Executive Assistant, Office Manager, Project Coordinator

CHERIE CAVAZOS

South Holland, Illinois cell: 630-***-****

*************@*******.*** www.linkedin.com/in/cheriecavazos/ I am a high-energy professional experienced in internal operations with an exceptional project management, onboarding and administrative foundation. I possess a strategic ability to gain buy-in from all levels of management to advance projects from concept to completion. Being a highly communicative team leader, I work with people to guide them through the successful transformation of ideas into workable solutions. Areas of expertise include:

Relationship Development

Customer Centric

Business Strategy

End User Training for Software

Applications

Adult Learning Theory for Non-Native

English Speakers

Presentation & Public Speaking

Coaching

Team Building

Marketing Strategy

Consultative/Solutions Sales

Process Documentation

Project Management

Customer Relationship Management

(CRM) Software

Time Management

Vendor Relations

Calendaring

Onboarding

Microsoft Office Suite

QuickBooks

QuickBooks Online

Salesforce.com

ADP

HubSpot

Office 365

PROFESSIONAL EXPERIENCE

Element 78 Partners August 2018 – May 2019

Executive Assistant to Managing Partner/Project Coordinator Outsourced financial and operational services provided to Private Equity groups and their Portfolio companies Recovered billable time for 3 Partners by creating processes, procedures, research and implementation of the following:

• Recovered billable time for Managing Partner by making travel and hotel arrangements, office management, project managing firm events, created electronic filing system in DropBox to gain remote accessibility, calendaring, assisted with relationship management and development, on-call to assist and execute any request of Managing Partner or his designee for internal, external and their related business needs. (Word, Excel, Outlook, LinkedIn)

• Human Resources (reported to HR PIC) Sourcing and screening of candidates, onboarding of new employees, benefits administration and day-to day needs, liaison to ADP, insurance broker and firm attorney for on-going firm needs. (ADP, Excel, Dropbox, LinkedIn, ZipRecruiter)

• Marketing (reported to BD PIC) project management support through redesign of website, creation of marketing collateral, CRM evaluation and implementation, creation of corporate gifting program, liaison to Creative Agency and other vendors to see projects to completion. (HubSpot, Excel) REO Shadow Inspection Services January 2009-July 2016 Inspection company servicing the REO/Foreclosure industry Bookkeeper

• Managed the following accounting processes: AR/AP, collections, bank reconciliations, cash handling and expense management, benefits administration and other duties assigned by owners (QuickBooks Online)

• Identified and implemented continuous improvement of accounting processes and reporting

• Implemented Collection Process to recover $3000 in uncollected revenue

• Created filing system for a completely remote company creating access for all owners Phase Eleven Consultants – Chicago, Illinois January 2014-March 2016 Claims & Noticing Agent

Inside Sales Associate

• Lead strategic vision: Improved the approach and infrastructure to maximize the use of an underutilized Customer Relationship Management (CRM) software (Salesforce.com)

• Marketing: Built and maintained milestones for implementing the marketing Campaign plan for outreach to prospective and existing clients. Achieved the milestones upon execution

• Sales: scheduled and attended both in person and phone meetings on behalf of and with Consultants Illinois Credit Union League – Naperville, Illinois April 2013-October 2013 ICUL is the trade association for Illinois Credit Unions advocating and working to further the credit union movement.

Team Lead Consultant

• Project Manager: Furthered the vision of the VP of Finance and CAO managing aspects of the following projects: office supply vendor change, RFP for software upgrade consultant, internal point person for email blast application (MailChimp)

• Supervised 3 staff accountants

• Developed and maintained the Statement of Procedures (SOPs) for Financial Operations department Pathway Senior Living – Des Plaines, Illinois December 2012-February 2013 Pathway develops, operates and manages market-rate and mixed-income independent living and assisted living communities.

A/R Specialist – Contract position

• Project focus: Identify, reconcile and report errors/corrections between A/R to Illinois Medicaid system

• Assisted lead A/R Specialist with continuous improvement projects

• Supported finance department in processing 1099’s and developing SOP’s (Yardi) Corbett, Duncan & Hubly, PC – Itasca, Illinois June 2011-June 2012 Accounting, tax and consulting firm serving entrepreneurial and middle-market businesses. Director of Business Development – Process Specialist

• Project focus: Led and collaborated with internal staff of 8 Principals and the COO to implement a business development role and culture and then on-board, train and mentor 40 Staff Accountants

• Team sold with Principals and Staff Accountants while project managing the Sales Process, enhancing the understanding of our sales methodology, to increase their success in developing new leads and effectively mentor them to lead the sales process independently

• Built out business development strategy for firm including target plans with milestones and approach, tracking measurement, processes and procedures during firm’s implementation of a Value Pricing model

• Assessed expertise and then created, implemented and trained Principals on sales strategy, process improvement and culture

• Built and maintained advisory relationships with 30+ prospective clients by collaborating with internal audit, tax, international, technology departments and outsourced service providers to identify opportunities for growth

• Partnered with Director of Marketing to develop informative industry articles, sell sheets and thought leadership to emphasize local/regional international business offerings to enhance firm’s exposure and visibility

• Project Manager for CRM software implementation (SalesForce.com)

• Expanded firm presence through Association memberships, firm sponsored events and facilitated partnerships with complementary businesses

RSM US LLP – Schaumburg, Illinois April 2003-April 2011 Global Accounting/tax/consulting firm serving middle-market businesses Business Development Manager/Project Manager/National BD Practice (2006-2011)

• Generated a prospect list of 300 leads, closed $1.5MM in business and cultivated a pipeline of $6MM which led to promotion from previous role

• Project Management: Collaborated with the Managing Partner, Lead Audit and Tax Service Line Partners and office administrator to lead the onboarding of a newly acquired accounting practice of approximately 20 Partners and Directors and 100 staff accountants. Directed members of business development, marketing and administrative departments to assist in accomplishing objectives. Through continuous improvement created a scalable template to onboard other industry groups including public sector, education, not-for-profit and consulting services

• Directed and coached members from marketing, national/local service line partners and subject matter experts on the creation of local, regional and national marketing campaigns to generate interest with prospective clients

• Project Management: Based on prospective client specifications project managed 10 new business sales pursuits per month, personally choosing firm experts, briefing and coaching team and coordinating internal departments to deliver proposals and win new business, meeting milestones and objectives

• Managed time sensitive proposal development process directing a cross functional team: proposal writers, administrative assistants, marketing department and fulfillment to create customized proposals and presentation materials meeting strict client delivery expectations

• Responsible for onboarding, coaching and customizing the design of a consultative sales approach using firm developed curriculum and sales tools to identify immediate client needs and cross-selling strategy for long-term relationship development

Inside Sales Associate/Marketing Liaison (2003-2006)

• Coordinated with regional marketing team to develop marketing campaigns to rekindle relationships and generate new leads based on industry trends and firm footprint for audit, tax and consulting services

• Developed and fostered relationships with C-level prospects serving companies ranging from $50M to $2B dollars in annual revenue to generate future opportunities for services within the Great Lakes region

• Led the lead generation, marketing and initial discovery for Information Technology/Packaged Solutions Practice that included services in CRM selection, implementation, training and technical support

• Developed and delivered the customer service program for Information Technology Practice including inside sales, technical support (dedicated phone line) and customer relationship management delivery EDUCATION AND CERTIFICATIONS

Governors State University – University Park, Illinois

• BA, English with concentration Teacher Education South Suburban College – South Holland, Illinois

• Associates in Arts

Certifications

Type 9 Standard for Secondary Ed. (Grades 6-12) Professional Educator’s License

• Endorsed in English

TESOL (Teacher of English to Speakers of Other Languages) Certification

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