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Skills

  • Business operations
  • Team management
  • First Aid/CPR
  • Event planning for high-profile meetings
  • Task prioritization
  • Process improvement
  • Confidential information handling
  • Expense Reconciliation
  • Board-level reporting
  • Data-driven decision support

Work Experiences

  • Assisted in compiling data for quarterly financial presentations, resulting in more informed strategic decisions at Ironclad Systems.
  • Acted as liaison between the CFO and department heads, ensuring that all project timelines were aligned with key financial objectives.
  • Used QuickBooks to create invoices, reports, and other deliverables on a monthly basis.
  • Oversaw a complex annual meeting with 2 presenters, 4 international attendees, and a $3 budget that included livestream production, remote location arrangements, and senior executive accommodations.
  • Completed special objectives and projects in response to board member requests.
  • Arranged executive training sessions for Q1 of 2015.
  • Greeted visitors as they arrived, determined the nature and purpose of their visit, and directed them to the appropriate locations.
  • Boosted team efficiency by 37% %.
  • Assisted in compiling data for quarterly financial presentations.
  • Coordinated financial sanity checks.

Summaries

  • Customer service, client satisfaction, and team communication are all priorities for me.
  • Executive Assistant to the Chief Financial Officer is a smooth and efficient Executive Assistant to the Chief Financial Officer who has experience improving executive productivity and business operations.
  • Coordinated the CFO’s international travels.
  • Achieved results in 2020.
  • Costs were consistently reduced while profits were increased.
  • Clear understanding of workflow optimization and vendor management as well as strategic planning training.
  • Adept at anticipating CFO’s requirements.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Expert in strategic planning and organization, as well as comprehensive support for business executives.
  • Exceed expectations in terms of group performance and scheduling efficiency.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Researched and implemented a new collaboration tool, improving interdepartmental communication and reducing email traffic by 27%.
  • Created executive summaries of financial reports for key meetings, enhancing decision-making speed by 61%.
  • Optimized calendar management for the CFO, reducing scheduling conflicts by 66% and enhancing time management efficiency.
  • Anticipated the CFO's briefing needs for meetings, preparing 12+ briefing folders monthly to ensure preparedness.
  • Actively managed complex global travel itineraries, ensuring seamless travel for the CFO while reducing booking errors by 61%.
  • Worked closely with the finance team to streamline month-end closing processes, reducing closure time by 15 days.
  • Collaborated with team of 9 in the development of initiative.
  • Drafted and proofread CFO-level correspondence and reports, reducing document revisions for final approval by 77%.
  • Collaborated with cross-functional teams to gather financial data, streamlining data collection and enhancing reporting accuracy by 79%.

Affiliations

  • International Association of Administrative Professionals (IAAP)
  • National Notary Association (NNA) - Certified Notary Public
  • Executive Leadership Council (ELC) – Junior Member
  • American Society of Safety Professionals
  • National Association of Legal Assistants (NALA)
  • Financial Executives Networking Group (FENG)
  • Meeting Professionals International (MPI)
  • National Association of Executive Assistants (NAEA)
  • Society of Human Resource Management
  • Lions Club

Certifications

  • Certified Email Management Specialist by Vantage
  • Certified Business Communication Professional (CBCP) in 2016 by Harbor & Co.
  • Certified Public Accountant (CPA)
  • Certified Executive Assistant Course by Northwind
  • Excel for Finance Professionals by Adobe Creative Suite
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Advanced Financial Statement Analysis & Excel Reporting by Vantage
  • Leadership in Cross-Functional Collaboration by Lakeside Partners
  • Salesforce
  • Executive Assistant to Chief Officers Program by Ironclad Systems

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