Office Management

Objective

To obtain a position in an organization that will utilize my natural abilities to create order of chaos and eagerness to learn new skills. The organization that I seek will provide new challenges and reward for hard work and perseverance.

Profile

Performance-driven, insightful and skilled records management and office services professional with 20+ years of experience, strong organizational, analytical and communication skills with a proven track record. Additional strengths include the ability to multi-task the day-to-day responsibilities in a hectic work environment with confidence.

Skills Summary

Records Management

Purchasing

Office Services

RMA/RMS

UPS Campuship

Staff Management

Accounts Payable

Google Sheets

Microsoft Word

EMS Hoteling Database

Customer Service

Business Services

Accutrac

Microsoft Excel

Sharepoint

Professional Experience

Exela Technology Solutions, Chicago IL 2015-2020

PwC LLC site-Chicago IL 2015-2020

Meeting and Support Lead – Rosemont, IL 2018-Present

Oversee all aspects of office management for the PwC LLC Rosemont location. Responsibilities include, but are not limited to the following:

Act as liaison between PwC, the tenant and Cushman & Wakefield, the building management company. This includes the coordination of building and parking lot security for their clients and staff.

Monitor and Update Corrego database requests related to office repairs.

Serve as front desk concierge for walk-ins and preexisting / new reservations for PwC’s Rosemont site.

Provide support to PwC Partners and their clients through the setup of training rooms, including reconfigurations to accommodate various group sizes. Also, manage and prioritize the setups related to conference and team meeting rooms, as well as the board room.

Coordinate catering for groups ranging from 4 to 50+. This includes restaurant and menu selection, follow up on delivery, set up and clean up services, as well as arranging customized dinner and theater events for out-of-town PwC partners and their clients.

Assisted the PwC Office Manager, located in downtown Chicago in upcoming floor renovations for the Rosemont location, which are currently on hold.

Record Management Regional Supervisor 2015-2018

Perform Records Supervisory duties for the office as required by workload, vacation coverage or other circumstances.

Provide daily supervision of Regional offices Records Specialists.

In coordination with the National Records Management Team, intake approved records (in both physical and electronic format) utilizing local Records Specialists as appropriate.

Oversee Records retention and destruction activities for the office in compliance with legal requirements, and established Firm policies and procedures, utilizing local Records Specialists as appropriate

Meet regularly with client contact and other members of the client's management team

Maximize proprietary Quality Management utilization through service quality metrics reviews

Work closely with the client, including partners, directors and general staff.

Demonstrate exemplary ethical conduct that establishes an atmosphere of trust and support

Excellent performance and exceptional efforts to satisfy both internal and external customers

Coach to create a positive atmosphere of professionalism and support customer and company initiatives

Oversee training and provides development opportunities

Effectively balance resources to maximize productivity and efficiency

FSO Onsite-Outsourcing – Chicago Ill. 2013-2015

PwC Site-Chicago Ill 2013-2015

Record Information and Management Lead 2013 to 2015

Supervise the Central Region, evaluate local processes and share best practices, ensuring consistencies across the market.

oPerform quality control checks on data entry entered by records center staff to the RMS/RCS database.

oCoordinate pickup and delivery of records and boxes to/from Iron Mountain, offsite facility vendor.

Research of client records for the OGC and Client Service Staff via records management databases including, IM Connect, Chicago Trac System, ARMS database, RMS/RMA database, legacy file listing, and a working knowledge of PCAOB guidelines.

o Work closely with OGC to ensure federal compliance issues are identified.

o Evaluate and resolve issues related to record management internal procedures and guidelines

o Train end-users on internal record management database functionality

o Generate third-party vendor productivity reports

o Update/maintain the integrity of the records management database for client hold and retention dates.

Coordination of client record files from the Chicago Market currently housed at Iron Mountain identified as eligible for destruction under the Legacy Project.

o Review and identify client records from vendor inventory listing

o Input files to the RMS/RMA database in preparation of final approval prior to destruction.

o Prepare and submit to partners and OGC a request for approval of destruction of records and boxes

PWC, LLC - Chicago, Illinois 1988 – 2013

Records Management Specialist, 2005 - 2013

Supervise the Greater Chicago Market, which includes Chicago, Peoria, Rockford and Rosemont in Illinois, Milwaukee, Wisconsin and Des Moines, Iowa offices.

Active participation in bi-monthly record specialist conference calls.

Carry out periodic site visits to PWC offices within Chicago Market.

Evaluate local processes and share best practices, ensuring consistencies across the market.

Perform quality control checks on data entry entered by records center staff to the RMS/RMA database.

Coordinate the pickup and delivery of records and boxes to / from Iron Mountain, the offsite facility vendor

Facilitate the transitioning of warehouse boxes between multiple offsite vendors in Chicago, Peoria, Rockford and Milwaukee offices to Iron Mountain.

Research of client records for the OGC and Client Service Staff via records management databases including, IM Connect, Chicago Trac System, ARMS database, RMS/RMA database, legacy file listing, and a working knowledge of PCAOB guidelines.

Work closely with OGC to ensure federal compliance issues are identified.

Evaluate and resolve issues related to record management internal procedures and guidelines

Train end-users on internal record management database functionality

Generate third-party vendor productivity reports

Update/maintain the integrity of the records management database for client hold and retention dates.

Coordination of client record files from the Chicago Market currently housed at Iron Mountain identified as eligible for destruction under the Legacy Project.

Review and identify client records from vendor inventory listing

Input files to the RMS/RMA database in preparation of final approval prior to destruction.

Prepare and submit to PWC partners and OGC a request for approval of destruction of records and boxes

Office Service Coordinator, 1996 - 2005

Assistant Supervisor for a team of seven with primary responsibilities including:

Processing FedEx, UPS, DHL and incoming US mail.

Investigate and resolve issues related to undeliverable mail

Purchase all office supplies and equipment from national and local suppliers, including all

business cards and stationery

Oversee of office equipment repairs and coordinated office moves.

Processing accounts payable.

Provided assistance as Hoteling Concierge for Chicago office:

oGreeting clients,

oDirecting all incoming and outgoing calls

oInventory of new hire, transfers, and separations via The Workplace and One Facility database

oReserving offices and cubicles for visitors using the Kiosk and AOS System.

oFielded building maintenance requests

oAssign temporary and permanent ID badges through the firm security system called C*Cure System.

Various Administrative Positions, 1988 – 1996

Technical Skills

Keen understanding of records management responsibilities and vendor relations;

Adeptness with most Records Management Databases;

Strong organizational skills as demonstrated in the revamping /reimaging of the Milwaukee Records Center in 2008

Working knowledge of Microsoft Word and Excel;

Experience in managing internal client relationships, working with individuals across all levels and demonstrating strong influence;

Self-starter and team motivator ability to engage staff at all levels across a variety of tasks;

Excellent interpersonal communication skills, effective judgment and decision making skills and adaptability;

Ability to utilize expertise to identify problems and issues and achieve resolution

Education

Madonna High School

General Studies, 1975 – 1979

Activities and Societies: Secretarial Club, Sophomore and Junior Glee Club

Professional Career Development Institute, Norcross Georgia 1997-1999

Correspondence courses completed with Certificate:

The School of Paralegal Studies

The School of Bookkeeping and Accounting

The School of Tax Preparation

The National College of Appraisal and Property Management

PricewaterhouseCoopers Sponsored Courses 2012-2013

Fred Pryor Microsoft Excel the Basics Fred Pryor Managing Multiple Priorities

Personal Brand Training Project Management Course 4 modules

Writing in the Brand Style 6 Build Your Trust Through Honest Feedback

Tools and Techniques for Creating New Ideas and Approaches Working Through Conflict

Ethics Navigating the Grey Safeguarding Information

Security and Privacy Awareness Communication Business Etiquette

Time Management Planning and Prioritizing your Time Conflict, Stress and Time Management

Communication Skills Excel 2007 Professional Development

Business Writing How to Write Clearly and Concisely Time Management Avoiding Time Stealers

Business Writing Know Your Readers and Your Purpose Gaining Change Skills

Record Management System Fundamentals for Record Center Staff

Memberships

ARMA International Association 2004-Present

American Purchasing Society Association 2004-2007

Madonna Alumnae Association 2002-Present

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