Executive Assistant to the National Managing Director
[pic] Summary of Qualifications [pic]
Results-driven, detail-oriented, and highly analytical professional with
more than 10 years of extensive and hands-on experience in financial and
data extract reporting, combined with exceptional background in providing
executive assistance.
V Known for demonstrating outstanding performance within dynamic and
challenging environments. Skilled at dealing with corporate,
institutional, state, insurance, banks, hospital, and foundation reports
for all maturing bonds.
V Collaborative leader and strategic team builder; established and
coordinated relationships with high net-worth clients as well as
internally with upper and middle-level management and staff.
V Equipped with unparalleled dedication and track record of flexibility;
trusted with highly confidential and sensitive information.
V Proficient with multiple languages; multilingual in Russian, Persian, and
Hebrew.
[pic] Areas of Expertise [pic]
Calendar and Scheduling
Report Generation
Documentation and Presentation
Conference and Travel Arrangement
Data Analysis
Expense Reporting
Invoice Reconciliation
Problem Resolution
Policies and Procedures
[pic] Professional Experience [pic]
Development Corporation for Israel (DCI)-Israel Bonds ( New York, NY
Sep 2004-Present
Executive Assistant to the National Managing Director
Generate reports from proprietary software for all outstanding fixed and
floating rate debt on matured bonds all throughout the offices in United
States. Closely interface with clients in resolving discrepancies
concerning bonds. Carry out wide-ranging research of competitors and
potential acquisitions and present the finding to National Managing
Director. Draft a comprehensive report concerning cost estimate function
for covert payments on events through proprietary software. Adeptly handle
invoices, check requests, mass mailing of invitations, and spreadsheets.
Effectively serve as liaison between Board of Directors, treasury, and
district offices in the United States. Take charge of hotel and caterer
arrangements as well as the preparation of script for speakers.
Key Highlights:
o Generated expense reports and check requisitions as well as data
reports for all state, bank, and insurance purchases of all bonds on a
daily, weekly, and monthly basis.
o Provided maintenance on corporate card expense.
o Acquired new bond purchases by writing letters, memos, commission
cards, pledge cards, and proposals.
o Organized high-level conference calls, board and management meetings,
special events, and travel arrangements for top executives.
o Reconciled all costs and revenues for all the reports received after
the event.
o Maintained correspondence with all government officials.
JPMorgan Chase Bank ( New Hyde Park, NY Dec 2003-Sep 2004
Performance Analyst
Functioned as only contact person between external vendors and internal
customers. Assumed full accountability in organizing and supporting several
strategic projects and developing monthly expense reports. Performed
analysis, created documentation, and managed the posting of transactions to
a general ledger. Dealt with the preparation of accounts receivable and
payable as well as payroll.
Key Highlights:
o Led the planning and maintenance of accounts payable and
reconciliation of bank for 12 accounts.
o Maintained strong communication with clients and directed ad hoc
research and projects.
o Resolved service issues, trends, and questions concerning vendor
performance by generating, distributing, and approving various
reports.
[pic] Education [pic]
Bachelor of Science in Finance and Accounting (GPA 3.5): Dec 2003 Baruch
College CUNY ( New York, NY
[pic] Technical Acumen [pic]
Microsoft Office Suite (PowerPoint, Excel, Word, and Outlook) Bloomberg