Judie Schultz Email & Phone Number

Bala Cynwyd, PA

Provides comprehensive support to the Executive Office. This position entails managing a range of tasks and projects within the department to optimize time management, streamline information flow, manage projects, Board meetings, and enhance communication processes to achieve greater efficiency and effectiveness.

Greater Philadelphia Area

• Assistant to the Vice President of Finance and Administration. Assists in daily schedule and in financial matters including budgeting, audits, debt refinancing and state and federal reporting requirements. Works with.
• Coordinates and drafts agenda, minutes and meeting materials for four committees of the Board of Trustees-Finance, Investment, Audit and Building and Grounds.
• Assists in scheduling meetings with the President; Provost; Board of Trustees and subcommittees; direct reports and any other appointments, as needed.
• Serves as gatekeeper for phone calls, emails, meeting requests and schedule.
• Handles confidential matters with professionalism and discretion.
• Assists in execution of documents for sales, lease and merger agreements; certified as a notary.

Greater Philadelphia Area

Served as liaison with WHYY and partner stations on Keystone Crossroads, a local journalism community. Tracked content, budgets and grant deliverables; generated reports to the Corporation for Public Broadcasting. Working with the Penn Project for Civic Engagement, conducted community forums in Philadelphia, Harrisburg, Pittsburgh, Altoona, Reading.

Malvern, Pennsylvania

• Coordinated travel, department/division events, client visits, and scheduling for two department heads and team of twenty relationship managers. Prepared presentations, reports and reviews financial and legal documents.
• Located and imported over 3,000 missing legal documents into the company database; serving on document governance committee to improve audits and workflows
• Updated bi-annual business contingency procedures
• Coordinated activities for the diversity advancement committee
• Consistently received the highest performance reviews available from direct managers and other staff in regards to professionalism, efficiency and attention to detail