senior executive assistant with ** year’s experience
Qualifications Profile
Seasoned professional with exceptional written and verbal communication, planning and organizational skills to provide executive-level support. Can work on Salesforce CRM systems.
Though by the virtue of my education I am a Fashion Designer, I evolved myself as an Executive Assistant. I thoroughly understand that this profile requires to work like a shadow of the reporting manager and handling of highly confidential information efficiently. Managing appointments as per the calendar, flawless travel arrangements, background work of compiling & analyzing data and handling mails are few of the important aspects of this job. I am open to learning at all stages to improve my work. I moved to Virginia, USA in 2018 and now I am a lawful permanent resident of USA. I believe maturity, adaptability, confidentiality, and honest communication is required to become an efficient EA.
Social Network Profile
https://www.linkedin.com/in/surya-patil-758a7915
Professional Experience
CohnReznick LLP Tysons Corner-VA
Executive Assistant -Government Contracting Partners 2020 January – 2020 September
Unanet- Create expense report
CXP-Working extensively on Client Experience Platform: Create Opportunity, Create Contact, Create Lead, monitoring approvals, Updating Matter numbers as instructed
Creating and Formatting Proposals & PPT presentations
Creating and Formatting Engagement letters
Complete Understanding of GovCon Consulting EL and NDA norms
Lunch & Learn Events- Trained on Attend.com and sharing the registered list timely, overlooking arrangements and printouts, Ensuring Tags are printed a day as per the attendee list, Post the event Check in all the attendees in Attend.com, sharing evaluations sheets & other documents for CPE hours
Share folder- Creating folders and moving the important files to Prospecting Binder in Caseware
Trained on PS/Ship for sending Fedex-USA post
Actively involved in sending out 1099s
Trained in creating consulting binders in internal portals and using Network lookup Tool
Constantly keeping track of Calendar, fixing/reconfirming client meetings when required
Partner Information and Miscellaneous tasks including travel tickets and booking hotel
Registering for different Conferences and renewing the subscriptions as required
Working on Invoices: Proof Reading, checking calculations and then sending the invoices out to clients and maintaining the record
Generating AR Ageing and WIP reports and Tracking Time sheet approver reports
Working in Microsoft teams, adapting to new technologies of conference calls
S.R. Batliboi &Co. LLP Member Firm EY India Gurugram- Haryana, India
Executive Assistant to National IIC Assurance Leader 2014–2018
Provided complete admin assistance and business support to Audit partner /India Assurance Leader
Worked on internal processes like GFIS, engagement management system
Complete international travel including visa and complex itinerary, forex management
Maintained timesheets and client database
Efficient and accurate management of an active calendar and travel schedule
Logistics planning for on and offsite meetings with internal and external stakeholders
Prepared documents, presentations and other materials
Maintained and tracked files, ensuring a high degree of confidentiality
Arranged travel and processed expense reports
Acted like a GATEKEEPER -Wrote first drafts of proposals, emails, letters etc. for the Partner as required.
Notable Achievement
2018 S.R. Batliboi & Co.LLP HR
oKUDOS AWARDED as a part of the Employee Recognition Program
Oracle India Gurugram- Haryana, India
Executive Assistant to VP Alliances & Channels 2013-2014
●Provided complete admin assistance to the Vice President for smooth working
●Extended business support –compiled & analyzed data and created presentations on company templates
●Ensure busy travel arrangements are managed effectively including producing a daily folder with diary, necessary papers, etc.
●Calendar Management - Scheduled meetings (internal & external)
●Booked conf. rooms/ venues for meetings.
●Filed Expense Claim as per the company policy
●Approved expense claims and employee leaves on behalf of the manager
●Processed invoices and other docs for timely payment to the supplier for non-catalogue category of POs
●Handled New Team Members Joining arrangements
CS Direkt Events & Exhibitions Gurugram- Haryana, India
Support Manager to CEO 2012-2013
Provided complete administrative support to the CEO of CS Direkt Events and Exhibitions
Ensured level best that the CEO attends all Relevant Conferences & Business Forum in every quarter
Kept a track of Business Events in the industry & securing advise for the same
Complete Artist Management- Database Management, Adding New Profiles
Coordinated all travel and stay bookings for the CEO
Procured Reports from all Business Heads, collation and analysis of Report every Monday
KPMG India Gurugram- Haryana, India
Senior Secretary 2011-2012
Provided complete admin support to the Partner, KPMG.
Created initial PPT for the client presentation from the data on excel
Filed Expense Reports of Partner
Approved PO and expense reports with Partner’s consent whenever required
Filed of records / Printouts / Scanning / Faxes/ Stationary requirement / Courier / Biz-Access cards
Assisted team for any international travel/ compiled visa papers/arranged forex and travel insurance
Raised PO’s for travel/Visa/other admin expenses on Oracle based software.
PEPSI Foods India Private Limited Gurugram- Haryana, India
Executive Assistant to VP Sales 2010-2011
Assisted VP Sales and his reporting Senior Directors, worked in a large, highly matrixed organization
Uploaded Bottled water sales figures on the sales portal of the company every quarter
Maintained their Calendars and appointments for smooth flow of work
Independently performed a wide range of confidential administrative and executive support duties
Made all travel arrangements along with hotel booking and cabs for all sectors
Timely submission of expense reports to Finance for reimbursements
Handled Imprest account for staff welfare
Team Offsite, Event planning and complex meeting coordination
Collaborated with other executive assistants in a team environment
WNS Global Services Gurugram- Haryana, India
Travel Executive 2009-2010
Independently handled international travel requirements of the employees - including arranging their papers, coordinating with the embassies, tickets, travel insurance and hotel reservations in different countries
Arranged business visas of the following countries: USA, UK, Sri Lanka, Philippines, Ireland, Romania, Italy, Switzerland, Dubai (UAE), France, and Netherlands
Securing domestic air tickets for the employees
Addressed the freshly joined employees and introduce them to our company- Induction Classes
Earlier Career
Nirvana Arts & Outfits Delhi, India
Co-Owner &Lead Fashion Designer 1994-2009
The company specialized in Hand Painted Silk Fabric and Garments
Learnt about various aspects of Business in this self-employment venture
Headed a team of 35 –members to create a fashion trend
Improved the collection targets, service level and retention rate of the customers.
Richa & Co. Delhi, India
Fashion Co-Ordinator 1990-1994
Headed the Sampling Department of Knitwear division.
Responsible for designing, coordinating between all the departments like cutting, stitching, finishing, and packaging to get the sample garments ready for the Clients approval.
Getting sample approved and placing production orders
Education and Credentials
Bachelor of Arts (Economics & Mathematics), University of Delhi Delhi, India
2 Yr. Diploma in Fashion Designing, 1990
SWIFT from NIIT Delhi, 1997
1 Yr. Diploma in Multimedia & 3D Animation, 1998