Open To Work
Megan MacFadgen
Greeneville,TN
Summary
Detail-oriented and highly organized Executive Assistant with over 10 years of experience in the finance and insurance industries. Recognized for self-motivation and discipline, excelling in both remote and in-office environments. Proficient in Microsoft Office and Google Workspace, with a strong commitment to enhancing productivity and efficiency. Eager to leverage expertise to support organizational goals and streamline operations.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sr. Executive Administrative Assistant I
Broadridge Financial Solutions
05.2012 - 11.2024
- Administration
- Tackled and addressed top-level, high-priority issues with professional administrative discretion, resulting in increased trust and responsibility from senior management.
- Organized meeting and event logistics for senior management and updated calendars, freeing up senior management to focus on strategic priorities.
- Facilitated meeting agendas and distributed support materials in advance for successful sessions, minimizing disruptions and allowed meetings to start and end on time.
- Created and maintained computer and paper filing and organization systems for records, reports and documents, ensuring staff and leadership could quickly locate and retrieve important documents, saving time and reducing frustration.
- Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
- Handled confidential information with discretion and integrity, earning the confidence of leadership, colleagues, and clients. Fostered a culture of integrity.
- Managed and tracked expenses to meet company budget requirements, enabling better forecasting and decision making, identifying cost-saving opportunities and eliminating wasteful spending.
- Organized corporate events including scheduling speakers, coordinating catering needs, and ordering supplies.
- Project Management
- Managed timelines by breaking down the scope, defining milestones and estimating task durations; added extra buffer time on each side of deadlines to accommodate for unexpected delays, effectively ensuring projects stayed on track.
- Researched vendors by gathering and analyzing potential and existing suppliers to make educated decisions about business relationships. Created detailed profiles to track vendor performance and ensure they met company expectations, identifying cost-effective options to help negotiate better contracts.
- Scheduled and hosted meetings, ensuring documentation and presentations were prepared and ready prior to starting meetings. This enabled smooth presentation with efficient use of time allotted to the meeting. Took accurate notes of meetings and distributed them to attendees with actionable follow-ups and to-dos.
- Bookkeeping/Accounting
- Followed proper accounting and bookkeeping procedures to support audits, providing accurate tracking and reporting, enabling better forecasting and informed decision making.
- Created detailed spreadsheets utilizing advanced Excel functions such as pivot tables and VLOOKUPs, enabling quick insights and trend identification that helped management make informed business decisions.
- Created monthly invoices and performed audit, minimizing discrepancies, preventing disputes and rework, ensuring all billable hours and expenses were captured, reducing revenue loss and maximizing income.
- Reconciled accounts and created timely credit memos, supporting smoother account receivable processes and improved client satisfaction.
- Assisted in month-end closing, ensuring invoices were distributed to clients in a timely manner, leading to faster client payments, supporting healthier cash flow.
- Monitored contracts, created and distributed annual price increase letters. Prevented missed opportunities for price adjustments by tracking contract timelines and renewal terms, contributing to more accurate budgeting and forecasting.
- Managed complex calendars, scheduling meetings, and coordinating travel arrangements for senior executives.
- Developed and maintained efficient filing systems, enhancing document retrieval and organization.
- Trained new administrative staff on best practices and company protocols, fostering a collaborative environment.
- Acted as liaison between executives and stakeholders, facilitating effective communication across various departments.
- Oversaw special projects from inception to completion, aligning outcomes with organizational objectives and strategies.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Education
Bachelor of Science - Geology
Old Dominion University
Norfolk, VAAssociate degree - Basic Accounting Training
Ashworth College
Norcross, GASkills
- Excel at building trust and communicating with people; reliable, trustworthy and use discretion
- Strong complex problem solving, research, analytical skills, and compilation
- Calendar and scheduling software, executive schedule management
- Complex intercontinental travel arrangement and meeting coordination
- Audit tracking and record reconciliation, spreadsheet tracking, Excel spreadsheets
- Meeting and event planning
- Budget preparation
- Data entry
- Customer service enquiries
- Account management
- Invoices and payments
- Supplier liaison
- Procurement by identifying company needs, selecting suppliers, establishing payment terms, and managing supplier relationships
- Executive administration
- Calendar management
- Meeting coordination
- Document organization
- Confidential information handling
- Expense tracking
- Budget management
- Project management
- Vendor analysis
- Meeting documentation
- Advanced Excel functions
Certification
- National Bookkeepers Association, Bookkeeper Certification, 2018-09
- National Bookkeepers Association, Accounting Certification, 2018-11
- National Bookkeepers Association, Payroll Certification, 2019-04