Elizabeth Mercado
Spring,TX
Summary
Driven and resourceful administrative professional with 15+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments. Dependable and quick-learning team player with effective communication and organization skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Executive Assistant to EVP, CFO and Treasurer
Carriage Services
03.2023 - Current
- Efficiently manage CFO’s dynamic calendar, prioritizing both internal and external scheduling demands.
- Provide comprehensive support to the CFO, seamlessly handling diverse special projects and assignments.
- Act as a reliable gatekeeper for the CFO’s communication channels, filtering phone calls and emails with discretion.
- Coordinate travel arrangements, ensuring smooth point-to-point logistics.
- Facilitate weekly meetings across departments, finance, and audit, ensuring seamless coordination and communication.
- Facilitate the seamless onboarding process for new board members, ensuring a smooth transition.
- Offer dedicated support to board members, promptly addressing their needs and scheduling meetings as necessary.
- Collaborate with administrative colleagues to streamline meeting preparations, including agenda drafting and distribution.
- Contribute to the planning of roadshows and conference schedules, ensuring optimal organization and execution.
- Serve as the primary point of contact for investor communications, promptly addressing investor inquiries and requests for marketing materials with professionalism.
- Manage the reconciliation, processing, and maintenance of various financial documents, including invoices, check requests, and expense reports.
- Lead the development and compilation of comprehensive board materials for audit committee meetings.
- Liaise with the company's transfer agent to facilitate smooth corporate transactions.
- Handle confidential and sensitive information with discretion and tact.
Executive Assistant to EVP, CFO
Tellurian Inc.
06.2018 - 03.2023
- Provided administrative assistance to the office of the CFO and Investor Relations department.
- Served as a liaison between the CFO''s office and internal departments, facilitating efficient communication channels for smoother operations.
- Managed executive calendars, scheduling meetings and appointments.
- Streamlined CFO''s daily schedule by expertly managing appointments, travel arrangements, and meeting logistics.
- Updated and maintained a comprehensive database of contacts relevant to the CFO''s professional network, ensuring easy access to essential information.
- Completed special assignments and projects on diverse topics as instructed by the CFO.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Efficiently organized and managed international and domestic travel arrangements, covering travel authorizations, flight bookings, hotel accommodations, visa processing, and airport transfers.
- Served as a gatekeeper for executive communications, managing phone calls and emails.
- Assisted in organizing roadshows, conferences, and investor meetings.
- Logged all investor meetings and calls for accurate record-keeping.
- Maintained accurate investor database records by updating contact information regularly.
- Organized spaces, materials and catering support for internal and client-focused meetings.
- Contributed to improved interdepartmental collaboration by organizing regular team-building activities and workshops for employees at all levels.
- Assisted in budget planning and forecasting by compiling essential data from various sources.
- Processed travel expenses and reimbursements for executive team and senior management group.
Executive Assistant to EVP, CLO and EVP, CHRO
Chicago Bridge & Iron (merged With McDermott 2018)
03.2007 - 06.2018
- Managed highly demanding calendars for both EVP, Chief Legal Officer and EVP, Chief Human Resources Officer, scheduling internal and external meetings with briefs provided prior to each appointment.
- Supported the Chief Legal Officer and Chief Human Resources Officer by handling administrative tasks and confidential departmental projects.
- Participated in and facilitated bi-weekly executive staff meetings, with duties including recording and tracking action items for follow-up.
- Managed internal and external email, telephone, and calendar requests.
- Coordinated complex travel arrangements, encompassing both domestic and international plans, detailed itineraries, and transportation logistics.
- Managed the planning and execution of logistics for executive events and conferences, both on-site and off-site, spanning local and international locations.
- Conducted research and compiled reports as required.
- Responsible for preparing agendas, coordinating catering for luncheons, committee, board, and other meetings.
- Oversaw the human resources function budget to ensure timely submission of annual budgets, monthly forecasts, and additional reports.
- Collaborated with executives to compile board materials for the Compensation committee.
- Managed confidential executive hires and separations.
- Facilitated the coordination of yearly employee evaluations and kept executives informed of timing for annual salary adjustments..
- Coordinated and prepared confidential correspondence, reports, and presentations.
- Conducted thorough reviews of all expense reports, ensuring accuracy and compliance with company policies for executives.
- Developed PowerPoint presentations using Tableau and designed Visio organizational charts for various departments.
- Collaborated closely with the organizational development team to gather, develop, and maintain succession materials and talent profiles for the company.
- Provided translation support for executive team correspondence and phone calls when required.
Litigation Records Assistant
Porter And Hedges
11.2003 - 03.2007
- Welcomed visitors and addressed their inquiries or directed them to the appropriate individuals.
- Managed all files within the Intellectual Property and Commercial Litigation department.
- Aided in the creation of Trial, Hearing, and Depositions notebooks.
- Established and upheld record-keeping and filing systems.
- Organized and oversaw conference room scheduling and logistics for client meetings.
- Screened and directed calls to the relevant departments.
Records Clerk
Baker Botts
08.2002 - 09.2003
- Was responsible for managing the firm's client and administrative materials, both physical files and certain electronic materials
- Maintained and updated data on materials to ensure information remained current.
- Coordinated storage and retrieval of files stored offsite; and provided service support.
- Assisted with the analysis, coordination, and data management of departing attorneys and client file releases.
- Executed the creation, maintenance, retrieval, and disposition of records.
Education
Associate, AA Speech Communication -
Lone Star Community College
The Woodlands, TexasExecutrain
American Management Association (AMA)
International Association of Administrative Professionals (IAAP)
01.2024
International Association of Administrative Professionals (IAAP)
01.2022
International Association of Administrative Professionals (IAAP)
01.2022
Bonnie Low-Kramen
01.2019
Skills
- Microsoft Office Suite
- SAP Concur (Travel and Invoice Software)
- Adobe Acrobat
- High Motivation
- Detail Oriented
- Strong Problem Solver
- Honest and Dependable
- Information confidentiality
- Bilingual (English/Spanish)
- Travel Coordination
- Event Planning
- Investor Relations
- Resourceful
- Technical Support
- Executive Schedule Management
- Analytical Thinking
Certification
- Microsoft Office Workshop, Executrain - 2015
- Fundamentals of Finance and Accounting, American Management Association- 2016
- Be the Ultimate Assistant Workshop, Bonnie Low-Kramen - 2019
- Organizational Management, International Association of Administrative Professionals (IAAP) - 2022
- Human Resources Management, International Association of Administrative Professionals (IAAP) - 2022
- Business Writing, International Association of Administrative Professionals (IAAP) - 2024
Timeline
Executive Assistant to EVP, CFO and Treasurer
Carriage Services
03.2023 - Current
Executive Assistant to EVP, CFO
Tellurian Inc.
06.2018 - 03.2023
Executive Assistant to EVP, CLO and EVP, CHRO
Chicago Bridge & Iron (merged With McDermott 2018)
03.2007 - 06.2018
Litigation Records Assistant
Porter And Hedges
11.2003 - 03.2007
Records Clerk
Baker Botts
08.2002 - 09.2003
Associate, AA Speech Communication -
Lone Star Community College
Executrain
American Management Association (AMA)
International Association of Administrative Professionals (IAAP)
International Association of Administrative Professionals (IAAP)
International Association of Administrative Professionals (IAAP)
Bonnie Low-Kramen
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