Cory M. Email & Phone Number

Seattle, Washington, United States

Accountable for managing multiple client projects totaling $3.5MM simultaneously and ensuring the timely delivery of high quality services and products. Working independently and on teams involving projects that span all Segal’s client markets (multi-employer, public sector and corporate). Collaborating with all members of the client team including consultants, editors, designers, web developers. Have regular client contact on routine and complex matters including presentation of work products.• Create strong, ongoing relationships with multiple clients, becoming their trusted resource for on time, on budget, on point deliverables• Partner with consultants to offer strategic ideas to influence client outcomes and the employee experience.• Drive benefits campaigns, video production, website development, designed print and online materials, and social media communications • Actively contribute to client strategy sessions and utilize expertise to participate in pitching the client on new campaign pieces or formats• Participate in extending and expanding opportunities with current clients and business development with prospective clients.• Collaborate with consultants on managing financial processes, developing proposals/estimates and tracking budgets.• Assist with ensuring overall profitability of client engagements by proactively managing scope and expectations as outlined in the statement of work and communicate and escalate potential issues.• Generate budget reports & assist with reviewing the revenue recognition data.

San Francisco, California

Blended role of executive assistant and office manager. Greet regular guests and suppliers, ensure the office is well stocked and running smoothly. Resident expert for online travel systems Concur and Egencia to assist colleagues across the country with travel. Support the internal business operations, oversee the team's administrative functions, and maintain an efficient and effective office environment.• Executive assistant to the leadership team and C level executives (CEO, CXO, and COO)• Manage calendaring, expenses, and arrange travel for CEO and COO• Support leadership and colleagues through the merge of Benz Communications and Segal Group to create Segal Benz• Manage on-boarding and I-9 verification process of 20 + employees. Including scheduling meetings and trainings, ordering technical equipment and office furniture for both in office, and remote workers, as well as collecting HR documents, and verify employment eligibility• Manage and organize travel, hotel, restaurant, events, and catering for 60+ employees across the US attending the Year End and Strategy Conferences• Work with consultants and project managers by sending gifts to clients through annual enrollment periods• Work with the marketing and design teams to finalize holiday gifts, and own the process of organizing the assembly and shipment of 600+ gifts to clients and vendors• Responsible of a monthly budget of $25K covering office expenses including inventory, ordering, managing monthly bills, review and approve expense reports through Expensewire

San Francisco Bay Area

Assist the Director of the University Advising Center with daily operations and special projects. Work collaboratively with other departments to identify business and student needs and develop processes and communications to enhance employee and student experience. • Led a team of three to conduct annual assessment process for Department of Education accreditation requirements to identify student learning and other outcomes that were assessed. Created a summary of results and a plan of implementing findings to provide insight into opportunities for improving department and student goals• Created communication strategy by working with multiple departments to understand student needs and identify resources and services to improve student academic success• Developed processes for documenting and tracking student life cycle from admission to graduation using Salesforce.com, as well as work with IT department in developing automated workflow processes, eliminating time and paper needed from previous processes• Coordinate and execute International Student Orientation, delegating roles and responsibilities to a team of 10 assistants, as well as assist with execution of University Orientation for all international and domestic students• Serve as a Designated School Official (DSO) for international students with F-1 and J-1 visas in Accounting and Finance programs, as well as Alternate Responsible Officer (ARO) with federal agencies for Golden Gate University• Assist international students in complying with government regulations and applying for Curricular Practical Training (CPT) and Optional Practical Training (OPT) work authorizations

Oakland, Califonia Area

Provided academic advisement and leadership for all new and continuing students throughout their academic program. Served as a liaison between the student and the University with regard to University policies and procedures, including academic plan for development for degree or certificate completion, degree options, degree requirements, graduation process, and academic progress. Effectively communicated with, motivated, and counseled students through critical thinking, creativity, and problem solving for academic success.• Selected by management to lead an 18 week task force to develop and execute a strategic progression plan targeting at-risk students, resulting in higher academic performance and 89% first year retention exceeding expectations by 15% • Analyzed declining trends in GPA. Through collaboration with faculty and deans developed and led 30 New Student Orientation sessions, designed to educate students of University resources, resulting in higher levels of preparation for first course requirements and satisfaction, increasing GPA averages by 12% in first quarter• As team lead, managed department calendars, collected weekly reports from team members and analyzed data for presentation to upper management • Consistently received above average customer satisfaction Net Promoter Scores (NPS) ratings of 9.5 out of 10, as well as above average formal recognition from peers and leaders

Phoenix, Arizona Area

Responsible for; student customer service, financial aid processes, and accounts receivable management. Communicated with students regarding their finance options, educate and assist students regarding policies and requirements for selected finance options, including federal student financial aid and ensure financial processes were completed in compliance with established guidelines.• Managed accounts receivable for 380 accounts annually, with revenue of $1.2M• Performed comprehensive audits identifying opportunity to optimize funding, lowering aging balances by 25% • Successfully on boarded 100+ employees, and collaborated with management to create a development plan resulting in high performance employees• Selected by management to develop and facilitate a series scholarship workshops, with an outcome of students earning a combined award of $50K in scholarship funding

Phoenix, Arizona Area

Delegated and oversaw work of 6 employees, train new hires, and coach tenured employees based on performance, productivity, and opportunity. Partnered with management team in multiple departments and shifts to ensure all incoming and outgoing cash deposits were processed, delivered, and deposited according to contractual agreement. Monitored budget, completed expense reports, conducted inventory and purchasing, coordinated department meetings and special events, and maintained department calendar. • Through coaching, training, and restructuring of department processes was able to reach department budget number goals earning profit sharing for the first time in 3 years and continued trend

M.S.P; Master'S Of Science, Psychology, 3.82 Gpa

B.S.M; Bachelor'S Of Science, Management, 3.48 Gpa

A.A.S; Associates Of Applied Science, Culinary, 3.30 Gpa