Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
LANGUAGES
Timeline

ANA MOREIRA

Carrollton,Texas

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
02.2024 - Current

• Managed four complex executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
• Assisted executive communications by drafting and editing emails, memos, and letters for clarity and conciseness.
• Developed and maintained comprehensive filing systems for confidential documents, improving retrieval speed and data security.
• Implemented office management best practices, streamlining administrative processes to enhance overall operational efficiency.
• Handled confidential and sensitive information with discretion and tact.
• Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
• Served as a liaison between departments to facilitate effective communication throughout the company.
• Coordinated 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.
• Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
• Maximized productivity by applying excellent time management skills, including clear objective setting, resource preparation, focused execution, and continuous progress review and adaptation.
• Lay-offs coming by end of the first quarter of 2026 due to company acquisition and financial constraints.

Executive Assistant to the CEO and C-Suite Office Administrator

AccessHope
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 correspondence, 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.
• 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
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.
• Organization management, office management, meeting coordination, correspondence, and extensive domestic and international travel arrangements.
• Supervised daily administrative operations, conducting regular audits to maintain adequate office supplies while prioritizing strategies, projects, and tasks based on a variety of factors.
• Assisted Human Resources with hiring and onboarding processes, and contributed to budget preparation, leading to operational cost reductions.
• Provided administrative support by acting as a liaison between board members, the CEO, and key stakeholders; responsibilities included managing meeting agendas, assisting with meeting materials, coordinating communication, and ensuring smooth board meeting operations with the utmost discretion.

Education

Associate of Arts - General Studies

Newlane University (currently Attending)

Skills

Executive and administrative support

CEO and executive collaborations

Heavy calendar and schedule management

Legal knowledge

Motivational leadership and diplomacy

Adaptability and accountability

Attention to detail

Problem solving

Employee relations

Hiring and onboarding

Human resources support

Supervisory skills and staff management

Meeting planning organization and coordination

Large and small event planning

Travel arrangements and coordination

Documentation and organization

Project management assistance

Budget support

Confidentiality in all matters

High level of professionalism and efficiency

Office management

Business correspondence

Accomplishments

Successfully coordinated the scheduling and coordination for the annual high-level meeting, resulting in increased satisfaction rates as indicated by post-meeting surveys; additionally, I managed a significant in-person event for the company's investors, 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 complex calendars, significantly reducing scheduling conflicts through proactive planning and prioritization; and coordinated a client company's inaugural 3-day sales conference, overseeing all organization and ensuring successful execution.

Certification

  • The Exceptional Assistant Program & The Women’s Conference, Management & Leadership | Fred Pryor
  • How to Manage Multiple Projects, Objectives, and Deadlines | Skill Path
  • State of Texas Notary Public

LANGUAGES

English (native), Portuguese (conversational), Spanish (basic)

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
Newlane University (currently Attending) - Associate of Arts, General Studies
ANA MOREIRA