical staff

Was an active member of the BSL, Hello Optum, Innovation Advocates, and Culture Ambassador Programs within United Health Group.

• Experience supporting senior executives in managing calendars, scheduling appointments, and coordinating travel arrangements.
• Oversaw office operations, including facilities management, procurement, and vendor relationships.
• Implemented and streamlined administrative processes, resulting in improved efficiency and productivity.
• Assisted in organizing and executing high-profile events and meetings, ensuring seamless coordination and hospitality.
• Proficient in office management tasks, such as handling incoming calls, responding to emails, and maintaining office supplies.
• Proven ability to prioritize tasks effectively, multitask in a fast-paced environment, and meet deadlines.
• Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.