Executive Assistant/Bookkeeper/Office Manager

Shelly Schoenfelder

LinkedIn Profile

Houston, Texas 77024

713-***-**** (cell) / *****@*******.***

Executive Summary

A poised and polished professional with excellent rapport-building and customer service skills. Ability to work independently or in a team environment. Detail oriented with strong work ethic, desire to help others, and deadline driven with a sense of urgency. Ability to be on call 24/7, as well as travel on short notice.

CORE COMPETENCIES

Executive Assistant

Providing support to C-level executives on business transactions, meetings, and office operations; Manage high volume departments and executive offices; heavy calendar management and travel arrangements; board meeting document preparation

Project Management

Coordinate internal resources and third parties/vendors for flawless execution of projects; ensure resource availability and allocation

Client Relations

Serving as a liaison to clients and developing rapport ensuring client needs are addressed timely

Data Management

Management of client databases, addresses, contact lists; electronic and paper filing system architecture and speedy retrieval of documents

Communication Skills

Excellent writing ability, drafting basic legal documents; interacting with high profile executives and dignitaries

Finance

Expense accounts, A/P, A/R, payroll, reconciliations, expense tracking and reporting, and basic accounting functions

Event Planning

Board and corporate meeting logistics, preparing and distributing meeting materials; Large and small onsite and offsite events including team building and leisure activities, meals, travel and special requests; domestic and international travel arrangements; community outreach activities

Organizational Skills

Well organized multi-tasker coordinating numerous projects simultaneously and meeting deadlines in high volume, fast paced environments; developing follow up system

Technical Skills

Power user of Microsoft Office Suite, MS Visio, Adobe programs, Concur, QuickBooks (desktop and online versions), portable electronics; extensive internet research, analyzing and summarizing gathered data

Office Management

Organize office structure and layout, supervise build out, administer employee benefits and track PTO; manage company wireless account;

maintain equipment, office and kitchen supplies

Professional Experience

Office Temporary 7/2016 – Present

Bookkeeping/Executive Support/Proposals/Office Management

Independent contractor for various companies including a Canadian oil and gas startup, high net worth family, and proposal preparation for large electrical contractor

Handled accounts payable and receivable encompassing 22 entities utilizing QuickBooks for family with privately held commercial and residential real estate investments, and acted as personal assistant to entrepreneur

Set up offices, equipment, IT network, electronic filing system, and handled accounts payable / payroll for for Canadian E&P startup

4D IT Consulting, Houston, Texas 1/2011 – 6/2016

Executive Assistant to Owner/Bookkeeper

Provided business and personal support as gatekeeper to owner of IT consulting firm, managed business and personal calendar and established priorities

Built company QuickBooks file, prepared and analyzed expenditure reports, prepared tax returns, billing and managed accounts receivable, handled all banking and payroll, set up new clients in QuickBooks

Researched equipment and hardware, negotiated pricing and prepared client quotes

Arranged travel, including lodging, meals and ground transportation

Handled customer relations through regular contact and follow up on service performance

Handled highly sensitive and confidential information with discretion

Shelly Schoenfelder Page 2

Satterfield & Pontikes Construction, Inc., Houston, Texas 10/2008 – 1/2011

Executive Assistant/Proposal Specialist

Provided administrative support to executives of five business units in preparation of commercial construction proposals for Texas and Louisiana projects, utilizing multiple software programs, assembly and binding equipment. Liaised with multiple outside parties to collect data for RFP technical response documents

Developed new technical content resulting in higher proposal scoring

Arranged photography of completed and projects in progress for marketing literature and proposal content

Planned, oversaw and hosted departmental/corporate events including logistics, catering and budgeting

Managed inventory and coordinated issuance of promotional items, brochures and handouts for internal/external functions

Park One Holdings, Houston, Texas 10/2005 – 10/2008

Sr. Executive/Personal Assistant to Chairman, President and CEO

Gatekeeper and right hand for high net worth entrepreneur engaged in multiple businesses as owner/investor

Directed management and scheduling of personally owned aircraft, tracked expenses and negotiated billable items with aviation management company

Managed demanding calendar and coordinated meeting schedules for YPO related events, requiring expert multi-tasking skills

Coordinated and arranged extensive travel arrangements, domestic and international including air, lodging, ground transportation, and dining

Planned and hosted annual offsite event for 100 attendees

Managed company vendors including analyzing and negotiating pricing resulting in savings of $40,000

Performed due diligence and summarized data for acquisitions of new entities and equity investments, and researched new business opportunities

Managed personal and household projects, and assisted executive’s spouse with special projects, including supervising household and other support staff

Office Temporary, Houston, Texas 11/2001 – 10/2005

Sr. Administrative/Executive Support

Highly sought after contractor providing various levels of executive/office support for multiple companies in various industries, including CEOs, General Counsel, VPs, and Boards of Directors. Companies include Marathon Oil, Dynegy, Quanta Services, and LyondellBasell.

Enron/Azurix, Houston, Texas 3/1999 – 11/2001

Sr. Executive Assistant to Chief Information Officer and Vice President Transaction Management

Developed and implemented inventory control and tracking procedures for all computer hardware

Implemented procedures and managed pricing and sale of IT inventory to employees and other business divisions of Enron totaling approximately $75,000 in value

Researched and resolved vendor issues, including negotiating fee reductions and invoice reconciliation

Heavy calendar management, travel arrangements and expense reporting with international currency conversions using Concur expense reporting software

Assisted in international bid/proposal and presentation preparation

Planned and organized complex internal and external meetings and event logistics

Began a long-term contract assignment as executive assistant to Mr. Ken Lay, and subsequently hired permanently in the Azurix Executive offices

Shelly Schoenfelder Page 3

Educational Background

Sam Houston State University, Huntsville, Texas

Technical Expertise

MS Office Suite power user, MS Visio, QuickBooks Accountant (Desktop and Online Versions), SharePoint, Adobe products, OneNote, Evernote, ERP and CRM Systems (Zoho)

Organizations

Texas Notary Public

Houston Livestock and Rodeo

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