Mar 2021 – Mar 2022 · 1 yr

• Senior Executive assistant to the CFO and CTO.
• Assist the CFO/CTO with daily administrative duties and completes a broad variety of administrative tasks that include managing an active calendar of appointments; completing expense reports; arranging complex and de- tailed travel plans, itineraries and agendas and compiling documents for meetings.
• Serve as the CFO’s administrative liaison to the Board of Directors and manages Board activities, which include coordinating semi-annual Board meetings and dinners; semi-annual Board staff lunches/receptions/new Board member orientations; arranging hotel accommodations for out-of-town Board members; processing travel reim- bursement requests; and compiling, assembling, and distributing Board meeting materials.
• Manage CFOs time sensitive review and response to daily, urgent inquiries while meeting tight deadlines amid the CEO’s full schedule.
• Responsible for ensuring Weekly, bi-weekly, Monthly All hands staff and board meetings are organized and effective.
• Responsible for Evant planning for offsites, ELT, Board and planning meetings. Coordinate services for events,
• such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements.
• Approve expenses, PTO for CTOs / CFOs direct reports and also coordinate onboarding with HR.
• Act as CFO's, CTO’s gatekeeper: prioritize various parties appropriately and schedule according to CEO's preferences and guidance.
• Lead Executive Assistant across the entire executive admin team.
• Entrust to provide direct, personal assistance to the CTOs and his family, overseeing a broad range of functions, including correspondence, appointment scheduling, doctor and kid school appointments, personal shopping and returns, and gift-giving.

Jun 2019 – Mar 2021 · 1 yr 9 mos · Greater New York City Area

• Manage the CFO and CTO offices, demonstrating consistent professionalism and discretion as the first point of contact for the public, board, and executive engagement. Oversee primary administrative functions, including calendar management, documentation control, business communications, expense reporting, document creation, travel planning, marketing materials preparation, and board engagement. Provide personal assistance as needed. Liaise with internal and external stakeholders to resolve inquiries, overcome challenges, and ensure on-time completion of project objectives.
• Key Contributions:
• · Function as the administrative liaison to the Board of Directors, with full accountability for travel arrangements, reimbursements, documentation, meeting, and event planning for up to 150+ attendees.
• · Coordinate all aspects of executive travel, Personal travel , including permit, license, visa acquisition and renewal, reservations, logistics planning, expense reporting, agenda development, and communications.
• · Drive efficiency, accuracy, and compliance through the creation of a new documentation tracking system. Earn praise from CFO, and process adopt company-wide as a best practice.
• · Transform executive communications and calendar management processes, prioritize, delegate, and serve as a gatekeeper for the CFO's Office.
• · Plan and execute team engagement and community outreach events, including the annual Children's Holiday Party and the 150+ attendee summer outing.

Apr 2015 – May 2019 · 4 yrs 1 mo · New York City Metropolitan Area

• Provided administrative and personal support to multiple levels of leadership and associates. Managed diverse functions, including event, meeting, conference call planning, calendar management, scheduling, communications, travel planning, expense reporting, and office supply ordering and management.
• Key Contributions:
• . Adapted quickly to expanded duties and expectations, optimizing processes and workflows to ensure adequate, efficient support of over 28 team members, including one group head, four managing directors, two directors, two vice presidents, and 19 associates, far surpassing the original seven-person target.
• . Entrusted to provide direct, personal assistance to the group head and his family, overseeing a broad range of functions, including correspondence, appointment scheduling, personal shopping and returns, and gift-giving.
• · Functioned as project coordinator for all executive travel, developing schedules and itineraries, securing and confirming reservations and documentation, coordinating frequent flyer benefits, and managing expenses for multi-location trips.
• · Prioritized tasks to manage a multi-line phone system for over ten bankers, seamlessly managing numerous daily calls. Professional Experience, continued.

Mar 2011 – Mar 2015 · 4 yrs · United States

• . Oversaw Executives' communications and conference calls. Maintained heavy calendar management and scheduled appointments, meetings, events, and conference calls. Created, processed, and provided follow-up on expense reports in Concur.
• · Coordinated extensive domestic and international travel arrangements, including researching travel options, making hotel/car rental reservations, and creating travel itineraries, agendas, and event coordination.

Mar 2006 – Jan 2011 · 4 yrs 10 mos

• Executive Assistant to CEO and CFO
• Managed all administrative functions for the office of the CFO.Oversaw calendars, meetings, correspondence, travel arrangements and accommodations.
• Planned and coordinated meeting schedules, as well as monitored and documented results.
• Managed junior administrative staff by recruiting, selecting and training.