Lisa Willard
Boynton Beach,FL
Summary
Accomplished Executive Assistant with extensive experience, recognized for strategic schedule management and operational efficiency. Expertise in Concur Travel and Expense Management and enhancing workplace professionalism has led to significant improvements in organizational processes. Proficient in coordinating successful events and demonstrating strong problem-solving skills, resulting in enhanced executive support and streamlined administrative operations. Committed to leveraging these competencies to drive further efficiencies in future roles.
Overview
16
16
years of professional experience
Work History
Executive Assistant to Chief Operating Officer
Retina Group of Florida
09.2024 - 09.2025
- Facilitate seamless communication among leadership, manage executive calendars, and coordinate travel, fostering a productive work environment for the COO and team
- Implemented SAP Concur for 200+ employees, conducting comprehensive Concur training sessions, empowering team members to effectively navigate expense systems and adapt to new procedures
- Analyze and optimize travel and expense policies, ensuring compliance and cost-effectiveness while overseeing expense reports for physicians and COO
- Develop and implement SOPs for Concur administration, revolutionizing expense management processes and significantly improving organizational efficiency
- Streamline travel and expense policies, improving compliance and operational efficiency
Executive Assistant to President & Chief Executive Officer
Cox Science Center and Aquarium
06.2022 - 02.2024
- Analyzed the CEO's schedule, prioritizing strategic tasks
- Coordinated Board of Trustees meetings, ensuring effective decision-making and thorough documentation
- Orchestrated high-profile gala, generating $1.1M from $500K budget, displaying strategic event management and resource optimization skills
- Streamlined Board operations by implementing portal software, enhancing information flow, and fostering collaboration across organizational levels
- Bridged communication between staff and Board, cultivating a transparent work environment and promoting cross-functional teamwork
- Developed comprehensive Board committee job descriptions, aligning roles with organizational needs and enhancing overall governance effectiveness
Executive Assistant & Project Coordinator
Arizona Commerce Authority
08.2019 - 12.2021
- Spearheaded office optimization, enhancing accounting processes and executive calendar management, resulting in improved decision-making and operational efficiency
- Orchestrated high-profile program panels and conferences, managing logistics and catering, ensuring exceptional participant experiences and fostering industry connections
- Championed data-driven culture by analyzing panel evaluation reports, providing concise feedback to executives, and driving informed organizational strategies
Management Analyst
Department of Defense, Family and Morale, Welfare & Recreation
11.2015 - 09.2018
- Assisted with reviewing and evaluating NAF and APF budget requests, expenditures, obligations, reprogramming and allotments; reviewed, controlled, and reported obligations and expenditures; reviewed, edited, and consolidated budget estimates and assisted with the preparation of justification for projected funding needs
- Conducted internal investigations to resolve employee complaints, fostering an equitable workplace while maintaining strict confidentiality
- Optimized HR operations through data-driven strategies, enhancing job descriptions, performance plans, and training initiatives for improved organizational efficiency
Executive Assistant to Supervisor of Forest Service
USDA–Coronado National Forest, US Forest Service
10.2014 - 11.2015
- Implemented prioritization strategies to manage administrative support tasks, such as responding to calls and messages, overseeing correspondence, facilitating monthly supervisor meetings, maintaining diaries, arranging appointments, and compiling reports
- Pioneered team-building initiatives, including Employee Appreciation Day, fostering a more cohesive and motivated Forest Service workforce
- Managed complex schedules for department personnel, preventing conflicts and optimizing time allocation for Forest Service activities
Administrative Services Assistant
Department of Defense, Directorate of Plans, Training, Mobilization & Security
11.2012 - 10.2014
- Streamlined communication channels for the Directorate, managing Secret Clearance documentation and enhancing operational efficiency
- Provided crucial support to senior managers, promptly addressing requests through effective liaison with higher level officials
- Enhanced organizational effectiveness through multitasking, streamlined information management, and proactive coordination of executive-level activities
Secretary
Department of Defense, Directorate of Human Resources
02.2011 - 12.2011
- Supported the Directorate on HR policy development, enhancing compliance with regulations and strategic alignment
- Monitored compliance efforts, ensuring adherence to laws and organizational standards
- Developed administrative procedures, improving task management and timely completion
- Contributed to HR improvements that led to measurable increases in staff satisfaction
- Facilitated seamless communication between staff and leadership, enhancing departmental cohesion
Administrative Services Assistant
Department of Defense, Office of the Garrison Commander
04.2009 - 02.2011
- Orchestrated administrative operations for the Garrison Commander's Office, enhancing efficiency and communication across departments
- Streamlined workflows and ensured compliance with Army regulations
- Evaluated and analyzed bi-monthly reports for higher headquarters, providing crucial insights for Installation Management Command decision-making processes
- Meticulously maintained tracking systems for personnel actions, including military and civilian counseling and evaluations, ensuring comprehensive record-keeping
- Guided administrative staff on Army correspondence procedures
- Managed records for Command Group, improving workflow efficiency and preventing delays in information requests
Education
Certified Notary Public -
State of FloridaAdvanced Minute Taking, Motions and Voting -
01.2023
Personnel Management - undefined
01.2017
Recruitment, Readiness, and Retention Virtual Course - undefined
01.2017
Equal Employment Opportunity for Supervisors Courses - undefined
01.2017
Skills
- Concur Expense Management (Administrative User): Full-cycle oversight of travel and expense processing, including employee profile setup, policy configuration, auditing, approvals, and corporate card integration
- Corporate Card Program Management: Daily reconciliation of US Bank data feeds declined transaction monitoring, and fraud review
- Bank Reconciliation and Reporting: Aligning statement data with expense reports and ensuring accurate general ledger coding
- Process Improvement & Training: Streamlined workflows, built SOPs, and training administrators, end users, and approvers across multiple departments
Timeline
Executive Assistant to Chief Operating Officer
Retina Group of Florida
09.2024 - 09.2025
Executive Assistant to President & Chief Executive Officer
Cox Science Center and Aquarium
06.2022 - 02.2024
Executive Assistant & Project Coordinator
Arizona Commerce Authority
08.2019 - 12.2021
Management Analyst
Department of Defense, Family and Morale, Welfare & Recreation
11.2015 - 09.2018
Executive Assistant to Supervisor of Forest Service
USDA–Coronado National Forest, US Forest Service
10.2014 - 11.2015
Administrative Services Assistant
Department of Defense, Directorate of Plans, Training, Mobilization & Security
11.2012 - 10.2014
Secretary
Department of Defense, Directorate of Human Resources
02.2011 - 12.2011
Administrative Services Assistant
Department of Defense, Office of the Garrison Commander
04.2009 - 02.2011