PHYLLIS
HARPER
ad15o4@r.postjobfree.com
SKILLS
Visitor Greeting
Meeting Minutes
Data Research and Compilation
Critical Thinking
Budget Preparation
Microsoft, 2010, 2013 and 365
Google Docs, Calendar
Video Conferencing Software/Zoom/Skype
Concur Suite Software
Meeting Agenda Preparation
SAP
Customer Service
Bookkeeping and Basic Accounting
Oracle and Concur Software
Document Filing and Retrieval
Reports and Financial Statements
Travel Arrangement Coordination
Executive Schedule Management
Executive Presentations
Verbal and Written Communication
Record keeping and Documentation
Calendar and Scheduling Software
Decision Making
Correspondence and Memos
Problem Solving
Goal Minded
Oracle E-Business Suite Financials
Analytical Thinking
Creative Thinking
Canva Experience
Focused and Determined
Honest and Ethical
EDUCATION
Queens Community College
New York City, NY
Associate of Arts: Business Administration
PROFESSIONAL SUMMARY
Skilled Senior Executive Assistant that takes pride in the professional quality of work and having an uncompromising determination to achieve excellence in everything undertaken. work highly energetic, organized and a detailed administrative professional providing skillful support to senior executives. Dedicated, focused, and able to prioritize to complete multiple tasks in achieving projects deadlines. Take on challenges with a can-do attitude using communicating, proactive, problem-solving and administrative skills. Driven and resourceful administrative professional with 15 years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments. Always open to learning more and growing which will benefit me in endeavors to become successful in a new position. Assurance that due to many years of administrative support, I am an asset and not a liability to any company that gives me an opportunity to prove it.
WORK HISTORY
Citigroup Inc - Sr. Executive Assistant
Houston, United States • 04/2017 - Current
Investment Banker administrative support for 12 bankers
Organized and logical travel arrangements to ensure there are no incidents
Remain available to communicate if any changes arise
Ownership of bankers' calendars
Actively invoiced in the set-up of client meetings and logging in client meetings
Proficiency in setting up calls, dealing with conferences and event logistics
Take precise and clear messages and communicate to bankers in a timely manner
Build trusting relationships with clients through written and verbal communication
Process expenses using Concur, understanding all the platforms to have them processed and approved timely
Responsible and effectively reconcile bankers' corporate cards through CitiManager platform
The P2P system is used for invoice processing, ordering supplies and pulling reports
Clear and precise meeting invites and conference arrangements
Resourceful in knowing the steps it takes to process invoices and having them paid timely
For example, who to contact, what each vendor allows, is it 30-60 day pay period and staying on top of any changes to the process
When supporting 12 staff members you learn to become very flexible by accommodating each request quickly and efficiently
Broussard Partners & Assoc/St. Hope Foundation - Administrative Assist/Executive Assistant
Houston, TX • 06/2016 - 02/2017
Temp assignment to both companies
Executed all aspects of office functioning efficiently and effectively
Answered phone and took precise messages
Updated accounts receivable and payable, updated cases in Star Audit, and updated timesheets
Arranged GoToMeetings and made conference travel arrangements
Responsible for travel, meetings, taking minutes, conference, google docs, calendar management, and marketing initiatives
Communicated with Board members to keep them abreast of meetings and special events
Organized logistics and materials for each meeting, arranged spaces and took detailed notes for later dissemination to key stakeholders.
Parker Drilling Corporation - Executive Assistant
Houston, TX • 02/2014 - 10/2015
Provided administrative support to CAO/General Counsel, interacted and handled requests for Leadership Team, Compliance, Legal, HSE, Risk Management, Global Security, Human Resource, and Marketing
Liaison to board members; making sure all appointments, meetings requests, board retreats were handled efficiently and expeditiously
Daily upkeep of CAO/General Counsel calendar, scheduling appointments; ensured that there were no conflicts
Entrusted to respond to emails when CAO was not available
Challenges faced and handled daily to keep CAO/General Counsel abreast of all activities within all departments
Reached out to CAO direct reports to keep them informed of timeframe for budget reports
Organized Annual Stockholders meetings
Responsible for booking location, security, handouts, sign-in sheets
Trusted with highly confidential material when preparing for SEC filing
Knowledgeable of 10-K, 10-Q, Proxy Statements and the importance of proofreading or obtaining signatures for final printing
Participated in webcasts, communicated with PR Newswire
Confidentiality was critical in this position due to numerous subjects and contacts involved
Handled files of acquisitions and special projects with code names
Sent out invites related to Corporate Governance, Audit, and Compensation meetings
Counting practices used to code and input information in Oracle for processing
Quick learner of policies, procedures, and learning culture of companies
Coordinated domestic and international travel arrangements, flight, hotel and car service
Continuous communication with board members; answering their questions, directing them to appropriate person
Used Board Vantage to upload, create folders and submit documents to Board members
Organization skills used daily to have work processed without any incidents
Processed expense reports from P-Cards and check requests
Used word processing daily to create letters, memos and proofread correspondence
Facilitator for Board Retreats
Researched to find a location and once selected handled every aspect of the event
Organized activities, assisted in location for dinner and menu selection, prepared material, made changes when requested
Stayed onsite at Board Retreats and handled all requests from CEO, CAO, CFO and Board Members
Obtained and requested materials from executives to upload into Board Vantage in a timely manner for Board members to review prior to meetings
Assisted in budget input and monitoring by reviewing budget reports in Hyperion
Research and input data for presentations
Participated in holiday events, arrangements, and volunteer at different charities, Ronald McDonald House, United Way and American Heart Walk.
NCI Group, Inc - Executive Administrative Assistant
Houston, TX • 08/2008 - 01/2014
Provided administrative support to V.P
Of Corporate Marketing, Creative Director and Brand Managers, as well as support staff
Interacted daily with executives, salesperson, customers, internal departments, vendors and co-workers in a professional manner, for overall success of marketing initiatives using my administrative, communication, presenter and listening skills
Ensured that requests from stakeholders were handled respectfully and discreetly for successful outcomes
Processed Amex expense reports using GERS system for department in a timely manner
Prioritized workflow in case of unexpected interruptions
Managed executives and brand managers' calendars using Outlook
Scheduled meetings, canceled meetings, inviting attendees, updating appointments, conferences, video conferences and other features
Processed weekly calculation of vacation, sick and PTO time for marketing team; inputting data into Datamatics payroll system
Responded to emails, making sure they were answered in a timely manner for the V.P of Marketing and support staff
Screened phones, took messages thoroughly, and forward them to appropriate person
Established relationships with account executives of magazines, billboards, promotional items and radio stations to make sure our requests were expedited
Coordinated flight and hotel travel arrangements, both domestic and international correctly
Organized events and training sessions held; met and visited with venue representatives
Also, had input on food and beverages served
Created table cards and name badges for events
Participated in decision-making of new employees and orientated them in office policies and procedures
Received sales leads via email; input data into Excel, sorted by location and forwarded to regional managers
Compiled data for budget reports; created spreadsheets with total amounts of invoices in correct accounts, making sure we did not go over amount allocated
Reports were sent weekly to VP and CFO of components division
Supported business development team in market research to create market analysis reports using the internet, and Hoover research application
Collaborated in edits, proofing and binding of investor presentation for CEO, using Power Point.
Nsoro Corporation - Administrative Assistant/Project Assistant
Houston, Texas • 01/2007 - 01/2008
Assisted project managers and worked within a team environment to carry out a full range of project deadlines
Communicated with project managers when asked about budgeted equipment for projects
Also, performed accounts receivable duties for various projects including reconciling sales orders, cost budgets, billing, and invoicing
Assisted executives with detailed project schedules, which included administrative tasks
Made travel arrangements and handled executive calendar
Trained and supervised team in setting up purchase orders in Oracle program
Resolved any invoice or purchase order discrepancies
Created essential Discoverer reports for executives
Assisted Controller with schedule of meetings, conferences and travel arrangements
Implemented changes in preparing reports that improved time-management
Created URR Report (Un-invoiced Receipts Reports) making sure it was reconciled by end of day
This report was essential and had to have correct information so billing could take place in the same week; time-management was an essential factor
Reconciled sales order totaling in millions so that projects were funded correctly.
AFFILIATIONS
Administration: Office Managers, Executive Assistants, AAs - Administrative Assistant Office Professionals, AAOP Personal Assistant and Office Manager, PAOM
COOKING
Looking at cooking channels and trying out new dishes.
WALKING
Morning walking are the best! They are invigorating and causes your blood to flow benefiting every area in your body.
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