Executive Assistant Project Management
Resume:
Shana Coggins
Valley Stream, NY *****
*********@*****.***
Proactive professional ready to take on complex tasks for executives, innovating appropriate solutions and executing with minimal guidance. Strong organizational, project management, and problem- solving skills with impeccable multi-tasking and time management abilities. Exercises discretion and confidentiality when dealing with privileged information. Excellent verbal and written communicator with a strong background in cultivating positive relationships and exceeding goals. Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Executive Assistant
Shaun Coggins Inc.-New York, NY
February 2020 to Present
• Handled routine responses, responding to telephone and email inquiries on behalf of executives.
• Protect sensitive and confidential business information from unauthorized access or loss.
• Maintained positive public relations with customers, vendors, and industry partners.
• Mailed letters, and sent emails and memos regarding important announcements and events.
• Maintained confidential files, documents, and records in an organized manner.
• Assisted in budget tracking by entering expenses into financial software.
• Answered telephone calls, email requests, and written correspondence to achieve internal and external communication objectives.
• Managed executive calendars, and scheduled appointments and meetings.
• Assisting the CEO with office management.
• Assisting in new applicant interviews.
• Onboarding new hires and new clients.
• Taking notes during official meetings.
• Delegating work and tasks to the rest of the teams including overseas members.
• Research and creation of client pitch decks
• Creating marketing strategies.
• Management of Social Media accounts.
• Managing the financials of the business such as accounts payable, accounts receivable, ledgers, etc.
• Handling regular accounting responsibilities.
• Processed invoices, payroll, and payments in line with bookkeeping processes. Rental Sales Agent
Avis Budget Group-Newark, NJ
May 2024 to November 2024
• Engaging with customers to understand their rental needs, providing information about available vehicles, and answering any questions.
• Assisting customers with making reservations, including selecting the appropriate vehicle type and ensuring availability.
• Preparing and explaining rental contracts, terms, and conditions, ensuring customers understand their responsibilities.
• Handling payment transactions and addressing any billing inquiries or issues that may arise.
• Conducting pre-rental inspections of vehicles to document their condition and ensure they are ready for customer use.
• Providing assistance during the rental period, including handling any issues that may arise with the vehicle and facilitating returns and vehicle exchanges.
• Working towards meeting sales goals by upselling services like insurance, GPS, or additional equipment. Fulfillment Associate
Amazon-Carteret, NJ
March 2023 to May 2024
• Prepared items for storage, sales, and shipment with proper staging and tagging.
• Supported efficient sales floor restocking, palletizing, and moving groups of boxes to merchandise aisles.
• Managed incoming stock, including inspecting and documenting merchandise.
• Retained clean, neat aisles and removed debris from public areas.
• Worked closely with team members to process shipments and unload incoming trucks.
• Prepared boxes, invoices, and insertions for order fulfillment lines.
• Stayed on task by demonstrating attention to detail and reducing product errors.
• Picked customer orders from warehouse shelves quickly and accurately.
• Scanned barcodes using handheld devices to maintain accurate inventory records.
• Completed daily fulfillment jobs while maintaining high-quality products.
• Assisted with training new employees on proper fulfillment processes and procedures.
• Adhered strictly to deadlines in order to ensure timely delivery of customer orders.
• Updated supervisors on any issues or delays in the fulfillment process.
• Maintained a clean and safe work environment by following safety guidelines.
• Unjamming conveyor belts to ensure packages were quickly shipped out with minimal delays.
• Followed company guidelines regarding hazardous materials handling. Account Manager
Opulence Management-New Hyde Park, NY
May 2022 to March 2024
• Managed assigned sales territory to achieve and exceed sales goals and account acquisition objectives.
• Drove brand awareness and promotion to enhance customer experiences and drive sales.
• Negotiated contract terms and service agreements to meet sales quotas and adhere to client budget constraints.
• Communicated with clients to build strong connections and improve account strategy.
• Identified meaningful KPIs and metrics to drive business imperatives.
• Attended networking events, conferences, and trade shows to generate new leads and stay informed about market developments.
• Managed client accounts to ensure customer satisfaction and retention.
• Maintained up-to-date knowledge of evolving product offerings through continuous learning initiatives.
• Resolved customer concerns promptly to maintain positive account relationships.
• Handled client questions, concerns, and escalations to meet contractual expectations and preserve client relationships.
• Developed long-term relationships with key clients to foster loyalty and repeat business.
• Coordinated with internal departments, such as finance and operations, to address client issues effectively.
• Mentored junior account managers by sharing best practices and providing constructive feedback on performance.
• Leading orientation and training for new hires.
• Training and retraining entry-level workers.
• Collaborated with sales team members to create customized solutions for prospective clients.
• Planned, conceptualized, and researched to achieve measurable results.
• Analyzed sales data using CRM tools to track account performance metrics over time.
• Meeting KPIs set by the Fortune 500 clients.
• Handled stressful situations professionally and multitasked with ease.
• Managing the 30/60/120 retention and churn rates. Director of Education
Good Hope Tutoring Services-Accokeek, MD
April 2021 to March 2024
• Drove continuous improvements by regularly monitoring student and instructor performance, and offering proactive solutions to diverse problems.
• Supported faculty with issues such as class planning and student discipline.
• Reported on academic and institutional data with regular reports, maintaining transparency and using the information to improve decision-making.
• Scheduled meetings and workshops for new and existing staff.
• Mentored and supported faculty members in achieving professional development goals.
• Monitored compliance with local, state, and federal regulations pertaining to education policies and practices.
• Reviewed research literature on emerging trends in teaching methodologies or learning technologies that could be incorporated into existing programs.
• Taught and tutored students in the subjects they selected.
• Created the math curriculum for our 2021 virtual summer camp.
• Developed our Spanish curriculum.
• Took notes and create lesson plans for each of the students
• Kept track of each student's progress.
• Wrote reports for parents after each lesson.
• Kept a good line of communication with all of the parents.
• Created tutorials on how to utilize features on Zoom and other platforms fully.
• Managed social media pages such as Instagram, TikTok, etc.
• Revamped courses to better target the skills desired by students and employers. Optometric Technician and Receptionist
Valley Stream Eye Care-Valley Stream, NY
October 2021 to August 2022
• Completed autorefraction, lensometry, and tonometry.
• Operated various optical equipment, such as autorefractors, tonometers, and lensometers.
• Assisted optometrist with conducting examinations, documenting findings, and processing paperwork.
• Prepared for upcoming appointments by pulling charts, preauthorizing insurance, and readying paperwork.
• Scheduled appointments for follow-up visits or referrals to specialists when needed.
• Provided exceptional customer service by addressing patient concerns promptly and professionally.
• Processed insurance claims for eyecare services rendered to patients.
• Instructed patients on proper contact lens care and insertion techniques.
• Performed basic diagnostic tests, including retinoscopy and keratometry.
• Educated patients about common eye conditions, treatment options, and preventive care measures.
• Capitalized on downtime to restock supplies, forms and literature.
• Troubleshot minor equipment issues or arranged for repairs.
• Prepared examination rooms with necessary equipment and instruments.
• Conducted pre-testing procedures, such as visual acuity and color vision tests.
• Communicated effectively with both coworkers and patients to provide seamless coordination of care.
• Maintained patient records by updating medical histories and entering exam results into the electronic database.
• Assisted optometrists in conducting eye exams for patients.
• Cleaned and sterilized examination instruments after each use according to office protocol.
• Ordered ophthalmic lenses from suppliers based on prescriptions provided by optometrists.
• Managed inventory of contact lenses, frames, and other optical supplies.
• Assisted with examinations by administering medications, documenting patient histories, and checking current vital signs.
• Trained new hires on how to perform necessary tasks. Ophthalmic Technician
Retina Consultants of Long Island-Rockville Centre, NY March 2022 to May 2022
• Assisted ophthalmologists with detecting refractive errors and managing patients' ocular disorders.
• Completed visual acuity tests, retinoscopy and refractometry with minimal oversight.
• Supported patient flow goals with skilled intakes and immediate documentation of patient information.
• Responded promptly to phone calls from patients regarding prescription refills or questions about their eye care regimen.
• Minimized infection risks by consistently following cleaning and sanitation procedures for ophthalmic equipment.
• Participated in staff meetings to discuss ways to improve office efficiency and quality of patient care.
• Educated patients on various eye conditions and recommended treatment plans.
• Helped ophthalmologists triage patients' issues by telephone and in person for diverse emergencies.
• Provided pre- and post-operative care instructions for patients undergoing surgical procedures.
• Readied examination rooms by restocking supplies, removing used items, and wiping down equipment and instruments.
• Ensured compliance with HIPAA regulations while handling sensitive patient information.
• Called insurance companies for verifications and authorizations on behalf of patients.
• Taking their eye pressure using a tonometer.
• Dilating and numbing patients' eyes.
• Recording patients' full medical history.
• Prepping patients for procedures and surgeries.
• Making calls to insurance companies for patient eligibility.
• Filling pharmacy prescriptions.
• Scheduling and rescheduling appointments for patients.
• Filing, sorting, and removing patient files.
• Performed specialized testing for glaucoma diagnosis and management, including visual field and optical coherence tomography OCT.
Accounting Assistant
Kamens & Associates-North Arlington, NJ
October 2019 to March 2020
• Reconciled accounts against statements, supporting accurate balances and histories.
• Backed up accounting work with professional business correspondence and reports.
• Compiled statistical and financial data to assist with business optimization strategies.
• Established professional relationships with accountants, staff and clients to boost rapport.
• Prepared and entered financial transactions into accounting software.
• Assisted with month-end closing procedures, including journal entries and account reconciliations.
• Answered phones and emails and addressed inquiries from clients.
• Verified invoices against orders and processed weekly volume on time and with high accuracy.
• Filed tax documents as required by local, state, or federal regulations.
• Prepared financial reports and submitted to the supervisor.
• Inputted data and filed records to maintain an organized system for the department.
• Organized electronic filing systems to ensure efficient record-keeping practices.
• Assisted with accounts payable processes, including invoice review and payment processing.
• Assisted accountant with audits and file checks to determine accuracy.
• Filed, scanned, and downloaded important documents and stored them on spreadsheets into the Cloud. Teacher and Mentor
Kumon-Secaucus, NJ
July 2017 to March 2018
• Documented student progress and attendance records using established methods.
• Incorporated opportunities for students to collaborate, think critically and problem-solve.
• Implemented crisis and behavioral interventions to manage complex cases.
• Instilled school values to nurture well-rounded students.
• Taught children as young as the age of 3 how to read, write, and speak English fluently and eloquently.
• Responsible for teaching children different math concepts and how to do mental math.
• Set the children up as they walk in.
• Greeted every client as they entered and left.
• Answered phone calls.
• Completed administrative work.
• Communicated with parents on student's academic progress, behavior, and learning challenges.
• Kept organized academic records and reports for progress tracking.
• Maintained a bright, organized, and well-kept classroom.
• Graded assignments promptly, providing thoughtful feedback to help students improve.
• Communicated regularly with parents regarding student progress, behavior, and upcoming events. Education
Bachelor of Science in Accounting
Brooklyn College - Brooklyn, NY
June 2021 to Present
Skills
• Staff Management
• Document handling
• Invoice Processing
• Meeting planning
• Expense Reporting
• Technical Support
• Presentation Development
• Administrative Support
• Quality Control
• Office Management
• Social Media Management
• Scheduling
• Customer Service
• Bookkeeping
• Appointment Setting
• Technical Proficiency
• Travel Arrangements
• Calendar Management
• Decision Making
• Analytical Skills
• Team Collaboration
• Adaptability
• Executive Support
• Spreadsheet tracking
• Customer Service-Oriented
• Spanish
• Microsoft Excel
• Accounting
• Microsoft Office
• Customer service
• Calendar management
• Makeup application
• Personal assistant experience
• Epic (3 years)
Certifications and Licenses
Certified Bookkeeper
Contact this candidate