Tara Forzano
Executive Assistant
Vernon,CT
Summary
Dynamic Executive Assistant with over 10 years of experience providing comprehensive support to upper management, including CFOs, Directors, and attorneys. Proven expertise in managing schedules, coordinating meetings, and handling sensitive information with discretion. A strong focus on team collaboration and developing rapport with co-workers for an engaging environment.
Overview
19
19
years of professional experience
Work History
Executive Assistant
Kahan Kerensky and Caposella
Vernon, CT
11.2024 - Current
- Streamline scheduling processes for CFO's calendar, ensuring timely coordination of meetings and appointments.
- Provide administrative support to multiple departments, including attorneys, paralegals, and law clerks for all transactions consisting of payments/Retainers, memberships, registrations, and state filings.
- Support CFO by overseeing accounting functions along with managing financial records, supporting budgeting, and preparing reports while maintaining a high level of confidentiality.
Administrative Assistant
Aldi, Inc.
South Windsor, CT
07.2010 - 11.2024
- Facilitated strategic monthly meetings with financial department, engaging warehouse director, purchasing director, and warehouse management team to align objectives.
- Executed thorough documentation processes for accounts payables and receivables in alignment with established company policies.
- Oversaw high-volume invoice processing, ensuring timely payment records were consistently maintained.
Executive Assistant
Freedom Mortgage
South Windsor, CT
01.2009 - 10.2009
- Coordinated administrative tasks to streamline processing of mortgage applications for loan officers and underwriters.
- Oversaw expense report tracking to ensure accurate financial documentation.
- Assisted in maintaining an organized filing system. Entered data accurately into databases. Completed various clerical tasks to support daily operations.
- Organized and managed meeting logistics through various calendars to streamline mortgage closing processes.
Executive Assistant
GMAC Mortgage
South Windsor, CT
08.2007 - 09.2008
- Drafted professional emails and letters on behalf of divisional VP and general manager to facilitate effective communication.
- Organized and scheduled meetings between borrowers and loan officers to support efficient loan processing.
- Maintained calendar management for executives, resulting in improved meeting coordination.
- Facilitated efficient handling of incoming memos and submissions to enhance communication flow.
Education
Associate Of Science - Business And Marketing
Briarwood College
CTCertificate - Bookkeeping
CT Community College
Waterbury, CTSkills
- Calendar Management
- Expense reporting
- Document preparation and record-keeping
- Executive and Administrative support
- Team coordination
Timeline
Executive Assistant
Kahan Kerensky and Caposella
11.2024 - Current
Administrative Assistant
Aldi, Inc.
07.2010 - 11.2024
Executive Assistant
Freedom Mortgage
01.2009 - 10.2009
Executive Assistant
GMAC Mortgage
08.2007 - 09.2008
Certificate - Bookkeeping
CT Community College
Associate Of Science - Business And Marketing
Briarwood College