Bree Bass

Multifaceted, efficient & reliable professional with 22+ years of experience supporting executives and upper management, with strong verbal and written communication skills: Ability to stay tactful, calm, and positive when working under pressure: Thrive in deadline-driven environments; Detail-oriented with excellent problem solving and multitasking abilities: Talent for quickly mastering technology;

Experience in the following environments; Information Technology, Financial, Medical, Property Management, and Consulting Service.

Executive Assistant, Finance - Pratt and Whitney - East Hartford, CT

(2019-08)

Administrative support for 4 Executives. Temporary position from August 2018 to August 2019, converted to permanent in August 2019.

• Maintain business calendar and schedules for meetings, events, and business travel arrangements, adjustments according to regularly changing priorities and scheduling conflicts
• Schedule domestic and international travel arrangements as needed, complete detailed travel itineraries
• Prepare and submit expense reports in an accurate and timely fashion
• Timely vehicle mileage reporting
• Review and prioritize mail, highlighting important information and follow-up; respond to correspondence as needed
• Creating surveys, and reporting on results to team or executives as needed
• Interface with all levels of the Firm organization, as well as with external customers/vendors
• SharePoint 2010 Site development and maintenance
• SAP host manager for contingent workers in Finance
• Asset Management reporting
• Researching, creating, and proofing memos, presentations, and correspondence for internal and external staff, vendors, and customers
• Employee Engagement Lead and support of various E&E teams
• Acting as a point of contact for new hire, information regarding firm policy and procedure

Executive Assistant, Business Risk - CROWE HORWATH, LLP - Indianapolis, IN

(2014-03 - 2018-08)

Administrative support of 6 Executives.

• Develop, edit, and format memos, letters, PowerPoint presentations, vendor contracts, spreadsheets, and newsletters, coordinate distribution
• Provide calendar management and logistics for business unit meetings, including administration, meeting minutes, scheduling, communication and follow up activities
• Prepare and distribute various communications and types of business-wide reports and perform data analysis and reconciliation as well as summarize trends and provide recommendations
• Plan, coordinate, and participate in events, meetings, webcasts, or conference calls, including all logistics; venue, menu scheduling, document and information preparation and communication, distribution of materials, minutes, and following up on action items
• Aid as it relates to preparations for speaking engagements, committee involvement, and events, including the creation and preparation of written and spoken materials
• SharePoint site setup design and management
• Monitor CPE reports for partners as necessary
• Risk Business card approval and MiFi device distribution
• Local and international travel logistics and expense reporting
• Partner team support
• Manage various projects

Executive Assistant Public Finance Group - H.J. UMBAUGH - Indianapolis, IN

(2013-03 - 2014-01)

• Provide administrative support to the PFG Service Group Partner (calendar management, scheduling meetings, and conference calls, WIP scheduling, assistance with emails, travel arrangements, time entry, expense reporting, etc.)
• Process and manage new client/engagement information (client data form, scanning, document management, contact clients for new engagement information, maintaining contacts database)
• Develop and maintain templates
• Prepare agreements and RFPs for PFG; maintain the scope of services templates; other typing as needed
• Prepare and/or format Excel worksheets and PowerPoint presentations for PFG
• Firmwide Event Planning (internal and external)
• Provide backup assistance for responsibilities of Bond Transaction Group Assistant
• Provide assistance to ASG Service Group Partner with confidential matters in absence of ASG Executive Assistant
• Assist with bond documents and projects
• Additional responsibilities and projects as requested

Administrative Assistant/Receptionist - TEMPORARY STAFFING SERVICES - Indianapolis, IN

(2012-10 - 2013-02)

Worked for multiple clients: That's Good HR/Midwest ISO and Office Team/Indiana Housing Authority.

Executive Assistant to VP of Corporate IT / Program Assistant - URS CORPORATION - Tampa, FL

(2004-06 - 2012-07)

Assistant to Vice President, IT Directors, I.T. Development, Help Desk, and Operations Managers.

• Respond to inquiries pertaining to departmental and company guidelines and policies
• Screens calls and provides information or directions to the proper department
• Facilitates flow and distribution of incoming correspondence and reviewing and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution
• High volume and complex schedule and email management
• Travel arrangements (domestic and international) for the Corporate IT department through CTO travel
• Expense reporting for the department
• Daily server maintenance reporting
• Managed weekly timesheet reporting for on-site consultants
• Hardware/software license and contract renewal management
• New contract processing
• Contractor timesheet and invoice processing
• Product testing for the Development Team
• Blackberry provisioning with firm policies for distribution
• Help desk coverage
• Process email legal holds
• Assist in daily office management and support of 21 staff members

Certified Associate in Project Management (CAPM) - Project Management - Project Management Training Institute (2019-05 - 2019-05)

Certified Medical Assistant - Medical Assistance - Bryman School (1990-07 - 1990-07)