Ana M. Baker

*** ********** *****, ******, ** ***24

205-***-**** – ad2671@r.postjobfree.com

EXECUTIVE SUMMARY

Talented and resourceful Executive Assistant and Financial Analyst with over twenty years’ experience supporting C-Level Suite Executives. Energetic, professional, and strong analytical skills which enables me to perform more financial analyst duties including financial reporting, expense tracking and high-level board reporting. I am a problem solver with a strong acumen for process improvement. Reliable, self-motivated, detail oriented and adaptable.

AREAS OF EXPERTISE

Financial Analysis / Modeling

Customer Service

Profitability and Performance Measurement

Employee Relations

Operations Oversight, Process, & Efficiency

Strategic Business Planning

Financial Reporting / Executive Presentations

Event Planning

Project Management / Delivery

Budget and Cost Control

PROFESSIONAL EXPERIENCE

Saiia Construction, Birmingham, AL July 2022 to Present

Executive Assistant to President

Support President and his direct leadership team with complex calendar management, coordination of events with internal and external clients and balancing shifting priorities. Responsible for direct management of Maintenance Engineer including prioritization of workload, project management and time keeping. Manage incoming inquiries, visitors, and telephone calls. Manage and maintain all office equipment, office supply orders, service, and contracts. Successfully coordinate travel arrangements and expense reporting for President and leadership team.

Gabriella White, Pelham, AL (Summer Classics, Gabby & Wendy Jane) December 2019 to July 2022

Executive Assistant to Chairman of the Board, Chief Executive Officer & President

Complete a broad variety of administrative tasks for the Chairman, CEO and President including managing extremely active calendars of appointments, drafting email correspondence, and completing expense reports. Interacting with internal and external stakeholders (which include Advisory Board members and senior staff members). Operate as the gate keeper to successfully manage time and office. Coordinate a variety of logistically complex meetings such as Senior Leaders Quarterly meetings, Advisory Board meetings and monthly staff meetings. Maintain a comprehensive and well-organized contract file system electronically. Prepare monthly financial reports for the Chief Marketing officer in Access/Excel to track monthly expenses and assist in quarterly reforecasting.

First US Bank, Birmingham, AL November 2017 to November 2019

Executive Assistant to President & CEO and C-Level Executives

Composed, managed, and processed highly confidential business and personal materials. Oversight of executive calendaring, administrative duties such as correspondence, financial coordination, travel and event planning for Board Meetings, Annual Shareholders meeting and off-site meetings. Create monthly Board reports for CEO, HR, and Retail. Work closely with Property Management company to ensure all is in order.

Regions Bank, Hoover, AL November 2015 to November 2017

Executive Assistant to EVP, Enterprise Chief Information Officer

Upon retirement of Cindy Rogers. Operating Committee Member and SEVP, Head of Operations, Technology and Procurement, I elected to work for Matt Speare, EVP, Head of Technology. Matt resigned on March 2017, and I worked for Amala Duggirala, EVP, Executive Chief Information Officer.

While continuing with current responsibilities, I also worked with the Mortgage Technology on the Mortgage Online application process. Also, created an FDS for Mortgage Refinance. Have participated in two separate Black Knight Web-ex demonstrations on Digital POS with Empower.

Regions Bank, Birmingham, AL February 2014 to November 2015

Executive Assistant to SEVP and Member of Operating Committee, Head of Operations, Technology and Procurement

Composed, managed, and processed highly confidential business and personal materials. Oversight of executive calendaring, administrative duties such as correspondence, financial coordination, travel, and event planning for Quarterly off-site meetings. Due to manager being an Operating Committee Member, collaborated with Executives on PowerPoint presentations and materials for Broad meetings, OC meetings and Executive Committee meetings.

PNC Financial Services, Birmingham, AL February 2013 to January 2014

Executive Assistant to Mid-South Regional President

Executed a broad array of administrative duties in support of the Regional President's success in the marketplace and functionally reports to the Client and Community Relations Director (CCRD). Oversight of executive calendaring, administrative duties such as correspondence, financial coordination, travel, event support and client entertainment coordination.

BBVA Compass, Birmingham, AL

Vice President, Financial Analyst III February 2011 to February 2013

Consumer Asset Products and Monthly Volume Pricing reports for Mortgage. Audit of Monthly P&L, Monthly Executive Management reporting for Mortgage Assets and Consumer Deposits, Monthly Attrition Reporting for Consumer and Commercial, Monthly D-day Reporting, Variance analysis, Monthly reconciliation for Servicing valuation, Responsible for submission of Mortgage invoices, Monthly reconciliation of Student Lending. Research for Monthly Referral waivers for the field. Audit Pay files bi-monthly and Audit of Mortgage LOB Expenses.

Regions Mortgage, Hoover, AL

Senior Executive Assistant to Executive Vice President, Head of Mortgage June 2007 to February 2011

Compose, manage and process highly confidential business and personal documentation including the Executive Management Report and the Mortgage Sales Scorecard monthly. Prepare daily PowerPoint presentations for various internal and external meetings including the MBA (Mortgage Bankers Association), MBAA (Mortgage Bankers Association of Alabama), RESBOG (Residential Board of Governors) and MBA Investment Management committees.

Work closely with all mortgage department heads as well as other executives in the bank. Receive customer complaints, distribute to correct departments, and follow up to confirm issues are resolved. Maintain Organizational Charts for Line of Business. Coordinate travel arrangements as well as screen calls, manage appointments, meetings, and schedules to optimize Executive’s time. Responsible for all aspects of annual National Sales Meeting, consisting of three hundred or more associates, guest speakers, presentations, contracts, and logistics. Responsible for Regions “Evergreen” week celebrations and for all Mortgage United Way fundraising events. Project lead for the Chairman’s Club Program for 2007, 2008, 2009 and 2010.

Union Planters Corporation, Memphis, TN

Program Administrator – Enterprise Program Management Office January 2006 to June 2007

Assisted with the creation of an Enterprise Program Management Office Website to contain EPMO Overview, Change Management Overview, Project Management Methodology, Tools and Templates, Samples and Reporting. Maintained Project Charters, Business Cases and Capital Expenditure forms for individual projects.

Planned monthly meetings – invitations, templates, agendas, and meeting requirements. Composed and managed Client/Peer and Project Review Board Member surveys and results. Coordinated highly confidential meetings and assisted in the gathering of documentation for due diligence in the Regions merger.

Executive Assistant to the Executive Vice President & Corporate Controller November 2001 to January 2006

Executive Assistant to Senior Vice President and Manager of Corporate Planning and Budget

Composed, managed, and processed highly confidential business and personal materials. Assisted with Proxy statements and annual reports. Prepared PowerPoint presentations for various Board Meetings and Financial meetings. Planned and coordinated business meetings and dinners ensuring professional accommodations. Assisted in the placement of other Assistants for Senior Management. Coordinated travel arrangements as well as screened calls, managed appointments, meetings, and schedules to optimize Executive’s time. Assistant to Director of Investor Relations, Two Senior Vice-Presidents, Six Vice Presidents and Twenty-two employees.

TECHNICAL EXPERTISE

Microsoft Office: PowerPoint, Excel, Word, Outlook, Publisher, Access, TM1, Adobe Pro, Crystal Reports, Mimeo On-line Printing, SharePoint, Concur, ADP, Insperity Plus, Traction Tools, Document Manager, Teams, Zoom.

EDUCATION

Itawamba Community College

Fulton, MS

ACTIVITIES

Executive Women’s International (2021 to Present) Birmingham, AL

Laura Crandall Brown Board Member (2021 to Present) Birmingham, AL

Women’s Business Council (2021 to 2022) Pelham, AL

American Society of Administrative Professionals (2020 to Present) Portland, ME

Children’s Hospital Fundraiser Volunteer (2020 to 2022) Birmingham, AL

Helena Beautification Board Secretary and Treasurer (2013-2019) Helena, AL

United Way campaign for Regions and First US Bank (2007-2019) Birmingham, AL

St. Jude campaign for Saiia Construction (2022 – present) Birmingham, AL

Red Mountain Grace (2022 to present) Birmingham, AL

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