Detail-oriented executive assistant and data management professional with a strong focus on data governance and process improvement. Successfully drove policy development, achieving 40% cost savings through the implementation of an e-file system while ensuring data integrity and compliance across various enterprise systems.
Overview
37
37
years of professional experience
Work History
Data Steward I-Data Governance
VERTEX INC.
King of Prussia, PA
01.2023 - 04.2026
Execute day-to-day data stewardship activities to ensure the accuracy, consistency, and integrity of enterprise customer, account, contact, and address data in alignment with Vertex Data Governance policies
Managed and resolved Customer Information Management (CIM) cases, including account and contact merges, company name changes, bill-to/ship-to updates, and relationship corrections, ensuring data accuracy through governed workflows
Identify, investigate, and remediate duplicate records using Profisee and Salesforce reports, applying survivorship rules to maintain master data integrity and auditability
Analyzed and resolved data issues from failure dashboards, ServiceNow tickets, and data quality reports, collaborating with technical and business teams to support successful downstream processing
Support master data management (MDM) operations through governed tools such as Profisee and Salesforce, contributing to product configuration, testing, and process improvements
Recorded stewardship decisions and escalated systemic data risks by implementing data governance standards and data quality rules, enhancing overall data integrity.
Executive Assistant to the Controller
COMBINED COMPUTER RESOURCES, INC.
Matawan, NJ
01.2021 - 12.2023
Enhanced efficiency, accuracy, and productivity through advanced technology and techniques, while fostering strong client relationships and ensuring adherence to compliance and internal processes.
Maintain and update customer database and source files for invoices and payments.
Perform accurate data entry, error correction, and daily cashflow projections.
Use ERP/CRM systems (SAP Ariba, Salesforce, Oracle Cloud, Dynamics 365 to support procurement and billing processes.
Upload SOWs, POs, change/task orders, and manage vendor submissions and approvals.
Created contracts and business communications for employees, clients, and suppliers, facilitating clear and effective interactions.
Automated AP/AR processes by extracting invoice data and managing aging reports and collections follow-up, improving financial tracking.
Calculate consultant billable/non-billable hours and process/payroll taxes via Paychex.
Ensured compliance with established processes by making timely updates that enhanced operational efficiency.
Service Coordinator/Office Manager
FOAM TECHNOLOGY, INC.
Monroe, NJ
04.2019 - 01.2021
Assessed service needs with customers and client leadership, recommended tailored solutions, managed office communications and scheduling, and oversaw AP/AR, customer invoicing, vendor payments, and travel arrangements for domestic and international trips. Scheduled and processed technician service jobs from initiation to completion, coordinating inspection dates with state officials for mechanical equipment at customer facilities.
Grew customer base 20% by expanding service offerings and increasing prospect outreach.
Drove 40% cost savings by developing and implementing e-file system to replace legacy paper system.
Developed and maintained office tools and resources, including a client database and directory of providers, enhancing organizational efficiency.
Prioritized jobs based on urgency and size, ensuring timely completion of tasks.
Demonstrated self-sufficiency by completing tasks without direct oversight.
Executive Assistant & Transaction Coordinator
RE/MAX SYNERGY
Long Branch, NJ
06.2016 - 03.2019
Supported organizational leadership and oversaw day-to-day operations at fast-paced real estate office. Established and managed administrative policies and procedures for new offices. Processed branch payroll and utilized accounting programs. Facilitated communications among agents, buyers, sellers, and lenders, while identifying workflow and reporting improvements.
Created new e-document system that improved speed and accuracy of closing process for 20 agents.
Trained and supervised clerical staff to enhance office operations and maintain high performance.
Developed and implemented social media strategies for four branded accounts (Facebook, Twitter, LinkedIn, Instagram) to effectively engage target audiences.
Team Lead & Helpdesk Analyst
BERKELEY COLLEGE EDUCATION
Woodland Park, NJ
08.2004 - 03.2019
Delivered high-level customer service and improved operations by leveraging subject matter expertise to assess needs, manage troubleshooting, and locate optimal solutions. Led project teams through software updates and maintained documentation.
Created comprehensive documentation of problem-solving steps for each ticket, establishing a resource for future staff.
Created the organization’s first documentation for key support processes, later rolled out to all employees.
Tracked customer information and provided resolutions using Salesforce.
Coordinated communication and project updates for CEO and CIO to ensure alignment and transparency.
Administrative Assistant/Bookkeeper
Stafford Solutions
01.2005 - 01.2007
Executive Assistant
Salomon Brothers
01.1989 - 01.1998
Education
Secretarial Certificate -
Grace Institute
New York
High School Diploma -
St. Joseph by the Sea Highschool
New York
Skills
Master data management
Data cleansing and enrichment
Data validation and classification
Data reporting and monitoring
Data integration and analytics
Salesforce and Microsoft Dynamics 365 expertise
Profisee proficiency
Cloud data warehousing
Database management
Workflow documentation and team collaboration
Stakeholder engagement and conflict resolution
Microsoft Office Suite and Google Workspace proficiency
Manager - Data Governance, Data Quality & Data Catalog Strategy at Vaillant GroupManager - Data Governance, Data Quality & Data Catalog Strategy at Vaillant Group
Vice President – Data Strategy, Governance and Analytics Lead Analyst – Master Reference Data at CitiVice President – Data Strategy, Governance and Analytics Lead Analyst – Master Reference Data at Citi