Valere Loy

** ***** ******, *** **

White Plains, NY 10605

Cell: (914) 474 - 4363

ad3t4a@r.postjobfree.com

Seasoned C-Level senior executive administrative assistant and office manager with over 20 years of experience overseeing and supervising all facets of the support operations vital to financial services companies and a world class medical conglomerate. Uniquely qualified based upon the breadth and depth of skills, especially those not typically associated with a conventional administrator. Expertise includes all forms of scheduling to include: complex, fast paced calendar coordination amongst multiple portfolio companies, investor meetings, all manner of conference calls, the coordination of multi-firm travel planning, contracting and scheduling of corporate charter jets to meet the demands of the management team. Skilled and adept at arranging events and social functions meeting the demanding standards of the targeted audience. Coordinating and executing office buildouts and moves. Managing vendors for all aspects of user related information technology and telecommunications systems. Comfortable interacting with all levels of management from investor, senior partner/owners to the most junior associate. EXPERIENCE

4/23 – Pres OPTUM HEALTH Chappaqua, NY

OptumCare

C-Level Sr. Executive Administrative Assistant &Support Coordinator for CFO, Optum Tri-State

Provides direct support for the CFO whose duties encompass handling the revenue cycle management

(RCM), financial planning and analysis (FP&A), risk management (RMP) and business development

(M&A)

Works with executives when coordinating multi-tiered geographical SELT & ELT meetings

Manages complex calendars with other EA’s across a complex multi-layered organizational structure

Handles all domestic and international travel itineraries and expenses using Concur

Organizes team events and other training sessions

Coordinates the teams PTO scheduling to ensure that is does not conflict with WD reporting

Assists UHG corporate during internship recruitment processes

Works with the internal Communications & HR Committees when planning Tri-State events

Assisting in tutorials in the use of Concur, Sparq, Ariba, Mercury, Sharepoint and Teams C-Level Sr. Executive Administrative Assistant & Support Coordinator for COO, Optum Tri-State

Fully capable of taking C-Level Executives intentions and translating them into actionable emails and guidance to their teams

Experience with operating maintaining, and approving financial documents in the Mercury accounting system

Assisting in tutorials in the use of Concur, Sparq, Ariba, Mercury, Sharepoint and Teams 6/08 – 5/23 ATLANTIC STREET CAPITAL MANAGEMENT (ASC) Greenwich, CT C-Level Sr. Executive Administrative Assistant & Office Manager

Completely responsible for all facets of administrative support to the two senior partners, business development & marketing teams and five portfolio company advisors; assist current, new and interim portfolio company management teams as needed

Orchestrate complex and fast paced calendar coordination for multi-firm meetings and conference calls to maximize efficiency and effectiveness of the senior management teams

Laser like focus on travel itineraries - domestic and international using commercial and private aviation, as appropriate, while maintaining effective cost controls

Maintain and synchronized multiple outlook calendars, and all personal technology to include laptops and telecommunication equipment for the managing partners and advisors

Allocate and submit reimbursable and non-reimbursable expenses to the appropriate portfolio companies, while maintaining auditable records on all charges and invoices using Concur and Quickbooks, adhering to strict SEC compliance policies that enhance business operations

Coordinate with marketing team to manage communication statements to public financial media outlets; oversee the website development & management

Facilitate the financial compliance paperwork regarding Private and Public company deals. Organize and maintain detailed records of the working pipeline which includes NDA’s, LOI’s and Bids. Monitor and maintain CRM system(s) used by the business development teams

Communicate with the Investment Relations Officer to develop fund raising and marketing materials; initiate introductory business meetings, and facilitate all aspects of pending new business deals

Organize multiple top-tier events for both the firm and portfolio companies from venue and food selection, budgeting, AV requirements, to invitations, room lay-out and seating arrangements 8/03 - 5/08 NEEDHAM & COMPANY INC. New York, NY

Executive Administrative Assistant

Organization and maintenance of Outlook calendars and schedules. Coordinate client and prospective client meetings domestic and internationally. Prepare catered meetings. Create travel itineraries and agendas. File, submit and reconcile reimbursable expenses

Preparation of NDA’s, Engagement Letters, Bids, Working Group Lists, Timetables, Prospectus Books, Non-Deal Roadshows, Closing Dinners and Billing

Support on projects including Communications WiMAX, M&A Business Plans, Healthcare Strategic Planning, Board of Director Presentations, PIB’s and the Needham Annual Meeting

Representative and coordinator for the Needham Growth Conference and the Needham Biotech Conference. Maintain versions of all customer communications, marketing and support documents to facilitate client interactions and sustain presentations

Independent research conducted on various topics, using all assets at my disposal to include: Bloomberg, Thomson Financial, FactSet, Mergermarket, Reuters, VentureSource, Wall Street Source and Capital IQ

Management, oversight, and continual update of the Outlook based Customer Relationship Management

(CRM) System employed by all of the Needham Research staff and support assistants. This requires meticulous attention to detail and monitoring since the contact accuracy is critical to operational efficiency and workflow throughout the organization 7/02 - 8/03 VIVENDI UNIVERSAL -VIVENDI UNIVERSAL GAMES New York, NY Administrative Assistant

Research – Conducted extensive topical research (both defined and ad hoc) using Internet search engines and followed through with actual contacts at businesses and companies and actual library lookups if required

Extensive experience with all aspects of vendor relations – included initial contacts, participation in negotiations, follow-up on service level agreements (SLAs) and final problem resolutions

Established an innovative invoice tracking and monitoring system that insures timely and accurate payment, tracking and follow-up on all invoices transacted through the Vivendi Games New York office

Updated and maintained the personal contact database (using Microsoft Outlook) utilized by the Vivendi Games CEO (Ken Cron)

Was responsible for the inventory, stocking and distribution of Vivendi Games promotion products to top customers and key prospective investment clients

Managed and monitored all facets of department budgeting including, expenses, meals and transportation

Coordinated travel to include (national and international): airline scheduling, hotel accommodations and car rentals

6/00 - 07/02 LOWE ADVERTISING New York, NY

Executive Administrative/Production Staff Assistant Responsibilities included:

Development and collation of the Department’s weekly job assignments and work allocation

Managed the Car Voucher program within the department. Issued, logged, tracked, reviewed and made final payment authorization of all car vouchers

Constructed and maintained the Department’s Intranet web page, which improved information and data sharing among department members

Took the initiative to establish a Departmental Compact Disc (CD) sound database (using FileMaker Pro) and tracking system for logging and indexing new sound CD’s. This effort resulted in increased department efficiency and cost reductions associated with duplicate CD ordering

Organized and established a Departmental movie database for logging and tracking video tapes for use and reference during client promotional developments Production Staff Assistant (6/00-12/00)

Served as a production staff assistant

EDUCATION

1997 - 2000 MOUNT SAINT MARY COLLEGE Newburgh, NY

Bachelor of Arts in Communications

Dual major: Media Studies and Public Relations

RELATED SKILLS

Expert with Windows, Microsoft 365 (includes Word, Excel, PowerPoint, Publisher, OneNote), Outlook, iCloud Operations, Concur Travel & Accounting, DealCloud & SalesForce CRM, Adobe Photoshop, Extensive Internet Research, Intuit Quickbooks, Skype, Teams, Zoom OTHER CONSIDERATIONS

Ready and able to be onsite 5 days a week

Covid compliant and vaccinated

Can start within 2 weeks after notice of resignation submitted

Completely flexible to relocate if necessary

Capable of travel if the position requires

References available upon request

Contact this candidate