Project Manager Management

Financial Executive Assistant

Executive Assistant with more than 20 years of demonstrated expertise in

financial reporting, reconciliation and management of general accounting

functions. Ability to fill a variety of high-level executive assistant

roles working with top-level executives, office manager and financial

project management roles. Comprehensive experience in environments with

problem resolution and business functions, all in time-critical, fast-paced

and high-volume settings. Superior analytical and organizational skills,

able to effectively multi-task and identify opportunities for improvement.

Excellent communicator with exceptional experience interacting with all

levels of management. Computer proficient in MS Office, Access, Outlook,

Lotus Notes, PRISM, WIP and Crystal Reporting. Additional areas of

expertise:

Project Management Client Billing Financial Reporting/Analysis

Planning and Research Board Package Prep Record/Inventory Management

Database Maintenance Vendor Management Office

Administration/Management

Financial Executive Assistant

> Technical/software skills; strong presentation skills

> Research, prepare and submit expenses, ensuring that all costs are

within budgetary confines

> Maintain calendars; coordinate travel or domestic and international

business trips by arranging flights, reserving hotel accommodations,

ground transportation and arranging complex travel itineraries

> Coordinate large and small meetings including reserving meeting

locations, coordinating dates and times for all attendees, preparing

meeting agendas, and organizing food and beverage

> Draft, edit and finalize business documents, including drafting,

formatting and editing letters, reports and memos

> Communicate in person and through correspondence with high level

contacts inside and outside the company including vendors, customers

and senior leadership

> Handle all confidential information in a professional and discrete

manner

> Liaise with firm's support services related to internal issues and

projects for department

> Strong interpersonal skills; superior written and verbal skills

> Effective prioritizing and completing multiple tasks in a deadline-

driven environment

> Ability to adapt quickly to challenges and changing environments

> Enthusiastic, creative and willing to assume increased responsibility

Financial Project Manager

> Strong project management and analytical expertise

> Organized and extremely detail-oriented; expert troubleshooting/problem-

solving skills

> Ability to learn and master company's internal accounting and reporting

systems

> Ability to adapt procedures, processes and techniques to the completion

of assignments

> Ability to work effectively both independently and within cross-

functional teams and interact with all levels of management

> Experienced in balancing priorities for short and long-term goals

> Able to coordinate multiple projects simultaneously and meet deadlines

under pressure

> A strong history of completing projects on time and within budget

> Equally effective working in self-managed projects or as a team member

> Demonstrates a high level of analytical accomplishments in identifying

financial and operational control issues and proposing appropriate and

workable solutions

> Execute and maintain project management processes and disciplines in

the areas of project schedules and quality management, communications

management, human resource management, cost management and risk/issue

management

> Comprehensive experience with vendor contracts and Statement of

work/consultant agreements

> Cited for having effective time management skills and the consistent

ability to meet client deadlines for vital financial information used

to monitor multi-million dollar budgets

Education

1984 UNIVERSITY OF ILLINOIS AT CHICAGO - Associate of Science in

Computer Technology (Minor - Accounting)

1984 SOUTHWEST SCHOOL OF BUSINESS - Certified in Executive

Secretarial Science

Member/Affiliations

Notary Public since 1990

Member of Cambridge Who's Who

Member of The National Association of Female Executives (NAFE)

Member of The International Association of Administrative

Professionals (IAAP)

Professional History

January 2008 LEO BURNETT

February 2009 Financial Project Manager

> Responsible for the management of multiple projects

directed toward strategic planning and research, managed

and monitored projects up to a $2M annual budget

> Managed and performed the process of Statement of Work

and contract creation to secure new and follow-on work;

maintained contract files, coordinated and distributed

vendor and consultant agreements

> Made all travel arrangements for consultants and

planners

> Responsible for approval and processing of vendor

payments and managing project budgets

> Maintained all project-related documentation (e.g.

schedules, requirements, status reports, contracts, bids

and final reporting) in electronic project database

> Reviewed project proposal to determine time frame,

funding estimates, procedures for accomplishing

projects, staffing requirements, allotment of available

resources and arranged for recruitment and assignment of

project consultants and subcontractors

> Monitored and completed year-end closeout of all fiscal

year research projects by financial deadline

> Maintained full charge of all accounting functions for

company's largest multi-million dollar client including

accounts payable, general ledger and financial reporting

> Build credibility, establish rapport, and maintain

communication with vendors and contractors

> Monitored project activities and advised managers of

issues due to resource availability

> Maintained and monitored project plans providing

weekly/monthly updates to Program Director for project

profit and loss

> Managed cost budget to allocate overall cost estimate to

individual projects

> Developed and maintained all databases for monitoring

facility, vendor and consultant usage and contracts and

vendor payments

> Worked closely with business managers to review costs,

reconcile variances and identify areas for cost

improvement

February 2007 JPMORGAN CHASE/BANK ONE

December 2007 Executive Assistant to Director of Human Resources

> Demonstrate tact and good judgment in confidential

situations and proven experience interacting with

executive and senior management

> Arranged travel, domestic and international, air and

ground

> Maintained extremely busy executive calendar

> Create, organize and maintain personnel files, follow-up

on pending matters

> Scheduled, organized and coordinated executive

management meetings

> Assist with the development, implementation and

coordination of special events

> Receive and screen telephone calls, letters and/or

visitors

> Answer routine questions and furnish information to

inquiring parties

> Ability to take action authorized by other top level

executives and use initiative and judgment to see that

situations requiring action are handled

> Prepared expense reports, engagement letters,

presentations and other confidential documentation

> Oversee office equipment

August 2004 Executive Assistant/Project Manager - Private Equity Fund

Services

February 2007

> Completed and reviewed daily/weekly/monthly financial

reports for accuracy, reconciled with front office

estimates, identified differences and resolved issues,

as a result, developed strong working relationships with

Accounting and Operations teams and business managers

> Responsible for sending daily/monthly summarized

financial reports to management team

> Reconciled daily and monthly expense statements,

processed accounts payable/receivable expenses

> Recorded and reconciled accounts receivable/payable

invoice activity

> Participated in meetings at the operational and project

level

> Provided continuous feedback on financial status of

projects, offering constructive options to ensure

project tracks to original financial expectations

> Ability to research, collect and analyze data for

reports

> Ensured all vendor payments were processed in timely

manner

> Assisted in the development of the new expense and

contract/deals databases

> Implemented procedures for running financial reports

that resulted in reduction of completion time

> Demonstrated a high level of analytical accomplishments

in identifying financial and operational control issues

and proposing appropriate and workable solutions

November 2002 Executive Assistant to Director of Regulatory Reporting

and Accounting Policy

August 2004

> Maintained accounting policy database

> Arranged travel, domestic and international, maintained

busy executive calendar

> Designed, implemented and evaluated training program for

all new hires within group

> Scheduled, organized and coordinated executive

management meetings on and offsite

> Prepared expense reports, engagement letters,

presentations and other confidential documentation

> Researched accounting policy information and maintained

and updated policy databases

> Researched, prepared and submitted expense reports,

ordered supplies and ensured maintenance of department

equipment

April 1999 KPMG LLP

November 2002 Executive Assistant/Internal Audit Project Administrator -

Risk Advisory Services

> Established and setup project management office at

client site

> Managed AP/AR functions for contracts up to $3 million

annual budgets

> Managed cost budget to allocate overall cost estimate to

individual tasks

> Supervised and provided technical direction to other

client service staff

> Implemented changes, as needed, to the Audit budget to

expand monthly audit coverage

> Analyzed budget variances and expenses to monitor and

ensure accurate forecasting and proper expense

allocation for Internal Audit reporting

> Recorded and reconciled accounts receivable invoice

activity

> Completed month-end, interim and annual closings of

project accounts

> Effectively managed time to meet three Public Sector

Americas Accounts and compliance requirements for vital

financial information to be reported on national basis

> Performed quality control reviews of final proposal

documentation and provided graphic recommendations of

final proposal before releasing to targeted clients

> Performed special analysis and completed other projects

as assigned while continuing to meet critical deadlines

on a consistent basis

> Perform comprehensive variance analysis and determine

root-cause for each significant variance

> Automated the accounts mapping of monthly and biweekly

financial reports that resulted in 50% reduction of the

monthly reporting cycle

> Responsible for outside consultants/account management,

prioritization and forecasting

> Produced project status reports, and resolved day-to-day

issues

July 1996 EQUITY GROUP INVESTMENTS

April 1999 Office Manager - Capital Markets Group

> Responsible for group accounting and expenses; maintain

database systems; monitor office supplies and equipment,

implement/assist in various department presentations and

projects

> Created an automated expense form for the accounting

department using Microsoft Excel that automatically

calculates expense balances

> Created and implemented logo, graphic and appraisal

listing databases

> Created presentations for company road-shows detailing

graphics, charts, financial forecasts and projected

potential investment growth

February 1990 ANDERSEN CONSULTING

July 1996 Graphic Presentation Specialist/IT Technical Software

Advisor

> Served as technical advisor and troubleshooter for

software and minor hardware issues

> Served as Backup Work Coordinator and trained new

employees

> Responsible for creating and revising lengthy and

complex, statistical/non-statistical presentations

including detailed graphics

> Recognized for my assistance in the development and

implementation of computerized proposal and resume data

base systems

> Assisted in creating a logo and graphic database in

Lotus Notes.

> Assisted in the conversion of the documents from NBI

2200 Word Processors to Microsoft Office on IBM

compatibles

January 1985 FEDERAL BUREAU OF INVESTIGATION

February 1990 Confidential Information Analyst

> Assisted in the conversion of the documents from NBI

2200 Word Processors to Microsoft Office

> Responsible for processing complex and confidential

information used in judicial proceedings

> Awarded Top Secret Clearance

June 1984 NATIONAL KIDNEY FOUNDATION

December 1984 Office Manager

> Prepared monthly financial reports summarizing daily

accounts receivable/payables, reconciliation and

expenses. This report included past and present

expenditures in addition to the monthly financial

forecast, presented report to board members at monthly

board meeting

> Developed and implemented an automated accounts

payable/receivable system for the accounting records and

business files of the company using Microsoft Excel

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