Executive Assistant Financial Management
Resume:
CHRISTINE KELLY
Woburn, MA
*****************@*****.***
www.linkedin.com/in/ChristineKelly110
SKILLS
- Multi-tasking executive support including complex calendar and communication management; financial management and tracking; and global travel coordination. Concierge mentality.
- Natural talent for building rapport and community with all levels of internal and external constituencies. Intuitive interpersonal skills and networking. Creative and economical problem-solving skills.
- Mac/PC, G Suite, Microsoft Office 365, Concur; Notary Public (MA)
PROFESSIONAL EXPERIENCE
Casa Systems, Inc. (A public telecommunications company)
Andover, MA
Executive Administrator
September 2023 - June 2024
Casa Systems filed for Chapter 11 bankruptcy on 3 April 2024 with a dissolution date of 7 June 2024.
•Supported new CEO, dispersed Executive Leadership Team, Board, and others. Assisted onboarding new VPs.
•Intricate calendar management. Global travel support for Casa colleagues and visitors. Expense reports.
•Worked collaboratively with the HR and Finance departments. Handled confidential and sensitive information.
•Facilitated all logistics for special meetings and events including Board meetings and offsite dinners.
ClearMotion, Inc. (An automotive technology start-up)
Woburn & Billerica, MA
Executive Assistant to CEO & Board
June 2018 - September 2023
•Supported CEO, Board, other Executive Team members, and prior CEO & CTO, both Co-Founders.
•Coordinated complex calendar management. Partnered with UK, China and prior Wilmington, MA offices.
•Drafted Board Meeting Minutes and PowerPoint decks. Shadowed CEO Inbox.
•Arranged all travel logistics for multi-city itineraries, domestic and international. Travel support for visitors.
•Supported US immigration petitions & Chinese Visa applications. Drafted O-1 reference letters.
•Worked collaboratively with Human Resource, Legal and Finance departments. Helped onboard new VPs. Approved Paid Time Off (PTO) requests. Handled confidential and sensitive materials. Processed NDA filings.
Prepared & processed expense reports, purchase requisitions, and invoices.
•Facilitated all logistics for meetings and events including Board meetings, an off-site Leadership Retreat & Strategy Session, Executive Team searches, and Shareholder Calls.
Lovepop Cards (A pop-up greeting card company)
Boston, MA
Engagement Manager & Executive Assistant to CEO & Co-Founder November 2017 - May 2018
•Calendar management; all travel logistics; speaking requests; confidential materials.
•Shadowed CEO Inbox, managed e-mail prioritization, and drafted responses in the CEO’s voice. Transcribed and formatted dictation. Tracked action items. Selected and sent corporate gifts.
•Supported due diligence documentation during fundraising. Assisted Sales and Customer Service departments.
•Facilitated meeting logistics including Board meetings. Supported CEO’s personal, external Board involvement.
Porchlight Equity Management, formerly Highland Consumer Partners Cambridge & Wellesley, MA
Executive Assistant to Managing General Partner
August 2013 - October 2017
Administrative
•Complex calendar management; all travel logistics; confidential materials. Facilitated meetings and event arrangements including portfolio company Board meetings and Annual Meetings.
•Onboarded new employees and Operating Partners. Tracked and reported PTO for all employees.
•Spearheaded process documentation library.
•Supported General Counsel/Chief Compliance Officer, other Partners, and team members.
Financial - coordinated with an off-site Finance Department
•Accessed bank accounts to load wires and distributions, initiate account inquiries, and request changes.
•Prepared and reconciled expense reports; assigned account codes; reviewed portfolio company invoices; processed, assembled, and mailed bills. Reconciled capital calls.
Assembled and mailed tax returns for non-electronic filings; distributed all incoming tax notices.
Franklin W. Olin College of Engineering
Needham, MA
1999 - April 2012
Founding member #2 of the College, featuring an innovative curriculum and a unique scholarship program.
Manager of Trustee Affairs 2007 - 2012
Assistant Clerk to Board of Trustees 2004 - 2012
President’s Council Management 2001 - 2012
Assistant to the President 2000 - 2007
Administrative Assistant to the President 1999 - 2000
Administrative
•Executive administrative support to new President in a start-up environment including heavy calendar management, speaking requests, invitations to special events; travel coordination; event planning.
•Extensive experience handling highly confidential materials for the President and Board Chair.
•Facilitated the recruitment of Founding Vice Presidents, Founding Faculty, Vice Presidents of Development and administrative staff through initial screening, interviewing and onboarding.
•Early and ongoing support of Development Office. Drafted and prepared acknowledgement letters, processed donations and maintained donor files for foundations, corporations and individuals. Primary liaison and initial point of contact to all internal and external constituencies.
•Budget Manager for President’s Office, President’s Council, and Board of Trustees including financial management and tracking, forecasting, cost control and reporting.
•Oversaw staff and provided support as needed to other members of the College.
Governance
•Drafted Minutes and other documents for Board Chair and President. Consolidated a historical archive of Board meetings, actions, and documents into a Minutes Book.
•Created a web-based portal to host a remotely accessible, central source of all Board materials. Designed and built the portal, dramatically reducing the cost of development and maintenance by not outsourcing. Conservative savings (in 2007) were $30K startup costs and $10K yearly maintenance.
•As a non-voting Member of the Corporation, worked with state agencies to meet legal requirements for documents and reporting. Executed annual Conflict of Interest declarations.
•Routinely interfaced with Board Chair, President and others to facilitate streamlined meetings and increase Trustees’ involvements. Facilitated official functions and activities of the Board. Coordinated mailings and communication. Delivered a broad continuum of special projects.
Event Management
•Recognized on campus as the premier event coordinator due to a track record of excellence in event production. Developed an event production template for logistics, catering, communication and facilities.
•Orchestrated all facets of social and business meetings for quarterly Board meetings and semi-annual President’s Council strategic advisory meetings.
•Facilitated on and off-campus logistics for executive retreats and business meetings.
•Organized and supported the launch and evolution of a Leadership & Ethics course co-taught by Olin, Wellesley and Babson College Presidents including course materials and logistics.
Yoyodyne Entertainment, Inc., a Yahoo! Company
Medford, MA
Creator of online promotions and interactive direct mail; pre-VC tenure prior to Yahoo! purchase.
Quality Assurance Manager
1996 - 1999
•Streamlined systems, augmented accuracy and mail delivery by 80%, resulting in a second product line and an additional full-time engineer. Envisioned and spec’d an online service center automating 60% of email inquiries.
•Implemented a team-based decision process for creating job descriptions, hiring engineers, and developing orientation training. Spearheaded process documentation. Liaised between the NY sales and MA technical offices.
EDUCATION
- Social Media Marketing Certificate, Middlesex Community College, Bedford, MA
- Master of Business Administration, Marketing, Babson College, Babson Park, MA
•Massport/Europe, International Consulting Intern, London, England
•Distinguished Service to the College Award; Alumni Association Award
- Bachelor of Arts, Economics, Regis College, Weston, MA, Dean's List
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