Katrina Carson

Maintained daily execution of administrative tasks for three SVPs and their direct reports. Provided end-to-end calendar management, predicting leaders' priorities to proactively manage complex, constantly changing schedules and resolve conflicts. Compiled, prepared, reviewed, and coordinated materials for internal and external meetings using Microsoft Suite, and kept meeting documentation and resources in Confluence.

Organized all aspects of off-sites, conferences, and external events, including telepresence and catering. Screened and managed emails, prioritizing critical items and deciding escalation. Managed and coordinated appointments, meetings, and conference calls.

Coordinated domestic and international travel using Concur, ensuring adherence to budget and travel policies. Prepared and sent expense reports and tracked departmental budgets for review and approval. Served as the primary point of contact for department onboarding, building management, parking, vendors, and office supplies.

Senior Executive Assistant Global Technology Product Agility Office - JP Morgan Chase

(2022-11 - 2024-05)

• Maintained complex, ever-changing, and highly detailed calendars for 3 Managing Directors.
• Managed coordination and organization for both internal and external meetings using Microsoft Teams and Outlook.
• Organized all aspects of off-sites, conferences, and external events, including telepresence and catering.
• Screened and managed emails and phone calls.
• Managed and coordinated the Managing Directors' appointments, meetings, and conference calls.
• Helped with the preparation and review of meeting materials and correspondence.
• Coordinated domestic and international travel and prepared and sent travel cost forms for review and approval.
• Prepared, reconciled, and tracked expense reports through the expense reporting system.
• Ordered office supplies and processed invoices through the Procure-to-Pay system.
• Tracked action items, requests, and ad hoc work using Jira Align to support project coordination and follow-through.
• Helped with ad hoc reports and special projects as needed.
• Supported onboarding of new Managing Directors and employees.
• Partnered with Executive Assistants across business lines to ensure seamless support.

Senior Executive Assistant to the Global Managing Director of Operational Risk Management (ORM) - Citi

(2019-11 - 2022-08)

• Managed heavy, complex, and ever-changing daily calendars.
• Coordinated all aspects of executive-level manager appointments, meetings, and conference calls.
• Prepared and reviewed materials and correspondence for meetings.
• Helped with the creation and modification of presentations, spreadsheets, weekly management reports, and other business documents using Microsoft PowerPoint and Excel.
• Coordinated travel arrangements and prepared and distributed travel schedules and agendas.
• Prepared, reconciled, and tracked expense reports through the Travel and Entertainment expense system.
• Ordered office supplies and processed invoices through the Procure-to-Pay system.
• Processed and followed up on virtual requests to ensure prompt resolution.
• Helped with ad hoc reports and special projects as needed.
• Helped with onboarding new team members and contingent resources.
• Trained, coached, and guided other administrative staff as needed.

Senior Executive Assistant, HR – Global Executive Compensation & Benefits - Fluor Corporation

(2018-10 - 2019-11)

• Processed and coordinated all executive perquisites, partnering with Tax, Accounting, Payroll, Accounts Payable, Compliance, and Legal to ensure program accuracy.
• Coordinated the collection and auditing of senior management expense reports to support perquisite program tracking using Ariba.
• Administered records management processes, including scanning, inventorying, and supporting executive compensation documents (electronic and physical), and uploaded files to the Electronic File Maintenance (EFM) system.
• Processed and archived retention agreements following records management policies.
• Supported activities related to executive employment, separation, permanent country transfers, consulting engagements, and other executive services.
• Supported preparation for Organization and Compensation Committee meetings.
• Corresponded and communicated with senior executives on compensation information and programs.
• Administered and supported highly confidential and specialized information by applying in-depth knowledge of organizational policies, procedures, and operations.
• Performed a wide range of administrative duties, including phone coverage, meeting coordination (catering, teleconferences, and video conferences), report and presentation preparation, correspondence for executive signature, travel coordination, and expense reporting.
• Coordinated global travel arrangements with a focus on cost effectiveness, including visa processing, adherence to security travel advisories, and charter travel coordination.

Senior Executive Assistant - Fluor Corporation

(2006-04 - 2018-10)

Supported SVP & Assistant Treasurer, Executive Director & Assistant Treasurer, and Executive Director of Risk & Insurance Management and their direct reports.

• Answered executives' phones and handled inquiries as needed.
• Maintained heavy, complex calendars, scheduling meetings for internal and external clients.
• Managed complex and often changing domestic and international travel arrangements.
• Prepared and audited complex expense reports.
• Processed visa and passport applications.
• Coordinated small and large meetings, including catering, room setup, audio/video needs, and Go-To-Meetings.
• Maintained weekly and monthly financial reports for Letters of Credit.
• Received Letters of Credit/Bank Guarantees from banks and project managers.
• Logged Letters of Credit/Bank Guarantees in spreadsheets and sent to legal for safekeeping.
• Prepared daily FX wires for foreign and domestic cash payments.
• Entered, matched, and confirmed wires in FXall.
• Pulled daily Bloomberg financial data for the finance team.
• Maintained files, both electronic and hard copies.
• Processed and coded invoices for payment.
• Performed ad hoc duties as assigned.