Contract Executive Assistant to Global CEO of FIC Institutional Investors
BNP Paribas
New York, USA
07.2023 - 01.2024
Prepared a weekly report for senior management (highlights macro environment and Sector achievements
Compiled news runs in advance of banker meetings, coordinated printing of presentations and e-signatory approvals
Lead coordination of Senior Management visits to NY, organized all group events (assisted with scheduling/managing agenda, catering, material coordination with guests from start to finish)
Seamlessly handled executives’ large volume of travel planning (visa, flights accommodations, etc.)
Coordinate client visits and security clearance, assist with organizing all group events catering and registration
Processed and tracked high volume of expense reports, system access requests, facilities, operational requests & IT Tickets
Heavy multi-time zone calendar management, team schedule management of internal and external meetings and materials
Guided Relationship Managers with client events, documentation and clearing, US Open, MSG company host etc.)
Managed itinerary, meetings, and logistics and liaise with C-Suite Executive Assistants for executive roadshow scheduling
Assisted Relationship Managers with customer queries, philanthropic and charity requests and ensure all events are logged and budget approved
Executive Assistant to COO & Global Head of Renewables and Sustainable Energy Technologies
Credit Suisse Securities, LLC
New York, USA
10.2019 - 12.2022
Provided gatekeeping of calendar and correspondence management – maintaining Banker’s schedules; coordinating email and calendar as directed; managing conference/meeting/event planning and organization
Arranged extensive domestic, international, and multi-destination travel, including flights, hotels, and cars in accordance with IB CM&A policy and all expense guidelines
Addressed bankers’ travel preferences and proactively addressed any issues quickly
Performed extensive preparation and tracking of all expense reports, reimbursements, and procedures for expense processing also completed monthly reconciliations of the principal’s American Express statements
Generated research reports, call logs, and contact reports and pulled company and client information using proprietary tools, online tools, Spider and Salesforce
Ensured COO, Group Head and bankers completed supervisory checklists by designated deadlines
Provided general administrative support to prioritize and distribute incoming correspondence
Tracked banker’s attendance and TALT time submissions; managed confidential spreadsheets, files, and retrieved documents, records, and reports within firm policy
Contract Executive Assistant to Head of Supervision Group and COO
Federal Reserve Bank Of New York via K-Force
New York, USA
01.2019 - 07.2019
Managed a heavy calendar which entailed planning and providing oversight for Supervision-sponsored town halls, conferences, and prioritizing group recurring FRB internal/external international events
Processed and tracked purchase orders, managed supply, and coordinated executive pantry inventories
Reserved travel vouchers and ensured timely preparation, coding, and processing of expense reports and client budget allocations
Handled data entry coding in various supervision databases and maintained spreadsheets, tracked informational tables, charts, and presentations
Handled various administrative logistics for Examination teams that were at on-site locations, including registrations, obtaining security clearance, and ID badges
Executive Assistant to Head of US Client Management, US Commodities & US Economic Research
NATIXIS
New York, USA
04.2016 - 11.2017
Managed heavy calendar for Executive Group Heads
Maintained a database of confidential employees, client, and prospect files
Updated contacts, reports, presentations, and org charts
Organized heavy travel (domestic/international) and submitted visa applications for international trips and expense reports
Assisted in event planning of company town hall and external team building events
Compiled and distributed reports on a weekly, monthly, and quarterly basis
Organized Executive Committee meetings and prepared agendas, packets, and video conference rooms
Fielded internal and external requests to create Global Finance, Executive Committee, and Client Management Board meetings
Completed all new hire onboarding requirements and introduction meetings
Contract Executive Assistant to Investment Banking
Morgan Stanley/UBS
New York, USA
07.2015 - 04.2016
Managed day-to-day operations of the CFO, Investment Banking Managers, and Bankers
Answered phones and directed client queries, including interfacing directly on broker turret lines
Handled heavy calendar management and scheduling of meetings and client appointments
Prepared and edited correspondence, tables, and presentations
Created expense reports, and allocations and submitted them for processing
Made travel arrangements, eReq authorizations, and finalized trips with allocating job numbers
Monitored numerous email inboxes, ensuring attention to important administrative inquiries were addressed
Executive Administrative Assistant to Head of Advisory and Portfolio Management
BlackRock
New York, USA
07.2010 - 06.2014
Prioritized and coordinated a huge number of internal and external meetings, interfacing daily with Executive Board members and their assistants
Coordinated calendar, client meetings for multiple time zones, venues and budget preparation
Coordinated with Executive management for quarterly managers’ update logistics required for roadshow events
Prepared request letters, pipeline, and deck reports
Proofread all client NDA agreements to ensure appropriate deal coding prior to client submission and finalization
Assisted in the creation of presentations and provided innovative ideas for template improvements
Performed general office duties including maintaining office inventory and vendor management
Incepted and directed monthly Executive Assistant Workflow meetings
Coordinated contract reviews and negotiations on behalf of the Advisory team and analyzed legal coding to interface with business contract terms with both internal and external legal counsel
Supported executive management and partnered with senior risk managers across BlackRock to help ensure that risks are understood and are consistent with BlackRock objectives and risk methodologies or constraints
Submitted legal disclosures and NDAs accurately and timely, maintained clear records of deadline filings and communications
Education
Associates of Applied Science - Criminal Justice
St. John’s University
Dover
Skills
MS Office 365
Financial management
Executive Management
Client relationship management
Calendar Management
Concur
Salesforce
SharePoint
Project Management
Client servicing
Pipeline metric reports
Workday
Bloomberg
Bilingual: French
Languages
French
Native/ Bilingual
Timeline
Contract Executive Assistant to Global CEO of FIC Institutional Investors
BNP Paribas
07.2023 - 01.2024
Executive Assistant to COO & Global Head of Renewables and Sustainable Energy Technologies
Credit Suisse Securities, LLC
10.2019 - 12.2022
Contract Executive Assistant to Head of Supervision Group and COO
Federal Reserve Bank Of New York via K-Force
01.2019 - 07.2019
Executive Assistant to Head of US Client Management, US Commodities & US Economic Research
NATIXIS
04.2016 - 11.2017
Contract Executive Assistant to Investment Banking
Morgan Stanley/UBS
07.2015 - 04.2016
Executive Administrative Assistant to Head of Advisory and Portfolio Management
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.