Executive Assistant Administrative

Lorelei McGlade

Haddon Heights, NJ ***** 609-***-****

*********@*****.***

EXECUTIVE ASSISTANT

Dedicated Executive Assistant with a demonstrated history of providing excellent support to senior leaders. Work effectively without direct supervision or guidance, anticipating the needs before requested. Skilled in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.

Calendar Management Expense Reporting Travel Arrangements

Event Planning Customer Service Reporting

Confidentiality Organizational Skills

PROFESSIONAL EXPERIENCE

Grant Thornton LLP, Philadelphia, PA 2011 – 2020

Executive Assistant

Provided administrative support to the Tax National Managing Partner, Assistant Office Managing Partner, two Partners, a Managing Director, a Director and two Senior Managers.

Managed calendars, arranged travel and coordinated meetings for eight leaders ensuring accuracy and accountability on all schedules.

Planned and organized offices events including holiday party, busy season initiatives, United Way, volunteer day, bring your kids to work day, busy season party and community service fundraisers.

Coordinated Continuing Professional Education (CPE) lunch and learns and CPE documents.

Coordinated and participated in monthly culture conversations.

Actively participated as Member of Community Service Committee.

Monitored expenditures during tax busy season.

Demonstrated awareness of Grant Thornton’s policy and procedures.

Balanced priorities to manage workflow.

Interacted professionally with clients.

Scheduled weekly meetings with partners to review expectations and workload resulting in open communication and successful time and schedule management.

Promptly responded to requests with accuracy and in a positive manner.

Provided back-up support with administrative team members.

Coordinated client and in-house meetings and conference calls.

Created meeting materials and proposals.

Generated and maintained partner’s files, sent faxes, opening, sorting and distribution of incoming and outgoing mail, ability to work with sensitive and confidential documents.

Prepared and sent bi-weekly Partner’s time and expense reports.

Generated bi-weekly reports for Partners and Managing Director using OneView.

Created engagement letters, SOW’s (Statement of Work), created opportunities in OneView, initiated Client Engagement Acceptance (CEA), created tax symphony site, initiated relationship checks.

PricewaterhouseCoopers LLP, Philadelphia, PA 2004 – 2010

Client Account Administrator

Assisted engagement teams by focusing on financial engagement management, profitability, key financial processes, and adherence to company business rules.

Prepared financial reports – Work in Progress, Engagement Revenue Report and Accounts Receivable Report for analysis purposes.

Lorelei McGlade *********@*****.*** Page Two

Monitored client engagements to ensure revenue implications associated with billing, collections, revenue allocations and close-out of engagements have favorable impact on team metrics.

Created new clients and engagements in Global Finance System.

Invoiced client based on analysis of engagement budget.

ADDITIONAL EXPERIENCE

PricewaterhouseCoopers LLP, Philadelphia, PA

Executive Assistant

Provided administrative support to three Partners and five Managers.

Prepared correspondence, monthly reports and presentations using Microsoft Office.

Prepared invoices for monthly client billing.

Generated and maintained partner’s files and sorted and distributed mail.

Prepared and sent bi-weekly Partner’s time and expense reports.

Scheduled travel and meeting arrangements.

Maintained schedules and calendars for partners and managers.

Executive Team Leader

Teamed with the TLS Southeast Region Leader, two Partners and five Managers

Reviewed firm policies including dress code, vacation, and sick time. Administered highly confidential matters, communicated with high-level partners within the Southeast Region as directed by the Operating Managing Partner.

Supervised six Executive Assistants.

Assisted with the interview process of new employees, provided department and office service orientation, and conducted monthly team meetings.

Monitored Executive Assistant’s schedules and arranged for department coverage as warranted, reviewed and signed time sheets.

Identified training needs for administrative staff.

Assisted in and provided input during performance appraisal and compensation process, identified, and addressed any personality conflicts or performance issues, encouraged and motivated team, provided guidance and direction for individual development.

Vitetta Group (Architectural/Engineering Firm) – Philadelphia, PA

Administrative Assistant

Acted as a liaison between Vice President of Administration, Human Resources Department, Office Managers in branch offices, building management, and all company vendors.

Supervised secretarial and clerical staff and coordinate office procedures.

Assisted Vice President of Administration and the Human Resources department in interviewing, staffing, and training of new clerical personnel.

Drafted and typed letters, memos, reports and collected data for monthly reports.

Coordinated and prepared corporate travel accommodations.

Executed lease agreements for company-leased vehicles.

Coordinated and scheduled client meetings.

Generated and maintained department files and managed incoming and outgoing mail.

TECHNICAL SKILLS

Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat, Zoom, Microsoft Team, Skype, One Span, OneView, Tax Symphony, Concur

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