Ali Sorbara
Fairfield,CT
Summary
Driven and resourceful administrative professional with 4+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
9
9
years of professional experience
Work History
Executive Assistant to CEO & Finance Manager
Smart Roofs Energy
01.2023 - 06.2023
- Responsibilities included finance management, client outreach and coordination, office administration, project management, and HR coordination
- Used QuickBooks to maintain financial bookkeeping, AR/AP reporting, budget analysis, cash-flow forecasting, invoice production, and other deliverables
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data
- Handled confidential and sensitive information with discretion and tact
- Licensed Notary
Senior Associate
Tradition Energy
12.2019 - 08.2022
- Assisted Energy Advisors with national portfolio account management, energy procurement, data management, finance tracking, and strategic regulatory and legislative analysis
- Researched and provided proactive energy risk management and cost reduction strategies for electricity and natural gas procurement opportunities
- Assisted with preparation of customized reporting, including recommendations, energy cost budgeting and forecasting, and portfolio performance reports
- Participated in and presented customized financial reporting in client meetings
- Served as liaison, facilitating communication between management and associates
Executive Assistant, Director & Associate Financial Representative
Northwestern Mutual
12.2018 - 11.2019
- Assisted Managing Director with personal production, application servicing, and underwriting
- Managed and upheld strict timetables by maintaining balanced executive calendars
- Handled logistics, catering, agendas and travel arrangements for meetings, and event planning
- Assisted with data input and preparation of client reports through “Personal Planning Analysis” system
- Managed and maintained client information through Salesforce CRM
- Handled incoming and outgoing mail, email and faxes
- Office Manager
Public Relations & Marketing Intern
Taylor Strategy
06.2017 - 08.2017
- Intern on P&G's "Tide/NFL" account
- Developed skills in brand development, client relations, influencer outreach, and social media editing
- Participated in client calls for brand advertising and sponsorship and brainstorming meetings to develop marketing collateral
- Contributed to mock-ups, email campaigns, and social media content
- Scheduled social media postings to advertise products and generate site traffic
- Conducted research using “Cision” and prepared competitive media audits for brand competitors
Account Management Intern
Merkley + Partners
05.2014 - 08.2014
- Intern Henkel’s "all" account
- Developed skills in advertising, marketing, and analyzing brand awareness
- Prepared daily advertisement audits for “all” competitors
- Participated in client meetings for “all” advertisements and commercial budgets
- Supported day-to-day account management for company clients
Education
Bachelor of Science - Journalism
Southern Connecticut State University
New Haven, CT12.2017
Skills
- Executive Support
- Business Administration
- Client Relations
- Project Management
- Bookkeeping
- AR/AP Reporting
- Strategic Planning
- Risk Management
- Office Management
- Travel Coordination
Timeline
Executive Assistant to CEO & Finance Manager
Smart Roofs Energy
01.2023 - 06.2023
Senior Associate
Tradition Energy
12.2019 - 08.2022
Executive Assistant, Director & Associate Financial Representative
Northwestern Mutual
12.2018 - 11.2019
Public Relations & Marketing Intern
Taylor Strategy
06.2017 - 08.2017
Account Management Intern
Merkley + Partners
05.2014 - 08.2014
Bachelor of Science - Journalism
Southern Connecticut State University
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