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Skills

  • Filing and data archiving
  • Budgeting and financial modeling
  • Operational improvement
  • Problem resolution
  • Organization
  • Sage 50 US
  • Accounting familiarity
  • Contract drafting and review
  • Advanced MS Excel skills
  • Process improvement

Work Experiences

  • Compiled comprehensive reports on acquisition trends.
  • Was in charge of ordering and distributing office supplies while staying within a set budget.
  • Collaborated with finance teams.
  • Aligned acquisition strategies across 3 departments.
  • Provided expert clerical support by handling a wide range of routine and special requests efficiently.
  • Was the finance, IT, and marketing departments' corporate liaison.
  • Aligned future goals with operational capabilities.
  • Was in charge of data tracking, documentation, client correspondence, and office operations.
  • Collaborated with external consultants.
  • Assured seamless handover transition between departments.

Summaries

  • Adept at contract drafting.
  • Detail-oriented office support specialist with demonstrated expertise in stakeholder engagement.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Acquisitions Assistant is a talented Acquisitions Assistant who goes above and beyond basic administrative tasks by juggling multiple projects at the same time.
  • For framework business objectives, outgoing and efficient Acquisitions Assistant versed in data analysis.
  • Costs were consistently reduced while profits were increased.
  • Reliable secretary with prior front-desk experience, including scheduling and record-keeping.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved a 16% improvement in milestone monitoring.
  • 7 years of experience in acquisition target evaluation.

Accomplishments

  • Analyzed financial health and operational stability of potential acquisitions, reducing high-risk investments by 17% over several months.
  • Managed the documentation and flow of sensitive acquisition data, ensuring compliance with data protection regulations and confidentiality agreements.
  • Assisted with responsibility transfer plans post-acquisition to ensure seamless onboarding of newly acquired teams within 6 days.
  • Utilized Salesforce CRM to better source and manage potential acquisition leads, improving overall deal generation by 58%.
  • Spearheaded efforts to clean and reconcile complex financial and operational data for 8 M&A projects using SAP, enhancing accuracy by 65%.
  • Conducted detailed post-acquisition reviews to identify integration challenges, implementing solutions that increased overall company synergy by 20%.
  • Developed and maintained a comprehensive risk mitigation framework for vetting acquisition opportunities, reducing the likelihood of target company dissolution post-acquisition.
  • Facilitated key discovery sessions between executive leadership and potential acquisition targets, compressing the timeline from initial contact to due diligence start.
  • Standardized acquisition reporting templates, which reduced time spent on required reviews and approvals by 85%.
  • Collaborated with corporate development and strategy teams to enhance M&A strategy, leading to the successful acquisition of 4 companies over three years.

Affiliations

  • Society of Human Resource Management
  • Financial Management Association International (FMA)
  • Freemason
  • Institute of Certified Mergers and Acquisitions Professionals (CMAP)
  • Mergers and Acquisitions Certification Program from Beacon Labs – Acquired in 2018
  • International Financial Reporting Standards (IFRS) – M&A Compliance Training
  • Society of Women Engineers
  • Business Valuation Resources (BVR)
  • American Marketing Association
  • ACG Member – Attended 3 M&A Global Conferences

Certifications

  • Certified Business Analysis Professional (CBAP)
  • CompTIA Network+
  • Corporate Development and Acquisitions Certificate - standard
  • First Aid/CPR Certified
  • Apple Certified Associate (ACA)
  • ServSafe
  • Cisco Certified Internetwork Expert (CCIE)
  • Lean Six Sigma Green Belt Certification – Brightline
  • Managing M&A Processes Certification - Meridian
  • SHRM Certified Professional (SHRM-CP)

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