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
