Executive Assistant

PROFESSIONAL SUMMARY

Professional Sr. Executive Assistant with 20+ years of experience supporting exacting C-Level Executives and Presidents. Key strengths in managing executive schedules, events, travel, budgets, and proactively anticipating needs of executives. Proven history of building critical trust and demonstrating loyalty to executives.

KEY SKILLS

Office 365

Word

Outlook

Excel

SharePoint

Keynote

PowerPoint

Visio

Teams/Skype

Zoom

OneNote

Onit

Executive Email Management

Budget/Expense Management

Travel Arrangements

Office Management

PROFESSIONAL EXPERIENCE

WorldVentures & Rovia 04/2014 – 04/2020

Sr. Executive Assistant

●Over the course of 6 years directly supported President of Rovia, 2 SVP’s, and 2 VP’s; CMO and 3 Marketing VP’s; and provided interim support for WorldVentures Holdings CEO.

●Extensive daily calendar management of the executives. Able to anticipate and adjust calendars without direction of executives.

●Reviewed and prioritized executive’s email inboxes and responded to lower level messages and requests on behalf of the executives.

●Responsible for inputting and updating the annual/monthly budgets for the Marketing department (including 5+ cost centers and 100 employees).

●Extensive domestic and international travel planning including airfare, hotels, car service and travel visa applications.

●Created, edited, and distributed PowerPoint and Keynote presentations for internal and external executive meetings.

●Attended executive board meetings, took minutes, and distributed minutes and action items to other support staff and leaders.

●Provided support of department hiring and onboarding including: acting as liaison between Talent Acquisition and hiring leaders, assisting with interview scheduling and preparation, office set up, coordinating lunches, providing equipment and supplies, and acting as the “go-to” for all new department employees.

●Overarching office management of the Marketing department and the Rovia entity.

●Created and maintained org charts, email lists, and email distribution lists for Rovia and Marketing department.

●Coordinating on-site and off-site events for WorldVentures and Rovia including planning and traveling to the events, luncheons, and holiday events.

●Administered and processed a high volume of expense reports for executives and members of the department.

●Act as an extension of the President and CEO while traveling and represent executive’s professional standards.

●Mentor and coach administrative assistants and hold team building events to ensure a cohesive support team across the entities.

●Review, monitor, and manage legal contract entry and approval processes for MSAs, SOWs, vendors, and 1099 contracts.

●Personal assistant duties including lunches, executive’s personal finances, errands, making and managing personal appointments.

●Provided 24/7 availability for executives.

●Maintain annual calendar of events for the Rovia entity with added tabs for the President and supporting executives to manage all personal and professional schedules.

●Acted as “Culture Crew” lead for the Rovia entity. Developed and managed events, activities, surveys, and contests to build engagement and maintain Rovia culture.

Retreat Capital Management 08/2012 – 04/2014

Executive Assistant/Office Manager

●Provide daily support to the executive team (CEO, CFO, COO, EVP Business Development, EVP Compliance, EVP Human Resources) with email, calendar management, expense reports, travel, budget tracking, and general office support to all other employees.

●Prepare business development presentations and board meeting presentations.

●Maintain budgets for administrative areas of the company to ensure we are using cost effective/saving measures for the non-billable areas of the company.

●Responsible for facilities management of the corporate office and 3 additional offices around the country. Consolidated and re-stacked the facilities to make the office workflow more efficient.

●Maintain relationship with all vendors and Management Company.

●Implemented company Business Continuity plan in the corporate office.

●Event planning for employee events, trade shows, executive meetings and corporate Holiday Parties (offsite).

Verizon 02/2012 – 08/2012

Contract Executive Assistant

●Supported Executive Vice Presidents in both the Irving, TX and Bridgewater, NJ offices with extensive calendar management, monthly PPT budget presentations and reporting of the Network Project Management department.

MetLife Home Loans 04/1999 – 11/2011

Sr. Executive Assistant to CMO and 6 VPs

●Provide daily administrative support to CMO and 6 VP’s in the Marketing department including email management, calendar management, travel arrangements, expense reporting, meeting preparation, and personal assistant duties.

●Responsible for budget maintenance of more than $20 million for 7 different divisions (National Marketing, Production Support, National Delivery, Loan Officer University, Product Development, Operations and Corporate).

oTracked monthly spending and matched spending to forecast to ensure optimum on-budget performance.

●Managed monthly sales tracking for 2,500 Loan Officers in Excel for annual recognition trip.

●Extensive experience in developing PowerPoint presentations for Board Meetings, Sales Meetings, Recruiters and General Sessions.

●Coordinated all aspects of corporate meetings – local and nationwide conference calls, on-site meetings, off-site conferences of up to 1,000 people, employee events.

●Managed expense reporting through PeopleSoft

●Submitted and tracked POs and bills via PeopleSoft and recorded to appropriate cost centers in General Ledger.

●Coordinated executive travel: air, hotel, car service, setting up detailed itineraries for executives.

●Extensive calendaring for executives and the Marketing department.

●Coordinated corporate event involvement including: NASCAR sponsorship at Texas Motor Speedway, Dallas Cowboys tickets and suite coordination, Race for the Cure Sponsorship (Dallas), Habitat for Humanity build project. Involved in all aspects of site selection, layout, awards, presentations, videos, and travel arrangements.

●Implemented and managed nationwide online Company Store for promotional items and logo-wear items for 5,000 employees, with average annual sales of $350,000.

●Implemented and facilitated the employee discount ticket program for the entire company

oManaged ticket distribution to local and regional attractions, such as Six Flags Over Texas, Hurricane Harbor, Ft. Worth Zoo, Schlitterbahn Water Parks, State Fair of Texas, AMC Movie tickets.

●Served as Business Continuity Coordinator, maintaining department call trees and incorporated monthly updates to the crisis plan in case of a disaster.

●Ordered and maintained inventory of office supplies for staff of 32.

●Entered and tracked all departmental PTO.

●Assisted with personal travel and events.

EDUCATION

Studied at Stephen F. Austin State University (Nacogdoches, TX.) and Northlake College (Irving, TX.)

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