Sarah Greenfield
New York,NY
Summary
Forward-thinking Executive Assistant accomplished in aiding company leaders with key functions. Gifted at managing busy schedules, organizing projects and providing stellar administrative support to executive team. Analyzes, prioritizes and completes tasks with professionalism and sound judgment.
Overview
12
12
years of professional experience
Work History
Executive Assistant
AlpInvest Partners at The Carlyle Group
New York, NY
12.2021 - Current
- Support Chief Legal Officer, Chief Compliance Officer, Vice President of Tax and Compliance Managers
- Prepare, revise, redact, format, and finalize wide variety of documents including correspondence, memoranda and legal/compliance documents
- Maintain electronic files in compliance with firm policies utilizing SharePoint for Legal/Compliance/Tax team
- Manage the processing of vendor invoices daily to ensure on-time payments
- Process deposits of vendor and tax refund payments from State/IRS for US funds
- Coordinate deal team request for internal consents, non-reliance letters, confidentially agreements and closing documents by collecting signatures and distribution of executed confidential documentation in a timely manner
- Prepare communications using Adobe, Word, Excel, and PowerPoint that are used for quarterly compliance updates, new fund formation documents, tax forms and legal documentation
- Assist with the solicitation and collection of tax forms; assist with tax information quality control; manage tax notices; distribution of tax payment notices
- Coordinate meeting logistics including recording guests with building security system, setting up conference room, and handling catering and refreshments
- Process expense reports using Concur
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Facilitated board meeting agendas and distributed support materials in advance for successful sessions.
Executive Assistant
Crestview Partners
New York, NY
10.2016 - 10.2021
- Supported CFO, General Counsel, Senior Partner Head of Financial Services, Principal, and Vice President
- Managed and maintained complex Outlook calendars and expense reports using Concur for team
- Coordinated meeting logistics including recorded guests with building security system, collected COVID required forms, set up conference room, and handled catering and refreshments
- Arranged all domestic and international travel including COVID requirements, ground transportation, accommodations, and scheduled meetings
- Provided back-up coverage for other assistants including Executive Assistant of the Founder
- Oversaw logistics of recruiting for Vice President, Associate, Analyst, and Intern positions
- Assisted with the solicitation and collection of tax forms; assisted with FATCA/CRS reporting and tax information quality control; managed tax notices
- Prepared, revised, redacted, formatted and finalized wide variety of documents including correspondence, memoranda and legal/compliance documents
- Assisted with opening and closing of bank accounts and bank deposits for fund accounts
- Maintained investor list using Salesforce; assisted with entity management
- Managed investor postings on FIS/SunGard DX; supervised the FIS/SunGard DX database and responded to investor inquiries regarding access; coordinated investor contacts and wire instructions updates with administrator
Executive Assistant
JELD-WEN Inc.
Charlotte, NC
07.2014 - 08.2016
National-Wholesale Customer Service Representative
Camoplast Solideal
Charlotte, NC
03.2013 - 07.2014
Education
Bachelor of Science - Hospitality Management
Johnson and Wales University – Hospitality College
Charlotte, NC05.2012
Skills
- New York City Notary
- Microsoft Office Suite
- SharePoint
- DocuSign
- SunGard
- Concur
- WebEx
- Diligent
- Salesforce
- Appian
- Zoom
- Adobe Photoshop
- GoToMeeting
- GoToWebinar
- Document Locator
References
References available upon request.
Timeline
Executive Assistant
AlpInvest Partners at The Carlyle Group
12.2021 - Current
Executive Assistant
Crestview Partners
10.2016 - 10.2021
Executive Assistant
JELD-WEN Inc.
07.2014 - 08.2016
National-Wholesale Customer Service Representative
Camoplast Solideal
03.2013 - 07.2014
Bachelor of Science - Hospitality Management
Johnson and Wales University – Hospitality College