Executive Assistant to Principal |CFO |General Council

Facilities Assistant (10/14 - 06/22)Promoted to a newly created position to back up the office manager with a focus on electronic document retention, events, streamlining expense reports and training. Supported COO, CFO, operations accounting, office manager, and 130 employees. Managed expense reporting/reconcile and audit, office catering, kitchen food stocking, electronic document storage. Coordinated special and volunteer events. Resolved issues with office access.• Onboarded all new employees and provided continuous training of 15-20 admins on new expense policies.• Saved time by adopting SAP Concur mobile apps and AI receipt retention.• Initiated morale-building events: Fun at Work Day, Crock Pot Cook Off, Office Happy Hours, Concerts Dallas Arboretum.• Replaced underperforming vendors with credible, reliable sources.• Improved efficiency by helping customize reporting fields to track billable expenses.• Supported AP in routing of check batches and ensuring approvers met wire/ACH deadlines. • Recognized/appreciated for completing tasks independently.• Maintained intranet facilities and expense/travel pages, providing up-to-date instructions and company policies.Receptionist, Investment Relations Assistant (03/05 - 10/14)Hired as employee after initial temporary role. Worked as receptionist and as Investor Relations Assistant, answering investor inquiry calls, purging duplicate records in database, producing client communications monthly statements, quarterly letter mailings. I enjoyed 17 years at Maverick Capital as a Facilities Assistant who enjoys servicing internal client needs. In the past 17 years, speed and accuracy of expense reporting has improved, office procedures automated, and employees brought together through volunteer and social events. The company recently downsized, and my position was eliminated, along with many others. Now, I’m excited about leveraging 17 years of similar achievements to help a new company exceed its goals.

Experienced home bakery owner with a passion for creating delicious treats. Proven track record of successfully managing all aspects of a bakery, from customer service, billing, ordering supplies, decorating, sculpting and designing specialty cakes.

Supported 2 sr. managing directors and 5 analysts/associates. Processed expense reports, timesheets and health accounts. Arranged all travel, car/taxi, hotel, flights, charters and meal reservations. Maintained client calling reports and generated relevant reporting

Conference Planning Assistant - Supported director of catering & conference planning and (3) conference planners in managing group functions. Created/maintained trace systems for new accounts; followed up with clients. Backup key operator.Group Coordinator - Built room blocks, maintained pickup/cut off dates for all accounts contracted for room obligations. Coordinated guestroom availability with Sales and Catering.Reservation Agent - Billed “no shows” including contacting guest and tracking revenue. Managed travel agent commission reports.

Assisted in design choices and fabric selection for new lines. Drafted first patterns, checked for fit and completed grading of final patterns. Configured markers for cut and coordinated completion of cut with contractors. Organized quality check and shipping.

Trained new hires to anticipate the needs of the customer, consolidated duties to be more proficient in serving guests properly.