Executive Assistant with Project Coordination Expertise

Theresa March

New Britain, CT *****

Cell: 860-***-****/Email: *********@*****.***

SUMMARY

Executive Assistant/Project Coordinator with an excellent work record in calendar management, travel/expenses, and accounting procedures with an emphasis on human resources and vendor relations. These qualities can be readily applied to office proficiency and ensure high-quality work.

TEMPORARY WORK

JMI Property Management, Roslyn, NY — Administrative/Project Coordinator 03/2024 – 11/2025

Served as Project Coordinator, handling office administration and supporting project tasks.

Preparing lease documents and managing lease administration.

Integrated Leasing Company, Melville, NY — Lease Administrator

Reviewed ticket violations to assign correct jurisdictions on Personal Property Tax Tracking.

Supported Funding and Title teams with insurance matters. Maintained accurate client policy data and documentation in company systems.

WORK EXPERIENCE

JOBS BY JOELY RECRUITING AGENCY Melville, NY

Project Coordinator/Administrative Assistant 05/2023 – 02/2024

Assisted with bid preparation, processing permit requests, and editing change orders.

Organized resources to ensure projects stay within their defined scope and budget.

Reduced delivery delays by 15% and ensured timely arrival of all materials at job sites.

PACT MSO, LLC, Branford, CT 05/2022 – 01/2023

Administrative Assistant

Managed complex calendars, processed travel vouchers and reconciliations, and prepared monthly reports.

Assisted management in tracking and analysis of various lists for new and ongoing initiatives.

reporting and coordinate all financial reports for committee meetings.

Record journal entries into general ledger and process invoices and purchase orders.

Coordinated C-level meetings, prepared meeting minutes, organized conference calls, and departmental webinars.

MASONICARE CHARITY FOUNDATION, Wallingford, CT 09/2019 – 03/2020

Administrative/Database Assistant

Managed and documented donations and related administrative tasks.

Maintained meticulous financial documentation and ensured timely completion of monthly reconciliations for various appeals including Annual, Holiday, Home Health & Hospice.

Entered gifts and pledges into Raiser’s Edge; updated donor records; generated acknowledgment letters and proposals.

Demonstrated strong organizational skills by coordinating meeting planning, managing calendars, and preparing comprehensive reports, all while upholding confidentiality and accuracy throughout daily operations.

Supported Executive Director with calendar management, meeting preparation, expense reports, and accounts payable procedures.

Conducted monthly bank reconciliations, resolving discrepancies and reducing outstanding items by 15%.

TS CUSTOM BUILD, INC., Wantagh, NY 07/2009 – 09/2016

Executive Assistant/Project Coordinator

Oversaw contract administration, ensured secure communication via SharePoint, and served as main contact for transportation deliveries.

Prepared quotations for vendor invoices, processed purchase orders including monthly billing, and supervised project timelines.

Managed project field schedules, arranged material transport, recorded meeting minutes, and created follow-up task lists.

Coordinated and assembled physical bid folders, including required target forms. Prepared and revised quote sheets, updated quotations, and compiled other essential bidding documents.

DAVIS VISION, INC., Plainview, NY 09/2005 – 06/2008

Executive Assistant to CFO/COO

Assisted HR with onboarding and collected job descriptions to obtain salary data in each sector using PeopleSoft, serving as a point of contact for company executives and internal/external clients.

Supported financial operations by managing accounts payable and receivable transactions and played a key role in preparing and compiling essential documents, contracts, confidential memoranda, and budgets.

Maintained compliance with corporate human resource policies and procedures to ensure a consistent and effective workplace environment.

Ensured proper execution of all corporate human resource policies and procedures.

EDUCATION

NASSAU COMMUNITY COLLEGE, Garden City, NY

Associate degree – Business Administration – (30 Credits)

BRANFORD HALL CAREER INSTITUTE, Bohemia, NY

Certificate – ICD 9 - HCPCS

DALE CARNEGIE, Hauppauge, NY

Certificate – Public Speaking and Business Writing

TECHNICAL

Microsoft Office – Outlook, Word, Excel, PowerPoint

Microsoft Dynamics

Google Suite

AppFolio

Concur

SharePoint

Raiser’s Edge

QuickBooks

Visio

PeopleSoft

Sage

ADP

Oracle

Adobe Acrobat

SAP

Yardi

EHR

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