Natasha Rodriguez
Orinda,CA
Summary
Seasoned professional with 15+ years of administrative experience focusing on supporting senior leadership and individual functions. Positive, can-do attitude and willingness to jump into a myriad of projects. Resourceful self-starter that is curious, asks questions and can make logical, proactive decisions in a fast-paced and demanding environment. Strong project management capability, outstanding interpersonal and organization skills and aptitude to work collaboratively and independently ensuring results with ability to adapt in a fast pace environment. Seeking a position within a team environment that will utilize my skills and knowledge to grow within the organization, while further enhancing my professional development.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Executive Assistant to Chief Financial Officer ( CFO) and Chief People Officer (CPO) and Chief Legal Officer (CLO)
Five9, Inc.
06.2020 - Current
- High level of interaction with executive staff, Finance and HR leadership team and other key stakeholders internally and externally
- Gatekeeper of calendar and strategically prioritize CFO and CPO’s time and commitments
- Always staying one step ahead
- Coordinate and execute all meeting planning and execution, including hotel and meeting space, contract negotiation, vendor management, room block management, team building activities, travel and ground transportation logistics, catering, etc
- All within an allocated budget
- Collaboratively work with functional and cross-functional EAs to ensure executive alignment
- Partner with internal teams to develop, scale, and refine tools to support the program
- Used programs such as Monday.com and Asana project management
- Coordination with Board of Directors including quarterly and ad hoc meeting coordination
- Managed Board Portal – BoardVantage.
Legal Secretary
Hartog Baer & Hand APC
01.2020 - 03.2020
- Report directly to the Managing Partner and assist in a variety of clerical tasks including but not limited to time and expenses, travel arrangements, and meeting preparations
- Extensive client contact including handling incoming calls, correspondence and appointments
- Preparation of legal documents in draft and final for court filing
- Accountable for managing and maintaining complex calendars that include court appearances
- Plan and coordinate partner and stakeholder events and meetings
- Prepare conference rooms for hosting clients and MCLE training seminars.
Strategic Initiative Associate
KPMG LLP
11.2013 - 01.2020
- Interacted with C-level executives, senior firm leaders and external clients, with professionalism and diplomacy
- Independently prioritized, respond to, and proactively followed up on a high volume of business critical and highly confidential communications for the Office Managing Partner (OMP)
- Proactively handled OMP clerical tasks as required, such as time & expenses, travel arrangements, and meeting preparations
- Accountable for managing and maintaining complex calendar and partner inbox, including scheduling and preparing OMP for internal and external client/committee and board membership commitments, make business decisions, accepted meetings on behalf of partner
- Teamed with Events and Meetings coordinator to plan and execute meetings, dinners and large-scale parties
- Collaborated with Manager, to align expectations and ensure consistent execution of best practices relative to the management of the office across a geographically dispersed major market - relieving management of many administrative tasks.
Senior Administrative Assistant
KPMG LLP
07.2014 - 04.2018
- Provided administrative support to four Partners in the Audit Practice
- Managed four multifaceted outlook calendars, scheduling and coordinating internal and external meetings and appointments
- Handled clerical tasks such as preparing expense reports, input time, enter a/p invoices and managed CRM contacts and opportunities
- Managed and monitored partners CPA License requirements and required training and compliance
- Prepared written proposals, PowerPoint presentations and various meeting materials
- Researched and organized out of town meetings and events, travel itineraries and related activities.
Administrative Assistant
Rothstein Kass (Acquired by KPMG LLP)
11.2013 - 06.2014
- Executive Assistant to the Principal in charge of the San Francisco office
- Managed three outlook calendars, scheduled and coordinated meetings and appointments
- Researched and coordinated out of town meetings, travel itineraries and related activities
- Performed administrative and office support duties for multiple members of the audit department
- Prepared expense reports and time entries for Principals.
Estimating Assistant
Yerba Buena Engineering & Construction, Inc.
08.2008 - 11.2013
- Executive Assistant to President and provided support to various Project Managers of multi-state engineering company
- Prepared contracts for signature, ordered bonds and insurance
- Set-up and maintained both digital and physical project files
- Overseen solicitation of projects and coordinated estimating
- Ordered plans for bids, prepared bid forms and subcontractor pre-qualification
- Assisted in preparing company written proposals and various marketing materials.
Receptionist
Vargas & Esquivel Construction, Inc.
08.2005 - 05.2008
- Greeted and welcomed guests and providing them with a positive first impression of the company
- Answered the telephone; took and relayed messages; providing information to callers
- Provided administrative and clerical support
- Received and sorted mail and packages
- Managed digital and hard copy filing systems.
Education
Business Administration AA -
City College of San Francisco
Keystone National High School
Skills
Executive Support
Administrative Support
Office Management
Strong Problem Solver
References
References available upon request.
Certification
California Notary Public - #2425414
Timeline
Executive Assistant to Chief Financial Officer ( CFO) and Chief People Officer (CPO) and Chief Legal Officer (CLO)
Five9, Inc.
06.2020 - Current
Legal Secretary
Hartog Baer & Hand APC
01.2020 - 03.2020
Senior Administrative Assistant
KPMG LLP
07.2014 - 04.2018
Strategic Initiative Associate
KPMG LLP
11.2013 - 01.2020
Administrative Assistant
Rothstein Kass (Acquired by KPMG LLP)
11.2013 - 06.2014
Estimating Assistant
Yerba Buena Engineering & Construction, Inc.
08.2008 - 11.2013
Receptionist
Vargas & Esquivel Construction, Inc.
08.2005 - 05.2008
Business Administration AA -
City College of San Francisco
Keystone National High School
Similar Profiles
Abinethri Sankaran, MBA, PMPAbinethri Sankaran, MBA, PMP
SENIOR PROJECT MANAGER, IS at Five9, Inc.SENIOR PROJECT MANAGER, IS at Five9, Inc.
Sonny GonzalezSonny Gonzalez
Systems Engineer at Five9, Inc.Systems Engineer at Five9, Inc.
Kratika RajpootKratika Rajpoot
Lead Technical Writer at Acqueon by Five9Lead Technical Writer at Acqueon by Five9
Yun Chung C KangYun Chung C Kang
Project Manager (GS-12) at General Services Administration (GSA)Project Manager (GS-12) at General Services Administration (GSA)
Jocelyn NajdawiJocelyn Najdawi
Senior Director Planning and Allocation: Beauty, Salon, Sephora at JCPENNEYSenior Director Planning and Allocation: Beauty, Salon, Sephora at JCPENNEY