Jennifer Anderson Sloma

*** ******* *****

Coppell, TX 75019

214-***-****

ad0498@r.postjobfree.com

Summary

Having 30 years of experience supporting executives and high net worth individuals, I have developed exceptional communication and time management skills. I have years of proven success managing schedules, organizing travel, event planning, meeting planning, gatekeeping and making the handling of multiple conflicting priorities look easy. The diversity of the industries I've worked for - commercial construction, real estate development, private equity and technology, to name a few - has allowed me to develop a keen understanding of different business processes. Having supported a diverse group of personalities, I have developed an unusually high emotional quotient which benefits interaction with many different individuals, intuiting their needs and how they choose to have them met. The executive assistant position has so many more facets than just managing calendars, planning meetings and answering emails. It's a very trust-based position requiring an emotional investment from both sides, the EA and the company/person requiring support. I love what I do and it shows in how well I do it. Skills

Servant’s Heart Intuitive Excellent Interpersonal Skills Resourceful Exceptional Eye for Detail Appropriate Sense of Humor Calm Amidst Chaos Discreet Able to Work Independently Professional Appearance Comfortable with Changing Expectations Financial Reports, and Documents Knowledge of SaaS Vernacular, and Process Business, and Personal Travel Planning “That’s Not My Job” is Foul Language Proven Understanding of Business Process, and Compliance Excellent Written, and Verbal Skills Technology Wizard Notary Public/Texas Technology

MS Office Suite Concur Salesforce Hubspot Smartsheet SharePoint Google Suite Apple, and PC Operating Systems Skype Zoom Teams Grammarly ChatGPT Calendly Work History

March 2023 to May 2023

The Container Store (Headquarters)

• Acted as gatekeeper to executives’ offices, providing a bridge for smooth interaction with team members, and improving optics of accessibility

• Managed multiple extremely active calendars concurrently, ensuring schedules were followed, and respected

• Handled domestic, and international travel reservations for executive leadership, reducing dead travel time by 10%

• Prepared expense reports for executives, and direct reports, ensuring timely submission, and accuracy

• Assisted VP of Finance in expense tracking, and preparation of financial reports, contributing to reduction in budget variances

• Prepared, and edited presentations, and reports for executive, and stakeholder level meetings, improving overall document, and presentation quality

• Reviewed, and proofread executive correspondence, improving grammar, punctuation, style, and direction

• Answered, and responded to executive level phone calls, emails, and texts, providing direction, and resolution with overall reduction in response times

• Researched, processed, and maintained records for executives, and direct reports

• Attended executive level meetings, recorded minutes, and notes, provided follow up correspondence to responsible parties, insuring completion of assigned tasks

• Collaborated with other executive assistants on CEO-directed projects

• Provided support to executives, and respective teams coordinating various projects Reason for Leaving: Part of 15% reduction in force on May 17, 2023 September 2022 to January 2023

Remote, and in-office contract executive support for various companies 2

February 2022 to September 2022

Rone Engineering

Project Management Administrator

• Managed the compilation, quality control, completion, and final delivery of geotechnical engineering reports for land developers, and construction firms

• Managed active, and prospective client logs, reporting status updates in weekly staff meetings

• Managed project report, distributing weekly and/or as requested to executives, and engineers

• Created, maintained, and managed report templates, and base files

• Produced, and managed proposal delivery process to clients for geotechnical engineering reports

• Managed file archival process, reducing times required to locate information

• Managed facilitation of meetings, and conferences, including conference room reservations, catering, audio/visual, and any other needs

Reason for leaving: Accepted an opportunity that fell through (funding) November 2021 to January 2022

Ventra Health (Revenue Cycle Management)

Executive Assistant to Multiple Remote, and In-Office Executives

• Provided support to multiple executives in multiple locations nationwide

• Managed multiple extremely active calendars, and in-boxes concurrently, ensuring timely responses, and that schedules were followed, and respected

• Managed communication between executives, and their teams, insuring improvement in communication, and accessibility

• Prepared, and edited presentations, and reports for executive, and stakeholder level meetings, improving overall document, and presentation quality

• Reviewed, and proofread executive correspondence, improving grammar, punctuation, style, and direction

• Answered, and responded to executive level phone calls, providing direction, and resolution with overall reduction in response times

• Conducted research for various projects for executives, and team members

• Managed daily operations of busy reception area, meeting deadlines while greeting, and directing visitors

• Prepared, and submitted expense reports for executives, improving overall accuracy, and timely submission

• Handled domestic, and international travel reservations for executives

• Managed creation of company reference resources

• Served as in-office representation, and information source for telecommuting executives

• Maintained extreme confidentiality while contributing business knowledge to develop new processes Reason for leaving: Executive termination, and reorganization by stakeholders October 2018 to November 2021

Armor (Cybersecurity - SaaS)

Executive, and Personal Assistant to CEO, CFO, and CTO

• Managed multiple extremely active calendars, and inboxes concurrently, ensuring schedules were followed, and respected, and emails were responded to in a timely manner

• Meeting, and corporate event planning, and facilitation

• Organized, and facilitated meetings, and conferences, including off-site annual executive leadership team meeting for 8 member ELT, and direct reports, reducing event costs each year by 20%

• Assisted CFO with compiling, and organizing financial information for financial reporting, and presentation

• Assisted CTO, and team with product development reports for presentation, and internal documentation

• Managed reservation system for multiple on-site conference rooms

• Organized, furnished, managed, maintained, and oversaw 3 leased corporate apartments for commuting executives including overseeing supplies, housekeeping, and contact for leasing office, and contracts

• Research, and analysis for financial reporting, internal documentation, and stakeholder presentations

• Developed, and maintained executive Leadership Team (ELT) Travel calendar

• Assisted with CFO, and CEO driven cross-functional projects

• Managed company stakeholder communication in multiple time zones

• Continued responsibilities remotely upon Covid 19 quarantine, and assisted with return to office preparation 3

• Assisted with KPI reporting, and documentation

• Assisted CFO with expense analysis, and budget management to reduce budget variances

• Maintained internal documents, and files relating to stakeholder management, financial reporting, meeting presentations, office reference information, and employee communication

• Knowledge of SaaS technology, and terms

Purpose for leaving: 48% reduction in force

October 2017 to July 2018

GridLiance (Start Up Utility Company)

Executive, and Personal Assistant to General Counsel

• Managed executive’s calendar, and email

• Planned, organized, and executed various projects, including award submittals, conferences, publicity events, and speaking engagements

• Internal meeting planning, and facilitation

• Recorded, and maintained minutes, and meeting records

• Made or coordinated travel arrangements, and prepared expense reports for executive, other legal staff members, possible hires, and contract employees

• Assisted with various department projects

• Maintained various organizational, and association memberships for executive

• Research, and analysis, preparation, and organization of presentations, and documents

• Customer/vendor/project file management

• Some personal assistant duties for executive

• Departmental expenditure oversight

Purpose for leaving: Executive retirement

January 2017 to October 2017

Contract personal, and executive support for various companies while searching for perm role January 2011 to October 2016

Glendon Todd Capital LLC (correct sentence case)

Executive, and Personal Assistant

• Provided executive support for CEO, and founder of small startup private equity firm

• Office management

• Meeting, and event planning, and facilitation

• Facilities

• Human resources

• Technology, and communications systems management

• Oversight of office build out at Rosewood Court, and relocation

• Vendor negotiation, and relations

• Oversight of business development strategies, due diligence administration, M&A administration, professional association memberships/continuing education, intern program, philanthropic activities, and community involvement

• Travel planning

• Board secretary, and governance compliance for firm, and all portfolio companies

• Managed the electronic, and physical structure, design, implementation, and archival of firm, and personal documents in accordance with legal retention process, and laws

• Oversight of legal, and contractual issues, discovery requests from regulatory agencies, and outside attorneys

• Audited electronic communication of firm, and portfolio companies to ensure compliance with policies, and regulatory standards

- Key Achievement: Designed, implemented, and enforced strategic compliance management plan for firm to measure, and report compliance adherence, and exceptions in line with federal, state, and other regulatory agency laws

o Reason for leaving: Dissolution of business

4

October 2007 to July 2010

Hilltop Holdings Inc.

Executive, and Personal Assistant to CEO, and CFO

● Supported M&A initiatives of newly acquired company owned by Gerald Ford of Diamond-A Ford

● Planned, and coordinated travel, and expense reporting for executives

● Support of company accounting, banking, human resources, technology

● Managed calendars of executives

● Supported executives with taking private company public in accordance with Sarbanes Oxley requirements

● Managed all phone, and visitor traffic

● Managed electronic, and physical file retention according to Sarbanes Oxley requirements

● Supported Board of Directors by planning meetings, assuring regulatory requirements were met, correspondence between executives, and Directors

● Supported executives with annual, quarterly, and other required filings with SEC

● Support publication, and distribution of investment documents

● Managed investor relations, and communication

o Reason for leaving: Executive retirement

March 2007 to October 2007

The Hampstead Group (Don McNamara)

Personal Assistant to High Net-worth Individual, and Family

• Provided executive, and personal support to retired business owner/philanthropist, and family with personal, and business administrative issues including the development of recreational multi-family, shared interest property on Cedar Creek Lake

• Managed caretakers of two personal properties

• Helped organize large annual golf tournament for executive’s friends, and business associates

• Managed private plane reservations, preparation, and cost accounting

• Assisted with personal administrative needs of executive’s immediate family

• Managed coordination of annual family vacation (African Safari) including reservations for accommodations, transportation, immunizations, travel documents, research, and the creation of a full color booklet itinerary with photos, and background on planned destinations

• Managed team of engineers, designers, builders, and consultants, with coordination of meetings, and property visits relating to planned gated resort community on Cedar Creek Lake (https://www.longcovetx.com/about/) Reason for Leaving: Accepted position with more growth opportunity July 2000 to January 2007

Centex Construction Group

Executive Assistant to CEO, and CFO

● Supported CEO, and CFO of long standing commercial general contractor leading the North Texas Division, to their rise to leading Centex Construction Group with divisions throughout the US

● Managed calendars, meetings, event planning, travel planning, and coordination, phone calls, and visitors for executives

● Maintained CEO’s membership in Lone Star YPO chapter

● Held several leadership roles in YPO Texas executive assistants’ organization

● Support of publication, and distribution of weekly, monthly, quarterly, and annual strategy, and financial reports

● Managed expense accounts, and reimbursements for self, and executives via Oracle

● Supported executives’ roles in company philanthropic activities, activities benefitting the community, managed executives’ involvement, leadership roles held, and optics relating to external organizations/events

● Served on office relocation committee for North Texas Division then, helped manage the acquisition of additional office space, and re-organization upon executives’ changing leadership roles

● Researched industry competition, kept up with client news, and events, researched vendor references, researched pertinent political, and community news, events, and regulations

● After CCG was acquired by Balfour Beatty, supported Talent Management, and Human Resources teams with all administrative aspects for the closure, and 100% reduction in force of Centex Corporate o Reason for leaving: Acquisition/reduction in force

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