• Coordinate with founder/CEO regarding invoicing• Collect invoices from Operations• Plan and coordinate annual out-of-state strategy meeting• Plan and book travel for partners• Discuss and prioritize confidential items of operational significance• Utilize organizational and communication skills to provide support to CEO and other executives• Adapt as a team player to manage several tasks and projects• Serve as primary point of contact for all communications• Maintain discretion while proactively anticipating the needs of the executive(s)• Correspond with third parties to schedule in person meetings• Discuss and implement processes and procedures• Ad hoc tasks as needed• Increased executive productivity by 25% by developing a task prioritization system using digital tools• Streamlined document processes, saving 30 hours monthly by implementing an efficient digital filing system

• Train new coworkers from overseas and across the country• Assist with onboarding of new clients, including assisting with the implementation process throughout different department• Ensure all banking information and approval processes are correct and up to date• Work with multiple departments to ensure accurate and timely payments for our clients• Initiate funding for millions of dollars of invoices for clients throughout multiple regions and continents• Verify/research all funds from clients through the bank to ensure accurate reconciliations• Verify that all payments are accurately recorded in the books to match bank transactions, facilitating month-end reconciliations• Research outstanding items• Resolve discrepancies timely and accurately• Assist with reconciliation of accounts with vendors to confirm payments with detailed bank confirmation• Maintained a level of confidentiality regarding all matters• Prioritize multiple projects• Managed daily operations involving transactions worth over $1 million across multiple accounts• Processed over 3,000 transactions monthly to ensure efficient cash management

• Anticipate the needs of the Executive(s) before an issue or problem arises• Prioritize daily tasks based on the needs of the Executive(s)• Oversee the daily calendars/schedules of four C- level executives• Coordinate executive travel• Manage CEO’s complex personal and corporate calendars• Plan company-wide meetings with team members as well as board members and all C- level executives• Plan and coordinate in office meetings/special events• Communicate with clients and financial partners regarding CEO’s schedule and requests/needs• Coordinate with other departments regarding third party representation and interviews• Schedule and attends meetings, taking notes and recording minutes• Oversee new hires• Execute/run payroll• Ensure all employee polices/handbooks are up to date• Manage and oversees executive expenses• Oversee office operations• Assist in preparing and managing presentations• Use discretion, confidentiality, and good judgement to handle C-level matters• Complete ad hoc projects as needed

• Oversee office operations• Assist in bank reconciliations using QuickBooks• Ensure client satisfaction by addressing questions/concerns promptly and efficiently• Assist in ensuring projects are completed and turned in before due date• Manage calendar and meetings daily• Manage the Executive’s contacts• Work directly with board members and partners• Assist in communicating with all board members, as well as all members of teams in different offices to coordinate meetings• Prioritize firm matters to ensure each is attended to in a timely and effective manner• Directly contact government agencies to ensure client and firm obligations are resolved and handled timely and efficiently• Manage all incoming/outgoing mail, monies, and legal documents• Oversee and manage all AR/AP• Communicate with clients and co-workers with discretion and confidentiality