Hi, I’m
Julie Oberhand
Overview
18
years of professional experience
Work History
Services for the Underserved
Executive Assistant to CFO
07.2019 - Current
Job overview
- Provide right hand support to CFO and team, of $250mm organization including prepare and manage daily calendar, schedule meetings via Zoom and Microsoft Teams, and prioritizing responsibilities
- Create and edit PowerPoint presentations, monthly reports and analysis for Finance Department
- Coordinate Board of Director meeting materials, including creating agendas and minutes
- Responsible for the efficient and timely processing and approval of vendor invoices (receive, process, and payment)
- Independently and collaboratively manage special projects for Finance, Real Estate and IT teams, including streamlining project timelines, processes
- Handle independent projects and other duties as assigned.
Ricardo Beverly HillsKent, WA
Executive Assistant/International Sales Manager
06.2014 - 12.2018
Job overview
- Traveled internationally with President to meet with clients
- Prepare and manage her travel schedules, including flights, transportation and agendas
- Managed office operations through support of CEO, President and sales team
- Collaborated with team and prepared monthly reports and forecasts
- Served as gatekeeper to phone and email boxes
- Liaison for business partners worldwide, including correspondence and marketing materials
- Oversaw special projects for organization including tradeshows, conference, Board of Director meetings, etc
- Managed complex calendars, webinars and conference calls over all times zones and multiple countries.
LRNNew York, NY
Administrative Consultant to Chief Financial Officer and Human Resources Manager
12.2013 - 06.2014
Job overview
- Hired to improve productivity and efficiency by streamlining operations at the business ethics and compliance company’s world headquarters
- Worked closely with the CFO, President, and the HR team
- Maintained and ordered office and kitchen supplies
- Answered, screened and routed calls and emails
- Arranged international travel for President and his family.
Realty Capital SecuritiesNew York, NY
Internal Relationship Manager
01.2013 - 07.2013
Job overview
- Internal partner to two Vice Presidents of National Accounts, providing support to external clients
- Marketed platform of financial services nationally to independent broker dealers
- Developed and analyzed weekly, monthly and ad-hoc reports to track selling agreement and sales to grow business
- Developed and implemented electronic invitation system for training and education events.
Realty Capital SecuritiesNew York, NY
Executive Assistant to President and Chief Investment Officer
07.2009 - 12.2012
Job overview
- Acted as right hand, providing administrative support for President of company and national sales manager
- Developed and analyzed weekly, monthly and ad-hoc reports and trackers using CRM and MS Excel
- Oversaw weekly travel arrangements and processed expense reports
- Wrote content for monthly newsletter distributed to 300+ broker dealers
- Coordinated and prepared materials for meetings, including Excel spreadsheets, catering and accommodations
- Maintained high volume, emails and managed high-volume phone calls with exceptional screening abilities.
The Robert Allen GroupNew York, NY
Executive Assistant/Project Manager to President of Sales
06.2006 - 11.2008
Job overview
- Reported to and provided confidential support to President of Sales and three sales managers
- Coordinated complex domestic and international travel arrangements (air, hotel, car service, restaurants, etc.)
- Created presentations for executive meetings and sales conferences using MS PowerPoint
- Reviewed and reconciled personal and business expenses for trade shows and projects; managed operating budget
- Created and tracked expense reports using MS Excel and online system.
Education
KELLER GRADUATE SCHOOL OF MANAGEMENT
Master Degree in Project Management
University Overview
BRANDEIS UNIVERSITY
Bachelor of Arts
University Overview
Skills
- Microsoft Office 365
- Excel
- Word
- PowerPoint
- Outlook
- Zoom
- Concur
- Docuware
Relevant Experience
Relevant Experience
- Eberhart Luggage, New York, NY, Administrative Consultant, 01/2019, 07/2020
- Oxford Health Plans, a United Healthcare Company, New York, NY, Sales Support Coordinator, 08/2001, 05/2006
- Yehuda Diamond Company, New York, NY, Assistant to Sales Manager, 08/2000, 07/2001
Timeline
Executive Assistant to CFO
Services for the Underserved
07.2019 - Current
Executive Assistant/International Sales Manager
Ricardo Beverly Hills
06.2014 - 12.2018
Administrative Consultant to Chief Financial Officer and Human Resources Manager
LRN
12.2013 - 06.2014
Internal Relationship Manager
Realty Capital Securities
01.2013 - 07.2013
Executive Assistant to President and Chief Investment Officer
Realty Capital Securities
07.2009 - 12.2012
Executive Assistant/Project Manager to President of Sales
The Robert Allen Group
06.2006 - 11.2008
KELLER GRADUATE SCHOOL OF MANAGEMENT
Master Degree in Project Management
BRANDEIS UNIVERSITY
Bachelor of Arts