Theresa M. Rivas

Pacific Seafood, April 2022 – June 2022

A Seafood Distribution company based in Portland, Oregon

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Executive Assistant to Chief Executive Officer 

• Composed executive communication for internal team members and external constituents. Represented executive with poise and professionalism. 

• Managed executives outlook calendar, private jet calendar, and email inbox folders. 

• Managed incoming and outgoing mail.

• Prepared and mailed team member birthday cards.

• Supported the executive team through weekly agenda preparation and meeting support.

• Assisted executive in the office move preparation for renovations and provided weekly update on status of renovation project.

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Umpqua Bank, February 2020 – April 2022

A financial Holding company based in Portland, Oregon

 

Executive Administrative Assistant to EVP, Community & Business Bank (Nov 2020-Current), EVP Credit Services (Feb 2020-Nov 2020), and SVP, Director of Frontline Strategy & Activation (Feb 2020-Oct 2021)

• Managed, composed and prepared executive communication for internal and external constituents. Represented executive with poise and professionalism. Managed executives email inbox, addressing urgent matters and remove unnecessary emails. 

• Arranged and handled all logistics and planning team offsite meetings, including travel, reservations, meeting agendas, and team building activities. 

• Provided direct administrative support to three executives and their teams as needed through extensive calendar management, virtual meeting preparation and facilitation, MS Teams channel maintenance, new hire on-boarding, training on new technology, manage Kanban board and facilitate weekly meetings. Created an environment for my executives to focus on strategic growth initiatives.

• Supported executives and teams throughout Payment Protection Program (PPP) allowing teams to focus on assisting our customers obtain needed PPP funds. Coordinated meal delivery to teams working round the clock and created fun ways for team to stay connected in remote work environment. 

• Supported the President's Core Banking Leadership Monthly Update Call via Microsoft Teams Live Event platform. 

• Assisted executive in the creation and building new line of business.

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Fremont Bank, December 2012 – December 2019

A Premier Community Bank in the California Bay Area locally owned and managed since 1964, with 20+ Retail Branches, Residential and Commercial Lending, Wealth Management, and Financial Services.

 

Executive Administrative Assistant to EVP, Group Executive, Community Bank

• Provided direct administrative support to EVP, Group Executive Community Bank, additional support to the Community Bank Management team, other C-Level Executives, President and CEO, and members of the Board of Directors as needed.

• Increased productivity of executive by 30% by managing, maintaining, and organizing business, community, and client-facing meetings, by accurately updating, proactively rescheduling conflicts, and anticipating schedule needs and travel time.

• Created and distributed Board level meeting materials and presentations accurately and on-time, demonstrating creativity and the ability to coordinate and collaborate across multiple internal departments, managers, associates, and external constituents.

• Coordinated and executed cross-departmental quarterly town hall meetings, including presentation compilation, logistics & facilities, catering, and raffle, resulting in an opportunity for executives to share the company’s performance results, business priorities and strategic vision with associates across 20 branch locations, two operations centers hosting approximately 175 in-person associates. 

• Initiated Administrative Assistant lunch and learn series focused on skill-building workshops to assess & build administrative skills and share best practices.  To bring meaning to the role of Administrative Assistant, to have a better impact on the business, enable executives and teams to be more productive, and to increase professionalism.

• Coordinated all logistics of on-site and off-site meetings, including hotel, catering, team building activity, agenda, and meeting materials for annual business planning and client development. 

Data Analyst

• Developed, updated, monitored, and maintained commercial salesperson portfolios to ensure accurate reporting and on-time quarterly sales incentive payments.

• Monitored and maintained data integrity for multiple reports related to client database, profitability reports, and sales portfolios to ensure proper client touch and spend.

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By the Books, Bookkeeping and Taxes 2001-2012

Bookkeeping, tax preparation, and consultation services for small to mid-sized businesses, locally owned and managed, with annual income ranging from $250K to $2MM.

 

Owner, Bookkeeper, Tax Preparer, Process Analytics 

• Partnered with business owners to create financial budgets and annual growth plans, conducted financial analysis, and established accounting functions.  Accounts receivable, accounts payable, payroll and payroll tax returns, sales tax returns, sales tax audits, bank and credit card reconciliation.

• Measured financial performance and provided production recommendations through report preparation and analysis (monthly, quarterly, and annual financial statements, including profit & loss, balance sheet, cash flow forecasting, and budgets).

• Created and implemented new systems for improved financial file management & maintenance.   Processed accounting data accurately and timely, and trained staff.  Recognized cost savings by developing a streamlined process of accounting procedures. Managed relationships with external vendors and conducted research to resolve billing and collection disputes.