- Start to Finish Lifecycle Project Management- Full Charge Bookkeeping, specializing in QuickBooks, ongoing and catch-up, working with HNW individuals, entertainment groups, engineers and consultantsDeveloped and maintained business support that incorporated strategic business and marketing strategies with project management experience that ensured a competitive edge for clients. Took lead for all marketing, rollout and sales initiatives.-Responsible for interviewing, hiring, training of all new contractors to support business objectives.-Start to finish project management.-Integral team member of $7M medical practice sale due diligence project for physician/CEO by disseminating and organizing key documents.-Acquired new business through strategic alliances and client referrals. -History of repeat success in QuickBooks turnaround operations – praised by executives, owners and clients for reversing the QuickBooks status. -Development and implementation of social media plans for clients and business.-WordPress website development for clients and for other businesses.-Managed and designed multiple corporate image campaigns in order to increase public social media awareness and market penetration.

Serves as on-site specialist for Board of Directors, committee meetings and attorneys. Responsible for heavy calendaring for meetings and hoteling meeting rooms. Partners with Cash Management and Wire Transfer Departments to draft and process paperwork and reimburse expenses, fees, and retainers for Board members.• Led office logistics for Directors and outside vendors for events.• Executes C-Suite Projects via extensive work on Microsoft Teams, Zoom, Diligent and WebEx.• Supervises document reviews to fulfill audit requirements with Internal Audit Department and other groups.• Prepares individual director meetings and associated travel arrangements processes.• Partners with tech support to ensure IT needs are met for executives and Board.• Ensures security needs are met for executives and Board.• Coordinates with Schwab Travel and Events & Production Services on Directors’ travel needs.• Reviews catering needs and supervised catering.

Reported to 4 Vice-Presidents in Data & Analytics, Lease Fleet Engineering, Business Systems and Field Support & Warranty• Heavy calendaring for all VPs and Managers.• Extensive work on Microsoft Teams and Zoom.• Prepared reports, PowerPoint presentations, letters, and other documents.• Answered phones and routed calls to the correct person or taking messages.• Filed AMEX monthly expense reports.• Filed and retrieved corporate records, documents, and reports.• Helping prepare for meetings.• Assigned special projects such as upcoming move preparation, company-wide holiday announcements and RPA project.• Accurately recorded minutes from meetings.• Greeted visitors and vendors prior to meeting with executives.• Used various software, including Microsoft Teams, One Note, Excel spreadsheets, Visio databases, and presentation software.• Made travel arrangements for executives.• Assisted HR personnel with cubicle management after layoffs.• Processed paperwork for new hires and contractors.• Maintained group org charts for the floor.• Performed office duties that included ordering supplies and doing set-ups for all conference rooms.• Experience as a virtual assistant.

Led staff and reported to CFO/Sr VP of Administration/IT Manager/Sr VP of Sales and Marketing. Orchestrated onsite operations, marketing, project management, office relocations, facilities management/remodels, environmental compliance and technology action points. Created and communicated a consistent corporate image while interacting with public leaders, vendors, customers and executives.- Handled travel arrangements for managers.- Handled credit card distributions and reconciliations.- Calendar management.- Facilities management/remodels for three DFW buildings.- Responsible for interviewing, hiring, training of all new contractors to support business objectives.- Drafted sales processes for the company.- Conducted business intelligence for CEO and Sr VP of Sales & Marketing on competitors.- Managed staff for different departments providing clear direction for moving forward - Liquidated company assets when company merged with another firm.- Responsible for managing company operational permits.- Lead on new company website from initial plans to final launch.- Lead on creating and maintaining company social media sites.- Responsible for on site events planning and implementation.- Support set-up, moves, and configuration changes.- Vendor/contractor management.- Facilities management/remodels for three DFW buildings.- Identify with Supply Chain Operations (SCO) and track non-critical vendor KPIs- Communicate and escalate any issues related to the support functions.- Lead, created and managed special projects, including company newsletter, nationwide, company wide document retention project, North America corporate documentation integration project and moving DFW WFS corporate office consisting of 26 employees, furniture and files from one location to the DFW Airport area. - Support and coordinate site tours and visits where applicable- Support site development with the department managers and teams.

Led staff and reported directly to President/Owner. Orchestrated operations, marketing, project management, office relocations, new space build outs and technology action points. Created and communicated a consistent corporate image while interacting with public leaders, vendors, customers, executives and non-profit board of directors. -Responsible for interviewing, hiring, training of all new contractors to support business objectives.-Incorporated innovative management techniques that resulted in enhanced business practices and increased productivity.-Analyzed business operations and conducted extensive forensic review of financials to develop a downsizing plan of action.-Provided President/Owner clear direction for moving forward while maintaining a positive work environment among staff.-Liquidated company assets when company merged with another firm.-Responsible for managing all company legal issues.-Lead on new company website from initial plans to final launch.