Sarah Minan
Clearwater
Summary
High-energy individual, comfortable in a dynamic and demanding work environment. Easily adaptable to changing priorities, with the ability to learn new procedures and materials quickly. Extremely friendly and outgoing with excellent interpersonal skills. Finance professional with strong analytical skills, deep knowledge of financial strategies, and proven ability to drive financial performance. Expertise financial billing and reporting, combined with keen focus on optimizing processes. Known for collaborative approach, adaptability, and delivering reliable results in dynamic environments. Strong communicator with knack for problem-solving and strategic planning.
Overview
17
17
years of professional experience
Work History
Executive Concierge
PricewaterhouseCoopers LLC
04.2022 - Current
- Currently supporting nine partners
- Developed and maintained project timelines to ensure on-time completion of tasks.
- Provided administrative support to executives for optimizing workflow and productivity.
- Conducted research for projects to support informed decision-making.
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Strengthened partner relationships through consistent follow-up communication and efficient problem resolution.
- Responsible for tasks such as calendaring, time compliance, submitting expenses in Concur, opening and closing WBS codes, reporting, note taking, booking offices and conference rooms, catering, and booking travel
- Go to person for both my colleagues as well as my partners and their teams for finance questions and problem solving
- Enhanced team communication through effective scheduling, meeting coordination, and correspondence management.
- Collaborated effectively with cross-functional teams to achieve shared goals in a timely manner.
- Facilitated smooth project execution by managing deadlines, resources allocation, and progress updates.
- Ensured smooth day-to-day operations by managing email correspondence and promptly addressing inquiries.
- Performed wide-ranging administrative, financial and service-related functions.
MyAdmin Concierge
PricewaterhouseCoopers LLP
07.2017 - 04.2022
- Responsible for handling myEngage and GFS requests such as reporting, billing, opening and closing WBS codes, and updating information on codes
- Responsible for submitting myAP requests
- System Matter Expert for reports and how to understand them for both colleagues and internal clients
- Supported nine engagements
- Processed payments to vendors and assisted with other accounts payable and receivables tasks.
- Submitted invoices to Third Party Systems
- System Matter Expert for Tax Cert engagement, provided trainings, and updated the QRC.
Data Production Specialist
Franklin Templeton Investments
04.2014 - 07.2017
- Subject matter expert for online access system and process
- Responsible for handling all requests submitted to Web Support team
- Processing requests for statements
- Prepare and validate statements for end of month processing
- Responsible for assigning policy and procedures to my team and assisting another colleague with creating manuals for all teams under my supervisor
- Responsible of handling all returned mail for my department, keeping track of correspondence on the excel spreadsheet and reporting to internal auditors on a monthly basis to ensure we meet compliance
- Answer and respond to phone inquiries from Internal Clients
Records Management Associate
Franklin Templeton Investments
06.2008 - 04.2014
- Prepare and process all documentation for the imaging system
- Process any and all historical records requests received from internal clients, as well as assist in any questions regarding any media and resources for the process
- Answer and respond to phone inquiries from Internal Clients
- Respond to and process all requests for clients that involve several databases
- Responsible for maintaining offsite inventory with vendor warehouses and tracking them with both the mailroom as well as Lotus Notes
Education
Bachelor of Science - Business Administration, Financial Services
St. Petersburg College
Clearwater, FL12.2019
Associate in Arts Degree -
St. Petersburg College
Clearwater, FL07.2016
Skills
- Excellent organizational and multi-tasking skills
- Proficient in Microsoft office (word, excel, and PowerPoint)
- Proficient in GFS
- Types 100 WPM
- Customer Service focused
- Willingness and ability to learn new concepts and procedures with ease
- Excellent verbal, listening and etiquette skills
- Strong attention to detail
- Responsible & dependable
- Problem solving, decision making, and analytical skills
- Results oriented
- Flexible and accommodating
Timeline
Executive Concierge
PricewaterhouseCoopers LLC
04.2022 - Current
MyAdmin Concierge
PricewaterhouseCoopers LLP
07.2017 - 04.2022
Data Production Specialist
Franklin Templeton Investments
04.2014 - 07.2017
Records Management Associate
Franklin Templeton Investments
06.2008 - 04.2014
Associate in Arts Degree -
St. Petersburg College
Bachelor of Science - Business Administration, Financial Services
St. Petersburg College
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