Summary
Overview
Areas of Expertise
Work History
Technical Skills
Education
Timeline
Quote
Generic
SHIRALI PATEL

SHIRALI PATEL

Vancouver,WA

Summary

Polished executive administrative professional who provides comprehensive support to executive leadership teams and serves as a liaison between executives, internally and externally. Oversees office operations with a proactive attitude while thriving in a fast-paced environment with strong abilities to manage competing priorities. Recognized as an entrepreneurial spirit with a self-starter work style with a forward-thinking and strategic mindset. Possesses a highly organized work style with an appreciation for systems and processes.

Overview

12
12
years of professional experience

Areas of Expertise

  • Advanced Executive Administrative Support
  • Service Level Agreement (SLA) Management
  • SOP Management (Standard Operating Procedures)
  • Accounting System Maintenance
  • Travel & Expense Coordination
  • Personnel Administration
  • Data Tracking & Analysis
  • Calendar Management
  • Off-site/On-Site Event Planning
  • Project Coordination
  • Cross-Departmental Collaboration
  • Facilities Management
  • Vendor Relations
  • Contract Negotiations
  • Research analytics
  • Quality Customer Service

Work History

Sr. Executive Assistant to CEO & C-Suite

DexCare, Inc.
Seattle, WA
2021 - 2024
  • Acted as a key decision-maker and executor for the CEO and C-Suite, handling complex administrative tasks, managing schedules, and ensuring strategic alignment of appointments with organizational goals.
  • Implemented a new travel management system (TravelPerk), optimizing financial compliance and significantly reducing travel expenses by $22k annually, alongside managing executive expenses and budget reporting through Paylocity.
  • Enhanced executive support and operational efficiency by developing and implementing process improvements, including a comprehensive travel and expense policy, leading to reduced reimbursement times by 20% and improved financial accountability.
  • Prepared materials for board meetings, coordinated travel logistics, and liaised with board members to ensure smooth proceedings.
  • Served as the key liaison between the executive team and internal/external stakeholders, overseeing emails, meetings, and communications with professionalism and discretion to cultivate a favorable external perception of the executive team.
  • Coordinated internal and external company events, from planning to execution, for up to 200 attendees, achieving a 95% on-time completion rate for projects, and crafted engaging presentations that contributed to a 20% reduction in employee relations issues.
  • Provided comprehensive administrative and relational support, including drafting communications, managing office infrastructure, celebrating employee milestones, and mentoring and leading administrative team members, thereby fostering a collaborative and efficient work environment.

Executive Personal Assistant to UHNW

Confidential
Bellevue, WA
2020 - 2020
  • Assembled comprehensive meeting materials while fostering well-informed decision-making and arranging domestic and international travel for intricate projects, processes, and events.
  • Coordinated and acted as liaison for overseeing personal chef dietary requirements, childcare schedules, family events, and international travel arrangements, including private jet transportation, security clearances, and visa documentation.
  • Oversaw two multi-million-dollar residential properties as a personal assistant by recruiting and directing eight residential staff, schedules, payroll, construction projects, and family schedules.
  • Implemented a scheduling system for managing and prioritizing non-urgent requests resulting in a 35% reduction in time spent on administrative tasks.
  • Optimized 25% of CEO workflows by introducing time management strategies (response times within 1 hour) and utilizing Dropbox for documentation storage.

Executive Assistant to CEO & CCO

C-SATS, Inc.
Seattle, WA
2018 - 2019
  • Facilitated mergers and acquisitions for JNJ by managing financial accounts, banking, expense reporting, payroll, document maintenance, and transactions.
  • Managed CEO and CCOs' schedules, travel plans, and expenses, ensuring efficient scheduling and budget management.
  • Implemented a cloud-based, paperless filing system, reducing storage needs by 75% and increasing document accessibility by 40%.
  • Streamlined the travel and expense process by 20%, reducing reimbursement turnaround time and enhancing financial accountability through a comprehensive policy and automated Paylocity workflows.
  • Led the transition to new office space, coordinating logistics and vendor contracts within budget and ahead of schedule, while establishing comprehensive safety protocols.
  • Developed plans for team events, maintained records via Salesforce, coordinated engineering initiatives, promoted JNJ Credo, managed contractors and financial planning, and enhanced employee relations through surveys and competitive bidding.

Executive Assistant to VP of Product, CFO & Tech

MCG Health, LLC
Seattle, WA
2015 - 2018
  • Prioritized and managed the VP of Product's complex calendar and supported financial planning by assisting in budget reviews and data spreadsheets for the CFO to enhance productivity.
  • Managed all communication related to internal department meetings, conferences, and external client meetings.
  • Coordinated and provided minutes and organized documentation for team meetings, offsite events, and created presentation decks, managed agendas, documented outcomes, and ensured follow-up on action items.
  • Created, routed, and processed correspondence while exercising a high degree of confidentiality.
  • Engaged in special projects as needed.
  • Improved decision-making efficiency by 20% for the VP of Product and increased client document conversion rates by 15% through better organization and editing processes.
  • Provided technical support as Technical Support Specialist I within the Customer Success department, resolving 20-30 inquiries daily using Salesforce and SQL, with a focus on quality service, satisfaction follow-ups, and proactive teamwork.
  • Ensured customer satisfaction through effective problem resolution, system monitoring, and quick troubleshooting of priority issues within a 2-hour timeframe.

Executive Administrative Assistant

Providence Health & Services
2012 - 2015
  • Provided administrative support for the Human Resources Department and Epic Team leaders by managing complex calendars simultaneously.
  • Excelled at streamlining operations, from managing diverse resources like inventory and budgets to coordinating complex projects and events.
  • With strong communication and organizational skills, ensured documentation accuracy and compliance, while proactively solving administrative issues and supporting executives seamlessly.
  • Achieved a 95% success rate on travel bookings, with no missed flights or accommodation issues. Reduced travel costs by 10% through negotiation and optimization.
  • Streamlined expense approval process, reducing processing time by 50%. Developed new onboarding procedures that reduced new hire integration time by 10%.
  • Identified and implemented improvements to internal processes, reducing administrative issue resolution time by 40%.

Technical Skills

  • Microsoft Office 365 (including Word, Excel, Outlook, PowerPoint, Visio, OneNote, and Access)
  • SharePoint Administration
  • Oracle Database (Supply Chain)
  • Google Suite
  • DocuSign
  • DropBox
  • Salesforce Administration 2016 (CRM)
  • Paylocity, Bamboo, and Workday (ERPs)
  • Confluence
  • Smartsheet
  • Asana
  • ADP & Kronos (Payroll Processing only)
  • Communication Tools: Zoom, MS Teams, Slack, Droid/iOS
  • Windows 10, 11, and iOS platforms

Education

Bachelor of Arts -

University of North Carolina
Charlotte, NC

Timeline

Sr. Executive Assistant to CEO & C-Suite

DexCare, Inc.
2021 - 2024

Executive Personal Assistant to UHNW

Confidential
2020 - 2020

Executive Assistant to CEO & CCO

C-SATS, Inc.
2018 - 2019

Executive Assistant to VP of Product, CFO & Tech

MCG Health, LLC
2015 - 2018

Executive Administrative Assistant

Providence Health & Services
2012 - 2015

Bachelor of Arts -

University of North Carolina

Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Similar Profiles

  • Angela Colbert

    Angela ColbertAngela Colbert

    Employee Experience Director at DexCare, Inc.Employee Experience Director at DexCare, Inc.

  • Jorge Santos

    Jorge SantosJorge Santos

    Sales Strategy and Operations Analyst at DexCare Inc.Sales Strategy and Operations Analyst at DexCare Inc.

  • Khalid Barzgar

    Khalid BarzgarKhalid Barzgar

    Program Supervisor, Refugee Resettlement & Integra at Lutheran Community Services Northwest (LCSNW)Program Supervisor, Refugee Resettlement & Integra at Lutheran Community Services Northwest (LCSNW)

  • Katrina Hirsch

    Katrina HirschKatrina Hirsch

    Senior Design Technologist at BrainGuSenior Design Technologist at BrainGu

  • Kyle E. Cardin

    Kyle E. CardinKyle E. Cardin

    Maintenance Mechanic at Columbia SortswearMaintenance Mechanic at Columbia Sortswear

CREATE PROFILE
SHIRALI PATEL