Patricia (Patty) Kowaleski

Bolton is a full-service employee benefits, actuarial, investment and compensation consulting firm with 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex issues so that they can optimize employee performance, best manage future financial risks and provide valuable benefits to their employees.

Reports to the President/CEO and supports the National Office and senior management team by implementing administrative systems, procedures and policies and coordinating administrative projects. • Manages relationships with vendors while coordinating general office operations; troubleshoots with office equipment including printers, copier, postage meter, etc. • Works with communications/IT vendors to maintain a complex phone system and a video conference room system. • Supports the President/CEO by coordinating calendars, meetings/calls with donor, files and any other needs required to achieve the Foundation’s goals. • Coordinates with travel agent to ensure smooth travel plans are met in an organized/timely manner for CEO, board members, and foundation supporters. • Provides administrative support for staff and senior team meetings. • Conducts web-based research on donors, corporations, other nonprofits, etc. • Creates and implements presentations, including PowerPoints and documents needed for staff announcements and meetings. • Processes expense reports for CEO and other senior staff as needed. • Enters stewardship notes in donor database as needed. • Maintains professional integrity and observes a high level of confidentiality. • Transcribes and prepares Board of Directors’ and committee meeting minutes. • Handles all logistical arrangements for in-person Board meetings and conference calls. • Communicates with Board and committee members as directed by the CEO. • Assists with creating packets, presentations and other meeting materials as needed.

Supplied customer service and administrative support, building relationships with incoming medical staff to establish a more positive on-boarding and retention experience. Provided faster turn-around times for the interview process, applicant tracking, execution and delivery of employment paperwork and funds. Assisted recruiters in the search, screening, hiring, and on-boarding of all incoming medical staff for a fast growing community health system. This position interacted daily with hospital executives and endorsed networking throughout hospital administration. This was a new department in 2008 developed to eliminate the use and high cost of search agencies. Our main challenge was to gain trust throughout the organization that we could successfully deliver qualified candidates. The department is still going strong and in full operation today delivering successful results.

Administrative support for the Vice President of Human Resources

A position that incorporated my statistical and creative abilities. Produced annual budget, financial reports for borough council review. Created and maintained borough website and monthly newsletter. I reported directly to the Finance Committee of Borough Council. The following are some of the tasks performed: • Performed all accounts payable functions. • Compiled data, generated commercial/residential water/sewer billings. • Developed a reporting and repair system for problem water meters. • Managed accounts receivables with monthly aged reporting. • Produced annual budgets and forecasts for Borough Council. • Prepared monthly financial reports (balance sheet and cash balances). • Created/managed investment portfolio and equity accounts bringing an overall return of more than 5% interest.