Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Recommendations
Bold Profile

Ana Moreira

Carrollton,USA

Summary

Purposeful Executive Assistant with over 10 years of experience providing proactive, top-tier administrative support to C-level and SVP-level executives. Proven expertise in anticipating needs, managing complex schedules, and streamlining workflows to optimize executive productivity in ever changing environments. Skilled in project coordination, human resources functions (recruitment, onboarding, training), and relationship building across diverse personality styles. Demonstrates exceptional tact, discretion, and diplomacy in managing sensitive and confidential information. Thrives in dynamic settings, leveraging strong leadership, communication, and time management skills to effectively prioritize tasks with precision and professionalism.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Executive Assistant

Comerica Bank
Frisco, TX
02.2024 - Current

Managed four complex executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.

  • Enhanced executive communications by drafting and editing emails, memos, and letters, saving 30% in response times.
  • Coordinated high-level meetings, including logistics, room scheduling, A/V and video conferencing setup, and catering.
  • Implemented office management best practices, streamlining administrative processes to enhance overall operational efficiency.
  • Handled confidential and sensitive information with discretion and tact.
  • Served as a liaison between departments to facilitate effective communication throughout the company.
  • Fostered a positive work environment by coordinating events for staff members, promoting team-building activities and boosting morale within the workplace.
  • Aided in the recruitment process by screening resumes, scheduling interviews, assisting with candidate selection, facilitated onboarding of new employees, ensuring smooth transition into the company culture.
  • Ensured timely completion of action items by tracking progress and following up on delegated tasks from management.
  • Maximized productivity by applying excellent time management skills, including clear objective setting, resource preparation, focused execution, and continuous progress review and adaptation.
  • Aided in the creation of and editing of meeting materials and PowerPoint presentations.
  • Processed travel expenses and reimbursements for executive team and senior management group via SAP Concur.
  • Lay-offs coming in the first quarter of 2026 due to company acquisition and financial constraints.

Executive Assistant to the CEO and C-Suite Office Administrator

AccessHope
Remote
08.2021 - 10.2024
  • Provided comprehensive administrative support to the CEO and CFO, encompassing duties such as gatekeeping, calendar management, email monitoring and organization; responsibilities also included managing phone communications, drafting and editing correspondence and presentations, processing travel expenses and reimbursements, event planning and coordination.
  • Arranged complex domestic and international travel plans, itineraries, and agendas; collected documents for travel-related meetings; coordinated on-site and off-site meetings and meeting agendas and materials.
  • Led a team of Executive Assistants and support staff, driving performance enhancements through effective oversight of timely and accurate task completion; hired and onboarded the administrative staff, providing mentorship, guidance, and training on company administrative procedures, and best practices for optimal job performance.
  • Enhanced employee retention and satisfaction by collaborating with Human Resources to resolve conflicts and implement employee engagement initiatives; a liaison among the CEO's office, Human Resources personnel, other executives, and staff, ensuring seamless communication and collaboration; assisted with recruitment, onboarding, training, professional development, and policy development to enhance organizational effectiveness; escalated employee concerns to the CEO and Human Resources for resolution, and assisted with other related matters as requested by the CEO.
  • Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
  • Attended meetings on behalf of the CEO, taking detailed notes and ensuring follow-up actions were executed while maintaining strict confidentiality regarding sensitive information.
  • Served as a liaison between the CEO's office and other executives and departments to foster effective communication.
  • Collaborated with project management to oversee owner-related and ad-hoc projects, managing timelines and deliverables effectively.
  • Facilitated efficient communication and engagement with potential investors by managing follow-ups, scheduling meetings, assisting with investor materials, and coordinating branding and events.
  • Worked closely with the Managing Director of FP&A to address financial concerns and identify future budgeting needs, while ensuring timely processing of expense reconciliations in collaboration with the Finance team.
  • Laid-off due to company financial constraints.

Contract Executive Assistant

Various Contracted Positions
Dallas, TX
11.2014 - 08.2021
  • Provided executive support to the C-Suite and SVP level executives in various industries, including Healthcare, Information Technology, Hospitality, Engineering and Construction, and Finance.
  • Managed correspondence and communications, ensuring timely responses and follow-ups; managed executive calendars, scheduling meetings and appointments, processed expense reports and reimbursements, and extensive domestic and international travel arrangements.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for the board of directors and the C-Suite.
  • Supervised daily administrative operations, conducting regular audits to maintain adequate office supplies while prioritizing strategies, projects, and tasks based on a variety of factors.
  • Reduced expenses through effective negotiation of vendor contracts for office supplies and services.
  • Assisted Human Resources with hiring and onboarding processes, and contributed to budget preparation, leading to operational cost reductions.
  • Handled confidential and sensitive information with discretion and tact.

Education

Associate of Arts - General Studies

Newlane University
12.2025

The Exceptional Assistant Program & The Women’s Conference (Management and Leadership)

Fred Pryor Seminars And Training

How to Manage Multiple Projects, Objectives, and Deadlines

Skillpath

Skills

  • CEO and Executive administrative support
  • Microsoft Office Suite / Google Workspace
  • Motivational leadership and diplomacy
  • Adaptability and accountability
  • Attention to detail
  • Employee relations, hiring and onboarding
  • Staff supervisory management
  • Meeting planning and large and small event planning
  • Travel arrangements
  • Documentation and organization
  • Project management assistance
  • Communication, discretion and confidentiality
  • Office management

Accomplishments

    Managed company's annual investor meetings (online and in-person), ensuring flawless execution and positive outcomes; improved administrative, operational, and procedural efficiency by establishing protocols that minimized redundancy, enhanced accuracy, and consistently exceeded performance targets; streamlined domestic and international travel arrangements for the CEO and executive team, achieving substantial cost reductions through strategic vendor negotiations; effectively managed multiple complex calendars, significantly reducing scheduling conflicts through proactive planning and prioritization; and coordinated company's inaugural 3-day sales conference, overseeing all organization and ensuring successful execution.

Languages

English
Native or Bilingual
Portuguese
Limited Working
Spanish
Elementary

Timeline

Executive Assistant - Comerica Bank
02.2024 - Current
Executive Assistant to the CEO and C-Suite Office Administrator - AccessHope
08.2021 - 10.2024
Contract Executive Assistant - Various Contracted Positions
11.2014 - 08.2021
Skillpath - , How to Manage Multiple Projects, Objectives, and Deadlines
Newlane University - Associate of Arts, General Studies
Fred Pryor Seminars And Training - , The Exceptional Assistant Program & The Women’s Conference (Management and Leadership)

Recommendations

  • Stephanie, G., It was my pleasure to work with Ana at two separate companies. In my years of leadership, I have never known a more competent EA. Not only is she sharp, but she is one of the hardest-working people I have ever met. Ana expertly anticipates needs and her follow-through in busy environments is top-notch. It is my professional opinion that Ana's experience and professionalism make her best suited for a senior EA or Chief of Staff role. If given the opportunity, I would not hesitate to add her to my team again.
  • Michelle, B., Ana is a great candidate who has excellent experience, great personal presentation, and a great team-player attitude. She also has a wonderful personality and people love working with her.
  • Laine, E., Ana is the first person you want on your team. She performs with stellar results.

Bold Profile

https://bold.pro/my/ana-moreira-251209101904/794r
Ana Moreira