Email: adi8d8@r.postjobfree.com

Phone:

240-***-****

EDUCATION

Roosevelt Senior High School

Washington, DC

Over 25+ Years of Experience!

Self-Starter

Event planning and coordination

Work with all level of management and staff

Executive travel management

Manage sensitive / confidential matters

Workload prioritization

Flexible and responsive

Meeting management and support

Client and vendor support

Computer Proficiencies

Office 365

Word Excel PowerPoint

Adobe Acrobat Pro DC

VoteNet

Concur

National Association of Black Accountants, Inc., Greenbelt, MD

September 2015 – September 2019

Support CEO, COO & Chief Programs Officer

Researched, prioritized, and followed up on issues and concerns addressed to the CEO, including those of a sensitive or confidential nature

Managed travel arrangements and coordinated pre-trip planning

Processed all leadership team monthly expense reports

Organized Board retreats, committee meetings and special meetings in collaboration with Conference team

Drafted communications (i.e., thank you letters, personal correspondence)

Board Meeting Management & Support

Gatekeeper for Board and committee online portals for shared documents and information

Responsible for all aspects of audio/visual needs and room setup for all Board and Committee meetings

Created and managed registration process for guests, speakers and members

Prepared meeting materials, including Board reports, name tents and badges, CPE forms, supplemental meeting materials,

Arranged hotel accommodations for Executive Leadership and board guests

Managed shipping for meeting materials and event supplies

Primary contact for Nominations Committee, for national and regional Board elections (including VoteNet setup, monitoring & reporting)

National Office Administration & Financial Reporting

Support Membership Team, including:

oDrafted CEO and Board related responses to member inquiries

oResolved member issues related to member records

Monitored departments budget for office equipment, convention awards, supplies

Optimized and maintained corporate card billing processes by introducing new billing system/process (in coordination with Controller)

Managed office supplies, office facility maintenance, office alarm, and office storage areas

Processed and coded monthly invoices

Supervised maintenance of office equipment and technical inquiries/issues with 1R Technology Team

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American Institute of Certified Public Accountants, Washington, DC

April 1996 – September 2015

Tax Division Administration

Provided administrative and operational support for all Tax Division Staff, comprised of the Vice President – Taxation (VP), Director – Tax Section & Regulatory Ethics, Director – Tax Advocacy & Policy, and nine (9) Managers

Executive Assistant to the VP, including support for:

oMaintained advocacy calendar

oCoordinated external speaking events

oScheduled meetings, conferences and travel arrangements

oManaged expense reports

Administrative support for each director, including:

oCoordinated staff meetings and internal deadlines

oCoordinated Tax Division calendar of conferences, advocacy events and committee meetings to minimize conflicts

Coordinated cross-function scheduling (within Tax Division and across AICPA), organization-wide resource allocations, and membership support

Meeting Planning

Coordinated with AICPA meetings team to arrange for hotel accommodations, meeting space (including audio/visual needs and room setup) and committee dinners

Coordinated logistics for three Tax Division meetings each year, which included meeting space for five committees, ten technical resource panels and any active task force

Prepared all meeting materials (includes meeting agendas and reports, name tents and badges, CPE forms, and supplemental materials), manage shipping all materials and supplies, and coordinate travel reimbursement forms for employees and volunteers

Created and designed plaques for outgoing Committee and TRP Chairs.

Regularly provide status update on assigned project and notification of any challenges meeting deadlines.

Operations and Administrative Support

Formatted, distributed and posted (to website) of legislative and regulatory testimony, comments letters, presentations, and related materials

Paid all invoices for Tax Division publications and subscriptions

Maintained all advocacy documents to Main Tax Advocacy and related pages

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