TRACIE M DAVIS
Valparaiso,IN
Summary
Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
25
25
years of professional experience
Work History
Executive Assistant/Officer Manager
Dina Care, Inc.
02.2020 - Current
- Executive Assistant to the CEO, COO and CMO
- Manages complex calendars, travel and expense reporting and credit card reconciliations
- Heavy communication and building relationships with external clients (their EA’s), board and advisory board members, prospects, financial and legal institutions
- Drafts agenda, minutes, and other forms of correspondence in support of the executive team
- Created and manages new employee onboarding process (onboarding deck, new hire checklist)
- Assisted in doubling the size for the organization in an 8-month timeframe through interviews, pre-boarding, and onboarding of new staff/team members
- Manages candidate pipeline application platform for open job reqs and posting of new job openings
- Benefits administrator in conjunction with external insurance broker (home base for internal inquiries and troubleshooting)
- Conducting and managing the benefits renewal process and rollout
- Tracks and manages all benefit reimbursements/disbursements
- Manages internal HR/Payroll/Onboarding Platforms
- Vendor Relationship Management
- Assist with new customer contract negotiations and implementations
- Handles all AR functions for the company through QuickBooks and check deposits via Chase Bank check scanner
- Assists with setting up new state tax and unemployment tax for new hires
- Manages all Company wide outings, events, team meetings and yearly kick-offs
- Co-founded and implemented of our company’s philanthropic committee 'Dina Does Good'
Executive Assistant/Office Manager
The Scion Group
01.2018 - 02.2020
- Personal/Executive Assistant to the President and CEO, COO, CIO
- Manages complex calendars, travel and expense reporting and credit card reconciliations
- Manages the private jet lease for executive travels
- Initiated and rolled out company’s first travel, expense and conference room reservation platforms to streamline office efficiency and save thousands of pre-fixed discounted hotels, airfares, and car rentals
- Supervise all logistical needs for monthly property training sessions and in-house meetings
- Supervise office supply, snack and drink inventory and company catering, saving thousands per month and eliminating delivery fees
- Point of contact for all property (95) General Manager’s and satellite office locations increasing efficiency in office equipment leases and supply inventories
- Planning logistics for large multi-city events and meetings with 300 plus attendees
- Updated and maintained office seating charts (multi-floor and office)
- Introduced philanthropic endeavors for office participation (Horizons for Youth and Kids Kicking Cancer)
Executive Assistant/Office Manager
Camelot Global
04.2016 - 12.2017
- Managed the Start-Up of a Global Lottery Consulting Company - First US Office
- Managed and created an office from ground up into a fully functioning office space and productive environment
- Travel, calendar and expense coordination for CEO and 2 Directors
- Assisted in the relocation of two executives from the UK to Chicago, saving thousands of dollars on consulting fees
- Created expense reports, budgets and filing systems
- Worked closely with finance and HR department in London on scheduling interviews and the payment of invoices
- Supported the human resources department in the annual employee review process to manage performance and merit increases
- Researched, proposed and implemented vendor services to decrease costs (i.e
- Office supplies, snacks, drinks and catering)
Executive Assistant
Zurich Insurance NA
11.2014 - 12.2015
- Supported Executive Vice-President – Midwest Regional Executive (Chief Underwriting Officer), Regional Sales Director and Executive Vice-President of Specialty Products
- Managed Executive’s calendar, company email, travel, expense reporting and credit card reconciliations management
- Liaison for the American Express events team on large regional events, corporate sponsorships, and meetings (500 plus attendees) – Make a Wish, American Cancer Society and Susan G
- Komen charities
- Manage United Center Suite for business development purposes – worked with their premier seating team along with catering for all games, concerts and events
- Handled all on-boarding of new employees in conjunction with the IT and facilities departments
Executive Assistant
Aon Service Corporation
01.2013 - 09.2013
- Supported the Deputy Chief Global Compliance Officer, 4 Senior Compliance Executives, and 5 in-house attorneys in the Global Law and Compliance Department
- Managed 5 international executives’ calendars, travel and expense reports
- Scheduled large volumes of international teleconferences, video conferences, internal and external meetings, and large events within the organization (350 plus) attendees with multi-continent participation
- Created, edited, and proofed correspondence, agendas, spreadsheets, and PowerPoint presentations
- Composed and proofed quarterly board materials and correspondence for all senior directors using the BoardLink software
- Supported internal client entertainment and financial crimes investigations
- Assisted in global hiring initiatives and reviewed resumes for open positions and scheduled interviews
Executive Assistant
Pratt Industries, U.S.A
09.2009 - 07.2012
- Assisted the President & CEO, Safety and Compliance Director and 6 Regional Directors
- Review of all legal contracts from corporate vendors for all equipment being leased and or rented throughout 38 facilities
- Present for all weekly management team conference calls – conference call set up and written outline for topics discussed that week and goals moving forward
- Set goals and priorities for directors with online dashboard – daily follow up to determine status of projects, compliance issues, safety topics, training, and hiring initiatives
- Travel arrangements and expense reports for all directors and 12 sales executives
- Populated department database with necessary legal compliance requirements and imperative equipment data
- Maintain legal compliance deadlines and due dates within department’s database
- Held full administrative and backend rights to logistics and maintenance databases
- Created a monthly spreadsheet that shows where the company’s budget was being spent and on what assets the budget was going towards
- (This spreadsheet is now being set up as standard procedure in many of the other Pratt facilities)
Legal Assistant
Katz & Stefani, LLC
03.2008 - 05.2009
Legal Assistant and Office Manager
Peck, Shaffer & Williams
01.2000 - 11.2006
Education
Bachelor of Science - Criminal Justice
Indiana University
Indianapolis, IN05-1998
Skills
- International and Domestic Travel Coordination
- Senior Executive Support
- Integrity Driven Work Ethic
- Office Management Experience
- Expertise in Cutting-Edge Technology
- Employee Benefit Management
- Schedule & calendar planning
- Meticulous attention to detail
- Expense reporting
- Information confidentiality
- Calendar management
- Interpersonal communication
- Heaving Board/Investor Engagement
- Meeting planning
- Travel arrangements
- Excel spreadsheets
- Document preparation
- Advanced MS office suite
- Schedule management
- Resourceful
- Business writing
- AR/AP
- Self-starter
Timeline
Executive Assistant/Officer Manager
Dina Care, Inc.
02.2020 - Current
Executive Assistant/Office Manager
The Scion Group
01.2018 - 02.2020
Executive Assistant/Office Manager
Camelot Global
04.2016 - 12.2017
Executive Assistant
Zurich Insurance NA
11.2014 - 12.2015
Executive Assistant
Aon Service Corporation
01.2013 - 09.2013
Executive Assistant
Pratt Industries, U.S.A
09.2009 - 07.2012
Legal Assistant
Katz & Stefani, LLC
03.2008 - 05.2009
Legal Assistant and Office Manager
Peck, Shaffer & Williams
01.2000 - 11.2006
Bachelor of Science - Criminal Justice
Indiana University
Similar Profiles
Diana OganessianDiana Oganessian
Office Manager at Dina Sova Home Health Care Inc.Office Manager at Dina Sova Home Health Care Inc.
Eudochia CaminceanEudochia Camincean
Daycare at Home at Dina CorobcaDaycare at Home at Dina Corobca
Kyla TomasKyla Tomas
Babysitter at Dina PBabysitter at Dina P