Annie Weiss
Bon Aqua,TN
Summary
Strategic and results-driven Executive Assistant with a proven track record in optimizing operations, financial reporting, and providing high-level executive support. Expertise includes analyzing complex data sets, streamlining workflows, and managing cross-functional projects to enhance efficiency and facilitate informed decision-making. Proficient in developing comprehensive executive reports, dashboards, and operational summaries that deliver actionable insights and bolster strategic initiatives. Recognized for a proactive approach to problem-solving, continuous process improvement, and effective support of executive strategy execution.
Overview
10
10
years of professional experience
Work History
Executive Assistant to the COO
ATM Investors
01.2025 - Current
- Partner with COO to drive operational efficiency, aligning leadership priorities with financial reporting and cross-functional deliverables.
- Lead project coordination by defining timelines, monitoring progress, and ensuring accountability across teams; deliverables consistently met deadlines.
- Prepared and analyzed complex financial reports and reconciliations, translating operational data into actionable insights for stakeholders and enhancing strategic decision-making.
- Designed and implemented advanced Excel and data formatting processes to standardize reporting, reduce errors, and improve accuracy of executive-level financial dashboards.
- Develop SOPs and process documentation to ensure operational consistency and scalability across investor communications and financial reporting.
- Provide leadership with actionable daily summaries, highlighting operational risks, upcoming deadlines, and strategic decisions.
- Collaborated with Director of Operations on cross-functional initiatives to align investor relations, finance operations, and reporting accuracy with organizational goals.
Key Impact: Transitioned role from administrative support to operational leadership by owning financial reporting, creating system efficiencies, and strengthening cross-department accountability.
Executive Assistant to the CEO/Operations Manager
The Hadden Group
08.2024 - 01.2025
- Directed daily operations and financial workflows, including budgeting, invoicing, accounts payable/receivable, and reconciliations.
- Led recruitment and onboarding process, including sourcing, interview coordination, and compliance, ensuring smooth new-hire integration.
- Partnered with CEO on strategic initiatives by preparing financial reports, leadership presentations, and performance metrics.
- Implemented automation tools and streamlined workflows, reducing administrative overhead and increasing efficiency.
- Oversaw procurement, vendor management, and expense reporting, ensuring fiscal accuracy and cost-effective operations.
- Coordinated travel, events, and meetings for the executive team, aligning logistics with company priorities.
Key Impact: Strengthened organizational infrastructure by combining executive support with operational and financial oversight, enabling the CEO to focus on strategic growth.
The Executive Assistant to the CEO/Office Manager
D1 Training
02.2024 - 08.2024
- Supported both CEO and COO with strategic administrative functions, including calendar management, email prioritization, and executive reporting.
- Coordinated project management tasks, including timeline oversight, resource alignment, and stakeholder communication.
- Directed procurement, vendor negotiations, and expense reconciliations to maintain operational efficiency and financial accuracy.
- Designed and executed team-building events and corporate offsite meetings, handling logistics, scheduling, and vendor coordination.
- Managed day-to-day operations of the Nashville office, ensuring a productive and efficient work environment.
Key Impact: Enhanced leadership effectiveness through streamlined project coordination and financial accountability within a fast-paced hybrid organization.
Executive Assistant to the CEO/Operations Manager
The Hadden Group
04.2020 - 02.2024
- Directed daily operations and financial workflows, including budgeting, invoicing, accounts payable/receivable, and reconciliations.
- Led recruitment and onboarding process, including sourcing, interview coordination, and compliance, ensuring smooth new-hire integration.
- Partnered with CEO on strategic initiatives by preparing financial reports, leadership presentations, and performance metrics.
- Implemented automation tools and streamlined workflows, reducing administrative overhead and increasing efficiency.
- Oversaw procurement, vendor management, and expense reporting, ensuring fiscal accuracy and cost-effective operations.
- Coordinated travel, events, and meetings for the executive team, aligning logistics with company priorities.
Key Impact: Strengthened organizational infrastructure by combining executive support with operational and financial oversight, enabling the CEO to focus on strategic growth.
Medical Bill Review Supervisor
Johnston & Associates
11.2017 - 04.2020
- Oversaw team operations, resolving escalated matters and ensuring compliance with billing standards.
- Directed staff performance reviews, recruitment, and training to build a high-functioning team.
- Managed billing lifecycle processes, reconciliations, and medical claims to ensure regulatory compliance.
- Produced reports and data analysis for senior leadership, identifying performance trends and areas for improvement.
Key Impact: Improved departmental efficiency and performance while maintaining compliance and exceeding organizational goals.
Medical Bill Review Team Lead
Johnston & Associates
02.2017 - 11.2017
- Directed billing lifecycle workflows, staffing schedules, and quality control processes.
- Designed and implemented audit process improvements, reducing errors and improving turnaround time.
Key Impact: Enhanced team performance and reduced operational inefficiencies through process optimization.
Medical Canvassing Analyst
Johnston & Associates
02.2016 - 02.2017
- Conducted inquiries to obtain medical records and close claims efficiently.
- Coordinated with multiple stakeholders to ensure accurate and timely data processing.
Key Impact: Supported operational efficiency by ensuring accuracy and compliance within claims processes.
Education
Bachelor of Science - Business Economics
The University of Tennessee Knoxville
Knoxville, TN05-2015
Skills
- Executive support
- Strategic & Operational Leadership
- Financial & Analytical Analysis
- Communication & Influence
- Project & Task Management
- Process Development & Improvement
- Technical & Productivity Tools
- Google Workspace: Sheets, Docs, Slides, Forms, Drive, Calendar, Meet, Chat
- Microsoft Office Suite: Excel, Word, PowerPoint, Outlook
- Project & Workflow Management: Polymer, Asana, Mondaycom
Timeline
Executive Assistant to the COO
ATM Investors
01.2025 - Current
Executive Assistant to the CEO/Operations Manager
The Hadden Group
08.2024 - 01.2025
The Executive Assistant to the CEO/Office Manager
D1 Training
02.2024 - 08.2024
Executive Assistant to the CEO/Operations Manager
The Hadden Group
04.2020 - 02.2024
Medical Bill Review Supervisor
Johnston & Associates
11.2017 - 04.2020
Medical Bill Review Team Lead
Johnston & Associates
02.2017 - 11.2017
Medical Canvassing Analyst
Johnston & Associates
02.2016 - 02.2017
Bachelor of Science - Business Economics
The University of Tennessee Knoxville