Janice Szabo Email & Phone Number

New York, Ny, Us

Bethel, Connecticut, United States

Monitoring as a Service (MaaS)Solar solutions for monitoring, visualization, evaluation, troubleshooting & control

Newtown, Connecticut, United States

• Supported the Service Department in organizing, documenting processes and work with technicians to improve timely turnaround on repair orders• Worked with the Sales & Service Director providing customer service for inquires on new orders and repair issues• Create RMA’s in Access database, research queries and ensure information is updated and consistent for company teams• Provided backup for the shipping administrator on domestic and international shipments, including obtaining federal exporting ITN’s, creating NAFTA Certificate of Origins, and other customs documents • Daily invoicing of orders to send to customers and ensure accuracy for accounting month end in ProfitKey

Milford, Ct

• Served as main point of contact for high wealth family asset management firm and liaison to external finance and legal teams• Executed daily office operations, including finance, legal, HR issues, onboarding staff, and extensive travel• Created and maintained monthly report tracking multimillion-dollar investments, bank accounts, accounts payable, accounts receivable, P&L, Balances Sheets• Responsible for payroll management• Reconciled all business and personal bank accounts monthly in QuickBooks• Identified, hired, and oversaw administrative office staff and seasonal interns• Initiated creation of company portal to use with multiple offices, outside legal, tax, banking clients, extended family, and foundation functions• Coordinated family reunions for 80+ family members with a gifting component, i.e. raised $10,000 + 41,000 meals to Food Bank of Hudson Valley• Served as liaison for extended family members and personal issues, including legal estate planning, real estate transactions and executing estate closings• Established Fidelity Gifting Memorial Funds, as professional advisor, receiving funds worldwide• Attended and served as event planner for financial group of 15 family office executives nationwide, twice per year• Coordination of private foundation operations and finances, including press releases, readied applications for committee review, made grant payments, and maintained foundation database• Directed and negotiated terms for Frederick DeLuca Foundation to create scholarship program through Fairfield County Community Foundation, gifting program through Fidelity Charitable Gift Foundation, family scholarship at UCONN• Initiated and created groundwork for a nationwide scholarship program for Subway, Inc.• Collaborated with American Cancer Society to create and fund multimillion-dollar, multi-year research program• Partnered with Subway and Get in Touch Foundation to share resources to enable operations at low to no cost

Supported IT Delivery Excellence Leader; CIO Canada; GLM Business and IT Business Integration Leaders; CTO • Recruited to company by CTO• Aided executives, directors, administrative teams, finance group, and global lease management team comprised of 230+ IT employees in day-to-day business operations• Managed scheduling and maintaining appointments, producing meeting materials and coordinating extensive global travel arrangements• Directed document management and archives, including emails, composition, org charts, budgets, meeting schedules, rosters, purchase orders, invoicing, and expense reports

CTO; IT VPs; Directors, Medical Directors• Provided administrative executive services supporting CTO, Vice Presidents, Directors, Medical Directors, and support teams for managed health care company providing benefit plans to 1,500,000+ members in tri-state area• Coordinated meeting logistics for off-site leadership meetings, bi-annual town hall meetings, weekly director meetings, and weekly management team meetings• Wrote and edited correspondence, maintained budget spreadsheets, Access databases, coordinated schedules, managed travel logistics, and prepared materials for meetings

Associate'S Degree, Accounting, Deans List, Magna Cum Laude

Business, Deans List

Project Management