Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills.
Overview
13
13
years of professional experience
Work History
Executive Assistant to the Chief Financial Officer
Planned Parenthood of Greater New York
05.2023 - Current
Perform all administrative duties to support the CFO and their team, enabling them to be highly effective in executing their roles
Organizes and prioritizes critical issues and required information for the CFO to facilitate efficient decision making
Manage the calendar (schedule calls, plan meetings, travel etc.) of the CFO
Plan, coordinate, and ensure that the CFO’s schedule is thoughtfully and effectively constructed with an eye to supporting expressed priorities
Provide a “gatekeeper” role, creating win-win situations for access to the CFO’s time and attention
Work closely with the CFO to keep them well-informed of upcoming commitments and responsibilities, following up appropriately
Prepare the CFO for meetings by providing preparatory information
Research, prioritize, and manage responses to incoming correspondence and requests, including those of a sensitive or confidential nature
Determine appropriate course of action, referral, or response
Provide a bridge for smooth communication between the CFO and internal teams; demonstrating leadership to maintain credibility, trust, and support with staff
Provide leadership to build relationships crucial to the success of the organization
Manages a variety of special projects for the CFO, some of which have organizational impact
Frequently compose, proofread, and finalize complex correspondence, documents, meeting minutes, reports, and board meeting materials, using experience, data analytical skills and judgment
Prioritizes conflicting needs; handles priorities expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures
Coordinate inflow/outflow of correspondence, including email and needed approvals for CFO’s office
Meticulous management of records for the CFO
Support effective management of PPGNY offices by assisting the CFO with specified tasks, including interfacing with vendors, contractors, and others
Support new executives with onboarding and initial scheduling and administrative tasks
Other duties and special projects, as needed.
Executive Assistant to the Chief Financial Officer & Chief Operating Officer
Planned Parenthood of Greater New York
11.2021 - 05.2023
Performed all administrative duties to support the COO and CFO and their teams, enabling them to be highly effective in executing their roles
Organized and prioritizes critical issues and required information for the COO and CFO to facilitate efficient decision making
Managed the calendars (schedule calls, plan meetings, travel etc.) of the COO and CFO
Planned, coordinated, and ensured that the CFO’s and the COO’s schedules were thoughtfully and effectively constructed with an eye to supporting expressed priorities
Provide a “gatekeeper” role, creating win-win situations for access to the CFO’s and the COO’s time and attention
Worked closely with the COO and CFO to keep them well-informed of upcoming commitments and responsibilities, following up appropriately
Prepared the COO and CFO for meetings by providing preparatory information
Research, prioritize, and manage responses to incoming correspondence and requests, including those of a sensitive or confidential nature
Determined appropriate course of action, referral, or response
Provided a bridge for smooth communication between the COO, CFO, and internal teams; demonstrating leadership to maintain credibility, trust, and support with staff
Provided leadership to build relationships crucial to the success of the organization
Managed a variety of special projects for the COO & CFO, some of which have organizational impact
Frequently composed, proofread, and finalized complex correspondence, documents, meeting minutes, reports, and board meeting materials, using experience, data analytical skills and judgment
Prioritized conflicting needs; handled priorities expeditiously, proactively, and followed-through on projects to successful completion, often with deadline pressures
Coordinated inflow/outflow of correspondence, including email and needed approvals for COO and CFO offices
Meticulously managed of records for the COO and CFO
Supported effective management of PPGNY offices by assisting the COO and CFO with specified tasks, including interfacing with vendors, contractors, and others
Supported new executives with onboarding and initial scheduling and administrative tasks
Other duties and special projects, as needed.
Executive Assistant to the Chief Medical Officer & Deputy Executive Director of Medical Management Operations
MetroPlus Health Plan
02.2019 - 12.2019
Maintained CMO and DED calendars and calls
Kept CMO and DED aware of pending matters and appointments
Made travel arrangements, prepared travel approval requests and reimbursement vouchers and submitted signed forms to finance
Prepared agendas and meeting minutes
Checked and submitted timesheets for Medical Management to payroll, maintained department copies, distributed paychecks
Assisted with budget planning and monitoring expenses relative to budget
Distributed incoming mail; handled outgoing mail
Assisted with all aspects of meetings and special programs
Created documents, charts, graphs, overheads and other presentation materials
Coordinated duplication/assembly/distribution of documents
Tracked and collected reports and other deliverables requested by CMO and DED, ensure timeliness, accuracy, and completeness
Assisted with document preparation and maintenance for URAC accreditation, Article 44 and other regulatory surveys
Prepared spreadsheets and analysis as requested
Monitored departmental temporary staff utilization, and compliance with planned termination dates
Track budgeted positions in Medical Management, and prepare VCB submissions for requested positions
Developed and maintained community resources guide for department
Tracked and maintained performance evaluation compliance and annual education compliance for all members of Medical Management
Maintained accurate and complete staffing list for Medical Management by department
Organized documents
Completed various ad hoc tasks as assigned ranging from filing to project tracking to conducting special projects.
Executive Assistant to the Chief Clinical Director
Attentive Behavior Care
06.2018 - 01.2019
Coordinated and directed office services to aid the chief clinical director
Prepared reports, memos, letters and other documents using Microsoft Word
Prepared agendas and made arrangements such as coordinating details for department meetings
Attended meetings and recorded minutes
Opened, sorted, and distributed incoming correspondence for projects
Prepared responses for correspondences
Conducted research, compiled data, and prepared materials
Received and filed clinical documents, records, and reports as needed
Performed general office duties.
Assistant to the Rehabilitation Director
ARS/Harlem Center for Nursing and Rehabilitation
11.2014 - 05.2018
Prepared daily scheduling and staffing distribution
Managed projections in accordance to insurance companies and the necessities of the patient
Oriented visitors, client family members and interdepartmental personnel to rehabilitation department
Oriented and trained new physical, occupational and speech therapists to departmental and facility procedures
Educated new rehab staff on software and branch expectations to ensure documentation follows regulatory guidelines
Organized client data into software program
Reviewed and monitored facility census daily
Certified that client assessments were met prior to deadline
Compiled and reviewed health maintenance organization notes to ensure documentation is completed, recorded, approved and given to MDS nurse coordinator for insurance companies
Performed chart audits to ensure documentation meets regulatory guidelines and corporate compliance
Coordinated with rehab staff to complete evaluation checklists for all clients
Corresponded with durable medical equipment companies, therapists and clients so appropriate products are delivered in a timely manner to enable client discharge
Facilitated rehab staff meeting and attended morning rounds in lieu of Director of Rehabilitation.
Career Center Assistant
Wheaton College
09.2011 - 05.2014
Monitored checkouts made by students and tutors in the facility
Prepared letters, fliers and paraphernalia to publicize career center services
Provided customer services to visitors and assisted with coordinating career service events
Managed phones, fax, file, scan and display posters on bulletin boards
Coordinated and organized guest speakers from the local community.
Education
Bachelor of Arts in English -
Wheaton College
05.2014
Skills
Office Administration
Document Preparation
Executive Support
Calendar Management
Expense Reporting
Travel Arrangements
Time Management
Microsoft Office
Auditing
Vendor Management
Communication
Attention to detail
Project Management
Process Improvement
Timeline
Executive Assistant to the Chief Financial Officer
Planned Parenthood of Greater New York
05.2023 - Current
Executive Assistant to the Chief Financial Officer & Chief Operating Officer
Planned Parenthood of Greater New York
11.2021 - 05.2023
Executive Assistant to the Chief Medical Officer & Deputy Executive Director of Medical Management Operations
MetroPlus Health Plan
02.2019 - 12.2019
Executive Assistant to the Chief Clinical Director
Executive Assistant to the Chief Financial Officer at Planned Parenthood of Greater New YorkExecutive Assistant to the Chief Financial Officer at Planned Parenthood of Greater New York