Executive Assistant/PA/Office Manager

Lisa Davis Los Angeles, CA ***** ***********@*****.*** 424-***-****

Executive Assistant Office Manager Operations Support

Dynamic and results-driven Executive Assistant with over 10 years supporting C-suite executives across finance, healthcare, and tech industries. Proven track record of enhancing operational efficiency, improving executive time management by coordinating projects and streamlining internal communications. Expert in confidential handling, vendor management, travel coordination, meeting facilitation, and cross-functional team support.

Core Competencies: Executive Support Calendar & Travel Management Project Coordination Customer Relations Process Improvement Vendor Management Team Leadership Board Meeting Coordination Confidential Documentation

Clearance: Secret

Professional Experience

Epirus – Torrance, CA

Tech-Defense

Senior Executive Assistant to COO, CTO & GM of Commercial (May 2023 – Present)

Manage COO, CTO and GM of Commercial calendars across 200+ employee organization, increasing executive focus.

Coordinated over 50 company-wide meetings and 12+ small group sessions with staff, enhancing executive communication and employee engagement scores.

Facilitated quarterly Board of Directors meetings, preparing presentations and reports.

Oversaw complex domestic and international travel arrangements for C-level executives.

Supported daily executive stand-ups and leadership strategy sessions.

Handled confidential materials, protecting sensitive company information.

Implemented new calendar prioritization systems, improving scheduling efficiency.

Civic Financial Services – Redondo Beach, CA

Lending-Non-Owner Occupied Residential Properties

Executive Assistant to SVP of Asset Management / Manager, Customer Service (Feb 2022 – Apr 2023)

Led transition to new loan servicing platform ServRight, contributing to a 100% successful system migration and reducing external servicing costs by 30%.

Authored and executed 20+ detailed test scripts for loan servicing system QA testing, ensuring zero critical errors at launch.

Developed and formalized 10+ new policies and procedures supporting ServRight, streamlining operations and reducing processing time by 15%.

Spearheaded the rollout of a new contact center system, improving call routing efficiency and reducing average hold time by 40%.

Managed team of 10+ Customer Service Representatives; provided daily performance coaching, leading to a 25% increase in customer satisfaction scores.

Handled 15–20+ escalated calls daily, defusing critical issues and achieving a 92% first-call resolution rate.

Triaged customer feedback data and surveys, initiating service improvements that led to a 10% increase in Net Promoter Score (NPS) over 6 months.

Oversaw external vendor relationships; optimized print vendor performance and reduced annual servicing costs by 12%.

Facilitated candidate interviews and onboarded 5 new team members, cutting average hiring time by 20%.

Assisted with drafting and conducting annual performance reviews, helping boost retention rates among top-performing CSRs by 18%.

Visual Data Media Services – Burbank, CA

Digital Media Supply Chain

Executive Assistant / Personal Assistant to CEO (Temporary Assignment) (Oct 2021 – Feb 2022)

Provided comprehensive support for CEO, managing a complex calendar with 100% meeting attendance and zero scheduling conflicts.

Organized and prepared materials for 30+ high-profile meetings, ensuring all presentations were delivered 48 hours in advance.

Administered CEO’s calendar and coordinated 5+ major charity events, helping raise over $250K in donations.

Handled sensitive personal correspondence and travel logistics, managing 20+ monthly personal and professional itineraries.

Successfully maintained confidential records, accounts, and insurance documentation.

Optum – Torrance, CA

Healthcare Services

Executive Assistant to VP of Operations / Office Manager (Jun 2018 – Oct 2021)

Provided executive support to 5 senior leaders.

Planned and executed 15+ offsite quarterly executive meetings, managing contracts, logistics, catering, and A/V setup.

Spearheaded the implementation of the Concur travel platform, 100% adoption rate in one year.

Managed travel budgets; negotiated vendor rates to save 18% annually on airfare and lodging costs.

Created and distributed weekly meeting materials, agendas, and communications, improving operational clarity and reducing meeting prep time.

Processed 100+ invoices and expense reports quarterly with 100% accuracy and compliance.

Supported confidential HR processes, including handling executive compensation documents and company fact sheets.

Awarded “Above and Beyond” recognition twice for consistently exceeding service level expectations under tight deadlines.

KBRWyle – El Segundo, CA

Government Services-Aerospace, Defense and Intelligence

Senior Executive Assistant to CFO, CIO, Controller, VP of HR (Sep 2006 – Jun 2018)

Coordinated 20+ Board of Directors meetings and offsite executive sessions annually with 100% flawless execution.

Served as Concur System Administrator, leading onboarding training for 200+ employees and reducing travel-related issues.

Implemented companywide travel process overhaul, improving efficiency and decreasing travel reimbursement errors.

Generated monthly financial reports and executive presentations for leadership, enabling faster decision-making.

Designed and launched a new contract renewal tracking system, cutting missed renewal deadlines.

Led administration of Retirement Rewards and Service Anniversary Awards programs, processing over 500 employee recognitions with 100% accuracy.

Managed confidential executive documentation, compensation plans, and fact sheets without breach for 10+ years.

Oversaw vendor relationships, processed invoices, and maintained office supply inventory for finance and HR teams.

Achieved consistent project completion under tight deadlines, praised by senior leadership for reliability and discretion.

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