Diana Wickman Email & Phone Number

San Jose, California, United States

San Francisco Bay Area

Back at KBM Hogue after a break during the pandemic.Accountable for the accuracy and management of the flow of projects and orders.

San José Metropolitan Area

• Contracted through Johnson Service Group• Assists Program Administrator and Continual Improvement team by scheduling and facilitating meetings, preparing agendas, disseminating materials, and capturing notes for meeting minutes and documentation.• Assists in the implementation, facilitation, and management of Valley Water’s Great Ideas Program, by collecting submittals, logging, tracking ideas as they progress, issue progress reports and monetary awards as directed.• Research and compile reference materials (discussion topics/agenda items) for Board Audit Committee meetings. Entered agenda items for approval into Legistar system.• Entered and tracked Temp/Intern/Retiree start and end access in Intelex/Quality Environmental Management System (QEMS).• Provide general administrative assistance by receiving, logging, and tracking invoices from multiple audit consultants. Monitor and review Task Order/Project budget as invoices are processed against agreements and task orders.

San Francisco Bay Area

Accountable for the accuracy and management of the flow of projects and orders. Responsible for clean accurate sales orders, timely processing of orders, ensuring compliance with policies for order acceptance and purchase order placement. Responsible to keep accurate files for all orders, which include all documentation from the client, vendors and other team members.• Worked with a team of Account Managers to place orders with multiple vendors to ensure product was delivered on schedule for installation projects. • Regularly updated team through weekly meetings and Excel status reports • Tracked furniture orders and deliveries for multiple projects at a time• Reconciled vendor invoices for accounting department when necessary, processed payment requests for deposit and balance due invoices to ensure product shipped on time.

San Jose, Ca

• Serve as the point of contact for visitors to the office and answering the main phone line. • Calendar meetings for CEO and CFO.• Compile weekly progress reports from 25+ engineers.• Vendor management for office suite and CEO’s residence.• Order kitchen and office supplies.

Mountain View, Ca

• Verifying end of year time off requests were entered into ADP correctly.• Auditing conversion files to verify company merger consolidation upload is correct• Filing end of year time off requests.• Inputting employees’ manual check amounts into ADP.• Creating ADP upload templates for time off hours, terminated employees due to transition from Blue Coat to Symantec employees.• Verifying Confirmation of Exercise taxes and amount due to employee are correct.

Campbell, Ca

• Worked with several publicly traded companies to administer their stock plan• Worked with Fidelity, Schwab, E*TRADE, and Solium Shareworks stock plan platforms.• Administered equity programs and ensure that all equity transactions are accurately processed, settled in a timely manner with a strong attention to detail.• Administered qualified (ISOs) and non-qualified stock options (NSOs), restricted stock units (RSUs) and employee stock purchase plan (ESPP) processing.• Generated and reviewed for accuracy recurrent and ad-hoc reports for Finance, Payroll, HR and Legal.• Processed and monitored equity award activity, including grants & grant agreements, vesting of performance-based awards, exercises and employee terminations.• Assisted with monthly, quarterly and year-end reporting.• Maintained confidentiality with sensitive information on a daily basis relating to payroll and stock plans. • Adhered to legal and financial policies of each company and IRS, government policies and procedures.• Responded to equity-related inquiries from employees and others.• Assisted with various other equity-related projects as required with the ability to multi-task.

Campbell, California

• Provided administrative support to Director of Operations and Senior Executives including (Chairman & CEO) and (VP, General Counsel), as well as provided support to all employees.• Coordinated travel arrangements, including flights, hotels, and car service.• Gained experience working in a start-up environment. • Served as the point of contact for visitors to the office with a positive attitude and the ability to handle multiple tasks.• Tracked stock option awards and process notices to exercise. Coordinated with stock transfer company on stock conversions from privately held company to public company.• Prepared financial slides, charts, and graphs using Excel and PowerPoint for presentations to Board of Directors, outside consultants, and financial institutions.• Maintained communications with management, internal, and external customers including Board of Directors and vendors with professionalism and diplomacy.• Processed bi-weekly payroll for small subsidiary company using ADP Run.• Organized and reconciled executive expense reports and credit card statements.• Maintained company-wide contact lists (stockholders, employees, vendors, etc.).• Managed cloud storage (Sharefile). Scanned, uploaded documents, and provided copies to third parties.• Worked with Director of Operations with financial transactions, which included verifying invoices/expenses, and acquired budget approval. Mailed checks to vendors, scanned and filed invoices.• Maintained office and kitchen supply inventory. Worked with building management for facility needs. • Coordinated new hire process, scheduled interviews, and made travel arrangements as needed. • Facilitated office move from a few offices in a business center to an office suite. Coordinated purchasing office furniture, phones for 11 offices and 2 conference rooms, internet and phone service providers. • Acquired proficiency MS Office Suite software and Google (Gmail, Docs, Calendar)Apps experience on Mac.

Stanford, California

Reported to the housing Assignments Operations and Reporting manager• Obtained customer service skills by assisted students with problem solving skills regarding their housing needs, ensuring compliance with Stanford University’s policies and procedures.• Assisted with Termination of Occupancy requests• Entered housing applications.• Assisted with Excel spreadsheet formulas and data entry• Effectively learned Stanford University’s computer system.• Completed rental verifications

San Jose, California

• Provided support to the sales department; 22 Account Managers in 5 offices plus several remote offices. • Reviewed each sales quote from the Account Managers before sending to accounting for processing.• Worked with Account Managers compiling information to respond to customer’s RFPs.• Handled all domestic & international travel (flights, hotels, car rental and per diem) requests company-wide.• Assisted the Marketing Manager prepare for Trade Shows nationwide.• Assisted with several events for customers, prospective customers and employees.• Coordinated all company-issued cell phones through Sprint (120 cell phones and air cards).• Responsible for ordering office supplies through Staples.com and kitchen supplies through Costco.com.• Secondary responsibilities included assisting the President and other Vice Presidents with special projects.

Bachelor Of Science (Bs)

Education record

Certificate