Administrative Assistant, Expense & Invoice Processing

Farah Zainab

*** *** **** ******, *** * Brooklyn NY 11214 - 646-***-**** – ***************@*****.*** WORK EXPERIENCE

Swiss Post – Credit Suisse New York, NY

Administrative Assistant / IBCM October 2018 – June 2022

• Serve as a professional first point of contact for bankers and internal stakeholders, responding to requests and providing timely, accurate administrative and operational support.

• Process and review expense reports for the Financial Sponsors Group, ensuring transactions are accurate and submitted in accordance with established expense policies and procedures.

• Reconcile monthly American Express statements and review banker expenses in Concur to identify discrepancies and maintain accurate financial records.

• Create and maintain Excel spreadsheets to organize, review, and validate expense information prior to submission.

• Review transactions and supporting documentation for compliance with company policies, procedures, and expense guidelines.

• Obtain appropriate GOG/COO approvals for out-of-policy expenses and escalate exceptions when required.

• Process PO and non-PO invoices for multiple IBCM groups through MyShop while maintaining accuracy and adherence to established procedures.

• Maintain accurate documentation and records to support administrative processes and facilitate internal verification and review.

• Manage calendars and coordinate meetings for bankers and senior stakeholders, effectively prioritizing multiple requests in a fast- paced environment.

• Coordinate domestic and international business travel, including flights, hotels, and ground transportation, while ensuring arrangements comply with company policies.

• Respond to routine operational and technical issues, submitting and following up on IT tickets and escalating non-standard issues to the appropriate internal teams.

• Support onboarding of new employees by coordinating office setup, supplies, access-related requests, and other administrative requirements.

• Schedule and coordinate conference rooms and meetings while ensuring required technology and audiovisual resources are available.

• Prepare presentations, reports, spreadsheets, and business documentation using Microsoft Word, Excel, and PowerPoint.

• Handle confidential business information with professionalism, discretion, accuracy, and attention to detail.

• Collaborate with bankers, administrators, operations teams, and internal partners to resolve issues and ensure timely completion of requests.

Sensation Eyewear Optometry Brooklyn, NY

Data entry / Medical Biller January 2018 – December 2018

• Provided professional service to patients, schools, insurance companies, and internal staff while managing a high volume of information and requests.

• Processed patient account payments and maintained accurate account information and billing records.

• Prepared and submitted claims to insurance providers, including Aetna, MetroPlus, Community Health, and HealthPlus, in accordance with established billing procedures.

• Reviewed medical coding, charge entry, claims, and payment posting to support accurate billing operations.

• Identified discrepancies in patient and insurance information and worked to resolve issues through established procedures.

• Updated student records and examination results for school-based vision programs while maintaining data accuracy and confidentiality.

• Generated student reports and prepared documentation for distribution to schools and the Department of Education.

• Used multiple insurance websites and billing systems to process claims and update account information. Testing & Evaluation / Registrar Office, Baruch College New York, NY

College Assistant

October 2016 – December 2017

• Assisted students with registration-related questions and provided guidance regarding college policies, procedures, testing requirements, and academic processes.

• Conducted workshops for groups of 30–40 undergraduate students, clearly explaining registration procedures and requirements.

• Maintained and updated 300–500 Excel spreadsheets containing alumni and student information while ensuring data accuracy and integrity.

• Performed degree audits and reviewed student records to determine graduation eligibility.

• Used Excel, Access, Outlook, and Word to organize schedules, monitor required sessions, and maintain administrative records.

• Coded and organized information for 250–300 students and generated computer reports for departmental use.

• Advised students on testing requirements and procedures while identifying discrepancies and helping resolve routine issues.

• Organized and distributed student-faculty evaluations while meeting semester deadlines. Volunteer Income Tax Assistance Program, New York City College of Technology New York, NY Tax Preparer January 2014 – April 2014

• Prepared federal and state tax returns for more than 20 low-income clients while maintaining accuracy and confidentiality.

• Educated clients on applicable deductions, tax credits, and required documentation in a clear and professional manner.

• Reviewed client documentation and identified missing or inconsistent information prior to completing tax returns.

• Participated in quality reviews of tax returns to ensure compliance with applicable requirements and established procedures. LEADERSHIP EXPERIENCE

Zicklin Undergraduate Tax Society New York, NY

AVP of Volunteer Committee Fall Semester 2017

• Assisted with planning and coordinating 5–10 volunteer events and communicated event information to volunteers.

• Maintained Excel spreadsheets and organized volunteer information to support efficient event coordination. Accounting Club, New York City College of Technology New York, NY Vice President January 2014- June 2014

• Assisted the club president with administrative operations, budgeting, event planning, and member communications.

• Maintained club rosters and communicated weekly meeting and event information to members. HONORS AND ACHEIVEMENTS

Graduate of Academy of Finance program September 2010 – June 2012 Participant of NYC Academies, Youth Enrichment Toastmaster Program January 2011 – June 2011 Dean’s List

Clubs: Active member of ZUTS and MSA

Spring 2017 / Fall 2017

SKILLS

• Microsoft Excel Microsoft Word Microsoft PowerPoint Microsoft Outlook Concur MyShop Salesforce Symphony QuickBooks Microsoft Access

• Knowledge of corporate culture, strong communication skills and highly organize with strong attention to detail EDUCATION

Baruch College, New York

Bachelor of Business Administration, Spring 2018

Major: Finance Minor: Communication Studies

GPA: 3.4

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