Sally Bowe
Crystal Lake
Summary
Professional and well-rounded Office Manager with excellent clerical and team support skills. Successful at satisfying customer needs while supporting day-to-day operational functions to provide smooth-running business. Highly dependable, ethical and reliable leader in blending advanced organizational, technical and business acumen. Detail-oriented in financial efficiency and EBITA tracking.
Overview
16
16
years of professional experience
Work History
Office Manager and Executive Assistant
Vista Equity Partners
Austin
03.2024 - Current
- Transitioned to Austin, managing headquarters office while expanding direct reports and office headcount, ensuring C-Suite executive support.
Office Manager and Executive Assistant
Vista Equity Partners
Chicago
11.2021 - 03.2024
- Maintained proper documentation of employee records
- Managed, scheduled and coordinated office functions and activities
- Handled scheduling and managed timely and effective allocation of resources and calendars for Senior Managing Directors and Co-Heads including the CFO
- Managed and tracked expenses to meet company budget requirements.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Salesforce record creation and reporting
- Collaborated with internal and external stakeholders
- Facilitated and organize large company events such as Town Halls, Board of Director meetings, and quarterly offsites
- Made travel arrangements to provide executives seamless and travel policy-approved business trips in Concur
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
Office Manager
Americold Logistics
Darien
12.2018 - 11.2021
- Conferred with business leaders to evaluate needs and strategize operational improvements to boost productivity.
- Recruited, trained and developed dynamic administrative team, supporting all corporate growth and productivity objectives.
- Proactively identified and solved complex problems that impact management and business direction
- Forecast revenue and labor monthly, quarterly, and yearly
- Risk Management Based Safety, Energy, CMO and PSM team
- Budget Reporting, Track costs and customer expenses, Payroll experience
- SAP, Red Prairie, Kronos, Concur, PeopleSoft, Success Factors, HACCP, SQF and i-3PL experience
- Managing KPI’s including inventory accuracy, turn times, revenue vs labor hours, appointments, performance, and utilization.
- Microsoft Office including Excel, PowerPoint, Word, Visio, and Outlook, Typing 50-60 words per minute
- Managing customer matrix and appointments
- ·Customer daily, weekly and monthly reporting
- Internal Auditor, Global HACCP, and SQF 8.1 Certified
- Trained in Americold Operating System and Lean 100's, including waste walks, 6’s, 5Why, Fishbone, CI events, A3, and other continuous improvement tools
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
Optical Manager
Lifetime Vision and Contact Lens Center
Crystal Lake
09.2012 - 12.2018
- Training new associates
- Managing staff schedule and patient schedule
- Payroll, monthly sales reports, monthly invoicing, and bill paying
- Billing and coding for vision and medical plans, ICD 10 coding
- HIPPA and Medical Ethics
- Purchasing and displaying optical supplies and frames
- Helped clients select frames meeting individual needs, flattering facial styles and appropriate for eye measurements and optical prescriptions.
- Took specific facial measurements, including optical centers of eyes, pupillary distance and temple length.
- Conducted special tests such as field of vision assessment, OCTs and pachymetry.
- Instructed customers on methods for adapting to glasses, proper wear and necessary care.
- Pretested patients prior to optometrist examinations, including pressures, visual acuities and autorefraction.
- Documented customer prescriptions, wrote detailed work orders and collected payments to facilitate smooth appointments.
- Motivated and encouraged team members to communicate more openly and constructively with each other.
CNA
Autumn Leaves Memory Care
Crystal Lake
08.2009 - 09.2012
- Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
- Conducted routine checks on standard patient vitals, including blood pressure, blood sugar and heart rate.
- Documented activities and recorded information in EMR system.
- Consulted with nurses to develop patient care plans and evaluate treatment options.
- Responded to patient alarms and needs-assessment requests to identify course of treatment.
- Documented information in patient charts and communicated status updates to interdisciplinary care team.
- Exhibited compassionate care and communication regarding issues surrounding death and dying.
- Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
- Engaged with patient family and friends to provide courteous, efficient visit experience.
Education
Bachelor of Science - Applied Sciences
Arizona State University
2026
ACCET Accredited Medical Assisting Program 720 Hours - Medical Assisting
First Institute
Crystal Lake, IL02.2012
High School Diploma -
Crystal Lake South High School
05.2007
Skills
- Budgetary Planning
- Invoicing and billing
- Accounts payable and receivable
- Project management
- Training and coaching
- Microsoft Office
- Billing
- Customer relations
- Systems implementation
- Cost reduction and containment
- Solutions development
- Staff training and development
- Incidents management
- Performance reporting
- Payroll
- Notary Public
- Salesforce
- Concur
- Warehouse operations
Timeline
Office Manager and Executive Assistant
Vista Equity Partners
03.2024 - Current
Office Manager and Executive Assistant
Vista Equity Partners
11.2021 - 03.2024
Office Manager
Americold Logistics
12.2018 - 11.2021
Optical Manager
Lifetime Vision and Contact Lens Center
09.2012 - 12.2018
CNA
Autumn Leaves Memory Care
08.2009 - 09.2012
Bachelor of Science - Applied Sciences
Arizona State University
ACCET Accredited Medical Assisting Program 720 Hours - Medical Assisting
First Institute
High School Diploma -
Crystal Lake South High School