Management Executive

SENIOR EXECUTIVE ADMINISTRATIVE ASSISTANT

Deadline Focused Diplomacy/Discretion Cross Team Collaboration

Dynamic and resourceful professional, with an exceptional background working in fast-paced, ever changing environments, providing administrative support to C-Level and Senior Executives. Highly adept at handling complex and confidential information; demonstrating sound judgment and initiative in making decisions. Remain calm under stressful situations and demonstrates the highest degree of professionalism when interacting with all levels within organizations, and with external clients. Leverage strong organizational skills to successfully lead and manage projects from inception to close.

Core competencies include:

Project Management Multi-Tasking Meeting Management

Sound Judgment Adaptable/Flexible Budget Management

Relationship Management Communication Training/Development

Database Management Decision Making Presentations

Career History

CA Technologies, Santa Clara, CA 2017 - Present

Senior Executive Administrator to SVP and GM Continuous Delivery and DevOps Business Unit

Provide highly advanced administrative support to SVP and GM Continuous Delivery and DevOps Business Unit (“CDBU”) and Leadership Team.

Manage complex calendars; executive leadership team meetings including agenda logistics for several time zones, track tasks, etc.; off-sites/on-sites; team building events, catering, various special projects and event planning.

Prepare materials for Board of Directors’, including drafting presentations and supporting materials and customer meetings.

Calendar management to ensure critical priorities are met, preparation of materials for various meetings.

Coordinate complex domestic and international travel including travel packet consisting of itineraries, agendas, accommodations, transportation and other pertinent materials.

Budgetary tracking for CDBU team, including processing all POs and tracking the quarterly spend to stay under or at budget.

Project/program management: Support annual operational planning process, business planning, and performance review cycles. Conduct comprehensive research for special projects and program management.

WePay, Redwood City, CA 2015 - 2016

Sr. Executive Administrator to CEO, CFO, and VP, Global Sales and Customer Success

Provide highly advanced administrative support to CEO (Co-Founder), CSO (Co-Founder), VP and Executive Team.

Manage complex calendars; executive leadership team meetings including agenda; complex travel arrangements domestic and international and logistics; off-sites; various special projects and event planning.

Improvements and development of processes and policies, integration of tools into existing platforms to better streamline the sales and marketing reporting structure.

CEO support with calendaring, preparation of materials for various meetings, conduct comprehensive research for special projects and program management. Prepare draft of presentation for Board of Directors’ meetings.

Efficiently adjusted meetings to accommodate last minute changes, coordinate domestic and international travel including travel packet consisting of itineraries, agendas, accommodations, transportation and other pertinent materials.

Responsible for preparing weekly sales reports utilizing Salesforce, distribution to the CEO and Executive team.

Budgetary tracking for Sales and Marketing team, including processing all POs and tracking the quarterly spend to stay under or at budget.

Project/program management: Support annual operational planning process, business planning, and performance review cycles.

INTUIT INC., Mountain View, CA 2008 -2015

Sr. Executive Administrator to CIO (2012-2015)

Coordinated and provided day-to-day support to the CIO; and performed highly advanced administrative activities, demonstrating great latitude and independent judgment.

Managed complex calendar; executive leadership staff meetings; travel arrangements; special events, and various special projects.

Managed the CIO’s calendar and ensured critical priorities were met, and coordinated domestic and international travel including itineraries, agendas, accommodation, and transportation.

Prepared materials for various meetings and presentations including the Board of Directors meetings, and Audit and Risk Committee meetings and Advisory Committee Meetings.

Conducted comprehensive research and documentation to support presentations, and ensured CIO was adequately prepared for all meetings.

Served as main contact for communication with the CIO’s office, and determined which matters were sensitive or priority and needed immediate attention.

Coordinated and managed special events including the Create the Offering Forum (CTOF), to include all logistics such as gallery walk, live broadcast, and ensured execution within budget (3000+ attendees).

Served as space planning Champion and coordinated moves for 2000+, including new hire space, conference room configuration, installation of network and power, and other logistics.

Participated as key player on various committees including the Menlo Park Site Council, and Menlo Park Planning Committee, and instrumental in driving various initiatives.

Mentored and coached Executive Administrators, and drove best practices, process changes and technology.

Sr. Executive Administrator to SVP Marketing, Social and Data (2011-2012)

Supported the SVP Marketing and completed a wide range of administrative tasks including managing a busy calendar, coordinating complex travel arrangements, special events, project management, and communication.

Supported Board of Directors when on-site, and prepared presentations and materials for BOD meetings.

Coordinated and arranged complex domestic and international travel including itineraries, agendas, weather information, and other travel related details.

Collaborated on the development and implementation of the new Leadership Engagement and Development (LEAD) program for Directors/Managers.

Supported the Marketing and Social Data team with meeting management including off-site and team building meetings, catering, and QuickBase management.

Managed various special projects from start to finish and coordinated all logistics and execution.

Sr. Executive Administrator to SVP, Global Counsel and Corporate Secretary (2008-2011)

Supported the SVP and 15 member General Counsel Management Group, ensured accurate and efficient execution of various administrative activities including presentations, trainings, special events, travel, project management, communication, onboarding and off-boarding.

Served as Leader of Legal Administrative Team (LAT), drove learning and trainings for LAT and department, and mentored/coached LAT and other cross-functional Executive Assistants.

Managed budget and logistics; coordinated various projects including All Hands and off-site meetings, and other internal/external events.

Facilitated various activities for the General Counsel Management Group including meetings, logistics, catering, and QuickBase management.

Technical Proficiencies

Microsoft Office (Word, Excel, PowerPoint, Outlook), SharePoint, Concur (Travel and Expenses), Visio, Oracle, Zoom, Bamboo, Confluence, Jira, Greenhouse, Salesforce, Workday, Google Apps, MAC/PC, Evernote, Box, NetSuite, One Login, Adobe, DocuSign, ChomeRiver, Lync, Slack, Skype, Office 365, SAP

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