Summary
Overview
Work History
Education
Skills
Websites
Certification
Volunteering And Leadership
References
Timeline
Generic

Nichole Potts

DeLand,FL

Summary

Executive Assistant with significant experience at KPMG LLP, specializing in client engagement and project management. Achieved a 20% increase in client satisfaction through effective use of Salesforce and collaboration. Committed to enhancing operational efficiency through technology in fast-paced environments. Led training initiatives on Salesforce Engage and facilitated AI implementation.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Executive Assistant

KPMG LLP
Orlando, US
01.2024 - Current
  • Provide centralized administrative support to directors, senior managers, and EAs supporting partners/MDs.
  • Coordinate engagement setup and invoice management, including drafting firm documents, supporting risk reviews, and processing billing through Orion and Launchpad.
  • Manage travel logistics via Concur and AMEX, including hotels, itinerary changes, and international visa processing.
  • Prepare and reconcile expense reports, including AMEX statement comparison and hotel folio retrieval.
  • Format and edit proposals, presentations, bios, and resumes; collaborate with Creative Services for advanced document support.
  • Facilitate internal meetings by arranging catering, booking rooms, and supporting interactive tools.
  • Execute general tasks such as vendor invoice coding, purchasing, email list creation, and CPE credit submission.
  • Oversee mail and shipping logistics in collaboration with OneStopOps.
  • Independently managed client engagement through Salesforce, enhancing communication efficiency and achieving a 20% increase in client satisfaction within 6 months.
  • Orchestrated training sessions focused on Salesforce Engage and AI, fostering a culture of innovation that improved team collaboration and project delivery timelines.
  • Led initiatives to support the team in adopting new digital tools, fostering a culture of innovation that reduced testing time by 30% and improved overall project delivery.

Service Delivery Analyst

KPMG US
Orlando, US
01.2021 - Current
  • Processed and received loans, while managing client-to-customer correspondence and updating Salesforce records, with a 95% accuracy rate.
  • Dictated detailed information concerning all completed work, accurately completing 100% of checklists before final review.
  • Reconciled and reviewed scope-of-work items while rationalizing and resolving reconciling items with an increase in record accuracy by 20%.
  • Assembled a matching and clearing support list with 100% accuracy rate and reviewed and updated nCino information with a time efficiency improvement of 25%.
  • Managed customer files and information within ACBS systems while participating in self-learning and attending progressive seminars, demonstrating a 30% increase in knowledge and application.
  • Conducted comprehensive data analysis to identify risk factors, leading to a 20% reduction in operational issues within 6 months by implementing targeted risk management strategies.

Executive Assistant

Crown Lift Trucks
Orlando, US
03.2018 - 01.2021
  • Strategically navigated a spectrum of executive support responsibilities, deftly addressing incoming calls and providing seamless visitor reception. Maintained an exceptional average call satisfaction rate of 90%, showcasing a commitment to delivering high-level assistance.
  • Managed invoicing, tax certificate maintenance, invoice register, data entry, filing, sorting/distributing faxes, and office supply ordering with a 100% accuracy rate.
  • Handled HR tasks, including new hire onboarding and talent acquisition, while liaising with third-party administrators for worker's compensation and auto liability claims, which resulted in a 95% successful resolution rate.
  • Expertly oversaw payroll via diligent timekeeping analysis, authorized adjustment incorporation, and weekly Quip ware-enabled processing. Achieved a remarkable 99% on-time and error-free payroll completion, attesting to seasoned competence.

Bar Manager/Bartender

Bullitt Bar LLC
Orlando, US
06.2013 - 03.2018
  • Delivered exceptional customer service while managing bar operations, preparing expert-quality alcoholic and non-alcoholic beverages while controlling costs, resulting in a 90% customer satisfaction rate.
  • Professionally oversaw bar setup, sales tracking, and inventory management, optimizing liquor, supplies, and equipment arrangements for a hygienic and secure workspace. Achieved a commendable 15% reduction in setup time, showcasing expertise in operational streamlining.
  • Resolved customer concerns effectively and fostered a positive and productive team environment, increasing repeat business by 25%.
  • Communicated effectively with upper management, reporting immediately any issues or unusual situations and taking appropriate action when needed, with a 100% resolution rate of all issues reported.

Billing Specialist

MRI Central Florida Medical
Lakeland, US
10.2014 - 03.2015
  • Dexterously orchestrated the entirety of appointment coordination, client correspondence, and meticulous data input, concurrently upholding precise documentation of treatments and medical procedures within the ChiroTouch platform.
  • Collected payments from clients while effectively managing insurance claims and responding to inquiries from attorneys.
  • Organized and provided structure to the office while maintaining proficiency in claim processing, Excel, insurance claims forms, and basic computer functions.

Education

High School Diploma -

Frostproof Middle Senior High School
Frostproof, FL
01-2010

Some College (No Degree) - General Studies, culinary

Johnson And Wales University
Miami, FL

Skills

  • Client engagement and support
  • AI integration
  • Customer service
  • Team collaboration
  • Database management
  • Data analysis
  • Microsoft 365 proficiency
  • Payroll administration
  • Problem solving
  • Project management
  • Research assistance
  • Risk evaluation
  • Salesforce proficiency
  • Technology operations management
  • Travel coordination
  • WalkMe expertise
  • User training

Websites

Certification

  • Digital Literacy Foundations, KPMG US
  • Beginning with Me, Coursera
  • Foundations: Data, Data, Everywhere, Coursera
  • Prepare Data for Exploration, Coursera
  • GenAI Essentials, KPMG US
  • Transforming Business with AI agents, LinkedIn Learning
  • Nano tips for using Chat GPT for business, LinkedIn Learning
  • Identifying and mitigating AI risk, LinkedIn Learning

Volunteering And Leadership

  • Best Buddies International, Resume & Job Skills Mentor, Supported individuals with special needs in developing professional resumes and enhancing job readiness skills., Fostered confidence and independence through personalized coaching and career guidance.
  • United Against Poverty (UP), Donation & Inventory Assistant, Organized, stocked, and tracked donations for the food bank and general store., Contributed to efficient inventory management and ensured timely distribution of essential resources to the community.
  • KPMG, Facilitator, Lead team trainings on Copilot, WalkMe, Mural, and Salesforce Engage.

References

References available upon request.

Timeline

Executive Assistant

KPMG LLP
01.2024 - Current

Service Delivery Analyst

KPMG US
01.2021 - Current

Executive Assistant

Crown Lift Trucks
03.2018 - 01.2021

Billing Specialist

MRI Central Florida Medical
10.2014 - 03.2015

Bar Manager/Bartender

Bullitt Bar LLC
06.2013 - 03.2018

High School Diploma -

Frostproof Middle Senior High School

Some College (No Degree) - General Studies, culinary

Johnson And Wales University

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