Experienced Financial Manager and Executive Administrative Assistant with over 5 years of proven success in managing complex financial portfolios and providing high-level administrative support to senior executives. Demonstrated expertise in financial analysis, strategic planning, and client relationship management. Adept at organizing executive schedules, coordinating meetings, preparing detailed reports, and ensuring efficient office operations. Known for exceptional communication skills, meticulous attention to detail, and the ability to streamline processes to enhance productivity. Committed to delivering exceptional service and support in fast-paced environments.
Increased financial efficiency by streamlining and automating financial reporting processes.
• Enhanced budget management by implementing expense tracking and cost reduction strategies.
• Optimized cash flow with diligent monitoring of accounts receivable and payable.
• Prepares routine letters, memorandums, agendas, presentations, forms, etc.; maintains executive email and voicemail correspondence to maintain adequate and timely communication
• Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties
• Performs clerical duties such as typing, note taking, and managing daily mail to make certain that order is maintained within the office or department and documents are accurate; Responsible for establishing and maintaining official documents and and records in appropriate files to ensure organization of materials
• Address incoming inquiries and challenges with nuanced diplomacy, navigating sensitive matters with grace and determining the most effective paths forward.
• Cement my role as the central nexus for collaboration, fostering deep trust and dynamic synergies across departments, and amplified my impact as a strategic confidant
• Cultivated, deepened, and expanded client relationships, with new and existing clients to advance progress and improve business through loyal and dedicated service
• Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
• Cemented my role as the central nexus for collaboration, fostering deep trust and dynamic synergies across departments, and amplifying my impact as a strategic confidant.
• Address incoming inquiries and challenges with nuanced diplomacy, navigating sensitive matters with grace and determining the most effective paths forward.
• Balance a portfolio of projects with adept multitasking, ensuring timely and high-quality outcomes, while maintaining the agility to adapt to emerging priorities.
• Implemented strategies to increase customer retention, enabling investment growth.
• Addressed the challenges and opportunities of my clients by enhancing Regions strategic and tactical performance
• Scrutinized and investigated claims through dynamic communication and correspondence with relevant internal and external agents in a high pressure, fast paced environment and drafted statements of loss to summarize damages and issued payments once complete
• Investigated potentially fraudulent claims with focus on thoroughness, quality and cost control.
• Established close co-ordination with various stakeholders like public adjusters and local contractors during the settlement process, thereby ensuring speedier settlement
• Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.