Summary
Overview
Work History
Education
Skills
Work Availability
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Jennifer Cruz

Jennifer Cruz

Frederick,MD

Summary

Driven C Level Executive Assistant with 12+ years experience assisting high-achieving executives. Successfully manages high-volume workloads in rapidly changing environments. Resourceful and experienced offering expertise in customer service, travel coordination and file management. Detail-oriented team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy.

Overview

12
12
years of professional experience

Work History

Executive Assistant

Single Grain
REMOTE, CA
05.2021 - 04.2023
  • Managed projects.
  • Built and maintained productive relationships with industry partners and competitors to support strategic business objectives.
  • Organized and coordinated conferences and monthly meetings.
  • Updated executives on changing business needs by thoroughly documenting internal and client meetings.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of company tax records and supporting documentation.
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
  • Established and enforced internal controls, workflows and policies.
  • Identified plans and resources required to meet project goals and objectives.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Processed travel expenses and reimbursements.
  • Managed weekly All-hands - agenda, materials, breakouts and meeting surveys.
  • Handled confidential and sensitive information with discretion and tact.
  • Updated documents and created presentations to support executive and boost team productivity.
  • Developed and maintained automated alert systems for important deadlines.
  • Used Google Workspace to prepare documents, reports, and presentations.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Facilitated training and onboarding for incoming office staff.
  • Screened emails and responded accordingly to support executive correspondence.
  • Managed mail and both incoming and outgoing correspondence, mail and email.
  • Wrote reports, executive summaries and newsletters.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for executive team.
  • Updated and maintained confidential databases and records.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Screened emails and directed to appropriate party.
  • Organized computer-based information.
  • Handled incoming and outgoing mail and email.
  • Coordinated events and worked on ad hoc projects.
  • Manage all software/subscriptions used internally and clients.
  • Employee onboarding & offboarding.
  • Managing admin responsibility to all software used internally/externally.
  • Managed company calendar with dates for PTO, birthdays, work anniversaries, mental health days etc.
  • Company Culture – remote events, watercooler topics, all hands meetings, breakouts, gifting, company contests.
  • Learning & Development management.
  • Lead process task-force groups such as onboarding clients, client cycle, offboarding clients.
  • Google Drive management – filing, access, etc.
  • Maintained corporate information – EIN numbers, state tax info etc.
  • Liaison between employees and accounting to provide banking and credit card information and organization.
  • Contractor management – hiring, hours, billing, and termination.
  • Company contact for all operational requests.
  • Contract management through concord to include, creation, filing, notifications, expirations, renewals and approvals.
  • Software management - saved company over $100,000 per year eliminating subscriptions and tools.

Executive Assistant

RER Energy Group/Sunvestment Group
REMOTE, Maryland
05.2018 - 05.2021
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Created expense reports, budgets and filing systems for management team.
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and executive team’s.
  • Worked with executive management to initiate new projects and assist in various processes.
  • Coordinated monthly statistical reports, reviews and analyses to assist in monitoring performance.
  • Accomplished multiple tasks within established timeframes.
  • Organized and coordinated conferences and monthly meetings.
  • Transcribed meeting minutes to support senior management teams.
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events.
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Facilitated training and onboarding for incoming office staff.
  • Wrote reports, executive summaries, newsletters and press releases.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for clients and executives for ribbon cuttings.
  • Updated and maintained confidential databases and records.
  • Streamlined operations and prioritized tasks, allowing executive staff to increase productivity.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Created and managed office systems to efficiently deal with documentation.
  • Filed and organized computer-based information.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Handled incoming and outgoing mail, email and faxes.
  • Worked on ad hoc projects.
  • CRM management and pipeline reports.
  • Strategic research for partners, prospects and competition.
  • Brand marketing to include website, ads, promotions.
  • Project management - construction and subscriptions with 3 or more community solar builds at one time.

Executive Assistant

Moore Wealth
Frederick, Maryland
02.2015 - 06.2018
  • Respect and maintain complete confidentiality.
  • Managed company compliance with broker dealer and AIF standards.
  • Coordinated with senior leadership and handled managerial needs by implementing fresh solutions into business strategies.
  • Managed new program to increase new client account minimum from $250K to $1M.
  • Marketing - Social media, Website development and updates.
  • HNW Event management.
  • CRM development and management.
  • Multiple calendar coordination.
  • Client and Partner management and communications.
  • Conducted research and analyzed data to provide detailed reports on various business topics.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Tracked, analyzed and reported on marketing program results.

Executive Assistant

SSP America
Hybrid in Lansdowne, VA
12.2011 - 01.2015
  • Screened emails and initiated actions to respond or direct messages.
  • Answered high volume email inquiries.
  • Managed and organized conferences, monthly meetings and events.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Transcribed meeting minutes to support executive and board members.
  • Managed business and hospitality needs of corporate partners and staff during meetings and company events.
  • Handled confidential and sensitive information with discretion and tact.
  • Used advanced software to prepare documents, reports, and presentations.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Wrote reports, executive summaries and newsletters.
  • Managed logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Updated and maintained confidential databases and records.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Worked with executive team to initiate new projects and assist in various processes.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Created and managed office systems to efficiently deal with documentation.
  • Filed and organized computer-based information.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Worked on ad hoc projects.
  • Project management - process of new restaurant development and construction with teams of 25.
  • Business process improvement and SOP development.
  • Executive travel both domestic and international.

Education

Bachelors - Business Management

American Public University System
Charles Town, WV

Skills

  • Records Management Databases
  • Access Controls
  • Reports and Financial Statements
  • Video Conferencing Software
  • Executive Schedule & Travel Management
  • Data Research and Compilation
  • Meeting Agenda Preparation
  • Confidentiality and Discretion
  • Marketing Management
  • Calendar Management
  • Executive Presentation Development

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

It is better to fail in originality than to succeed in imitation.
Herman Melville

Timeline

Executive Assistant

Single Grain
05.2021 - 04.2023

Executive Assistant

RER Energy Group/Sunvestment Group
05.2018 - 05.2021

Executive Assistant

Moore Wealth
02.2015 - 06.2018

Executive Assistant

SSP America
12.2011 - 01.2015

Bachelors - Business Management

American Public University System

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Jennifer Cruz