Porsha Stepney

Summary

Highly accomplished and discreet Executive Assistant with extensive experience providing comprehensive, 24/7 support to C-suite executives, including a Chief Financial Officer (CFO). Proven expertise in gatekeeping, corporate governance logistics (Board/IR), complex global travel planning, and heavy calendar management. Managed high-impact corporate programs, including end-to-end Corporate Social Responsibility (CSR) initiatives and major corporate events.

Overview

years of professional experience

years of post-secondary education

Work History

Personal Assistant /House Manager

Confidential Private Equity Firm

06.2022 - 02.2025

Acted as the central point of contact for all scheduling and communications, shielding the Principal from low-priority interruptions and providing weekly briefings to keep the upcoming days organized and efficient.
Served as a trusted liaison for high-profile investors and partners, managing every interaction with a high level of personal touch while maintaining total discretion regarding the Principal’s private business and net worth.
Took the lead on polishing presentations and portfolio reports for client meetings and quarterly reviews; ensuring the Principal was fully briefed and prepared for all board, charity, and community commitments.
Handled the day-to-day management of business and personal expenses with a focus on precision, ensuring all records were perfectly organized for the Principal’s accountants and tax filings.
Spearheaded special projects by diving into the details, whether researching a new interest or gathering data for a specific decision and simplifying everything into clear, easy-to-read summaries.
Managed the "moving parts" of the Principal's personal life, from overseeing large-scale home renovations and vetting household vendors to planning complex travel and events with strict attention to budget and deadlines.

Sr. Executive Assistant to CFO

Dun & Bradstreet

05.2002 - 02.2020

Acted as the primary 24/7 gatekeeper for the CFO, navigating complex global schedules and prioritizing critical touchpoints to ensure the seamless execution of CEO and Board deliverables.
Mastered the CFO’s complex and fast-moving calendar, rapidly adjusting to last-minute shifts while ensuring he stayed on track and fully prepared for every engagement.
Supported the end-to-end execution of Quarterly Earnings and Investor Days, acting as the primary link between the CFO and IR team; managed strict version control of earnings scripts and sensitive data to ensure 100% accuracy for the live analyst Q&A.
Orchestrated the preparation and distribution of quarterly Board of Directors' materials, ensuring 100% accuracy of financial schedules and executive summaries, including sub- committees.
Managed all travel logistics and partnered with other EAs to align schedules, ensuring all arrangements stayed within the company’s travel policy.
Facilitated the month-end and year-end close process by coordinating communications between the CFO and Accounting to meet critical reporting deadlines.
Managed a high-volume flow of sensitive information, including non-public information maintaining absolute confidentiality and professional discretion.
Monitored and responded to high-priority emails (Outlook) and ensure 24/7 availability for critical support (e.g., during the company's take-private process).
Managed the company’s Corporate Social Responsibility (CSR) Program, managing all components including community outreach, volunteer initiatives, corporate sponsorships, matching gift programs, and the underserved youth internship program.
Planned and executed major company events (internal and external), including HQ engagement initiatives, team meetings, and DEI Cultural events
Recipient of the CEO’s Quarterly Award

Education

Certificate In Office Administration -

Union County Vocational Technical School 1996-1998

08.1996 - 06.1998

Skills

Executive calendar management
Complex scheduling & travel coordination
Meeting & board preparation
Gatekeeping & priority management
Executive communication support

Confidential information handling
Inbox and correspondence management
Time and task prioritization
MS Office, Google workspace, Zoom, Concur, Workday

Timeline