Executive Assistant | C-Suite Administrative Support Specialist

Absolute Capital Management - Pittsburgh, PA

Executive Sales Administrative Assistant (2014 - 2015)

  • Enabled the Managing Directors to become more productive by handling the day-to-day administrative operations
  • Provided administrative and personal support to the Managing Directors of a wealth management firm
  • Managed executives' calendars to ensure executive’s time is maximized and aligned with corporate priorities
  • Organized travel arrangements, agendas, materials, and presentations for meetings and events
  • Composed, edited and prepared final copies of correspondence, presentations and marketing materials
  • Researched, prioritized and followed up on incoming issues and highly complex problems to determine the appropriate course of action, referral or response
  • Coordinated internal and external meetings, conference calls, video-conferences and webinars
  • Created ad hoc reports for the firm on sales performance, operational metrics, and major project status by analyzing statistics generated from the CRM database
  • Monitored staff to ensure quality control and adherence of procedures and deadlines
  • Developed and implemented new processes and procedures to reduce costs
  • Prepared, reviewed and processed sales department expense reports
  • Acted as firm’s liaison to meet with individuals and vendors
  • Handled personal matters that are confidential to the Managing Director
  • Interviewed applicants and made recommendations for hiring
  • Department lead for Salesforce integration and improvement project
  • Designed sales process, onboarding and performance reviews to increase efficiencies

Dominion Diagnostics - North Kingstown, RI

Regional Account Manager (2005 - 2011)

  • Responsible for sales and service of medication monitoring for pain management doctors
  • Mid-Atlantic territory included Upstate New York, Pennsylvania, Delaware and New Jersey
  • Identified, qualified, converted and retained customers using superior customer service skills
  • Generated sales leads through research and cold calling
  • Established and maintained strong customer relations
  • Conducted client education seminars, sales presentations, and implementation meetings
  • Serviced accounts by conducting follow-up visits
  • ROI was among the highest of all pain management territories
  • Achieved or exceeded all sales goals and received every available bonus
  • Documented all leads, calls, and visits in SalesLogix
  • Updated pipelines and dashboards to maintain accurate sales forecasts
  • Analyzed company sales and created complex reports for the Vice President of Sales
  • Trained new Regional Account Manager
  • Interviewed and hired temporary staff

Universal Oral Fluid Lab of PA (company closed) - Pittsburgh, PA

Executive Assistant to CEO (2011 - 2014)

  • Provided administrative and personal support to the President and CEO
  • Supervised the accounting, payroll, and claims processing staff to ensure quality control 
  • Processed and issued company paychecks and statements of earnings and deductions
  • Administered company's pension,  401(k) and medical plans
  • Performed accounting duties, prepared financial statements and kept financial records
  • Compiled financial reports pertaining to accounts payable and receivable and profits and losses
  • Reviewed and processed invoices and reconciled bank transactions
  • Researched, compiled and prepared reports required by government agencies
  • Protected the security of information according to HIPAA guidelines 
  • Prepared claims and posted receivables according to established procedures
  • Ordered supplies and maintained records management system
  • Investigated and implemented new billing software programs
  • Trained staff on new software programs

Drug Testing Programs (company closed) - Pittsburgh, PA

Executive Assistant to CEO (1999 - 2005)

  • Provided administrative and personal support to the President and CEO
  • Analyzed correspondence to determine significance and prepare responses
  • Conducted research, compile data and prepare reports for presentation by executives
  • Supervised staff to ensure adherence to quality standards and critical deadlines
  • Processed and issued paychecks and statements of earnings and deductions
  • Performed bookkeeping duties and keep financial records
  • Prepared and audited expenses and reimbursement records
  • Compiled financial reports pertaining to accounts payable and receivable
  • Investigated and implemented new software billing software program
  • Researched and prepared bids for government agencies.  
  • Processed required DOT random selections for clients
  • Protected the security of information to ensure confidentiality is maintained
  • Coordinated and prepared materials for meetings and marketing campaigns
  • Ordered supplies and maintained records management systems
​AMY BOGARDUS

PNC Bank - Pittsburgh, PA

Executive Assistant (2016 - Present)

  • Executive Assistant to the CFO of LOB Finance
  • Provide a full-breadth of administrative support to multiple LOB Finance leaders, managers and analysts
  • Manage multiple calendars to ensure conflicts are proactively resolved and aligned with corporate priorities
  • Operate autonomously, prioritizing and managing multiple projects in a fast-paced environment
  • Organize travel arrangements, agendas, materials, and presentations for meetings and events
  • Onboard employees, rotational analysts and interns
  • Developed and implemented new processes and procedures to reduce costs
  • Submit OIM technology and Realty Services work requests
  • Process travel requests and expense reports
  • Prepare Regional Presidents monthly AUM reports
  • Process vouchers and AMG IOC tickets in PeopleSoft
  • Identified and resolved compliance issue relating to access entitlements in OIM system
  • Run ad-hoc reports and complex pivot tables and charts to analyze financial and employee data
  • Create templates using Hyperion to validate recurring financial reports
  • Serve on the Finance & Realty Services Recognition Council and Chairman’s Refer Campaign
  • Served as an advisor during the Outlook migration