Summary
Overview
Work History
Education
Skills
PROFESSIONAL STRENGTH
Timeline
Generic

DeeDee A. Perez

Summary

Detail-oriented and resourceful Executive Assistant with a proven track record of supporting senior leadership in dynamic, client-facing environments. Skilled in managing complex calendars, coordinating high-stakes meetings, and handling confidential information with discretion. Brings a strong understanding of commitment to excellence, integrity, and global collaboration. Adept at anticipating executive needs, streamlining operations, and fostering productive relationships across teams and clients. Committed to delivering exceptional administrative support that aligns a high-performance culture.

Overview

24
24
years of professional experience

Work History

Senior Executive Assistant

ERNST & YOUNG
01.2016 - Current
  • Supports the EY-Parthenon Software Strategy Group, Private Equity sector, Life Sciences sector and Technology/Media & Entertainment/ Telecommunications sector global leader. Responsibilities in support of this leader include collaborating to coordinate and organize complicated meetings for EY's global C-level leaders.
  • Maintain daily heavy challenging calendars, coordinate all aspects of executive level appointments, meetings and conference calls, meeting request scheduling, and respond to email inquiries for G360 accounts, including complex domestic and international travel arrangements, scheduling client meetings and submission of expense reports.
  • Serve as the executive marketing key point person supporting the EY Global Round Table sector by researching and producing C-level contact participant lists for the Round Table events.
  • Provide exceptional customer service and assistance with participation in the EY Tech M&A client conference event. Followed attainable project timelines and kept teams on task to complete milestones according to schedules.

Senior Executive Assistant/Office Manager/HR

INSTITUTIONAL CASH DISTRIBUTORS
10.2014 - 07.2015
  • Provided executive administrative support to the Chairman/Founder, Chief Financial Officer and Chief Compliance Officer.
  • Provided service as the onsite liaison for the San Francisco office and Human Resource support for the entire firm.
  • Organized and coordinated interviews in all aspects for accounting, traders, IT and department staff positions.
  • Organized and coordinated the company's annual SF Roadshow for up to 100+ people including other various events.
  • Maintained calendars through Outlook, coordinated meetings and travel in all aspects, domestic & international.
  • Management of expenses and reimbursements with Concur system, including providing the monthly Concur extract report.
  • Assisted with accounting payables and receivables, SSAE 16 Audit and various other accounting adhoc report projects.

Senior Executive Assistant (Contract Position)

CREDIT SUISSE
02.2014 - 10.2014
  • Provided executive administrative support to two senior-level Managing Directors and two Vice Presidents.
  • Maintained four executives daily heavy challenging calendars through Outlook, coordinate all aspects of executive level appointments, meetings, and conference calls, meeting request scheduling, and respond to inquiries.
  • Managed travel itineraries and logistics for accommodations for four executives. Coordinated complicated and challenging travel in all aspects, domestic & international..
  • Reconciled and processed expense reports for four executives. Management of expenses and reimbursements with Concur system, and track expense reports through T&E system.
  • Assisted with creation/modification of power point presentations, spreadsheets, correspondence and other various documents.

Senior Executive Assistant (Contract Position)

CITI VENTURES
03.2013 - 12.2013
  • Supported three Managing Directors and venture team.
  • Updated teams SalesForce logs for company reporting.
  • Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips for three executives.
  • Reconciled and processed expense reports for three executives. Management of expense and reimbursements with Concur system.
  • Contributed to smooth business operations by planning and organizing meetings and conferences.

Administrative Associate (Contract Position)

STANFORD UNIVERSITY
08.2012 - 11.2012
  • Supported the Associate and Assistant Dean for the Center for Immersive and Simulation-Based Learning.
  • Heavy academic program calendaring and meeting request scheduling internal and external.
  • Coordinated travel, domestic & international, Management of expense and reimbursements with Concur system.
  • Proactively coordinated meeting details; presentations, materials, conference rooms and catering.
  • Organized and secure highly confidential employee information, processed 100+ timecards per pay period for the Center.

Senior Executive Assistant

UNIVERSITY OF CALIFORNIA, SAN FRANCISCO/DAVIS
08.2001 - 01.2010
  • Provided executive administrative assistance to the department Chairs, Chief Administrative Officer, Management Services Officer and secretarial support to the Residency Director, three Physician Faculties, Medical Director, and Fellowship Director.
  • Organized and coordinate seminars, conferences, program activities and holiday parties for up to 300+ people.
  • Maintained biosketch files, Continuing Medical Education status and CV files; Notarized as needed as a California State Notary.
  • Planned itinerary for travel, arrange travel and hotel accommodations, prepare expense and travel reimbursement forms.
  • Prepared and submit NIH grant applications, extramural sponsored applications, including annual progress reports.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Managed complex calendar scheduling with focus on proper allocation of executive availability.
  • Contributed to smooth business operations by planning and organizing meetings and conferences.
  • Developed strong relationships with internal departments to facilitate cross-functional collaboration on key initiatives driven by senior leaders.

Education

DEVELOPMENT & TRAINING COURSES -

University of California
San Francisco, CA

DEVELOPMENT & TRAINING COURSES - undefined

University of California
Davis, CA

Two semesters of undergraduate studies - undefined

SACRAMENTO CITY COLLEGE
01.1988

Skills

  • Complex calendar and meeting management (including global time zones)
  • Domestic and international travel coordination
  • Time and Expense reporting and reconciliation (eg, Concur)
  • Event planning and logistics for executive-level engagements
  • Document preparation, editing, and formatting
  • Executive-level written and verbal communication
  • Cross-functional collaboration across global teams
  • High discretion and confidentiality handling
  • Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) M365 Copilot
  • Anticipating executive needs, priorities and problem-solving under pressure
  • Mentoring junior staff or onboarding new EAs
  • Adaptability in dynamic, high-stakes environments
  • Ownership of administrative excellence






PROFESSIONAL STRENGTH

19+ years' experience as a Senior Executive Assistant to C-level executives, Professors, Department Chairs and Deans, Medical Directors, Managing Partners and Managing Directors.

Timeline

Senior Executive Assistant

ERNST & YOUNG
01.2016 - Current

Senior Executive Assistant/Office Manager/HR

INSTITUTIONAL CASH DISTRIBUTORS
10.2014 - 07.2015

Senior Executive Assistant (Contract Position)

CREDIT SUISSE
02.2014 - 10.2014

Senior Executive Assistant (Contract Position)

CITI VENTURES
03.2013 - 12.2013

Administrative Associate (Contract Position)

STANFORD UNIVERSITY
08.2012 - 11.2012

Senior Executive Assistant

UNIVERSITY OF CALIFORNIA, SAN FRANCISCO/DAVIS
08.2001 - 01.2010

DEVELOPMENT & TRAINING COURSES - undefined

University of California

Two semesters of undergraduate studies - undefined

SACRAMENTO CITY COLLEGE

DEVELOPMENT & TRAINING COURSES -

University of California
DeeDee A. Perez