Executive Assistant to Bloomberg Tax Leaders

LISA R. ANTHONY

Mobile: 347-***-**** **********@*****.***

P R O F E S S I O N A L E X P E R I E N C E:

BLOOMBERG LP, New York, NY November 2024 – March 2026

GELLER, New York, NY March 2023 – November 2024

Executive Assistant/Administrator for Bloomberg LP Tax Group

Managed complex calendars for multiple managers and associated teams. Scheduling meetings and resolving conflicts; coordinating and prioritizing internal and external meetings.

Worked within in a team environment and providing back-up coverage to other assistants and aiding with manager’s daily projects

Took ownership of day-to-day administrative tasks; i.e., time entry in Aderant, certified mailings, and expense reports.

Organized and collected multiple Officer signatures for all legal documents and tax returns.

Coordinated conference rooms, video/conference details, IT support, security badges and all meeting logistics.

Assisted in project management for long-term plans with quick decision-making skills and anticipation for goals of leadership.

Developed and maintains strong connections across all teams, with client counterparts and consultants.

Created itineraries for International and domestic travel with all arrangements, including air, ground, and accommodation logistics.

Worked with admins to edit, format, prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality with sensitive data; printing and binding presentations to distribute to attendees; facilitate secure and seamless information flow.

Submitted invoices to accounts payable for group consultants on a bi-weekly basis; follow-through on process from start to finish.

Filtered inquiries to appropriate team members, responded to employee inquiries, and ensured timely response to urgent issues.

Demonstrated confidence to work independently within guidelines, and made independent decisions regarding planning, organizing, and scheduling work.

Organized team-building events and employee engagement opportunities.

GOLDENTREE ASSET MANAGEMENT LP., New York, NY January 2017 – November 2022

Senior Executive Assistant, Business Development & Strategy

Provided support to:

CEO, Partner and Executive Committee Member - Global Head of Business Development & Strategy.

Partner, US-Business Development Team.

Managing Director, Europe and Australia Business Development Team.

Managed complex calendars, scheduling of meetings, conference calls and video conferences via variety of platforms.

Booked complex domestic and international commercial travel, car services, hotels, meal reservations and private jet

accommodations.

Organized and tracked US Passport renewals as well as obtaining travel Visas, when needed.

Updated information on companywide Client Relations Management Platform (Backstop).

Prepared T&E monthly expense reports for both Partners and Managing Director on Concur as well as reviewed and approved of all

department T&E expense reports on behalf of department head before being submitted to accounting.

Processed all Business Development related vendor invoices for Accounting through VMS System.

Printed and/or uploaded marketing materials on iPads for meetings and calls with clients as well as internal update meetings.

Point person for all third-party recruiters for interview scheduling, as well as onboarding for all newly hired employees for Business

Development department, globally.

Organized department group lunches, internal and external business lunch meetings and special work events.

Assisted with personal family vacation travel arrangements for both Partners, including meal planning and activities.

Served as proxy for pre-clearance on personal trades, gifts and entertainment as well as annual political donations in accordance with the firm compliance system.

General office duties: phone screening, making copies, sending faxes, receiving/organizing mail/packages, personal errands.

TISHMAN SPEYER, New York, NY October 2008 – January 2016

Administrator to Tax Department/Executive Assistant to the Global Tax Director/Managing Director

Provided support to three Managing Directors, one Senior Director and three Associates.

Responsible for day to day duties such as email responses on availabilities, calendar requests, and contact information.

Processed Consulting/Compliance Invoices – this consists of collecting, obtaining approval signatures, logging, creating

emails, coding, follow-up/confirmation of payment to vendor, and filing.

Edit of all documents or charts used within the department.

Collection of Signatures for all legal documents and tax returns.

Managed communication & organization with HR and management on all new hires in Tax Department.

Maintained all email requests for Leave and enter, monitor and update all days into the TS leave management system.

Updated internal Tax calendar for out of office/vacation etc. for Tax Dept.

Organized quarterly distributions mailings such as checks to be mailed, cover letter, emails communications.

All copying, faxing, scanning, electronic filing, printing, meet & greet and certified mail labels.

Efficiently and discreetly handled light personal duties.

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GOLDMAN, SACHS & CO., New York, NY October 2002 – October 2008

Senior Executive Assistant, Real Estate Investment Principal Investment Area

Provided support for one Vice President, one Senior Associate and two Analysts, as well as back-up for other bankers, including Department Head/Partner, and three Senior Managing Directors.

Effectively arranged, confirmed and managed detailed calendars; scheduling complex senior-level meetings and related logistics.

Responded to and prioritizes meeting requests and conference calls.

Scheduled and coordinated high volume of complex international and domestic travel including flights, hotel, ground

transportation arrangements, travel advances, foreign currency and necessary passport/visa documentation.

Reconciled Travel and Expense Management Reports (OTIS) on a weekly and timely basis.

Created and edited financial presentations and spreadsheets.

Acted as archive representative and administers to all approval and tracking procedures.

Assisted in completing all compliance procedures with closed projects involving archiving materials not in use.

Maintained and updated addresses for all investors of the Whitehall Street Partnership Funds.

Handled correspondence not requiring immediate personal attention.

Maintained monthly and annual attendance records for each banker.

Ordered and maintained office supplies for the entire floor, including and not limited to special orders.

General administrative duties included and were not limited to filing, faxing, copying, etc.

Efficiently and discreetly handled personal duties.

EDUCATION:

ST. JOHN’S UNIVERSITY, Queens Campus, New York. - B.S. in Business Administration, 2002 Graduate

SKILLS:

Apple iOS, Microsoft Office / MS 365 including MS Word, MS Excel, MS PowerPoint, MS Outlook, MS Access, MS OneNote.

Google Docs, Google Sheets. Backstop Solutions CRM, SharePoint. Concur Expense Management, Chrome River Expense System,

OTIS Expense Systems. Aderant Time Entry. Bloomberg Terminal.

References Furnished Upon Request

Contact this candidate