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Skills

  • Confidential information handling
  • Filing and data archiving
  • QuickBooks expert
  • Financial data analysis
  • Communications
  • Budgets
  • Schedule management
  • Team building
  • Cross-functional collaboration
  • Process improvement

Work Experiences

  • Developed a tailored project dashboard in SAP.
  • Contributed to the redesign of financial reporting systems.
  • Boosted team efficiency by 37% %.
  • Completed tasks within the set budget by $11.
  • Greeted visitors as they arrived, determined the nature and purpose of their visit, and directed them to the appropriate locations.
  • Assisted in compiling data for quarterly financial presentations.
  • Coordinated all aspects of financial sanity checks before submitting presentations, leading to a 100% CFO approval rate.
  • Collaborated with vendors to negotiate contracts.
  • Coordinated catering for the annual staff development forum, distributed company-wide announcements, and booked conference rooms.
  • Coordinated with legal teams to ensure contracts and non-disclosure agreements were fully executed on time for projects across Denver.

Summaries

  • 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.
  • Adept at managing high-level projects.
  • Intuitive and graceful when it comes to managing high-volume workloads in rapidly changing environments.
  • Conducted analyses for rapid response.
  • Proficient in the use of QuickBooks and initiative equipment.
  • To meet challenging objectives, work well with little supervision.
  • Within Miscellaneous, senior Executive Assistant to the Chief Financial Officer and outstanding performer in project management and data analysis.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Accomplished Executive Assistant with demonstrated capability in multi-departmental project tracking, ensuring that all key deliverables remain on schedule.
  • Accomplished Executive Assistant.

Accomplishments

  • Provided executive-level support for special finance projects, meeting all deadlines and reducing project implementation time by 15%.
  • Documented and resolved initiative which led to standard.
  • Organized and coordinated annual CFO-led financial presentations, resulting in positive feedback from 11 stakeholders.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Anticipated the CFO's briefing needs for meetings, preparing 12+ briefing folders monthly to ensure preparedness.
  • Compiled, reviewed, and organized all materials for CFO quarterly board presentations, ensuring timely and accurate delivery of crucial financial information.
  • Developed standard operating procedures for managing confidential financial documentation, reducing errors by 72%.
  • Optimized calendar management for the CFO, reducing scheduling conflicts by 66% and enhancing time management efficiency.
  • Researched and presented cost-effective solutions for office improvements, resulting in an annual savings of 13.
  • Drafted and proofread CFO-level correspondence and reports, reducing document revisions for final approval by 77%.

Affiliations

  • International Association of Administrative Professionals (IAAP)
  • International Financial Executives Association (IFEA)
  • Certified Financial Support Administrator – Awarded in 2023
  • Project Management Institute (PMI)
  • Association for Supply Chain Management (APICS)
  • National Association of Legal Assistants (NALA)
  • Society of Human Resource Management
  • American Payroll Association (APA)
  • Financial Executives Networking Group (FENG)
  • Association for Financial Professionals (AFP)

Certifications

  • Executive Operations & Workflow Management Certification by Salesforce
  • Financial Modeling and Valuation Analyst (FMVA)® Certification by the Corporate Finance Institute (CFI)
  • Document Management Certification by Harbor & Co.
  • Google Certified Professional Cloud Architect
  • Effective Minute Taking and Reporting for Executive Assistants by Summit Group
  • Executive Assistant to Chief Officers Program by Ironclad Systems
  • Certified Business Analysis Professional (CBAP)
  • Project Management Professional (PMP)
  • Certified Public Accountant (CPA)
  • Certified Public Accountant

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