Anna Williams Email & Phone Number

Edmonton, Ab, Ca

Edmonton, Alberta, Canada

In my current role, I am the ProdX Business Operations Lead (Product Ops Manager) within the GIAA Team. My portfolio includes financial oversight and reporting for Growth Platforms and Tech Asset Enabled (P&L, pipeline, revenue forecast, etc.), interlock with GIAA pillars, cross GIAA internal support, Asset Certify to Sell (CtS) advisory and Asset Certification, Business Processes and Standards and Quality and Risk Management including Asset Build QRM Process.

Edmonton, Alberta, Canada

In my role Product Senior, I was seconded to the Oracle CityKit Asset and Growth Platforms as Operations Support. I provided operations management support to the leadership teams to coordinate and execute program level activities, manage and update reports, conference management, accelerator collateral/ repository versioning and maintenance and material and proposal repository and QA.

Edmonton, Canada Area

As a Senior Executive Assistant, I was responsible for providing efficient and elevated executive administrative support to three Partners and one Director in Consulting (Public Sector including Healthcare and Education) and Financial Advisory. My role included:Represent the Partner in a professional and confident manner, in both written and verbal communications, internally and externallyProactively manage the Partner's schedule with respect to client events and business-related activities, with minimal input and directionHandle work-related matters on behalf of/and alongside the Partner, some of which are highly confidential in natureProactively drive the client life cycle with primary responsibility for meeting client deadlines with quality deliverablesAnticipate business and client service needs, demonstrating resourcefulness and critical thinkingDevelop business acumen in order to anticipate internal and external client needs (e.g., independently anticipate the next step in a process, prompt the client, be resourceful and one step ahead)Actively develop knowledge of our external clients (i.e., market intelligence) in order to enable high-quality client deliverables and focus on proactively enhancing service excellenceIdentify opportunities to be a brand ambassador by building strong relationships with the Partner’s external clients, marketing and account support teams, so that access to clients can be expedited via these positive relationshipsWork collaboratively, leveraging appropriate firm resources (e.g., One Team and other shared services) to manage, own and minimize administrative tasks for the PartnerCoordinate, support and contribute to a variety of special projects for the Partner and/or service lineCoordinate and attend internal/external meetings as requested to document action items for independent follow upSupport the agile workplace including location and reservation of appropriate space and other required resources

Edmonton, Canada Area

Responsible for providing efficient and professional executive administrative services to the Executive Director, the International Board of Directors, Executive Committee, Finance and Audit Committee and the HTAi team to facilitate the smooth operation of the Society.Reporting to and assisting the Executive Director in all operational aspects of HTAiAssist Executive Director with organization of Board and Committee Meetings; circulation of Agenda Packages, Materials, Reports and Minute TakingLogistics for Board Meetings and other eventsAssist with maintaining and updating the HTAi website contentMaintain and update contact database (CRM)Assist Senior Accountancy Staff with collating year end documents in preparation for auditInvoicing, Bank Deposits, Bank Recs, Visa Recs, Journal Entries, Credit Card Processing, Coding Vendor Invoices / Expense Reports and Aging ARAssistance with Annual Meeting RegistrationsAssist Executive Director and General Accountant with database cross-checkingOrganizational and Individual Membership renewals and queriesGeneration of Sponsorship AgreementsSociety Policy generation and updatesAssist with Conference/Workshop/Roundtable planning and deliveryInternet searches for additional contacts for specific event/topic contactsMaintaining office supplies, supporting distribution of promotional materialsVendor managementReception coverageOther administration support as required

Edmonton

Handling of the human resources of the Firm, involvement in hiring, terminating and evaluating staff.Development and coordination of staff training.Provide staff performance reports to Partners.Preparing all staff payroll.Monitoring vacation, sick and banked time.Monitoring time billing system.Ensure maintenance of accounts receivable and accounts payable.Prepare and maintain budgets for the Firm.Prepare and maintain company policies and procedures.Handling staff registration dues.Monitoring CPA student hours. Involvement in strategic planning of Firm.Coordination of activities with Social Club.Ensure that corporate tax and GST returns are filed on time.Delegating client and CRA requests for information to staff.Monitor salary and dividends for all clients are handled per process.

Edmonton, Canada Area

Review, develop and implement new and improved office policies, procedures and automated systems in order to improve efficiency and accommodate company requirements; make recommendations regarding acquisition of new and/or improved administrative and financial systems, or new office equipment and automated systemsAct as primary resource for matters related to office automation, telecommunications and information systems hardware, software and ancillary equipment problems and liaise with contracts and supplies to resolve problemsEnsure information management compliance for provincial and federal information and Privacy Acts (PIPA, FOIP)Maintain files, including development and maintenance of a records management systemIn collaboration with the Company’s Accountant, prepares operating and capital budgets; checks expenditures against budget to identify variances and potential problems; recommends solutions as appropriateHandle invoicing and accounts payable/receivable, including preparing invoices and reports, ledger and journal entriesPrepare bank deposits; reconcile records of bank transactions and implement internal controls to protect company assetsPerform computer data entry and analysis functionsTrain, mentor, evaluate performance and discipline subordinate staffCommunicate effectively with clients and staff to maintain Company’s reputation for quality and commitment to serviceDraft correspondence, reports and proposals, including formatting, proofreading, desktop publishing/designing various materials

Edmonton, Canada Area

Provides support to Department Leader by: Anticipating and initiating appropriate action to conserve the leader’s time, managing his/her schedule, managing access, screening e-mails and correspondence, etcConsolidating, coordinating and variance reporting for a variety of cyclical budget documents and processes, e.g., annual and monthly budget reporting, etcCoordinating corporate governance and diligence compliance files/matters on behalf of the department(s), e.g., annual Statement on Business Conduct acknowledgements, SOX audit requirements, etcCoordinating company meetings, functions and/or critical administrative projectsAssists a team or teams of professional and technical staff with their specific administrative needs by:Organizing and maintaining team specific documentation processes through data input, verification and filing in hard copy and electronic team and central databases, e.g., project, cost, post project review, work schedules, tracking project milestones, contract awards, etcDrafting correspondenceProvides general administrative duties, e.g., providing vacation coverage for other administrative functions in the department, booking travel arrangements, preparing expense accounts for signature, managing electronic calendars, time entry, setting up new employees and moves with new equipment, offices, phones; maintenance requests, ordering business cards, ordering lunches, etcMaintaining office supplies as requiredMay be required to provide basic guidance to junior administrative staff and/or temporary staff/contractors

Edmonton

This role is responsible for the ownership and delivery of Information Technology Services through project administration functions to assigned accounts and/or projects. Key responsibilities are:Administrative support to Account Lead and ManagersContributes to account planning and responsible for assigned account objectivesTracks all account/project workIdentifies, implements and maintains financial discipline, processes and proceduresIdentifies, implements and maintains financial budgets, forecasting, expensing and earned valueCoordinates weekly time accountingRepresents accounts/projects in monthly financial reviewsAttends to billing and invoicingAssesses utilization and resource capacity with resultant recommendationsRecords management ensuring quality, currency and consistencyAssists with preparation of reporting in support of account and project activityPrepares and maintains all contract and agreement documentsMonitors contracted services measuresPrepares service measure reportingOwns and maintains all internal account documentationAssists with the evolution of account/project tools and methodologies into the environmentAttends to procurement of tooled resources for the account/projectsCoordination of the customer satisfaction survey processPlans and coordinates meetings, special events and workshopsAssists in the preparation of presentation materials

Edmonton, Canada Area

Role and Responsibility:Work for four partners in three business lines; Advisory, Assurance Core and Assurance ES.Provides full secretarial and administrative support to a management team of client-serving personnel. Assist Partners and their engagement teams with client billings by liaising with the financial management group to process work in process system reports, tracking expenses, drafting and finalizing invoices, time transfers and tracking of chargeable hours.Execute internal/external meetings and events which include coordination and arrangements of logistics, dealing with all correspondence with venues, catering, audio visual equipment requirements, preparing invitations, maintaining RSVP lists, travel details and onsite event management.Maintain client relationship management in appropriate databases to track opportunities as well as internal and external relationships within the firm.Document preparation and management, which can include formatting of reports, letters, memos and presentations from draft stages to finalization of materials.Serves as a facilitator who may coordinate deadlines and either handles them directly, or through others; as well as handles project coordination and completion. Extract summary information as requested for analyzing purposes, including project costs compared to capital budget.

Role and Responsibility:Manage a team of three administrative assistants in three locationsComplete quarterly performance reviews for each direct report with a focus on skill development and performance improvementExtract summary information as requested for analyzing purposes, including project costs compared to capital budgetAdminister and maintain project files for all construction and major renovationsAssist with preparation of annual operating and capital budget for the Properties Department via the accounting software programI was brought on board to assist with the harmonization of the Properties Department; my focus has been on bringing the administrative group together to create a seamless team for the branches, tenants and departments. I interviewed each team member and analyzed where they would be the best fit within the new Department. I focused more on creating experts within the team, so the Department now has an ITSM Administrative Assistant, Projects Administrative Assistant and Finance Administrative Assistant.

Role and Responsibility:Managed daily communications with staff, volunteers, outside inquiries, walk-up traffic, and liaise with recipient organizationsCompleted all accounting tasksPrepared reports as requested by Executive Director for grant requirements and for Board of DirectorsPrepared agenda in advance of Board meetingsArranged Board meeting facilities and detailsAssisted with special events as neededAssisted with Strategic Planning preparations and follow-upIn this position I was the office administrator responsible for the smooth operation of the Basically Babies office. I made sure that Layette Requests were reviewed and approved by the Executive Director in a timely manner, so the recipient could receive the Baby Layette within the 7-day timeframe. Assisted with the scheduling of volunteers at the warehouse.

Role and Responsibility:Was responsible for administering the FRIAA program, which consists eight separate programsClient contact and interactionGenerated admin reports for the Board of DirectorsGenerated monthly financial reports for the controllerCompleted all accounting tasks, including monthly bank reconciliations, bank deposits, AR and APMaintained an MS Access Database for the programReconciliation of client accountsUpdated and maintained FRIAA websiteDuring my time with FRIAA, I reconciled over 800 accounts because I caught an error with the data upload from the Government, some of the errors dated back more than 5 years. Once I had reconciled the accounts, I managed to collect a significant amount of money from outstanding permit holders and also I managed to assist some permit holders who thought they had an outstanding debt with FRIAA, but they owed nothing.

Role and Responsibility:The Contracts Analyst served as a key resource to the engagement management teams on project-related financial, contractual and administrative mattersThe Contracts Analyst was responsible for setting up and maintaining contracts and projects in PeopleSoft, and monitoring project activity

Role and Responsibility:Provided personal executive secretarial and administrative assistance to the two Managing Directors, management team and professional staffPerformed the recruitment for all non-professional staff including screening resumes, interviewing, conducting reference checks, as well as administering testing, selection and salary determinationCoordinated and oversaw the training and development of new non-professional staffNew hire orientation of professional and non-professional staffProvision of advice and guidance in regard to administrative matters in accordance with approved firm policies, procedures and standardsLiaised with the appropriate department with respect to any human resources issuesComplied utilization and time reporting reports for Managing Director on a bi-monthly basisCoordinated any expansion or renovation plans and office movesLiaised with the central IT department for programming of telephones and voicemail maintenanceReviewed financial reports with the Managing Director on a bi-monthly basisEnsured that the Engagement Managers were following the new OneGlobe accounting systemsUpdated the Engagement Managers monthly on the status of WIP to ensure engagements were on trackCompiled monthly billings to client and followed up on outstanding AP and AREntrusted with handling confidential data and proprietary informationResponsible for typing all reports, proposals, presentations, correspondence, correcting all grammar, spelling and formatting as per BearingPoint standardsGenerated agenda for monthly business meeting and all appropriate materialsPrepared for new employees (i.e., setting up computers, desks, telephones, etc)Team member of both the HR and OneGlobe teamsCreated spreadsheets, tables and charts for data analysisSetup of new engagementsGenerated Subcontractor requisitions/purchase ordersResponsible for RFP control and ensures that the OneView was always current