Summary
Overview
Work History
Education
Skills
Leadership And Mentorship
Timeline
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Rebecca Payne

Summary

Dynamic finance administrator with over 8 years of C-level support experience at GEM Investments. Expert in CRM and SaaS management, achieving significant cost savings through strategic vendor negotiations. Proven leadership in project coordination and expense management, fostering team effectiveness and enhancing operational processes.

Overview

7
7
years of professional experience

Work History

Finance Administrator

GEM Investments
03.2024 - Current
  • Manage implementation and continued management of firms first vendor and business spend and expense allocation SaaS
  • Manage contract repository in SaaS and negotiate contract renewals based on firm needs and vendor/product enhancements
  • Regularly scrub internal licenses/users and reassess firm needs
  • Assess vendor expenditures and source savings: ~$11,000 savings for 2025
  • Create invoice management process for firm expenses, including Legal invoicing
  • Manage and pay all firm invoices; liaise between law firm vendors and internal Legal Counsel for invoice procurement and accurate allocation and processing
  • Manage QuickBooks integration between SaaS and corporate QB account for accurate reconciliation
  • Manage employee expenses including expense analysis in compliance with firm policy, accurate reporting and submission, and expense reconciliation via QB; evaluate internal firm spending on products and goods: suggested vendor and product changes for annual savings ~$10,000-12,000
  • Source and evaluate new firmwide Travel Booking platform to align with company needs; annual firmwide savings of ~$8,000 in booking fees, with additional ~$4,000-5,000 in Cashback travel rewards
  • Implement and manage travel booking platform

Senior Administrative Associate, Client Strategy

GEM Investments
07.2022 - 03.2024
  • Serve as a team support lead/“chief of staff” to the Deputy CIO and broader client strategy team
  • Evaluate and manage team budget and expenses on a quarterly and annual basis
  • Identify cost-saving measures: sourced alternative products for client and prospect deliverables for savings of ~$10,000+ on an annual basis
  • Implement and maintain new CRM processes to track and ensure accurate data depiction across client accounts
  • Implement and maintain organizational systems and processes to improve team effectiveness
  • Plan, coordinate and execute client events and outreach locally, regionally and nationally
  • Partner with and support client strategy/services and business development sectors to promote growth and continuity

Senior Administrative Coordinator

Mercer
10.2017 - 07.2022
  • Company Overview: Pavilion, Mercer Practice
  • C-level administrative support for two Managing Partners and three directors
  • Coordinate company merger of 75+ employees and transfer of 300+ data files
  • Train staff on new CRMs, HR-related websites, phone systems, etc
  • Maintain client relationships throughout merger: 60-75 clients with 95% retention rate over 4+ years
  • Create and maintain data/logistical records; initiate on/off boarding of clients and employees; maintain client information and contracts; oversee internal team structure
  • Aggregate and collate data for internal/external presentations and projects
  • Manage local, regional and national project deadlines
  • Maintain client relationships; work directly with staff of all levels for meeting preparation
  • Implement and execute projects to improve office processes and best practices
  • Pavilion, Mercer Practice

Education

Bachelor of Arts - Sociology, concentration in Criminology

The University of North Carolina At Greensboro

Skills

  • CRM and SaaS Implementation and Management
  • Vendor Management
  • Procurement Contract Management
  • Accounts Payable
  • Expense Allocation and Management
  • Project Coordination
  • C-level Support Management in Financial Services for 8 years
  • Leadership
  • Training
  • Mentorship

Leadership And Mentorship

  • Key member of GEM’s Community Outreach Committee for 2023 – Current
  • GEM’s “Buddy” program: acted in a mentorship capacity for 6 months to new hire
  • Ongoing mentorship with administrative staff

Timeline

Finance Administrator

GEM Investments
03.2024 - Current

Senior Administrative Associate, Client Strategy

GEM Investments
07.2022 - 03.2024

Senior Administrative Coordinator

Mercer
10.2017 - 07.2022

Bachelor of Arts - Sociology, concentration in Criminology

The University of North Carolina At Greensboro

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Rebecca Payne