Tabitha Billy
1919 Architects
Charlotte,NC
1
Certification
24
years of professional experience
Highly organized and results-driven Executive Assistant with extensive experience supporting senior leadership, managing complex business operations, and ensuring organizational efficiency. Adept at anticipating executive needs, managing competing priorities, coordinating schedules, and handling confidential information with the utmost discretion. Proven ability to streamline processes, solve problems, and improve operational efficiency while maintaining strong relationships with clients, executives, and team members.
Work History
Operations Executive Assistant
20 Years 2 Months- Provide high-level administrative and operational support to executive leadership and internal teams.
- Coordinate schedules, meetings, reporting deadlines, and project communications to ensure smooth daily operations.
- Develop and implement operational improvements to enhance productivity and efficiency.
- Prepared monthly, quarterly, and annual financial reports, contributing to informed decision-making through accurate profit and loss reporting and expense analysis.
- Maintain accounting databases, reconcile invoices, and oversee payroll and financial documentation.
- Handled confidential employee information with discretion to maintain trust and compliance.
- Support communication between executives, consultants, vendors, and clients regarding project updates and operational matters.
Interior Design Consultant
18 Years 6 Months- Select furniture, light fixtures, and accessories to create unique and inviting rooms to meet customer vision.
- Guided clients in selecting furnishings that aligned with their preferences and budget. by choosing furnishings consistent with preferences and budget.
- Collaborated with customers to adjust plans, enhancing alignment with client needs and vision.
- Design 3D perspective views and material boards for clients.
- Resolved complex technical design issues to ensure project feasibility and client satisfaction.
- Developed professional presentations to effectively communicate design intent and direction.
- Implement client needs from schematic design to construction document phase and installation.
- Review project costs, budgets and adherence to schedules.
Retail Store Owner
4 Years 3 Months- Promoted business on social media platforms, enhancing brand identity and driving revenue growth.
- Conferred with customers to understand needs and finalize purchase orders.
- Cultivated relationships with vendors and contractors to negotiate contracts and develop effective marketing and sales strategies.
- Managed operations budgeting, accounts payable, accounts receivable and payroll.
- Reconciled daily sales, prepared bank deposits and assessed financial transaction reports.
- Analyzed financial statements and trends to optimize cash flow management and inform business decisions.
- Set pricing structures according to market analytics and emerging trends.
- Maintained detailed records of production and inventory transactions. for production, inventory, income and expenses.
- Monitored and researched regulatory changes affecting business operations. on regulatory changes affecting business operations.
- Mentored and trained new hires on sales techniques and customer service procedures.
- Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
Financial Advisor Assistant
3 Years 6 Months- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Assessed investment materials to create tailored financial recommendations that align with client needs and optimize investment outcomes.
- Cultivated relationships with new and existing clients to support their financial goals and enhance client retention.
- Conducted market research and made recommendations concerning products and services best suited for customer goals and risk tolerance.
- Delivered dividend and investment forecasts while conducting monthly analysis of client accounts to ensure alignment with financial objectives.
- Coordinated transfers and rollovers for client accounts to ensure accurate financial management.
- Processed new accounts, created spreadsheets for daily deposits, and handled money market redemptions.
Education
Bachelor’s degree - Bachelor’s of Science in Business - Finance
Associate’s degree - Associate of Arts in Business Administration - Marketing
Real Estate Broker License
Maxwell Leadership
- Certified Team Member
- Certified Behavioral Analysis Consultant
Skills
Executive and administrative support
Financial reporting
Accounts payable and receivable
Payroll administration
Calendar management
Meeting coordination
Travel and event coordination
Client and vendor relations
Microsoft Office Suite
Process improvement
Team collaboration
Confidential information management
Certification
• Real Estate Broker License, Illinois Association of Realtors
Timeline
Retail Store Owner
The Red Barn
07.2017 - 10.2021Read More
Interior Design Consultant
1919 Architects
07.2007 - 01.2026Read More
Operations Executive Assistant
1919 Architects
07.2006 - 09.2026Read More
Financial Advisor Assistant
Ziegler Investment Services Group
12.2002 - 06.2006Read More
Bachelor’s degree from Bachelor’s of Science in Business - Finance
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Associate’s degree from Associate of Arts in Business Administration - Marketing
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Illinois Association of Realtors
Real Estate Broker License
Read More
Maxwell Leadership
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