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Skills

  • Financial reporting and forecasting
  • Project management
  • Organization
  • First Aid/CPR
  • Due diligence coordination
  • Filing and data archiving
  • Data analysis for decision insights
  • Relationship development
  • Process equipment
  • Vendor relationship management

Work Experiences

  • Assured seamless handover transition between departments post-acquisition by creating structured task lists tailored to business functions.
  • Took and managed incoming and outgoing calls, as well as recording and distributing accurate messages to the office staff.
  • Created time sheets for 6 executives and employees in the past year.
  • Assisted in post-merger audits by gathering relevant financial documents, ensuring alignment with established regulatory guidelines.
  • Contributed to a 62% increase in closure rate.
  • Acted as a liaison between key stakeholders.
  • Was in charge of ordering and distributing office supplies while staying within a set budget.
  • Collaborated with finance teams to ensure accuracy in budgeting and forecasting processes, resulting in meeting quarterly financial goals for acquisitions.
  • Assisted in sourcing prospective acquisition targets.
  • Assisted in building relationships with investment banks.

Summaries

  • Aligned M&A priorities across multiple teams.
  • For framework business objectives, outgoing and efficient Acquisitions Assistant versed in data analysis.
  • 15 years of experience in managing complex M&A projects.
  • Within Miscellaneous, senior Acquisitions Assistant and outstanding performer in project management and stakeholder engagement.
  • Strong work ethic and ability to boost company morale.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Accomplished Acquisitions Assistant with 13 years of experience.
  • Acquisitions Assistant with 3 years of successful strategic planning and process improvement experience.
  • Accomplished Acquisitions Assistant specializing in post-acquisition integration and communication, enabling seamless transitions and a 79% reduction in operational disruptions post-acquisition.
  • Achieved accurate project completion within deadlines.

Accomplishments

  • Worked directly with finance and legal teams to coordinate the acquisition closing process, reducing cycle times by 57% and ensuring compliance.
  • Led competitive market analysis projects assessing the risk and potential ROI for acquisition candidates, influencing executive decision-making.
  • Managed the documentation and flow of sensitive acquisition data, ensuring compliance with data protection regulations and confidentiality agreements.
  • Reduced post-acquisition turnover by implementing effective employee engagement and transition plans for new staff.
  • Managed integration timelines for acquired assets, ensuring all operational objectives were met within 11 months post-acquisition.
  • Partnered with legal and compliance departments to integrate acquisition documentation into secure digital storage systems, improving accessibility and audit readiness.
  • Coordinated international acquisition strategies across 11 regions, tailoring approaches to cultural, regulatory, and operational variances.
  • Developed and administered acquisition deal flow improvements that resulted in a 77% higher success rate for bids.
  • Prepared comprehensive reports and presentations to senior leadership, showcasing acquisition opportunities with a focus on financial and operational alignment.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • International Business Brokers Association (IBBA)
  • Financial Executives International (FEI)
  • International Council of Nurses
  • Mergers and Acquisitions Certification Program from Beacon Labs – Acquired in 2018
  • Jaycees
  • Certified Mergers and Acquisitions Advisor (CM&AA) Certification Holder – 2021
  • Rotary International
  • Institute for Mergers, Acquisitions, and Alliances (IMAA)
  • Certified Deals Professional (CDP)
  • Lions Club

Certifications

  • Google Certified Professional Cloud Architect
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Salesforce
  • Certified Public Accountant
  • Change Management Practitioner Certification - Beacon Labs
  • Cisco Certified Internetwork Expert (CCIE)
  • Chartered Mergers and Acquisitions Professional (CMAP) - Beacon Labs
  • Financial Modeling and Valuation Analyst (FMVA) – Meridian
  • Project Management Professional (PMP)
  • ServSafe

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