Executive Assistant Project Manager

JULIA D. BIEN-AIME, MBA

WORK EXPERIENCE:

Momentum Advisors, New York, NY Dec. 2020 – Present

Client Analyst/Executive Assistant

Support owners with entrepreneurial venture, involving acquiring different business locations for dry cleaner franchises and working with payroll firms to fund new locations across multiple states and secure business licensing.

Demonstrate comprehensive exposure and insights within the financial services industry, managing diverse portfolio of brokerage accounts while managing complex transactions and raising $12M+ in capital.

Collaborate with client advisers to support 200+ customers, creating performance quality reports, formulating projections, and completing wires for purchases/investments while facilitating continuous process improvements.

Strategically work with exonerees regarding post settlements to set up credit cards, homes, and investments while identifying lucrative opportunities and increasing financial health of client investments in an efficient manner.

Build dashboards to communicate financial reports based on in-depth analysis while submitting reports to 300+ client employees within (6) months.

Leverage advanced technologies, such as Calendly and Monday.com CRM tools to onboard corporate clients and sign up via website while automating email communications, response follow-ups, and client profile reviews.

Serve as a liaison for Innocence Project, building exceptional rapport and trust while maintaining client confidentiality and thriving as a customer advocate to schedule therapy/quality-of-life care services.

Organize and lead meetings with partners and financial advisors while delivering quarterly investment performance and model portfolio reports.

Employ HR management best practices to onboard/hire new employees, leverage training best practices, and delegate tasks on a cross-functional basis.

Beacon Hill Staffing, New York, NY May 2018 – Nov. 2019

Executive Assistant VP of Private Equity Group

Handled complex calendar of national and international travel, coordinating 100+ offsite/onsite meetings and negotiating mutually beneficial contracts for multi-day conferences with power plant managers and investors.

Provided best-in-class administrative support to achieve evolving business and travel demands of C-Suite leadership while reporting to SVP and crafting finance and investment strategies for portfolio of power plants across the USA.

Operated as a main point of contact and liaison between the Senior Vice President and direct reports regarding travel, budget, and expense approvals.

Collaborate cross-functionally and interdepartmentally with executives, peers, clients, partners, and staff members to achieve organization objectives.

Beacon Hill Staffing, New York, NY May 2018 – Nov. 2019

Executive Assistant/Personal Assistant Board Chairman

Managed high-volume calendar and internal/external activities for executives while providing general business and personal executive-level support to the Chairman of commercial real estate finance.

Coordinated with non-profit organizations, setting up corporate events while scheduling and delivering large-scale events within strict timelines.

Planned and implemented multiple events for up to 100 guests, including cocktail parties, family gatherings, and plated client dinners.

Deloitte LLP, New York, NY Sept. 2016 – Sept. 2017

Paraprofessional

Managed high-volume calendar and internal/external activities for executives while providing general business and personal executive-level support to the Chairman of commercial real estate finance.

Coordinated with non-profit organizations, setting up corporate events while scheduling and delivering large-scale events within strict timelines.

Planned and implemented multiple events for up to 100 guests, including cocktail parties, family gatherings, and plated client dinners.

Performed in-depth competitive research and analysis on oil and gas, entertainment, and retail industries to identify business opportunities introduce new clients to portfolios.

KPMG LLP, Philadelphia, PA Sept. 2013 – May 2015

Tax Technician/Executive Assistant to Tax Accountants

KPMG LLP, Washington, DC Sept. 2010 – Sept. 2013

Administrative Assistant to Partners & Managing Director& Tax Accountants

Collaborated with offshore personnel to develop processes for impactful customer onboarding while improving employee productivity, increasing compliance with tax regulations, and elevating quality of consulting services.

Managed calendars, completed expense reports, and handled administrative processes for (2) partners, (4) managing directors, and 25+ tax accountants.

Acted as a primary contact for education vendors to maximize attendance for continuous learning and maintaining license compliance for employees.

Oversaw tax portals and websites, regularly updating tax information to reflect new tax laws, regulations, policies, and codes as a Project Manager.

Acquired extensive industry exposure by working across (2) cities, Washington D.C. and Philadelphia spanning (6) years.

Earned increased responsibilities and promotions based on performance excellence and contributions to the firm.

Integrated project management software to automate workflow and tax procedures, thus improving onsite and offshore tax staff efficiency/productivity.

EDUCATION:

Capella University, Minn, MN Mar.2022

Master of Business Administration, Business Administration

Touro College, New York, NY Jan.2008

Bachelor of Science, Business Administration

SKILLS:

Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) Lotus Notes, Adobe Photoshop, SharePoint, Peoplesoft, Concur, Neo Travel, Calendly, Microsoft Teams, &Calendly.

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