Sign in

Executive Assistant

New York, New York, United States
January 17, 2018

Contact this candidate


Mary Daly

*** **** *** ******, *** **A

New York, NY 10024 212-***-****


Bayview Asset Management LLC 2016 – Present

Executive Assistant to 2 Managing Directors and Senior Management Staff

Establish appointment priorities, reschedules, or invites when necessary

Coordinates and arranges meetings, prepares agenda, reserves/prepares facilities

Creates spreadsheets and visual presentations for projects

Anticipate needs and set priorities to handle changing environments

Arrange and coordinates travel schedules and reservations and other required information

Understand internal systems and approvals and ability to move things through the system(s)

Ensure confidentiality of key business projects

Coordinate/reconcile all aspects of expense reporting

Assist HR with new hire onboarding

Ensure assigned office equipment is adequately maintained and secure

Orders and maintains office supplies for assigned area

Processes invoices for supply orders

Contract - Morgan Stanley, Institutional Securities Group 2016

Executive Assistant to 3 Managing Directors

Proactively managed busy calendars, anticipated necessary background material, directions and other items required, scheduled meetings and ensured manager stays on schedule

Handled broad range of duties and day to day operational activities including correspondence with executive management and their associates

Handled travel planning including airline reservations, hotel accommodations and car service arrangements

Processed and tracked expense reports and reimbursement in a timely manner

Contract - Citi Global Markets, Relationship Management Group 2015 – 2016

Executive Assistant to 5 Managing Directors

Managed dynamic, active calendars, scheduled meetings and coordinated with senior leadership on participation in internal and external meetings

Assisted with creation/modification of presentations, spreadsheets and other various documents

Compiled, reconciled, and tracked expense reports through T&E system - Concur

Ordered supplies and processed invoices through P2P system

PricewaterhouseCoopers LLP 2007 – 2015

Professional Assistant to 8 Partners

Worked with Finance champion on supporting the team and ensured Billing and Collection goals were met

Aided Partners with engagement management; reporting and monitoring engagement economics

Worked with Finance team using the various in-house databases and with regards to large unbilled balances

Assisted Directors/Managers on engagements; account set up (compliance), maintenance (billing, allocations, posting gains or losses), closing (closing and clearing WIP)

Processed allocations, gains and losses plus the steps involved, i.e. prepared files, submitted for approval and follow-up and confirmation of same

Executive Assistant, M&A & IM 2007 – 2015

Supported numerous Partners in various areas including TS, M&A and IM

Demonstrated excellent communication skills through written and oral interactions

Maintained complex and extremely detailed calendars and prioritized meeting requests and related logistics

Ensured engagement team members met firm compliance requirements

Monitored days outstanding of invoices to help my team proactively address collection challenges

Training – was part of a team that completed training on internal billing and expense system software to EAs

Established and maintained files; sorted and distributed mail, faxes, and ordered supplies

Coordinated a high volume of domestic and international travel arrangements

Executive Assistant, TS Strategy 2007

Supported 3 Partners in Transaction Services Strategy group

Managed extremely busy calendar; scheduled complex meetings across different time zones

Handled high volume of phone calls; interacted with high-level business leaders in a professional and effective manner

Maintain Out of Office tracker highlighting areas of no coverage

Process vendor invoices for payment in a timely fashion, arranging reallocations if necessary

Coordinated a high volume of domestic and international travel arrangements and processed expense reports


MS Office; Word, Excel, PowerPoint, Outlook and Access; Concur, P2P, SPSS, Bloomberg, Lotus Notes, Visio, expansive knowledge of various scheduling programs, MIS systems and expense systems.


Blackrock Senior College, Co Dublin, Ireland

Teachers Training Information Technology & Computer Applications, (Teacher’s Diploma)

NYSSA – Hedge Fund Overview

H&R Block Personal Taxes Course

IT Administration with Siemens Nixdorf

Various online courses – Lynda and Allison

Contact this candidate