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Skills

  • Advanced MS Office Suite
  • Supervision
  • Operational improvement
  • Expense reduction strategies
  • Schedule management
  • Bookkeeping
  • Mail handling
  • Relationship development
  • Document management systems
  • Project Planning

Work Experiences

  • Coordinated cross-departmental financial forecasts.
  • Coordinated necessary credentials.
  • Conducted industry-wide research.
  • Achieved 73% attendee satisfaction.
  • Oversaw a complex annual meeting with 11 presenters, 2 international attendees, and a $8 budget that included livestream production, remote location arrangements, and senior executive accommodations.
  • Acted as a liaison between the CFO and external clients, fostering positive relationships that enhanced overall client retention by 69%.
  • Cross-referenced data to enhance accuracy.
  • Created visually impactful presentations for stakeholders.
  • More than 7 Accounting and Finance executives had their schedules organized and updated by me.
  • Contributed to expense reduction efforts of $10 annually.

Summaries

  • Strengths in strategic planning and data analysis backed up by Accounting and Finance training.
  • Collaborative and efficient Chief Financial Officer’s Secretary adept at scheduling high-level meetings, coordinating travel, and optimizing expense management, saving $12 annually.
  • Achieved a 51% improvement in reporting processes.
  • Achieved greater operational accuracy.
  • Executive Assistant with a passion for developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency, and help the company meet its goals.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Senior Executive Administrator with 9 years of experience who is proactive.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Customer service, client satisfaction, and team communication are all priorities for me.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Enhanced CFO access to critical financial data by developing a custom dashboard in QuickBooks, enabling real-time, high-level decision-making during strategic planning sessions.
  • Streamlined communication between the CFO and key stakeholders by tracking follow-up tasks, ensuring 72% of critical action items met deadlines.
  • Organized multiple cross-functional executive-level meetings, including follow-up task monitoring that led to a 36% increase in interdepartmental project efficiency.
  • Collaborated with team of 16 in the development of program.
  • Collaborated with department heads to prepare financial reports and presentations, utilizing Jira to improve data accuracy by 33% for executive meetings.
  • Supported the CFO’s office by maintaining records for all financial audits, reducing document retrieval time by 41% through a newly implemented filing system.
  • Cultivated a detailed scheduling process for investor communications, ensuring strategic alignment of key meeting outcomes and positioning company financial objectives effectively.
  • Played a pivotal role in reducing discretionary costs by 39% through meticulous invoice tracking, approval procedures, and budget reviews.
  • Achieved a 79% improvement in time-to-execute for calendar scheduling conflicts by optimizing stakeholder communication and aligning priorities.
  • Developed and maintained a digital contact database of over 12 high-profile industry executives, increasing CFO communication efficiency by 60% using Microsoft Excel.

Affiliations

  • National Office Managers Association
  • Administrative Leadership Council (ALC)
  • Executive Office Professionals & Corporate Leadership Association
  • Association for Computing Machinery
  • International Association of Administrative Professionals
  • Lean Six Sigma for Administrative Professionals Certification
  • Professional Administrative Certification of Excellence (PACE) - Financial Sector
  • Lions Club
  • Association of Information Technology Professionals
  • Internal Communications Association for Executive Support Staff

Certifications

  • Certified Professional Secretary (CPS)
  • CompTIA A+ Technician
  • Certified Financial Planner (CFP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Human Resources Professional Association (HRPA) Certification
  • Google Certified Professional Cloud Architect
  • CompTIA Network+
  • International Association of Administrative Professionals (IAAP) Membership
  • Certified Corporate Financial Planning & Analysis Professional (FP&A)
  • CompTIA Security+

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