Patricia Ann Preston has over 23 years of experience in administration and management across various industries. She provides executive support, assists with project management and documentation, and has experience coordinating meetings and events. Her technical skills include Microsoft Office, SAP, PeopleSoft and other systems. She is currently a business analyst providing executive support to Corporate Real Estate & Shared Services at PG&E, where she has created various templates, protocols and guides.
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Patricia Ann Preston patty_dray@outlook.com
3784 Briarcliff Dr.
Pittsburg, CA 94565
Cell: 650-208-3065
Professional Summary:
PatriciaAnnPrestonhasdiverse background covering23+years of AdministrationandManagementinHealth,
InformationTechnology,Retail,andHospitalityindustries. Attributingvalueasa teammember,orindividualcontributor
inmulti-environments;Extensive clientsupport-care inanon-site customerenvironment(Corporate)toinclude
Executive ManagementandOfficers,Customer,andPeerlevelsof communication;Processdocumentation(Technical
and Administrative),withthe abilitytogather,correlate,assemble,andanalyze statistical,legal, andfinancial datato
developsolutionsforproblemsthatmayinvolvevariousattributinggroups,outside vendors,andcustomerservice level
agreements;Self-starter,goal achieverwithexcellentfollow-upmethodologies;BusinessandOperationsconcepts,
billingprocesses,and vendoracquisitionof services;Extensive AccountsPayable/Receivable transactions,balancing
dailysales(retail),schedulingemployeestobalance sales-to-laborbudgets,BusinessFiscal andCycle Reporting.
Software Skills:
PeopleSoft(HRTool)
SAP(Employee time-keepingandpayroll
management)
eTime (TimekeepingandPayroll system)
MicrosoftOffice Suite (2003, 2007, 2010)
MicrosoftAccessand Publisher
AutonomyTeamsite-Xopus
Adobe Acrobat
Lotus Notes
Remedy ReleaseChange Management
(SystemHouse)
HEAT TicketTracking
OneNote
Vantive
TelcoOrderManagementInventorySystem
(TOMIS),unique onlyforChevron
Concur (Expense processingand
submission)
WebEx
NetMeeting
PEAKTravel
KENEXA
Workday
Jabber,Trillian, andLyncIMtools
BOX Administration
SpaceView
CAP
SharePoint
DetailedExperience:
SodexoMagic/PG&ECRESS- May 2015 to Current(Contract)
BusinessAnalyst & Executive Support-Corporate Real Estate:
Assisted in architectureand build of Enterprise ServiceLevel Agreement (SLA) signaturepage as standard template tool
utilizingservices within the Facility Management Office (FMO) and Corporate Real Estate & Shared Services organization.
Template used as driver of alignment of facility services utilized between CRESS and PG&E’s Line of Business (LOB) partners
& customers across Northern California.Approved and Published.
Assisted in architectureand build of Trailer Rental Serviceagreement for the Facility Management Office; implemental in
the initial stageof requesting equipment, business justification process,forecasting project-timelines,expensethreshold
agreements, and services rendered as documented. Approved and Published.
Created Trailer InitiativeProcess Flowchartatthe early stages of the Trailer InitiativeProject. Approved, published,and
enhanced with SME teams.
Created IncidentReview Progress Report as a written process for lessons learned and formal review based on the causeand
effects of a facility incidentresultingin evacuation.Key Stakeholders: Facility Management, IT, Safety & Environmental,
Emergency Response team.
Created CRESS Executive workflow template to capture end-to-end servicerequests within inter-departmental groups and
Lines of Business.Represents services and customer relationshipswithin Shared Services ,and the process flowfrom startto
completion of Projects.
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Created Cost Model Change Project Milestone/TimelineProject steps worksheet, and Cost Model Resource plan worksheet
for executive tracking- 6-month trackingand Project review.
Assisted in architectureand build of CRESS Disaster Communication Protocol;call-tree,roles,contacts,timing, and actions
in the event of an Emergency and Evacuation planningfor CRESS/PG&E Facilities. Approved and Published.
Assisted in architectureand build of CRESS Emergency Communication Plan to track implementation to the CRESS Disaster
Communication Protocol. Approved and Published.
Created CRESS FMO Quick Reference Guide for LOB customers as a one-page guide for contact names, phone numbers, and
links for easeof doing business. Approved and Published.
Created/formatted Facility Inspection ExecutiveSummary, Facility Inspection ProjectCharter,and Facility Inspection forms
(Annual/Monthly) buildingfoundation for Enterprise (LOB) use.
Created/formatted BuildingMaintenance& Contract Management Executive Summary, Facility Inspection ProjectCharter,
and Facility Inspection forms (Annual/Monthly) buildingfoundation for Enterprise(LOB) use.
Weekly Project tracking,updating,and auditingof financial reports on behalf of the CRESS Services organization specificto
CAP & EXP Projects.Workingdirectly with PG&E Corporate Finance,C&W, and Capital & Expense Project Principal for
project initiatives impacting budgets and workflows of facilities acrossPG&ENorthern CA territory.
Prepare meeting materials for Executive Facility Team meetings, Executive Officesite visits,and coordination of access
permissions and hazardousconstruction sites.SupportFM Team with creating,processing,and orchestratingCounty and
State Legal forms through internal teams for Facilitiesin place/under construction;PG&EEnvironmental, C&W (BIG),
assigned ProjectManagers & Lead Mechanics.
Perform confidential secretarial functionsas preparingconfidential correspondence,reports and other Legal complex
documents.
Continuous use of technical and business vocabulary and a detailed knowledge of company operations,organizational
procedures, and resources.
Self-motivated and driven to make sound,independent decisions and useown initiativeto accomplish tas ks athand.
Observe, adapt, and navigate through the SodexoMAGIC/PG&E organizations to get the job done in a timely and efficient
manner usingmastered relationship buildingskills.
Organizecorporate initiativeprograms,events, meetings or conferences by arrangingfacilities and caterers,issuing
information or invitations,negotiatingvendor contracts and controllingevent budgets. Mandating signagewhere needed,
lastminute requests or inquiries,and on-the-fly-problem solving. Campaign for the Community Co-Senior Chair.
Managing general expenses on behalf of the senior manager with regard to auditing calendar,managingreceipts, and
expense reports.
AAA-NCNU - November2014 to April 2015 (Contract)
Executive Assistant,Office of the President/CEO:
Strong management of schedulingall internal and external meetings, travel itineraries,conferencecalls and day to day
activities.
Intuitivewith anticipating needs of the senior executive to organize and manage his business,personal timeand projects to
meet or exceed all deadlines.Actively investigated and researched ad-hoc requests for business and strategy needs.
Independent, conflictresolution, developingrecommendations and solutions to solvecomplex issues in an effort to
anticipatesenior executive needs, or team effort.
Prepare meeting materials for Executive Team meetings, Executive Officeand Board of Director meetings. Prepare agendas,
proof-read team materials for edification.Problemsolvingand resourcefulness in organizingcorporatemeetings, travel,
and coordinates complex in nature.
Perform confidential secretarial functionsas preparingconfidential correspondence,reports and other complex documents.
Continuous use of technical and business vocabulary and a detailed knowledge of company operations,organizational
procedures, and resources. Facilitatingin implementinga new phone set system for Executive Assistantstaff.
Write, edit and respond to correspondence on behalf of the senior executive.
Type memos, update and modify beneficiary,tax,and personal financial documents; purchaserequisitions,payment
requests and other internal department forms and proprietary documents.
Ability to make sound,independent decisions and useown initiativeto accomplish ta sks athand.
Understands and navigatethrough the organization to get the job done in a timely and efficient manner.
Wellness under pressureand resourceful when managingthe business of the Executive Office.
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Organizeprograms,events, meetings or conferences by arrangingfacilities and caterers,issuinginformation or invitations,
negotiating vendor contracts and controllingevent budget.
Conduct budget, managing general expenses on behalf of the senior executive and his team congruent to corporate
guidelines and fiduciary stewardship of finances. ManagingCEO’s expenses for Board and CFO approval.
Bank of the West- August 2014 to November2014 (Contract)
Technical Writer (Autonomy-Teamsite/Xopus):
Organize material andcomplete writingassignmentsaccordingtosetBankof the West standardsregarding
order,clarity,conciseness,style,andterminology forcustomerBankingProfiles.
Maintainshared-file recordsandfilesof workandrevisions forRBGgroup and peers.
Edit,standardize,ormake changesto material preparedbyotherwritersorestablishmentpersonnel. Thiswould
include BOTWCorporate CommunicationsTeamresponsibleforSharePoint/Domino.
Conferwith RBG peergroups, Trainers, management, vendors,orpublishertoestablishtechnical specifications
and to determinesubjectmaterial tobe developedforpublication.
Interactand conferwithSME’s on Technical issuesandproblematicfixestosystemtools,processes,andfixes
relatedtobuilding Teamsite systemProfiles.
Reviewpublishedmaterialsandrecommendrevisionsorchangesinscope,format,content,andmethodsof
reproductionandbinding.
Chili’sBarand Grill (SanLeandro/Concord,CA) - January2014 to August 2014
Server
Norman’sGrill (CastroValley,CA) - November 2012 to June 2013
Operation’sAssistant
SequoiaApartments,Merrill Lynch (Pleasanton,CA) - November2012 to June 2013 (Contract)
OfficeAdministrator/ProjectAnalyst/Porter:
Facilitiesmaintenance, emergencyresponse of outages,office managementandheavyphones,move-inmove-
out procedures,andpropertywalk-throughs. Multi phone lines,residentsupport, problemresolution/solving
skills,communicationandprojectstatusimplementation.
CPMCSutter Pacific - May 2010 to December2010 (Contract)
CIO Executive Assistant/ EHR ProjectCoordinator
Coordinatedheavytravel andmeetingscheduleforthe CIO-CPOVPof InformationTechnology,andExecutive
PhysiciansspecializinginHepatologyandPediatrics.
Managed PeopleSoft,SAP,Concurexpense reporting,auditing,andreconciliation
SharePointAdministrationassigninguserID’sandaccesspermissions (EHRProject);OneNote fordaily
communicationwithVP.
Coordinated Employee floormoves withIT,Telecom,FacilitiesStaff,andemployeesbeingimpacted.
Blue Shieldof California,GoldRiver,CA - September2006 to January 2010
Director’s SeniorAdministrative Assistant(Corporate re-org)
Managed PeopleSoft,SAP,coordinatingheavytravelandmeetingschedulesfortwoExecutive Directorsand
theirSalesteams.
Administered HRpoliciesandproceduresincludingemployee files, EmployeeReview updates,payrates,andjob
postings. LiaisonassistanttoVPof ProducerSales.
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Coordinated Eventplanningforteams toinclude monthlyandbi-annual All-State Regional meetings.Logisticand
Menu coordination,travel logistics,blanketcommunicationof planningtoteams/clients,videoandaudio
conferencing.
Administeredcalendarandconferencingupdatesandoptions.
Coordinatedfloormovesforstaff andExecutives;cubicleassignments,assetmanagement,floorplanupdates.
InteractedwithexecutiveBrokersforlogisticsandcalendarcoordinationforDirectors.
Managed Expense ReportsandreconciliationforteamsandDirectors.
TrackedmonthlyexpenditureprocessforDirectorsforP&L budgeting.Detailedreconciliationformileage
tracking,travel andmeals.
PlannedClientandVendormeetings andcommunicationonbehalf of Directors, agendaandmemocreation,
meetingtranscriptionwhere necessary,andover-all communicationtoindividualstoensure continuity.
ElectronicData Systems,San Francisco, CA - April 2001 to September2006
C-ExecutivesOfficeSupport: SeniorAdministrativeAssistant
Managed calendars forExecutive teamandover-alloffice managementfor150 employees.
Supervisedcall screening andvisitors. Liaisonforvendorsandon-site ClientandCorporate Executives.
Administered HRpoliciesandprocedures;employeefiles, Review updates,payrates, jobpostings.
Coordinatedfloormovesforstaff andExecutives;cubicleassignments,assetmanagement,floorplanupdates.
Travel and meetingarrangementsforeventsandvisitorsmanaging logisticsand expensesforbothClientand
Vendortravelers. Reconciledexpensesandexpense reportsforExecutive QuarterlyP&Lreview.
Coordinatedassignedad-hocProjects usingsuperbinterpersonal skillswithahighdegree of flexibilityfor
superiorcustomerservice andsatisfaction.
MaintainedandupdatedExecutiveServiceDashboard;weeklyreportsidentifyingroot-cause analysis,service
issues,andmetricbenchmarking.
Office Management, supplyorderingtobudget,equipmentissuesandvendor- management. Administered
Service Dashboardmetricsandreporting.
Client:ChevronTexaco March 2004 to September 2006
Telecom Network BusinessAnalyst (Chevron-TexacoMergerProject)
Technical andAdministrative responsibilitiestoincludeNetworkReportingMetricsandRevisions,Client
RelationshipBuilding,Client/PeerCommunications,ProjectplanningandImplementation, Root-Cause and
ProblemAnalysisandresolution,InventoryandReporting metrics.
Technical attributestoinclude International andDomesticTelecomvendormanagement,Telecomordering
proceduresanddocumentation,NetworkBillingandReconciliation, assetmanagementandinventorycontrol,
NetworkEngineeringsupport andtrouble-shooting,NetworkArchitecturedrawingupdatesandnetwork
storage.
Managed circuit,LAN,andWAN inventorycontrolswithvendorbillingandinventorydatabasesusingVantive
and TOMIS. Auditedandreporteddiscrepancies,root-cause analyses, andsuggestedfix-protocols.
Pointof contact for DomesticandInternational EngineersforProjectDisconnectandMoveswithBillingand
Assetprocedures.
Trouble TicketandWork OrderRoot-cause analysesandprotocolsusingVantive. WorkOrderassignment,
monitoring,andclosingproceduresusingRemedy.
Client:CSAA April 2001 to March 2004
BusinessAnalyst/TelecomAnalyst
Troubleshootingbreak-fix TelecomLAN andCSAA SFHome Office connectivityissues; outagesinvolvingmoves
and erroneous connectivityissues.
Administered NetworkBilling,Reporting,andReconciliationwithvendors(AT&T,SBC,Sprint,Verizon)
Coordinated LAN installsde-installswithlocal Telecomvendorsforhome-office sites,and CSAA SFCorporate
office.
AssignedTrouble tickets,administeredmonitoring andclosingprotocols, androot-cause analyses procedures
usingRemedy.
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AdheredtoSLA standardsand protocols as percontractual agreements,andprotocolssurrounding highlevel
SEV1 and SEV2 networkorLAN specificoutages.
ReportingliaisontoExecutive Teamformorningoutage callsandreportingstatusresultsforbenchmarking
service levels.
Liaisonwith3rd
party vendorforDSL-highspeedadds,moves,andchangesforoffsite CSAAAgenthome offices.
Assignedtoappropriate ticketsassociatedtoDSLhigh-speedservice foragentsandsupportedandadministered
problem-solvingskillsasneeded.