Patricia Bogdanski
Client Associate - Family Office Services
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About
Progressive career demonstrated by administrative/executive support, management, and project achievements. Results-oriented, focused on accountability, delivery, deadlines, and objectives. Team player with vision and ability to process improvements, event coordination, and delivery of business/objectives.
Experience
Client Associate - Family Office Services - Eisner Advisory Group, EisnerAmper LLC - West Palm Beach, FL
Management services for high end wealth families
Tax Administrator - Divine, Blalock, Martin & Sellari, LLC - West Palm Beach, FL
(2022-02 - 2024-02)
Federal and multi-state tax return processing, payroll tax processing, client services.
Consultant - Administrative Support Solutions (Self-employed)
(2013-09 - 2022-02)
Providing temporary/seasonal administrative support solutions to small businesses
Administrative Assistant, Business Tax Services, Deloitte Investment Advisors - Deloitte LLP
(2008-06 - 2013-09)
Provided senior executive level support to Deloitte Investment Advisors National Managing Partner, Business Tax Services Partner, National Tax Director, Director - US Eminence Intelligence, Tax Controversy Senior Manager and several Tax Senior Managers. Back-up support for Tax Office Managing Partner and Global Managing Partner.
- Ensure internal and external client needs and expectations are delivered seamlessly
- Maintain area/regional/national initiatives as requested and promote change management with AAs and internal clients
- Actively pursued opportunities to increase performance and individual growth including process and procedure changes, establishing new communication expectations and accountability Deloitte Global Learning. Time and expense for client services.
- Generated monthly and quarterly reports from tracking database to monitor client revenues
- Prepared client invoices and various financial reports using company branded systems
- Production and tracking of engagement letters, transmittal letters. Electronic filing of returns
- International videoconferencing and support
Executive Assistant - City of Milwaukee Health Department
(2006-07 - 2008-06)
Provided support to the Commissioner of Health and Chief Medical Officer. Back-up support to the Deputy of Health and Chief Communications Officer.
- Single liaison for department's Commissioner
- Dissemination of communications and community-based initiatives
- Tracked and assisted with the management of expenses and grant applications
- Identified, evaluated and implemented best practice processes and procedures providing a foundation for administrative support
- Managed the report portfolio for the enterprise marketing team which was used to generate reports for all corporate events
- Communications database used to distribute press releases and earnings announcements to analysts, newswires, media
- Performed web content updates for enterprise portal to maintain current and accurate press release information
- Renewal of City ambulance licenses
Executive Assistant - Manpower Corporate Global Office
(2004-04 - 2006-07)
Provided support to Vice President of HR - North America. Provided support to Chief Operating Officer - North America.
- Demonstrate capacity to provide comprehensive administrative support for Leadership Team and all departments including coordinating/scheduling meetings/site tours and visits, coordinating event logistics and travel/lodging while effectively managing all daily routine tasks
- Supervised department administrative assistants
- Perform office management activities including maintaining vendor/business relationships, contract management, procurement of supplies and services
- Coordinate preparation and timely completion of weekly staff commitments, monthly safety reports and annual OSHA reporting
- Performed reference checks on potential candidates. Scheduled management interviews
- Resolve purchase issues and coordinate with accounts payable department to process all invoices
- Assist HR with on boarding
- Succession planning project management
Administrative Assistant, Foodservice Division - Patrick Cudahy, Inc.
(1997-10 - 2004-04)
Provided senior executive level support to Senior Vice-President, Patrick Cudahy, Inc., President and Chief Operating Officer, Quik-to-Fix Foods, President and Chief Operating Officer, Patrick Cudahy, Inc., and Treasurer.
Education
University of Wisconsin - Milwaukee