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Click here or scroll down to respond to this candidateCandidate's Name
Street Address home: PHONE NUMBER AVAILABLE cell: PHONE NUMBER AVAILABLEEMAIL AVAILABLE LINKEDIN LINK AVAILABLEQUALIFICATIONS SUMMARYAccomplished executive assistant offering 25+ years of administrative experience reporting to a CEO and other C-level executives, as well as Senior Vice Presidents and Vice PresidentsConsummate professional dedicated to making the lives of busy executives easier. Serve as an effective gatekeeper; prepare well-researched and accurate documents; manage busy calendars; travel arrangements; Board Meetings; Conference Calls (including Video/Web-Ex Conferencing); as well as efficiently handle daily office tasks; keep Executives on timeProficient user of MS Office (Word, Excel, PowerPoint, Visio, Confluence, Sharepoint, Concur, Ariba and Outlook) Type 99 wpmTeam Player; friendly; excellent work ethicDetail orientedInnovativeAccounts Payable / Accounts ReceivableFast LearnerPROFESSIONAL EXPERIENCECharles Schwab 4/2014 9/18/19 (lay-off)Executive Assistant to 3 Vice Presidents in Technology (CSRT, Global Data and Brokerage Services)Heavy calendaringOffice supply inventory/orderingPrepare meeting agendas and correspondenceMinutesOnboarding new employeesMeeting planning/coordination/cateringProviding support to other members of the teams, as needed.Inputting vendor contractsManaging expense reports through ConcurHigh level of confidentialityEnsure office equipment is workingGreet and escort visitorsTravel arrangementsSetting up interviewsProvide assistance and maintain good communication to internal and external customersAssist traveling ExecutivesCall screeningPreparing presentationsWorking with facilities for preparation of conference room set-upsParty PlanningKeeping distribution lists up to dateCreating organizational charts and keeping them updatedOncure Medical Corp. / 21st Century Oncology Englewood, CO 10/13 present (office closing 3/31/14)Executive Assistant to CFOProvide high level executive support for the Chief Financial Officer (CFO) and the Finance team. Conduct research, prepare statistical reports, handle information requests and perform functions such as preparing correspondence, receiving visitors, arranging conference calls, scheduling meetings and making travel arrangements.Prepare correspondence, reports, presentations and other documents for the CFO and for others as required.Coordinate and prepare agendas, materials, and pre-reads for board, Leadership Team, committee meetings and other meetings as requested.Provide support to other members of the Team as needed. Schedule, plan, and coordinate meetings, conferences, and events for the Finance Team. Onboarding new employees.Manage and maintain executives schedules. Implement travel schedule and make travel arrangements for CFO and for others as required.Develop, provide assistance and maintain good communication to internal and external customers, including board members, customers, and vendors.Receive, scan and categorize incoming correspondence for CFO and others as requiredDevelop and maintain secure files (both electronic and hard copy) for CFO and others, updating as necessary. Manage confidential data as appropriate.Greet visitors and determine whether they should be given access to specific individuals.Answer telephone; taking and distributing messages for CFO and for others as necessaryAssist various teams within the company as needed, including providing backup administrative support to the Presidents office.Prepare and report payroll exceptions, requisitions, expense reports, purchase orders and AFEs for CFO and for other areasAnalyze and monitor recurring budget through monthly reporting and forecasting. Provide support to the capital budgeting process. Assist with CFO cost center analysis.Perform general office duties such as ordering supplies, maintaining records management systems, performing basic bookkeeping and ensure the function of office equipment (network printers, copiers, fax machine, etc.)Charter Communications Greenwood Village, CO 8/12 9/13Executive Assistant to Senior Vice President of Human Resources, Senior Vice President of Financial Planning & Analysis, Vice President of Product Management, Vice President of Business Development, VP of Internet/Phones and VP of Business DevelopmentManaged correspondence, including e-mails, phone calls, letters and visitors; answer routine and some complex inquiries and obtain and furnish information on behalf of executives; prioritizes executives' incoming communications to ensure they are aware of key issues.Prepares executives for travel, public events and speaking engagements by compiling relevant information and contributing content to composition of presentations, speeches or other correspondence.Organizes and prepares complex documents requiring the integration of multiple office technology and software applications.Acts as the resource for Microsoft Word, Powerpoint, Excel, Outlook, Visio and Taleo.Researches, compiles and analyzes information and data relating to the executives' area of the business.On boarding, setting up interviewsPrepares and maintains confidential information and data.Schedules and maintains calendar of appointments, meetings, travel itineraries and coordinate related arrangements.Performs comprehensive event planning and coordination function, including determining attendees, flow of information to attendees, equipment, staffing, catering, location, etc.Expense ReportingOncure Medical Corp. Englewood, CO 3/10 8/12Executive Assistant to President/CEOManage calendar and independently schedule appointmentsScreen incoming calls and correspondence and responds independently when possibleArrange complex and detailed travel plans and itineraries, compiles documents for travel-related meetingsRoadshow coordinationPlan, manage and coordinate activities and major functionsOrganize programs, events, or conferences by arranging for facilities and catering, issuing information or invitations and coordinating speakers, which include Board Meetings.Prepare records such as agenda, notices, minutes and resolutions for corporate meetings. Act as custodian of corporate documents and recordsCompose and prepare confidential correspondence, reports and other documents. Create and maintain database and spreadsheet filesProvide leadership to other Executive Assistants and ReceptionistInteraction with board members, investors, physicians and vendorsAbstracting FilesMonitor and assist with forecasting budgetsExpense reportingPersonal errands/assistance to CEOYRCW (Yellow/Roadway Corporation Worldwide) Aurora, CO 04/97 02/10 (layoff)Executive Assistant/Corporate Account Specialist 03/09 02/10Assisted Corporate Account Executives and customers with company integration (Yellow/Roadway) including:oInput Account Builder Files (pricing and bids)oCollections and RatingoLoad ManagementoTracking shipmentsoCustomer Service and Customer RelationsoHandled two top million dollar Corporate AccountsoReportsSenior Executive Administrative Assistant for Western Region and Southwest Region of the U.S. Corporate Sales Group and two Senior Vice Presidents of Corporate Sales 01/02 3/09Compiling ReportsKey communication between two Senior Vice Presidents that were located in other statesMeeting and Travel ArrangementsAssisting Customers and Corporate Sales Personnel with questionsGenerate Job Reviews for Corporate Sales Personnel (17)Assist Credit and CollectionsCreate Spreadsheets and Worksheets in ExcelCreate Presentations and Bids on Power PointInput Pricing RequestsTracking of ShipmentsBudgetsApproving Expense ReportsWork closely with both Corporate Sales Vice PresidentsGenerate and Revise Vice Presidents Company-Wide CorrespondenceMaintaining appropriate office suppliesCatering coordinationCalendar coordinationExpense ReportsSenior Administrative Assistant for Area General Manager and Distribution Center Manager 04/97 01/02Compiled ReportsMeeting and Travel ArrangementsAssisting Customers, Branch Managers and Sales Personnel with questionsGenerated Job Reviews for Branch Managers, Dock Supervisors, Linehaul, City Dispatch and Sales Personnel (25)Tracking of ShipmentsBudgetsApproval of Expense ReportsCreated Spreadsheets and Worksheets in Excel, as well as PowerPoint PresentationsHuman Resource FilingBill CodingMaintaining appropriate office suppliesWorked closely with Area General Manager and Distribution Center ManagerMember of I.A.A.P. (International Administrative Assistant Professionals) since 2002InterestsFamily, Floral Landscaping, Swimming, Dogs (Labs), Baking and Crafts, Marketing, Camping, BoatingProfessional AccomplishmentsAt YRCW, I initiated Answers Team as one wasnt in place, thus saving time, money and effort to the sales force, as well as increasing Customer Service relations and retention of clientele. It was then posted on company intranet.At YRCW, on my own accord I initiated a collection system of overdue accounts that had been overlooked by the current collection process team netting the company an additional $17,000,000 quarterly in unpaid debt without disturbing customer relations, basically improving customer relations as they had a go to person at a personal level.At YRCW, I chaired the original Respect program, which was implemented company wide.1995 Employee of the Year at A.V.E.D./All American1982 Spelling Bee ChampionAt Charter Communications, I managed the company Toys for Tots program, as well as the Food Bank of the Rockies Canned Food Drive Campaign.At Charles Schwab, I was on the Move Team to assist in moving 3000 employees to new campus.Highly involved in the Schwab Technology Services Community Connections group, as well helping to create the Buddy Program. Instrumental in the Schwab Technology Onboarding Program. Initiated and started the Schwab Technology New Hire Breakfast and Quarterly New Hire Lunch.Entered the Schwinnovation and presented my mobile phone idea, Schroom for conference room ease of booking or deleting conference rooms and a GPS system for those rooms, which is being engineered and created. I also entered the Schwinnovation and presented with 3 other team members, the onboarding program to roll out to all of Charles Schwab Technology and all of Charles Schwab company-wide and won second place.Put together a Celebration of Life Event for VP at Charles Schwab that I worked for that passed away and was very well liked. 2,200 people attended.Worked with the Vice President of Finance and was highly involved with the Charles Schwab Diversity Group (ERG) on my own accord and helped to plan events, manage the budget, creation of newsletter.Instrumental in automating distribution lists.Involved and coordinated the College for Careers program and initiated additional funding for the program with Charles Schwab.Volunteer ActivitiesAssisted and participated in raising monies for the Leukemia and Lymphoma Society using a variety of individual fundraising strategies at Oncure Medical Corp. Winner two years in a row for T-Shirt design. Top participant in gathering funds/donations for Silent Auction.Raised funds for Adams Camp Silent Auction. Assist in reading programs for the elderly, as well as helping the disabled while working at Oncure.Helped to raise funds for the 2018 American Heart Association Walk at Charles Schwab and collected $10,000 for the team at Charles Schwab, and we were awarded a trophy.Highly involved and Team Member of the 2019 American Heart Association walk, around the campus and at the official Heart Walk at Mile High Stadium and collected over $10,000 worth of donations at Charles Schwab.Helped raise food/funds for the Food Bank of the Rockies several years in a row for Charles Schwab. |
