Shania Patterson
Bowie,MD
Summary
Proven leader and strategic thinker, excelling in driving operational efficiency. Expert in data analysis and communication, I've significantly enhanced client relationships and streamlined processes, achieving notable increases in sales and productivity. Skilled in QuickBooks and project coordination, my approach has consistently led to improved financial outcomes and team performance. Organized Bookkeeper proficient in QuickBooks and Adobe software. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue.
Overview
12
12
years of professional experience
Work History
Executive Administrative Assistant
Truist Bank
11.2022 - Current
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Team Performance Management
- Prioritizing task
- Stepping in at function for executive leadership
- Problem solving
- Building teammates Rapport
- Implementing strategic initiatives
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
- Scheduled appointments and handled calenders for senior leadership.
- Seamlessly interacted with colleagues to plan and complete special projects.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Organized and updated schedules for executives.
- Gathered documents, data and formulated analytics to prepare issues for discussion and reports for review.
- Documented and distributed meeting notes to identify, analyze, and improve workflows.
- Used software to coordinate meetings, appointments, and tasks senior executives.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Offered assistance, collaboration and clerical support to auditors throughout entire review process.
- Implemented updated policies and practices for organization and monitored effect.
- Wrote and enforced administrative procedure plans to reduce errors and prevent process delays.
- Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Processed travel expenses and reimbursements for executive team and senior management group.
Bookkeeper
Upton Committee
12.2022 - Current
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Supported decision-making by preparing accurate monthly financial statements.
- Reduced errors in financial statements with meticulous attention to detail during data entry.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Branch Manager
Truist Bank
04.2020 - 11.2021
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Consulted customers to boost product sales and services.
- Resolved various issues impacting sales management and business operations.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Generated financial and operational reports to assist management with business strategy.
- Implemented service improvements to enhance sales cycle.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
Branch Manager
PNC Bank
04.2020 - 04.2021
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Consulted customers to boost product sales and services.
- Resolved various issues impacting sales management and business operations.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Generated financial and operational reports to assist management with business strategy.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Implemented service improvements to enhance sales cycle.
- Examined customer loan applications for loan approvals and denials.
Business Development Officer
PNC Bank
03.2018 - 04.2020
- Strategized with sales team to prospect and qualify potential customers within assigned geographic territories.
- Built relationships with colleagues to facilitate teamwork, cooperation and success.
- Completed and submitted monthly and yearly reports to support executive decision making.
- Generated new business with marketing initiatives and strategic plans.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
- Kept meticulous client notes and updated account information in company databases.
- Delivered campaigns to solidify new client opportunities and generate new business.
- Collaborated with sales and marketing departments to support client acquisition.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Consistently exceeded quotas through penetration of new accounts.
Auditor
MedStar Health
11.2012 - 03.2018
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
- Planned and executed follow-up audits at appropriate intervals.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Conducted risk assessments to determine areas requiring increased focus during subsequent audits.
- Enhanced financial accuracy and compliance with thorough audits of internal financial processes.
- Maintained up-to-date knowledge of industry regulations and standards, ensuring audit practices remained compliant.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of audit process.
Education
Accounting -
Strayer University
Washington, DCSkills
- Communication written and verbal
- Data Analysis
- Project Coordination
- Leadership
- Business development
- Case Studies
- Referral Verification
- Event Coordination
- Facility Workflow
- Transcribing Information
- Spreadsheet Creation
- Meeting Support
- Informational Packets
- Business Correspondence
- Customer Service
- Special Event Projects
- Workflow Improvements
- Process Improvement
- Logistics Coordination
- Invoice Preparation
- Coordination of Administrative Activities
- Presentation Materials
- Advanced Excel Spreadsheet Functions
- Budgeting and Expense Reports
- Arrange Business Meetings
- Special Requirements
- Operational Efficiency
- Meeting Agenda Preparation
- Error Resolution
- Reports and Financial Statements
- Manage Executive Schedules
- Bookkeeping and Basic Accounting
- Training Schedule Setup
- Documentation And Reporting
- Scheduling
- Document Preparation
- Spreadsheet tracking
- Executive Support
- Office Administration
- AR/AP
- Financial Services
- Proofreading
- Mail Management
- QuickBooks expert
- Executive Schedule Management
Timeline
Bookkeeper
Upton Committee
12.2022 - Current
Executive Administrative Assistant
Truist Bank
11.2022 - Current
Branch Manager
Truist Bank
04.2020 - 11.2021
Branch Manager
PNC Bank
04.2020 - 04.2021
Business Development Officer
PNC Bank
03.2018 - 04.2020
Auditor
MedStar Health
11.2012 - 03.2018
Accounting -
Strayer University
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