Senior Executive Assistant offering over fifteen years of progressive and diverse experience in finance, investment banking, energy, and facilities.
Strengths and Accomplishments:
Sharp, detail-oriented, flexible, self-starter, motivated, take-charge personality capable of juggling multiple projects and meeting deadlines in a fast-paced environment.
Proven professional history developing and delivering effective presentations / training, building client relationships, identifying cross-selling opportunities, following up requests, and resolving client issues.
Strengths include focus on results, verbal communication, analytical and research skills, initiative, and resourcefulness.
Open to travel.
Direct Energy – Houston, Texas January 2017 – Present
Executive Assistant – CFO of North American Home Division
Responsible for managing the CFO’s highly active calendar and all aspects of domestic and international travel through Concur.
Manage leadership team offsite event.
Participate in weekly team meetings and ad-hoc projects.
Rowan Companies – Houston, Texas March 2009 – December 2016
Executive Assistant – Finance and Investor Relations
Assist the CFO, Investor Relations Director, CAO Controller, and a team of four analysts. Day to day functions include managing multiple calendars and scheduling internal and external meetings. Manage complex and frequently changing travel arrangements. Maintain executive schedule as well as organize various meetings with investors, credit rating agencies, and bank leaders. Manage expense reporting for all finance executive staff.
Responsible for oversight of multiple company sponsored events and dinners for new and existing investor and financial analysts.
Coordinated numerous Investor Relations events and conferences inclusive of executive and board member travel.
Worked closely with FP&A group by utilizing BPC to run financial reports which are distributed to executive staff on a monthly basis.
Utilized IR software IPERO to create detailed analyst profiles as well as activity reports and tracked all meeting activities.
Gathered required documentation for the CFO and IR Director’s review and use during board meetings.
Prepared PowerPoint presentations for quarterly and annual international budget meetings.
Coordinated and oversaw yearly Finance Managers onsite meeting/workshop.
Managed multi-floor, million dollars plus budget of a build out in a high profile building.
RBC Capital Markets – Houston, Texas October 2005 – August 2008
Executive Assistant – Co-Head of Investment Banking Energy
Assisted Co-Head of Investment Banking Energy group in all daily functions including but not limited to: interface with clients and internal staff members, maintain executive’s schedule, organize meeting and conferences, and coordinate all travel arrangements. Type and design correspondences, memos, charts, tables, and graphs.
Arranged multiple closing dinners and meeting both onsite and offsite including travel for 20+ person groups originating in multiple cities and countries.
Maintained all expense reporting and travel, both domestic and international, for multi-person department.
Acted as liaison in implementing new office policies.
Processed client and senior management requests in a timely and efficient manner.
JP Morgan Private Bank – Houston, Texas 2004 – 2005
Account Officer, Client Service Group
Resolved and responded to routine client inquiries related to account relationships. Provide advice and solutions for all aspects of the financial, asset management, and wealth transfer needs of high net worth clients. Provided support for the activities of team members in servicing existing relationships with clients and referred prospects.
Developed trust of high net worth client’s financial administrator; ensured $100 million account remained after being told by administrator they were considering moving account.
Recognized need of private client to finance $40 million purchase; worked with private banker and credit officer to set up S-Corp. and credit facility.
Asked by account manager to routinely handle foreign exchange transactions; developed expertise in processing exchange and identifying best exchange rates.
Selected to resolve customer problems for team; asked to take over account of extremely difficult private client from Southern California from another account officer.
AIM Funds – Houston, Texas 2000 –2003
Representative I, II, and III
As a transfer agent, processed maintenance and financial transactions for clients. Educated brokers and shareowners on the various types of mutual funds as well as retirement programs. Assisted with troubleshooting problems and issues pertaining to fund performance and statement balances, and prepared literature information for brokers, shareholders and other departments.
Ranked in top 20% of transfer agents for retaining client funds during market turndown; recognized for educating clients about alternative investments in fund family.
Awarded Employee of the Month in 2001, 2002 and 2003 for accuracy and maintaining error-free financial processing.
Recognized for excellence in customer service and transaction processing by DALBAR while working as transfer agent in 2002.
Trained 12 team members on internal marketing system and recognized as subject matter expert.
The University of Phoenix – Houston, TX