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Skills

  • Cost-saving travel arrangements
  • Team management
  • Budgets
  • Customer service
  • Problem resolution
  • Bookkeeping
  • Advanced MS Office Suite
  • Filing and data archiving
  • Advanced Excel proficiency (VLOOKUP, PivotTables)
  • Business writing

Work Experiences

  • Used QuickBooks to create invoices, reports, and other deliverables on a monthly basis.
  • Organized successful conferences, which included all speaker and attendee travel, as well as facilities and support services.
  • Curated and distributed agendas.
  • Completed special objectives and projects in response to board member requests.
  • Consolidated input from various departments.
  • Achieved cost-saving results of $4.
  • Greeted visitors as they arrived, determined the nature and purpose of their visit, and directed them to the appropriate locations.
  • Created visually impactful presentations for stakeholders.
  • 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.

Summaries

  • Analytical and organized CFO Secretary with demonstrated success in managing executive agendas, proofreading financial reports, and enhancing transaction reporting by 31%.
  • Supporting professional needs with well-organized precision is a track record.
  • Collaborative and efficient Chief Financial Officer’s Secretary.
  • Exceed expectations in terms of group performance and scheduling efficiency.
  • Coordinated international travel.
  • Data analysis and risk assessment are tasks that I am uniquely qualified to perform.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Intuitive and graceful when it comes to managing high-volume workloads in rapidly changing environments.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • To meet challenging objectives, work well with little supervision.

Accomplishments

  • Organized multiple cross-functional executive-level meetings, including follow-up task monitoring that led to a 36% increase in interdepartmental project efficiency.
  • Designed and executed financial presentation templates using HubSpot, improving compliance with corporate presentation standards and enhancing data visualization.
  • Collaborated with department heads to prepare financial reports and presentations, utilizing Jira to improve data accuracy by 33% for executive meetings.
  • Revitalized the CFO’s email management processes to significantly reduce irrelevant correspondence, improving inbox organization and response time efficiency by 85%.
  • Reduced errors in financial submissions by 68% through the implementation of revised review protocols and cross-team collaboration efforts.
  • Managed the CFO’s complex calendar, scheduling and prioritizing meetings with internal and external partners to maximize focus on revenue-generating activities.
  • Served as point of contact for managing inquiries for the CFO’s office, screening over 18 calls and emails daily to prioritize strategic engagements.
  • Supported leadership team in strategic forecast meetings by preparing necessary financial reports and ensuring comprehensive analysis based on the latest market data models.
  • Aligned CFO’s briefing materials for board meetings by collaborating with operations, resulting in better-prepared executive discussions and decision-making processes.
  • Streamlined communication between the CFO and key stakeholders by tracking follow-up tasks, ensuring 72% of critical action items met deadlines.

Affiliations

  • Institute for Executive Secretaries and Administrative Personnel (IESAP)
  • Project Management Institute
  • Global Alliance of Executive Assistants (GAEA)
  • Rotary International
  • Association for Supply Chain Management (APICS)
  • Lions Club
  • International Finance and Business Assistants Guild
  • Finance and Accounting Support Professionals Network (FASPN)
  • Executive Office Professionals & Corporate Leadership Association
  • Business and Professional Women’s Foundation (BPW Foundation)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • CompTIA Network+
  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Apple Certified Associate (ACA)
  • Salesforce
  • Certified Treasury Professional (CTP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Data Privacy Compliance Certification 2024
  • Certified Corporate Secretary (CCS)

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