Summary
Overview
Work History
Education
Skills
Professional Development
References
Timeline
Generic
Cynthia Burgos

Cynthia Burgos

Sanford

Summary

Executive Assistant and Entrepreneur with expertise in executive operations, financial administration, and AI-powered workflow design. Partner to senior leadership at global consulting firms, with experience supporting client engagements exceeding $1 million in revenue. Skilled in leveraging Gen-AI tools (Copilot, ChatGPT) to optimize reporting, communication, and project delivery. Entrepreneurial leader in real estate investing and network marketing, with a strong understanding of tax implications at the asset management level. Active speaker with Women and Wealth, empowering women in business and entrepreneurship. Fully bilingual in English and Spanish.

Overview

9
9
years of professional experience

Work History

Executive Assistant

KPMG LLP
10.2022 - Current
  • Lead engagement operations for 10 partners, managing directors, and 50 team members, supporting client work that generates over $1M in revenue.
  • Drive financial accuracy by overseeing invoicing, billing, expense reporting, and client engagement documentation.
  • Enhance efficiency by leveraging Copilot and ChatGPT to draft communications, automate reporting, and streamline executive workflows.
  • Strengthen organizational effectiveness as a core member of the EASC Hub Team, managing employee data, and cross-team collaboration.
  • Develop talent by facilitating training for over 50 new hires and mentoring Executive Assistants on best practices.
  • Recognized for leadership in digital adoption, operational excellence, and training contributions.

Independent Entrepreneur

01.2017 - Current
  • Research and negotiate property acquisitions, applying asset-level tax strategies to optimize performance.
  • Assist clients in avoiding foreclosure, preserving stability for families and communities.
  • Close deals, including a $20,000 transaction, demonstrating negotiation and execution skills.
  • Serve as an active member and speaker with 'Women in Wealth,' collaborating with investors and business leaders to empower women in entrepreneurship and real estate.
  • Build and maintain client and partner networks, driving investment opportunities and network marketing growth.

Client Manager

Bank of America Merchant Services / Fiserv, Inc.
01.2019 - 01.2022
  • Managed a portfolio of 120+ small to mid-tier business clients across multi-product platforms, safeguarding revenue, and driving retention.
  • Delivered training on reporting systems and e-commerce tools to improve client performance.
  • Collaborated with internal teams to design customized solutions for clients, increasing product adoption and satisfaction.
  • Provided consultative guidance on payment compliance, interchange rules, and billing structures, helping clients reduce costs and avoid penalties.
  • Built long-term relationships that contributed to consistent portfolio growth and client retention.

Education

Diploma -

Coconut Creek High School
Coconut Creek, FL

Skills

Executive & Leadership

  • C-Suite and Partner-Level Support
  • Engagement & Project Management ($1M revenue)
  • Talent Development, Training & Mentorship
  • Women’s Leadership & Empowerment (Women and Wealth Speaker)

Financial & Business

  • Financial Administration & Reporting
  • Real Estate Investing & Asset Tax Strategy
  • Business Development & Network Marketing
  • Client Portfolio & Stakeholder Relationship Management

Technical & Innovation

  • AI Workflow Automation (Copilot, ChatGPT, Gen-AI Tools)
  • Process Improvement & Operational Excellence
  • Microsoft Office Suite SharePoint Adobe Acrobat

Languages

  • Bilingual: English & Spanish

Professional Development

Speaking & Thought Leadership

  • Speaker, Women in Wealth Business Forum – deliver sessions on financial literacy, overcoming barriers in male-driven industries, and real estate investing strategies.
  • Panelist, Women in Entrepreneurship Roundtable – share insights on leadership, resilience, and navigating business challenges.

Training & Mentorship

  • Mentor, EASC Training Program (KPMG) – facilitate onboarding and development for 50+ new hires.
  • Facilitator, New Hire Development Workshops – lead training sessions to strengthen EA capabilities and consistency.

Innovation & Recognition

  • Contributor, Firmwide Digital Transformation Projects (AI & SharePoint) – KPMG.
  • Recognized for Excellence in Client Service – Bank of America Merchant Services.

References

References available upon request.

Timeline

Executive Assistant

KPMG LLP
10.2022 - Current

Client Manager

Bank of America Merchant Services / Fiserv, Inc.
01.2019 - 01.2022

Independent Entrepreneur

01.2017 - Current

Diploma -

Coconut Creek High School

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Cynthia Burgos