Summary
Overview
Work History
Skills
Education & Certifications
Accomplishments
Websites
References
Timeline
04
Lacey Moulton

Lacey Moulton

Port Charlotte,FL

Summary

Results-driven operations executive with proven experience in productivity optimization, executive support, and high-growth startup environments. Expert in anticipatory leadership support, efficient workflow management, and cross-functional coordination. Passionate about returning to executive assistant work, leveraging strategic operational skills to create seamless operational experiences, enabling executives to focus on core priorities.

Overview

11
11
years of professional experience

Work History

Chief Operations Manager & Interpersonal Accountability Coach

Slothzero LLC DBA Coachiatry
Brooklyn, New York, Remote
07.2022 - Current
  • Provided exclusive interpersonal accountability coaching to executive-level clients, supporting C-suite leaders in achieving strategic goals and maintaining accountability.
  • Oversaw all HR functions, including recruitment, training, performance management, and employee relations; conducted interviews and managed payroll and benefits.
  • Traveled extensively to represent the business at industry tradeshows, engage with potential new clients, and conduct in-person executive meetings, contributing to business development and relationship building.
  • Performed comprehensive client intake processes for executive coaching services, ensuring a seamless onboarding experience.
  • Supported marketing initiatives through HubSpot CRM management, assisting with lead tracking, pipeline management, and client communication workflows.
  • Managed comprehensive accounting duties, including invoicing, A/P, A/R, and budgeting; processed payroll and prepared detailed financial analysis and expense reports, working directly with external CPA.
  • Ensured efficient operational processes, managed procurement and inventory, and coordinated across departments to ensure operational cohesion.
  • Assisted in the development and implementation of business strategies, identified opportunities for process improvements and cost reduction, aligning operational activities with strategic goals.

Office Manager & Administrative Assistant

Peter Freed, MD
Brooklyn, New York, Remote
04.2022 - 07.2025
  • Provided comprehensive administrative support, including calendar management, appointment scheduling, meeting organization, and document preparation for a psychiatrist.
  • Served as the primary patient contact, coordinating appointments, managing reminders, and ensuring strict confidentiality in accordance with HIPAA regulations.
  • Assisted with billing and invoicing, supported patients with insurance claims, tracked expenses, and prepared financial reports.
  • Facilitated medication requests utilizing RXNT platform, collaborating directly with pharmacies.

Office Manager

GDN MANAGEMENT
Xenia, Ohio, Relocated To Florida
08.2021 - 04.2022
  • Received, reviewed, and prioritized tenant work orders, coordinating with maintenance staff and contractors for timely and quality repairs.
  • Maintained accurate records of all property transactions, including leases, renewals, and maintenance requests, handling tenant inquiries and complaints.
  • Conducted regular property inspections, identified maintenance needs, and oversaw renovations or upgrades.

Office Manager

Protrim Property Solutions LLC & ProTrim Lawn and Land LLC
Dayton, Ohio, Relocated To Florida
06.2014 - 04.2022
  • Prepared and issued invoices, tracked accounts receivable and payable, and assisted with budget preparation and financial reporting.
  • Processed weekly payroll for employees, maintained accurate payroll records, and resolved discrepancies.
  • Coordinated and scheduled work orders and project timelines, ensuring material allocation and effective client/contractor communication.
  • Managed day-to-day office operations, supplies, equipment, and provided excellent customer service.
  • Maintained organized files for all projects, including contracts, work orders, and invoices, ensuring compliance with legal and regulatory requirements.

Skills

Executive Support & Administration

  • Calendar & travel management Meeting coordination & preparation Stakeholder communication
  • Confidential information handling Action item tracking & follow-up "Invisible support" methodology
  • Document preparation & organization Research & presentation development Special project coordination

Technical Proficiency

  • ClickUp (Advanced): Automation, workflows, dashboards, priority management systems
  • Google Workspace & Microsoft Office Suite HubSpot CRM management & lead tracking
  • User management & system administration Project management platforms Process automation

Process Optimization & Strategic Operations

  • Process systemization & workflow streamlining Strategic initiative management & implementation
  • Cross-functional team coordination Standard operating procedures development
  • Operational efficiency improvement Inventory control & procurement management

Financial Management & Analysis

  • Invoicing & accounts payable/receivable Payroll processing & benefits administration
  • Financial reporting & budgeting Monthly reconciliations & audit preparation
  • Expense tracking & cost analysis CPA collaboration & tax preparation Budget preparation

Human Resources & Talent Management

  • Recruitment & candidate evaluation Employee interviewing & hiring support
  • Training & performance management Employee relations & policy development
  • Benefits administration & payroll management HR compliance & record keeping

Client Relations & Business Development

  • Client intake processes & onboarding Customer service & relationship management
  • Business development support Trade show management & event coordination
  • Patient coordination & HIPAA compliance Insurance claims processing

Leadership & Coaching

  • Executive coaching for C-suite clients Interpersonal accountability coaching
  • Team leadership & motivation Performance improvement strategies
  • Goal setting and achievement tracking, strategic planning support

Compliance & Risk Management

  • HIPAA regulations & patient privacy Legal compliance & documentation
  • Risk assessment & mitigation Regulatory requirement management
  • Audit preparation & external auditor coordination

Education & Certifications

Minot State University

  • Coursework in Accounting and Finance

Wright State University

  • Coursework in Early Childhood Education and Teaching

Certifications & Professional Courses:

  • Business, Grow To Greatness-Smart Business – University of Virginia Darden School of Business (2015 – 2016)
  • Chinese For Beginners – Peking University (2016)
  • Finance and Financial Management Services – Martinsburg College (2013)
  • HIPAA Training & Compliance
  • ClickUp Intermediate Certificate
  • Managing Google Workspace
  • Financial Management and Accounting
  • ClickUp Novice Certificate
  • Google Workspace Mail Management

Accomplishments

  • Successfully streamlined operations across multiple business functions in fast-paced startup environments.
  • Implemented systematic approaches to HR management, payroll processing, and comprehensive financial reporting.
  • Developed expertise in healthcare office management, including HIPAA compliance and sensitive patient coordination.
  • Maintained excellent tenant relations and operational efficiency across various property management roles.
  • Demonstrated significant versatility and adaptability across diverse industries, including technology, healthcare, and property management.
  • Provided direct executive coaching to C-suite clients while expertly managing complex operational responsibilities.

References

References available upon request.

Timeline

Chief Operations Manager & Interpersonal Accountability Coach

Slothzero LLC DBA Coachiatry
07.2022 - Current

Office Manager & Administrative Assistant

Peter Freed, MD
04.2022 - 07.2025

Office Manager

GDN MANAGEMENT
08.2021 - 04.2022

Office Manager

Protrim Property Solutions LLC & ProTrim Lawn and Land LLC
06.2014 - 04.2022