Ana Shack

Associate in Operations @Waystone

Chicago, IL, US

ReportsCreating, tracking, and presenting reports on new sales, hours of work done for each client, consultant utilization, sales pipeline, and corporate reports using ExcelCreating reports on retainers to track cost/gain to decide fee adjustments for next yearHelping with project/retainer pricing and creating reports on themUpdating Salesforce with opportunities, engagements and accounts and pulling reportTechStandardizing, maintaining and training others on workflow system (Accelo)Acting as onsite IT help by resetting and connecting laptops to networkOnboarding and offboarding employees with office technologyClient WorkCreating contracts and proposals for clientsOnboarding new clients by setting them up in Salesforce, Accelo and SharePoint, getting their billing information, passing sales information to the consultants and connecting consultants with clientAnswering client queries and being a first point of contact regarding contractsAssisting ConsultantsAssisting with regulatory compliance filings, such as Form PFsAssisting consultants with preparing/creating documents and presentationsAddministrative WorkSubmitting Purchase Orders (POs) for expensesKeeping up the office by ordering supplies, keeping the kitchen stocked, overseeing maintenance on the printers, scanners, coffee machine etc.Assisting travel and setting up meetings for when executives visitManaging the shared calendarOrganizing team events such as lunches, dinners, team building exercises, etc.Sustainability Initiatives Helping create and implement sustainability initiatives in the Chicago office, such as creating a book exchange program and educating on relevant topics like Chicago\'s recycling rules and regulations.Coordinating with the building management and Waystone\'s sustainability team to collect data for analyzing our carbon footprint and identify potential decarbonization initiatives.Keeping information about clients and employees confidential

Oak Park & River Forest High School

High School Diploma

Illinois Institute of Technology

Bachelor's of Science degree, Clinical and Behavioral Health Psychology

Illinois Institute of Technology

Bachelor's of Science, Biology, General