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Click here or scroll down to respond to this candidateCandidate's Name
Cell: PHONE NUMBER AVAILABLEEMAIL AVAILABLESeasoned C-Level senior executive administrative assistant and office manager with over 20 years of experience overseeing and supervising all facets of the support operations vital to financial services companies and a world class medical conglomerate. Uniquely qualified based upon the breadth and depth of skills, especially those not typically associated with a conventional administrator. Expertise includes all forms of scheduling to include: complex, fast paced calendar coordination amongst multiple portfolio companies, investor meetings, all manner of conference calls, the coordination of multi-firm travel planning, contracting and scheduling of corporate charter jets to meet the demands of the management team. Skilled and adept at arranging events and social functions meeting the demanding standards of the targeted audience. Coordinated and executed office buildouts and moves. Managed vendors for all aspects of user related information technology and telecommunications systems. Comfortable interacting with all levels of management from investor, senior partner/owners to the most junior associate.EXPERIENCE5/24 Current UNDISCLOSED INVESTMENT GROUP New York, NYUndisclosed Equity & Legal TeamsC-Level Business Support CoordinatorDaily schedule and calendar support for appointments, meetings, business engagementsTravel and roadshow coordination with current and prospective sellers/clientsManage vendor invoices, expense claims and submissions operating expenses and the reconciliation of accounts (against budget) summariesAssisting in managing electronic files, emails and records; inputting quarterly financial data into existing databases and ensure proper email retention of filesGeneral administrative and computer tasks to include faxing, mailings, collating ordering supplies and office maintenanceAnnual Investor meeting and preparationAssist with marketing efforts, advertising social media and website developmentManaging weekly pipeline schedules and agendas; keep meeting notesCorporate record keeping: file management audit preparation, manage vendor invoices and expense claims, maintain departmental communication regarding confidentiality agreements,Organize and assist with corporate licensing requirementsAssist with scheduling and planning corporate training sessions4/23 3/24 OPTUM HEALTH Chappaqua, NYOptumCareC-Level Sr. Executive Administrative Assistant &Support CoordinatorProvided direct support for the CFO whose duties encompass handling the revenue cycle management (RCM), financial planning and analysis (FP&A), risk management (RMP) and business development (M&A)Worked with executives when coordinating multi-tiered geographical SELT & ELT meetingsManaged complex calendars with other EAs across a complex multi-layered organizational structureHandled all domestic and international travel itineraries and expenses using ConcurOrganized team events and other training sessionsCoordinated the teams PTO scheduling to ensure that is does not conflict with WD reportingAssisted UHG corporate during internship recruitment processesWorked with the internal Communications & HR Committees when planning Tri-State eventsAssisted in tutorials in the use of Concur, Sparq, Ariba, Mercury, Sharepoint and TeamsFully capable of taking C-Level Executives intentions and translating them into actionable emails and guidance to their teamsExperienced operating, maintaining, and approving financial documents in the Mercury accounting systemAssisted in tutorials in the use of Concur, Sparq, Ariba, Mercury, Sharepoint and Teams6/08 4/23 ATLANTIC STREET CAPITAL MANAGEMENT (ASC) Greenwich, CTC-Level Sr. Executive Administrative Assistant & Office ManagerCompletely responsible for all facets of administrative support to the two senior partners, business development & marketing teams and five portfolio company advisors; assist current, new and interim portfolio company management teams as neededOrchestrated complex and fast paced calendar coordination for multi-firm meetings and conference calls to maximize efficiency and effectiveness of the senior management teamsLaser like focus on travel itineraries - domestic and international using commercial and private aviation, as appropriate, while maintaining effective cost controlsMaintained and synchronized multiple outlook calendars, and all personal technology to include laptops and telecommunication equipment for the managing partners and advisorsAllocated and submitted reimbursable and non-reimbursable expenses to the appropriate portfolio companies, while maintaining auditable records on all charges and invoices using Concur and Quickbooks, adhering to strict SEC compliance policies that enhance business operationsCoordinated with marketing team to manage communication statements to public financial media outlets; oversee the website development & managementFacilitated the financial compliance paperwork regarding Private and Public company deals. Organize and maintain detailed records of the working pipeline which includes NDAs, LOIs and Bids. Monitor and maintain CRM system(s) used by the business development teamsCommunicated with the Investment Relations Officer to develop fund raising and marketing materials; initiate introductory business meetings, and facilitate all aspects of pending new business dealsOrganized multiple top-tier events for both the firm and portfolio companies from venue and food selection, budgeting, AV requirements, to invitations, room lay-out and seating arrangements8/03 - 6/08 NEEDHAM & COMPANY INC. New York, NYExecutive Administrative AssistantOrganized and maintained of Outlook calendars and schedules. Coordinated client and prospective client meetings domestic and internationally. Prepared catered meetings. Created travel itineraries and agendas. File, submit and reconcile reimbursable expensesPrepared NDAs, Engagement Letters, Bids, Working Group Lists, Timetables, Prospectus Books, Non-Deal Roadshows, Closing Dinners and BillingSupport on projects including Communications WiMAX, M&A Business Plans, Healthcare Strategic Planning, Board of Director Presentations, PIBs and the Needham Annual MeetingRepresentative and coordinator for the Needham Growth Conference and the Needham Biotech Conference. Maintain versions of all customer communications, marketing and support documents to facilitate client interactions and sustain presentationsIndependent research conducted on various topics, using all assets at my disposal to include: Bloomberg, Thomson Financial, FactSet, Mergermarket, Reuters, VentureSource, Wall Street Source and Capital IQManagement, oversight, and continual update of the Outlook based Customer Relationship Management (CRM) System employed by all of the Needham Research staff and support assistants. This requires meticulous attention to detail and monitoring since the contact accuracy is critical to operational efficiency and workflow throughout the organizationEDUCATION1997 - 2000 MOUNT SAINT MARY COLLEGE Newburgh, NYBachelor of Arts in CommunicationsDual major: Media Studies and Public RelationsRELATED SKILLSExpert with Windows, Microsoft 365 (includes Word, Excel, PowerPoint, Publisher, OneNote), Outlook, iCloud Operations, Concur Travel & Accounting, DealCloud & SalesForce CRM, Adobe Photoshop, Extensive Internet Research, Intuit Quickbooks, Skype, Teams, ZoomOTHER CONSIDERATIONSReady and able to be onsite 5 days a weekCovid compliant and vaccinatedCan start within 2 weeks after notice of resignation submittedCompletely flexible to relocate if necessaryCapable of travel if the position requiresReferences available upon request |
