Shannon Davis
Orangevale
Summary
Highly accomplished and results-oriented professional with extensive experience supporting global operations, finance, and facilities management within CBRE's client-facing environments. Proven ability to streamline processes, manage complex budgets, and facilitate critical communications across diverse teams and client sites. Adept at leveraging deep knowledge of CBRE systems and procedures to drive efficiency, ensure compliance, and enhance service delivery. Seeking to leverage proven expertise and commitment to excellence in a new challenging role within CBRE, contributing to organizational growth and operational excellence.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sr. Business Operations Assistant
Agilent Technologies, CBRE
Sacramento
01.2022 - Current
- Manages and tracks quarterly and annual budgets, purchase orders, vendor invoices, and project progress for diverse client sites, ensuring financial accuracy and compliance.
- Provides comprehensive operational and financial support to the CBRE Global Program Director, Finance Manager, and WPS Facilities Managers, ensuring seamless program execution across multiple client sites in the Americas.
- Collaborated with finance team to generate and summarize global financial information, ensuring accurate accruals and timely reconciliation of records.
- Developed and implemented standardized maintenance and project tracking procedures for Americas client sites, improving operational efficiency and support for WPS team.
- Facilitated communication between client and WPS management teams, resolving issues to enhance service delivery.
- Provides training and ongoing support to new hires on purchasing platforms, procedures, and client requirements, significantly contributing to team readiness.
- Assists with data process management initiatives to identify and realize savings opportunities.
Maintenance Planner/WPS Assistant
Agilent Technologies, CBRE
Folsom
05.2018 - 01.2022
- Managed all aspects of facilities maintenance records and preventative maintenance schedules, coordinating Agilent and supplier requisites to ensure timely and effective maintenance and repairs.
- Administered facilities-related purchase orders and invoices, maintaining meticulous records and ensuring budget adherence.
- Ensured janitorial vendor compliance with Service Level Agreements (SLAs) and scheduled out-of-scope tasks, upholding high standards of facility presentation.
- Tracked quarterly finances and prioritized scope of work to align with Agilent budgets, ensuring timely completion of monthly billing reports.
- Supported national implementation and troubleshooting of new purchasing platform, training WPS team at client sites to enhance operational efficiency.
- Procured office supplies, equipment, parts, and services for facilities maintenance and repair, ensuring availability and compliance with operational needs.
Project Management Assistant
IBM Global Services
Sacramento
05.2008 - 05.2018
- Managed executive calendars, coordinated meetings, and arranged events, optimizing time management for leadership.
- Delivered comprehensive administrative support to project executives, managers, and teams, facilitating efficient project operations.
- Developed and refined meeting presentations, spreadsheets, and agendas, improving clarity of communication and reporting.
- Monitored and organized purchase orders, invoices, and correspondence, maintaining accurate and accessible records.
- Ensured audit compliance across all managed functions and deliverables, work orders, and work authorizations.
- Supported client, California's Child Welfare Services, providing customer service excellence.
Procurement Assistant
Sutter Health
Sacramento
01.2008 - 05.2008
- Procured office supplies, medical equipment, and parts for equipment repair to ensure operational efficiency.
- Managed vendor communications for returns, pricing, and warranty information while overseeing logistics for incoming/outgoing packages.
- Supported Procurement Supervisor and Biomed Technicians by coordinating administrative tasks and facilitating workflow.
Front Desk Receptionist
SC Fuels
Sacramento
04.2005 - 04.2006
- Coordinated front desk operations, directing calls, greeting visitors, and processing fuel sales orders to ensure smooth daily operations.
- Maintained accurate records of fuel prices, bank deposits, files, and correspondence to support financial tracking and communication.
- Greeted and assisted customers at front desk with professionalism.
- Managed multi-line phone system to direct incoming calls efficiently.
- Scheduled appointments and maintained calendar for office staff.
Front Desk Representative
La Z Boy Furniture Galleries
Sacramento
10.2004 - 04.2005
- Supported store manager and sales team by managing customer inquiries and administrative tasks.
- Processed sales orders and phone calls while ensuring accurate filing and bank deposits.
Legal File Clerk
California Independent System Operator (CAISO)
Folsom
12.2002 - 04.2004
- Supported legal staff with administrative tasks to ensure efficient workflow.
- Managed record retention, scanning, and maintenance of legal proceedings to uphold compliance.
- Organized legal files and documents for efficient retrieval and processing.
- Maintained accurate records in compliance with regulatory standards.
- Assisted attorneys in preparing legal documentation and correspondence.
Front Desk Receptionist
Western Area Power Administration (WAPA)
Folsom
04.2001 - 10.2002
- Coordinated communications, proofread documents for accuracy, and updated employee contact information to maintain records.
- Assisted senior administrative, maintenance, and human resources staff to ensure smooth operations.
- Operated specialized printing/binding equipment and facilitated record retention processes.
Education
High School Diploma -
Highlands High School
North Highlands06-2000
Skills
- Operations Management
- Project coordination
- Process Implementation
- Stakeholder Communication
- Vendor Management
- SLA Compliance
- Budget management
- Financial analysis
- Financial Reporting
- Accrual accounting
- Order management
- Supply Chain Management
- Process Optimization
- Operational Scheduling
- Data Process Management
- Microsoft Office Suite
- Recruitment Coordination
- Training & Onboarding
- Problem-Solving
- Process improvement
- Leadership
- Customer service
- Leadership
Certification
Creating a Culture of Continuous Improvement, LinkedIn, 04/26, From Trainer to Learning Leader: Expanding Your Impact with Coaching and Mentoring, LinkedIn, 04/26, Leadership: Practical Skills, LinkedIn, 10/25, Excel for Accounting, LinkedIn, 04/24, Budgeting in Real Life, LinkedIn, 04/24, Getting Started in Finance and Accounting, LinkedIn, 04/24, Finance Foundations, LinkedIn, 04/24, Business Tax Foundations, LinkedIn, 04/24, Financial Accounting Foundations, LinkedIn, 04/24, Accounting Foundations: Understanding the GAAP, LinkedIn, 04/24, Accounting Foundations, LinkedIn, 04/24
Timeline
Sr. Business Operations Assistant
Agilent Technologies, CBRE
01.2022 - Current
Maintenance Planner/WPS Assistant
Agilent Technologies, CBRE
05.2018 - 01.2022
Project Management Assistant
IBM Global Services
05.2008 - 05.2018
Procurement Assistant
Sutter Health
01.2008 - 05.2008
Front Desk Receptionist
SC Fuels
04.2005 - 04.2006
Front Desk Representative
La Z Boy Furniture Galleries
10.2004 - 04.2005
Legal File Clerk
California Independent System Operator (CAISO)
12.2002 - 04.2004
Front Desk Receptionist
Western Area Power Administration (WAPA)
04.2001 - 10.2002
High School Diploma -
Highlands High School