Executive Assistant & Strategic Operations Partner

PROFESSIONAL SUMMARY

EXECUTIVE ASSISTANT STRATEGIC IMPLEMENTOR EXECUTIVE OPERATIONS PARTNER

High-impact Executive Assistant with 20+ years of experience supporting senior and executive leadership in fast-paced corporate environments, including Fortune 500 financial services organizations. Recognized for managing complex executive operations, maintaining confidentiality, and ensuring seamless coordination across leadership teams, stakeholders, and business functions. Known for strong judgment, proactive problem-solving, and the ability to bring structure, organization, and execution to high-demand environments.

SIGNATURE VALUE

Operate as a trusted partner to executive leadership, ensuring priorities are aligned and executed efficiently

Manage high-volume calendars, communications, travel, and executive operations with precision and discretion

Coordinate cross-functional initiatives while maintaining professionalism and strong stakeholder relationships

Deliver polished executive-level presentations, reports, and communications

Thrive in fast-paced environments requiring accuracy, adaptability, and independent decision-making

CORE COMPETENCIES

Executive Calendar & Priority Management

Executive Correspondence & Communication

Meeting Coordination & Executive Support

Travel Planning & Itinerary Management

Confidential Information Handling

Expense Reporting & Invoice Coordination

Cross-Functional Coordination

Presentation & Report Preparation

Process Improvement & Workflow Organization

Customer & Stakeholder Relationship Management

TECHNICAL PROFICIENCES

Microsoft Office 365 (Advanced Excel, Pivot Tables, PowerPoint with Embedded Visuals, Outlook, Copilot, Teams, Word, Power BI) Google Workspace (Docs, Sheets, Slides, Calendar) Concur Workday Oracle SAP Tableau Salesforce ProjectPlace SAAS Planview Expense Management Platforms AI tools (Copilot, ChatGPT, Gemini, Claude, Perplexity/Grok) LinkedIn (Executive Branding Support)

PROFESSIONAL EXPERIENCE

HEIDELBERG MATERIALS IRVING, TX 2024-PRESENT

EXECUTIVE ASSISTANT DIGITAL FINANCE LEADERSHIP

Serve as a strategic partner to leadership within Digital Finance, managing executive priorities, communications, and operational coordination

Manage complex executive calendars and scheduling, ensuring alignment with business priorities and deadlines

Prepare executive-level reports, dashboards, presentations, and communications supporting leadership initiatives

Coordinate meetings, agendas, and follow-up activities across multiple stakeholders and departments

Arrange travel logistics, itineraries, and expense coordination while maintaining efficiency and responsiveness

Track deliverables, action items, and priorities to ensure accountability and timely execution

Maintain confidentiality while handling sensitive financial and organizational information

Support process improvements that streamline workflows and improve operational efficiency

GM FINANCIAL ARLINGTON, TX 10/2018-06/2023

EXECUTIVE ASSISTANT INFORMATION TECHNOLOGY

Supported senior IT leadership within a Fortune 500 financial services organization, managing complex executive operations and high-volume scheduling

Coordinated cross-functional initiatives across IT, operations, finance, and business teams to support alignment and execution

Prepared executive presentations, reports, meeting materials, and leadership communications

Managed travel arrangements, expense reporting, and invoice coordination with strong attention to detail and compliance standards

Maintained organized tracking systems for priorities, deliverables, and action items, improving workflow visibility and operational efficiency

Served as a trusted liaison between leadership, internal teams, vendors, and external stakeholders while handling sensitive information with discretion

PARKLAND HOSPITAL DALLAS, TX 03/2014-10/2018

EXECUTIVE ASSISTANT HEALTHCARE LEADERSHIP SUPPORT

Provided executive support to leadership within Pharmacy and Hematology/Oncology in a fast-paced healthcare environment

Managed complex calendars, departmental meetings, executive communications, and cross-functional coordination

Coordinated travel, conferences, onboarding activities, catering, and department events while supporting daily operations

Prepared reports, presentations, agendas, and confidential healthcare documentation with accuracy and professionalism

Supported payroll, staffing, and operational processes using Kronos and PeopleSoft

Served as a liaison between leadership, physicians, staff, vendors, and external stakeholders

Founded and led a hospital-wide Employee Engagement & DE&I Committee, organizing employee initiatives and engagement programs across departments

LEADERSHIP & CULTURE INITIATIVES

Founder & Chair — Employee Engagement Committee

Founded and led Employee Engagement Committee, planning initiatives that enhanced team culture and collaboration

JRS WORLDWIDE DALLAS, TX 08/2006-03/2014

BUSINESS OPERATIONS & PROJECT COORDINATOR

Served as right hand to the Founder/CEO, supporting daily operations, executive communications, and business coordination in a fast-paced environment

Managed complex calendars, meetings, travel arrangements, and executive priorities while ensuring smooth operational flow

Coordinated projects across operations, sales, IT, and administrative teams, tracking timelines, deliverables, and follow-through

Prepared reports, presentations, correspondence, and business documentation for leadership and client interactions

Managed vendor relationships, office operations, and process coordination to improve organization and efficiency

Built tracking systems and workflows that enhanced accountability, communication, and operational visibility across teams

SELECTED IMPACT

Managed 50–100+ meetings/month across multiple stakeholders and priorities

Improved workflow efficiency by ~20–30% through process improvements

Supported executives in high-impact, fast-paced environments with shifting priorities

Consistently trusted with confidential and high-sensitivity information

Highest Level of Education

Bachelor’s Degree (In Progress) — Preferred coursework toward business / administration (or equivalent experience)

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