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Executive Assistant Manager

Boston, Massachusetts, United States
April 04, 2018

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Andrea Owens

** ******* ******, *********, ** ***40


Executive Assistant with 10+ years of experience in financial services industry supporting advisors, executives, special projects, research and recommendations to management while maintaining timely communication and confidentiality with B.A. in Liberal Arts. A high aptitude and skill set for Analytical, Strategic, and Project Management.


Harvard Graduate School of Education Cambridge, MA

Accounting Specialist to the Finance Manager of Professional Education Temporary Assignment 03/2018-4/2018

Accounts payable and purchase order processing utilizing EFI Radius MIS/ERP software platform.

Created credit vouches with HGSE program coding scheme, maintaining e-file naming conventions.

Utilized Oracle iProcurement software to update HGSE vendor payment tracker per custom excel spreadsheet.

Timely communication with program participants and internal finance team.

Cambridge Associates, LLC Boston, MA

Executive Assistant to the Chief Legal Officer and Legal Department Admin Support– Temporary Assignment 10/2017-01/2018

Executive calendar management, domestic/international travel planning with monthly expense reporting.

Timely communication and coordination with CEO, COO, and CFO executive assistants re: critical issues

Non-disclosure, independent contract, and vendor agreements related projects, e-folder management and tracking.

IT reporting and resolution using online service portal.

Departmental special event planning coordinator.

Office supply and executive report creation, management, and distribution with Production department.

Boston Medical Center - Boston HealthNet Boston, MA

Assistant to Executive Director/CEO – Temporary Assignment 03/2017-06/2017

Utilized 2016 UDS Reports for the purpose of calculating cost per patient for medical services rendered at (8) CHC centers.

Completed BUSM grant research tracking project by reviewing three years of email documentation and creating spreadsheet per CHC reporting: Description, Title, IRB# and submission date. Report was used to cross check grants awarded and denied.

Updated iCHIP SWOT Weekly Reports for Associate Director, BHN.

Identified error in Mammogram Radiological Statistical Report (One age category omitted) and corrected submitting updates to Associate Director, BHN.

Created BHN Site & Role Reporting Workgroup spreadsheet using various sources of information for BHN Project Coordinator.

Provided calendar management, medical conference event coordination and travel expense reports for Executive Director, BHN.

Organized and faxed patient admission and discharge daily morning reports for (6) CHCs.

ANTS (Andover Newton Theological School)- Newton, MA

Graduate school of theology (Non-profit) - Temporary Assignment 11/2016-02/2017

Student Billing Coordinator – Reporting to the Chief Financial Officer

Utilized CAMS software and MS Excel tools to provide students with updates of their ANTS student accounts supporting CFO in projects related to compiling candidates with outstanding student debt for the purpose of identifying candidates for write-off and/or third party collections.

Interfaced daily with students, loan/scholarship officer and housing rental coordinator to update projects as assigned.

Formulated correspondence to individual students and provided follow-up as required.

Proposed and negotiated (with CFO approval) installment payment agreements with former students for past due accounts.

Employed collection tactics over a two month period resulting in receivables estimated at 78% of student account balances due and past due combined.

Processed student credit card payments; receipts of payments, and email confirmations of payment.

Highly effective team player within a highly confidential work environment.

TIAA (Teachers Insurance & Annuity Association) Boston, MA

A Fortune 100 Financial Services Company (Not-for-Profit) 3/2007-10/2015

Executive Assistant – Reporting to the Director of Wealth Management Services

Scheduled and coordinated client messages, appointment reminders, events and follow-up regarding communications and documentation/materials as required for up to eight wealth management advisors, 2007-2015.

Utilized Siebel CRM software to ensure advisor metrics were maintained.

Trained new administrative assistants on policy and procedures, workflow, check and stock certificate processing and other daily responsibilities ensuring high attention to detail and time management, 2010-2015.

Completed 150+ NaviPlan’s representing 200+ Wealth Management clients with one of the lowest error rates of any AA’s nationwide with total assets populated exceeding $50M, 2009-2010.

Special Projects:

CSAP (Customer Siebel Applications Protocol) project participant for three months resulting in the reduction of time to resolve and close 80+ open cases with accommodations from the Director & VP levels, Customer Service and Wealth Management and third party participant, Deloitte Consulting, 2007.

Proactively investigated and recommended (financial planning software/analytics)- NaviPlan updates to improve efficiencies and reduce internal costs by up to 40% with buy-in from; Process Oversight and Control Manager; Technology Analyst and Director of the CAG (Customer Account Group), 2007.

Evaluated HNW (high net worth) retention initiative recommending/outlining targeted video content to accompany campaign launch targeting 12,700 participants and representing in excess of $7B in assets with acceptance from the VP, Strategy & Planning, VP Marketing Strategy, MD of Affiliate Sales, and MD of National Wealth Advisory Services, January, 2008.

Proposed leveraging Wealth Management Group success as related to Asset Management and Trust Services by building alliances and related incentives with targeted investment firms serving 2M Americans with $10M-$100M in assets based on our institutional retail products business model to the SMD, Head of WM, 12/08-Resulting in TIAA allying itself with U.S. Financial Independent Advisors increasing channel sales within eight quarters by >30%, 2009.

KNF&T – Temporary Staffer Boston, MA

Executive Assistant 2004-2007

Managed travel and expense reporting for senior legal executive at John Hancock.


Executive Assistant – Reported to Senior Financial Planner 2002-2003

Supported senior financial planner in support of client services.


B.A., Liberal Arts & Music Education, Rivier University Nashua, NH


High proficiency in Microsoft Office 2016, Excel, Outlook, Oracle-Siebel CRM, Proofreading and Editing.

Competent in Concur, Lawson, Calendar Management, Travel Arrangements, and PowerPoint.

Web and tech savvy with quick adaptation to new applications.

Coursework: Telecom Systems/Software & Data Networking Certificate (Northeastern University)

Other Roles: Telecom Analyst, Sr. Marketing Spec, Marketing Applications Manager, Business Development Manager

Myers-Briggs: INTJ/INFJ

Strength Finder 2 – Top 5 Themes: Input, Strategic, Ideation, Connectedness, Intellection

Published Author: “Her Nobel Voice,” “Rumi & Me The Song”-Amazon (2016)

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