Isabella Monarch

Streamlined office procedures and applications, resulting in a 50% reduction in invoicing time and a more professional presentation to clients.

• Managed heavy and complex legal/deadline calculations and office calendar using Outlook and Law ToolBox.
• Maintained office/client files and office equipment.
• Paid bills, invoices, entered data and expenses into Quickbooks and administered client payments and bank deposits.
• Drafted Pleadings, Motions, Discovery and Briefs and uploaded to E-Filing with Courts including Process of Service.
• Processed new client intakes, conducted conflict checks, and drafted Fee Agreements and correspondence.

Provided high-level support to the Founder and CEO of a Venture Capital Realty Group.

• Arranged domestic and international travel plans and itineraries.
• Attended board meetings, took notes and tracked action items.
• Photographed real estate, rare books, and maintained rare book libraries.
• Coordinated insurance, repairs, and leases. Administered logistics for residential properties including maintenance, scheduling vendors, managing household teams and interfacing with contractors.
• Planned and and coordinated events and celebrations. Managed national and international reservations, tickets, and experiences.

Temporary position supporting the Chairman Emeritus and CFO (Retired).

• Introduced new methods, practices, and systems to reduce turnaround time.
• Utilized appropriate financial tools to manage accounts payable and receivable.
• Generated expense reports, prepared executive correspondence and presentations.
• Administered databases and assisted IT in problem solving.
• Photographed various properties and art collections.
• Personal assistance with event planning and production, errands, gift buying, and overseeing estate and household management.

Interim role aiding the President of Finance at University of Redlands, facilitating their reorganization and successfully bringing up to speed out-of-date systems, policies and procedures.

• Managed schedules, events and travel plans for conferences, meetings and seminars, as well as domestic and international trips.
• Orchestrated Board of Directors meetings, created agendas and meeting materials. Assisted Trustees, Board Members, Faculty, Donors and Alumni.
• Determined appropriate budgets, administered expenditures and supported financial departments with expense coding.
• Consulted and assisted archivists and conservators with preservation of historical documents, rare books and collections.

Supported the CEO and the DOP at a start-up. Created avenues to make existing processes more accurate, more efficient, and more reliable.

• Analyzed project performance data to identify areas of improvement.
• Created client events and conducted private tours.
• Reviewed and updated daily testing due dates keeping the lab on track.
• Created SOPs, and managed IT.
• Coordinated with State, County and City agencies implementing and updating policies, regulations, and law.
• Posted client and lab invoices.

Part-Time/Seasonal event coordination, managing logistics and operations for large festivals, private clubs, theatres, sailing charters, and celebrations.

• Coordinated and filed required documents with Health and Fire Departments, Security, City Managers, and Environmental Programs.
• Juried and processed exhibitor and food vendor applications, assigned spaces, booked facilities, rented equipment and structures for operations.
• Scheduled and supervised onsite staff and crew, prepared and processed accounting percentages and commissions.
• Coordinated musicians, caterers, volunteers, and designed décor, flowers, and themes for events.
• Live sound engineer and lighting support for productions, stage managing and assisting film crew and directors. Provided personal assistance to visiting Artists in Residence and VIP Guests.

Part-Time Interim role guiding their reorganization and leading to the successful emergence of the organization. Supported the President, Board Members and Senior Team.

• Interfaced with Land Use, Transportation, Water, MCL Parks, Open Space Committees, California State Legislature and Representatives.
• Managed donor database, processed donor gifts and acknowledgments, created mass mailing lists, letters and labels.
• Organized and coordinated donor events, created and tracked RSVP lists, and supervised table seating.
• Worked with vendors and insurance providers.
• Supported marketing in creating email blasts and newsletters.

Interim position supporting the Executive Director, Director of Development and Senior Team Assisted in successful high-profile campaigns, resulting in the acquisition, protection, and restoration of thousands of acres of ancient redwoods along the California Coast.

• Planned and coordinated staff retreats, fundraisers and donor events.
• Processed donor gifts and acknowledgments. Submitted expense reports and check requisitions.
• Attended Board of Directors meetings, created agendas, meeting materials, and transcribed notes. Created strategic planning presentations for senior team.
• Guided fundraising projects and capital campaigns.
• Assisted scientists onsite and engaged the public to encourage research and financial support.