Barbara Lee Email & Phone Number

San Jose, CA, US

Assisting with the daily naviagation and implementation of operational and administratives processess during a phase of immense corporate transition.

San Jose, CA, US

• Managed multiple CEO and CFO level corporate deliverables including Board meeting deck and process, QBR, Imagine® global product conference and the financial-planning process
• Facilitated consistent communication between team members, clients and stakeholders to ensure project alignment, review timeline, obtain feedback and to engage in effective collaboration using Confluence
• Monitored project performance metrics, created dashboards and reports for executive management and stakeholders
• Facilitated procedural improvements and introduced and/or refined cadence
• Introduced cadence and processes for QBR, CEO team meetings, financial planning and executive-level global events
• Collaborated cross-functionally to create and manage administrative resource planning

• Assisted CEO to ensure company’s operational plans were implemented on time and within budget
• Managed president’s corporate customer satisfaction targets and aligned business processes and resources accordingly
• Responsible for planning and leading all human resource functions new employee orientation and recruitment
• Responded to escalated client issues and resolution and developed cadence and training
• Responsible for estimates, invoice generating, collections and financial reporting using QuickBooks
• Managed IT back-office functions, upgrades, installations and security

• Heavy, fluid calendar management and administrative support to CEO and CFO using Outlook
• Prepared and maintained project documentation, including status reports and meeting minutes
• Scheduled meetings with board members, clients, and senior-level executives in a global setting across multiple time zones using WebEx, teleconferencing, etc.
• Managed quarterly Earnings Call and SEC filings and developed cross-functional cadence
• Liaison to Landec Board of Directors and managed their D&O corporate electronic transition process
• Responsible for all NASDAQ and SEC disclosure filings

• Coordinated project activities and resources ensuring that projects remained on schedule and met quality standards.
• Prepared and maintained project documentation, including all status reports
• Created organizational corporate electronic filing system and an electronic process
• Created and implemented multiple office policies and procedures
• Refined and created project management tools and templates to improve efficiency and effectiveness
• Managed new-hire process including recruiting and onboarding

Redmond, Washington, US

• Coordinated multiple large-scale employee projects, meetings and large-scale events
• Refined electronic on-boarding process and created new-hire training template and materials
• Initiated and tracked expense reports using Concur system
• Purchased all hardware, software and office supplies
• Managed departmental expenses and provided budgetary tracking and analysis

Sunnyvale, CA, US

• Managed daily fluid calendar, email, voicemail, address book, incoming calls, travel arrangements, and provided direct administrative support to CEO and CFO
• Provided detailed agendas, action items and follow up
• Worked closely with board of directors, board committees, investors, and executive team in the execution of key corporate deliverables and provided timeline and status reports
• Responsible for CEO-level event planning, press tours, client conferences, road shows, and large-scale employee functions
• Budget responsibilities included initiating purchase orders, check requests, executive bonus payout process, monthly actuals to budget monitoring
• Created and implemented corporate master calendar and other project management tools and templates

Project Management Certification, Project Management

Ma Degree, Communications

Bachelor’S Degree, English Language And Literature/Letters

Master'S Degree Courses, Speech Communication And Rhetoric