Highly organized and proactive Executive Assistant with 8+ years of experience supporting senior leadership in dynamic, fast-paced environments. Skilled in managing complex calendars, coordinating high-level meetings, and optimizing administrative workflows to improve operational efficiency. Adept at building strong relationships across all levels of an organization, with a focus on delivering exceptional service and strategic support to C-suite executives.
Overview
9
9
years of professional experience
Work History
Executive Assistant to the Chief Financial Officer
Freeman
Dallas, TX, Global Events Company (~$3B Revenues)
05.2022 - Current
Provide comprehensive administrative support to the CFO, COO, and CAO, managing complex calendars, coordinating travel, and handling executive correspondence.
Act as a key liaison for scheduling and logistics, ensuring seamless coordination of meetings and events across multiple time zones, including all-hands meetings, team offsites, and company-wide events.
Oversee the onboarding and offboarding processes for the Finance Department, ensuring smooth transitions for new and departing team members.
Assist in the preparation of financial presentations for key stakeholders, including Board members, the Finance, and Audit Committees, providing support in data gathering and document creation.
Play an integral role in supporting special projects, including recent integrations, by maintaining alignment on project goals, timelines, and progress with cross-functional teams.
Process and track all department invoices through Coupa, ensuring accuracy and timely submission.
Executive Assistant to Chief Marketing Officer
Neighborly
Irving, TX
05.2021 - 05.2022
Provided high-level administrative support to the Chief Strategy and Marketing Officer and his six direct reports, managing complex calendars, travel logistics, and meeting coordination.
Coordinated both domestic and international travel arrangements for the executive team, including travel for conferences, meetings, site visits, and personal trips.
Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
Led office operations for the Marketing Department, overseeing tasks such as office relocations, equipment upgrades, inventory management, and supply replenishment for the Irving and Waco locations.
Collaborated closely with Human Resources and the internal administrative team to plan and execute company-wide events and team-building activities.
Traveled as needed to provide on-site support, and ensure seamless execution of team initiatives and projects.
Executive Assistant to Chief Investment Officer
Arnel & Affiliates
Costa Mesa, CA
08.2019 - 05.2021
Provided high-level administrative support to the CIO and Director of Investments, managing complex calendars, coordinating domestic and international travel, and ensuring seamless day-to-day operations.
Maintained accurate data entry for private equity cash flows within the investment management software, supporting the team’s financial analysis and reporting.
Assisted in the preparation of monthly and quarterly performance reports for senior management and the Investment Committee, ensuring timely and accurate delivery of key metrics.
Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
Provided coverage for the Executive Assistants to the CFO and Chairman, stepping in as needed to ensure continuous support across the leadership team.
Prepared and processed domestic and international wire transfers to multiple banks, ensuring accuracy and compliance with company procedures.
Administrative Assistant/Office Manager
Douglas Elliman
Newport Beach, CA
08.2018 - 08.2019
Assist the Senior Executive Director of Sales, and executives, in organizing meetings and company events.
Updated online listings regularly using MLS software programs such as Realtor.com or Zillow.
Facilitated communication between clients, lenders, attorneys, title companies and other parties related to a transaction.
Prepared and updated office records, spreadsheets, and presentations to support executive needs and enhance office efficiency.
Oversee office staff, and ensure office policies are implemented.
Monitored office inventory to maintain adequate supply levels, and order products.
Administrative Assistant
Vector Group Ltd
New York, NY
07.2016 - 07.2018
Provided backup support to the executives, their administrative teams, the property manager, and visiting executives.
Opened, sorted, and responded to routine correspondence on behalf of executives to facilitate communication and streamline processes.
Performed various accounting and clerical tasks, organized, and prepared the CEO's private jet flight log and mail log.
Maintained attendance records, taking note of staff vacation time, sick days, and personal days.
Assisted our administrative team as needed in travel arrangements, including flights, transportation, and accommodation.
Ran errands to help with daily tasks, enabling employer to focus on more pressing duties.
Security Administrative Assistant
G4S Solutions-Bank of America, Cadillac HQ
New York, NY
07.2015 - 07.2016
Managed more than 15 security officers for Bank of America corporate buildings.
Provided coverage for the Assistant of the Executive Director of General Motors, as needed.
Managed staff schedule due to call-outs for all shifts, minimize overtime costs, and ensure all sites are covered.
Patrolled work areas, managed building access, and supplied key cards to employees and visitors.
Maintained records of visitors, contractors, employees, vehicles and other assets.
Created incident reports when necessary and submitted them to appropriate personnel.
Skills
Calendar and Meeting Management
Executive Travel Coordination
Proficient in Microsoft Office and G Suite
Attention to Detail & Accuracy
Document & Presentation Preparation
Strong Communication & Interpersonal Skills
Project & Process Management
Invoicing & Billing (Coupa, Concur)
Smartsheet and other collaboration tools
Additional Information
References available upon request
Bilingual-fluent in Spanish
Timeline
Executive Assistant to the Chief Financial Officer
Senior Financial Officer /Executive Assistant to the Chief Financial Officer at Department of National DefenceSenior Financial Officer /Executive Assistant to the Chief Financial Officer at Department of National Defence