Responsible for all day-to-day business operations, including:*Strategic planning for short- and long-term business goals*Financial planning, budgeting, disbursement, and reporting*Agency and authority for contract review, approval, execution, and administration*Tax recording, filing, and reporting*Maintaining compliance with all legal reporting and document requirements*Developing and maintaining policies and procedures

Provide administrative support to facilitate production of the definitive Carpenters biography. *Contract analysis and processing*Budget preparation and tracking*Financial recording and reporting*Consultant relations*Invoice analysis and payment processing*Records management

• Provide all manner of administrative service and support to global Enterprise Applications Team, including:o Contract review and analysiso Budget and Vendor Managemento Record and report various metrics including contractor workforce tallies, expenditure per project, expenditure per vendor, asset distribution, facilities requirements, employee paid time offo Create, maintain and disseminate departmental best practices policies and procedures o Routinely collaborate with provide reporting to peripheral teams including Finance, Accounts Payable, Client Services, Purchasing, Sourcing, Facilities and Third-Party Vendors• Notable accomplishments:o Reduced excessive spend by improving best practice processes for payments to third party vendorso Restructured and streamlined procedures for invoice tracking, payment processing, accruals, new resource onboarding, and recording and tracking of employee paid time off

*Managed and minimized firm’s risk of financial loss and regulatory violation by continually monitoring and analyzing client account statuses and activities *Ensured customer accounts operated within SEC, NASD, NYSE and firm regulations *Authorized financial transactions and asset transfers up to $15 million *Maintained records of firm’s compliance with continuing education requirements *Supervised work of operations departments and staff of more than 20, trained and educated operations personnel *Developed and maintained education and training manuals; assisted in writing, directing and producing education and training videos *Established and enforced firm’s policies and procedures, composed and maintained policy and procedure manuals *Streamlined daily procedures to increase and enhance overall productivity and workflow *Co-created and served on fraud detection and prevention committee *Series 24, 55, 7, 63 licenses held

*Managed and minimized firm’s risk of financial loss and regulatory violation by continually monitoring and analyzing client account statuses and activities *Ensured customer accounts operated within SEC, NASD, NYSE and firm regulations *Authorized financial transactions and asset transfers up to $15 million *Maintained records of firm’s compliance with continuing education requirements *Supervised work of operations departments and staff of more than 20, trained and educated operations personnel *Developed and maintained education and training manuals; assisted in writing, directing and producing education and training videos *Established and enforced firm’s policies and procedures, composed and maintained policy and procedure manuals *Streamlined daily procedures to increase and enhance overall productivity and workflow *Co-created and served on fraud detection and prevention committee *Series 24, 55, 7, 63 licenses held

*Managed and minimized firm’s risk of financial loss and regulatory violation by continually monitoring and analyzing client account statuses and activities *Ensured customer accounts operated within SEC, NASD, NYSE and firm regulations *Authorized financial transactions and asset transfers up to $15 million *Maintained records of firm’s compliance with continuing education requirements *Supervised work of operations departments and staff of more than 20, trained and educated operations personnel *Developed and maintained education and training manuals; assisted in writing, directing and producing education and training videos *Established and enforced firm’s policies and procedures, composed and maintained policy and procedure manuals *Streamlined daily procedures to increase and enhance overall productivity and workflow *Co-created and served on fraud detection and prevention committee *Series 24, 55, 7, 63 licenses held

*Managed and minimized firm’s risk of financial loss and regulatory violation by continually monitoring and analyzing client account statuses and activities *Ensured customer accounts operated within SEC, NASD, NYSE and firm regulations *Authorized financial transactions and asset transfers up to $15 million *Maintained records of firm’s compliance with continuing education requirements *Supervised work of operations departments and staff of more than 20, trained and educated operations personnel *Developed and maintained education and training manuals; assisted in writing, directing and producing education and training videos *Established and enforced firm’s policies and procedures, composed and maintained policy and procedure manuals *Streamlined daily procedures to increase and enhance overall productivity and workflow *Co-created and served on fraud detection and prevention committee *Series 24, 55, 7, 63 licenses held