Accomplished administrative professional with extensive experience supporting executive teams across diverse industries. Demonstrated expertise in managing complex operations, coordinating high-impact events, and enhancing organizational efficiency. Proven track record in optimizing workflows and safeguarding sensitive information while fostering collaboration among teams. Focused on driving strategic initiatives that streamline processes and elevate performance.
Overview
22
22
years of professional experience
Work History
Business Operations Associate
Ensemble Capital Management
San Francisco, CA
04.2023 - 11.2025
Delivered administrative support to the Executives, Advisors and Talent & Culture team, while successfully coordinating company-wide events and activities
Managed complex calendars across multiple time zones, scheduling high-priority meetings in a fast-paced environment
Improved meeting productivity by 20% through the implementation of structured agendas and action item tracking, driving more effective outcomes
Processed travel expenses, reimbursements, and reconciliation for the Executive and Advisor teams via QuickBooks
Overhauled the receipt reconciliation process, achieving a 90% improvement in accuracy and timeliness
Handled accounts payable, charitable donations, and employee reimbursement with high efficiency
Organized internal office events, including catered lunches, birthday celebrations, and off-site meetings to foster employee engagement
Onboarded new employees and trained staff on new software platforms, (Guru & 15Five), optimizing firm-wide information access and streamlining the annual review process
Maintained confidentiality and discretion when managing sensitive employee and client information
Developed and implemented office policies and procedures, ensuring compliance across all departments
Collaborated with cross-functional teams to enhance office culture and improve team collaboration
Managed vendor relationships and property management for efficient day-to-day operations
Served on the Fire and Safety Committee, ensuring workplace safety and OSHA compliance
Led the ordering process for business cards and branded swag, ensuring timely and cost-effective delivery
Managed mail and package distribution, including overnight services via FedEx, UPS, and USPS
Acted as the primary point of contact for vendors, and building management
Managed office equipment, furniture, hardware, software, and renovation projects, ensuring cost-effectiveness and operational efficiency
Provided executive-level support to the Executive Vice President & Chief Medical officer, along with their teams, ensuring smooth operational across departments
Managed complex travel logistics and calendars, coordinating meetings and activities across multiple time zones facilitating meetings across times zones
Processed business expenses, reports, and reconciliation for the Executive team with attention to detail and accuracy
Coordinated new hire orientation, office equipment setup, and seamless onboarding, ensuring smooth transitions for new employees
Supported recruitment efforts by managing resumes, scheduling interviews, and facilitating travel arrangements for candidates
Organized company events, meetings, and off-site activities to foster team engagement and strengthen company culture
Managed office space reservations for visitors and coordinated catering for meetings and events to enhance overall experience
Delivered exceptional services by greeting and ensuring a positive experience for visitors and candidates
Coordinated mail and package distribution through overnight services (FedEx, UPS, USPS), ensuring timely and efficient delivery
Monitored office supplies and break room inventory, maintaining cost control while working closely with vendors to manage relationships
Collaborated with vendors and property management for efficient office operations
Served as the primary point of contact for vendors, suppliers, and property management, streamlining communication
Managed contract requests; liaising with legal resources for NDAs, Consulting Agreements, CDAs, MSAs, etc
Played an active role in the operational decisions as part of the Site Leadership Team for the San Francisco and Oakland offices
Ensured compliance with OSHA regulations and workplace safety standards as a Fire and Safety Committee member
Managed ergonomic assessments and training to employees to enhance workplace comfort and productivity
Developed and maintained the records retention policy in collaboration with Irom Mountain ensuring proper training and compliance across departments
Created and managed a Business Operations SharePoint site, improving accessibility to critical resources and event information for employees
Partnered with IT and external contractors to convert office spaces into fully equipped conference rooms, optimizing space utilization
Administrative Assistant/Facilities Coordinator
Mellon Capital Management
San Francisco, CA
04.2004 - 11.2017
Delivered administrative support to over 300 employees, ensuring smooth office and facilities operations for optimal productivity
Conducted regular walkthroughs to maintain cleanliness, organization, and functionality across all workspaces
Managed company directory, coordinated conference room scheduling, and trained staff on record retention policies for compliance
Fostered positive relationships with internal teams, external customers, and facilities staff to ensure seamless collaboration and service delivery
Organized special events, liaised with vendors, and facilitated facilities maintenance requests to ensure timely and effective resolutions
Established an efficient inventory tracking system, reducing supply shortages and overstock by 50%
Successfully coordinated comprehensive office relocation, overseeing space planning and mover engagement, resulting in minimal employee disruption
Streamlined package and mail distribution process, ensuring timely and accurate delivery to staff
Oversaw office equipment inventory, furniture installation, and ergonomic assessments to enhance employee comfort and workspace efficiency
Collaborated with vendors to ensure timely and cost-effective service delivery for office needs and facilities management
Managed the distribution and assignment of security access cards to tenants, maintaining building access security protocols
Maintained up-to-date emergency contact reports for the San Francisco office, ensuring accurate information for safety and emergency procedures
Supported Executive Assistants with various administrative tasks and provided backup reception support during peak times
Receptionist
Managed front desk operations, greeting visitors, and screened incoming calls, ensuring a positive first impression for clients and guests
Coordinated executive schedules, and travel arrangements, ensuring smooth and efficient planning
Maintained office supplies and supported meeting and conference room reservations for team events and client meetings
Processed and tracked expense reports ans reiburstments for executives, ensuring timely and accurate processing
Financial Analyst II at Operations Management & Capital Planning, UC San DiegoFinancial Analyst II at Operations Management & Capital Planning, UC San Diego