Mandi Viena, Mba, M-Ap, Im-A

Mandi Viena, Mba, M-Ap, Im-A Email and Phone Number

Strategic Partner in Entrepreneurial Growth & Financial Mastery | M&AP | IM&A | Mental Wellness Coach @ ValorCOS LLC
Mandi Viena, Mba, M-Ap, Im-A's Location
Greater Birmingham, Alabama Area, United States, United States
Mandi Viena, Mba, M-Ap, Im-A's Contact Details

Mandi Viena, Mba, M-Ap, Im-A work email

Mandi Viena, Mba, M-Ap, Im-A personal email

n/a
About Mandi Viena, Mba, M-Ap, Im-A

As an Entrepreneur Assistant and Financial Analyst, I bring a unique blend of strategic insight and financial acumen to every project. My career is defined by a passion for empowering businesses, from foundational startups to established enterprises, helping them navigate complex financial landscapes and achieve sustainable growth. With a keen eye for market trends and a commitment to excellence, I thrive in transforming challenges into opportunities, guiding business owners towards strategic success. My journey is not just about numbers; it's about crafting stories of triumph through innovative financial solutions.🎯 What I Do ✔️ Dual Capability ✔️ Customized Approach ✔️ Scalability Focus ✔️ Innovation Partnership ✔️ Time Liberation🏆 What Sets Me Apart 🔸 Streamlining business operations to reduce bottlenecks and enable efficient resource use. 🔸 Providing tools and insights needed for strategic decision-making, cultivating sustainable business growth. 🔸 Encouraging and facilitating innovation by managing the operational groundwork required for new ideas. 🔸 Taking on operational and administrative tasks to allow busy professionals to Buy Back Their Time. 🔸 Offering fresh perspectives on business operations to identify and mitigate potential risks.💡 Why Choose Me?With over a decade of experience in Mergers & Acquisitions, financial analysis, and executive assistance, I bring a comprehensive understanding of both the technical and human elements of business operations. My academic rigor, combined with practical expertise, ensures that I provide insightful analysis and actionable recommendations. Let's Work Together: Choose me as your strategic partner, and together, we'll drive your business success with efficiency, accuracy, and professional excellence.✨🌟 My Skills - Strategic Planning & Operational Support - Financial Analysis & Data Management - Sell-side Advisory Consulting - Executive Assistance📬 Let's connect!

Mandi Viena, Mba, M-Ap, Im-A's Current Company Details
ValorCOS LLC

Valorcos Llc

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Strategic Partner in Entrepreneurial Growth & Financial Mastery | M&AP | IM&A | Mental Wellness Coach
Mandi Viena, Mba, M-Ap, Im-A Work Experience Details
  • Valorcos Llc
    Founder
    Valorcos Llc Aug 2024 - Present
    My primary focus lies in providing expert financial analysis and data management services. With a strong educational background, including legal studies at Point Park University and an MBA from Youngstown State University, I blend academic rigor with practical expertise to deliver exceptional results.My freelance journey is anchored by over eight years of experience in M&A. These experiences honed my skills in strategic planning, data management, and financial analysis, enabling me to offer in-depth insights and strategies to my clients.As a virtual assistant specializing in financial analysis and business growth strategies, I provide executive-level support with precision. My qualifications include Corporate Finance Institute certifications in Accounting Principles, Budgeting & Forecasting, and FP&A Monthly Cash Flow Forecasting, allowing me to offer insightful analysis and actionable recommendations.I am skilled in transforming complex data into clear, concise, and visually appealing formats. Proficient in Microsoft Excel and Google Sheets, I excel in database management, intricate spreadsheets, and document conversion, aiming for efficiency and quality.My work ethic is founded on precision, efficiency, and clear communication. I ensure every detail is treated with utmost care, recognizing the importance of accurate data entry and analysis. I collaborate closely with clients, understanding their specific needs and objectives, making me an ideal partner for businesses seeking streamlined operations and deeper financial insights.Choose me for your next project for an experience marked by professional excellence, accuracy, and a commitment to achieving your business objectives. Let's work together to drive success and efficiency in your operations.✨👉https://www.upwork.com/fl/~01ae746bbc0bd1c740
  • Self-Employed
    Notary Public | Loan Signing Agent
    Self-Employed Sep 2013 - Present
    My freelance experience reinforces my capabilities in detail-oriented tasks and independent client service. This role complements my primary functions by enhancing my adaptability and effectiveness in diverse business environments.Commissioned Notary Public in PA 2013-2021Commissioned Notary Public in AL 2021-present
  • Fhl Capital Corporation
    Associate
    Fhl Capital Corporation Oct 2021 - Sep 2024
    Birmingham, Al, Us
    In my dual role at FHL Capital Corporation, I blend financial analysis with entrepreneurial support. My responsibilities include strategic business planning, market analysis, and financial assessment, contributing to informed decision-making and business strategy formulation.
  • Porter Capital
    Office Administrator | Executive Assistant To Founder/Ceo
    Porter Capital Jun 2020 - Oct 2021
    Birmingham, Alabama, Us
  • North American Dental Group
    Executive Assistant To Founder/Ceo
    North American Dental Group Jan 2014 - Feb 2020
    Pittsburgh, Pennsylvania, Us
    Provide direct support for the CEO and other C-level executives. Responsible for scheduling internal and external meetings, preparing written responses to routine inquiries, maintaining electronic and hard copy filing system and assembling highly confidential and sensitive information. Manage a diverse group of important external callers and visitors as well as internal contacts. Independent judgement is required to plan, prioritize and organize diversified workload. Work as part of a collaborative and flexible team to support the overall operation and administration of the Company. The ultimate goal of this position is to ensure that support for the CEO and other executives is of the highest quality, and that all contact and issues brought to the Executive Office are addressed efficiently and professionally.Primary Focus Includes:* Use discretionary initiative and judgement in handling sensitive and confidential details, establishing priorities and resolving problems relating to day-to-day operations and administrative details.* Serve as a liaison between executives and other employees.* Research and fulfill information requests from internal and external business contacts.* Resolve routine and complex inquiries and problems requiring in-depth knowledge of organizational, divisional and departmental policies, procedures and projects in progress.* Use judgement in handling telephone calls and appointment requests for the CEO and other executives; route to others as appropriate.* Responsible for building power point presentations, board agendas and financial documents.• Plan, organize and prioritize special projects.• Assist in coordinating the agenda of senior leadership team and other meetings.• Take and transcript dictation of a complex and confidential nature.• Regular exposure to highly confidential information and files.• Perform other related duties as assigned or requested.
  • Real Estate Investment And Management Company
    Property Manager
    Real Estate Investment And Management Company Aug 2009 - Jan 2014
    I played a key role in starting the company, overseeing day-to-day operations and creating the processes that are likely still in use today. I worked closely with the city to ensure code compliance and handled general property management duties such as showing properties and entering into leases with commercial and residential tenants. Additionally, I managed leases and monitored properties to ensure tenant compliance. To keep costs down, I successfully negotiated with vendors to secure the best rates on materials used to fix up the properties.From start to finish, I was involved in every aspect of the property management process. This included everything from scouting potential properties and communicating with sellers to drafting sales agreements and deeds. I also worked closely with maintenance crews and subcontractors to bring the properties up to acceptable living standards, and then found suitable tenants.As Property Manager, I was heavily involved in the community, serving as the secretary for the Sharon Area Landlord Association and participating in numerous community service projects. One of my most significant contributions was working with the community corrections center to recruit and supervise large groups for the City of Sharon community clean-ups.
  • Law Office
    Law Office Manager
    Law Office Oct 2008 - Jan 2014
    As a highly skilled law office manager, I have honed my ability to navigate a fast-paced and high-stress environment with ease. With an average of 320 active cases at any given time, covering all areas of law, I have become adept at handling communication with a wide range of stakeholders, including prospective clients, clients, staff, law enforcement, lawyers, and judges, all while maintaining strict confidentiality.I take pride in my ability to manage the drafting, reviewing, and filing of legal documents, as well as answering a multi-line telephone system, working the front desk, and taking care of time-keeping and billing, among other administrative office duties. Additionally, I have successfully supervised administrative staff and interns, ensuring that all tasks are completed efficiently and accurately.Overall, I am confident in my ability to manage any law office with the utmost professionalism and effectiveness, and I am constantly seeking to improve my skills and knowledge in this field.

Mandi Viena, Mba, M-Ap, Im-A Skills

Leadership Marketing Management Multitasker Team Building Travel Management Powerpoint Customer Relations Public Speaking Interviewing Database Management Coordination Project Management Software Sales Event Planning Office Management Legal Writing Internet Research Communication Volunteer Coordination Excel Team Leadership Expense Reports Administrative Support Strategic Planning Organizing Outlook Microsoft Office Microsoft Word Real Estate Travel Arrangements Project Coordination Social Networking Microsoft Excel Administration Supervisory Skills Time Management Customer Service Relocation Microsoft Project Online Research Business Strategy Teamwork Management Scheduling Public Relations Single Family Homes Problem Solving Word Telephone Skills Database Administration

Mandi Viena, Mba, M-Ap, Im-A Education Details

  • Institute For Mergers, Acquisitions And Alliances (Imaa)
    Institute For Mergers, Acquisitions And Alliances (Imaa)
    Running A Successful Practice & Transactions
  • Institute For Mergers, Acquisitions And Alliances (Imaa)
    Institute For Mergers, Acquisitions And Alliances (Imaa)
    Pmi
  • Youngstown State University
    Youngstown State University
    General
  • Point Park University
    Point Park University
    Legal Studies
  • Butler County Community College
    Butler County Community College
    Office Administration - Legal

Frequently Asked Questions about Mandi Viena, Mba, M-Ap, Im-A

What company does Mandi Viena, Mba, M-Ap, Im-A work for?

Mandi Viena, Mba, M-Ap, Im-A works for Valorcos Llc

What is Mandi Viena, Mba, M-Ap, Im-A's role at the current company?

Mandi Viena, Mba, M-Ap, Im-A's current role is Strategic Partner in Entrepreneurial Growth & Financial Mastery | M&AP | IM&A | Mental Wellness Coach.

What is Mandi Viena, Mba, M-Ap, Im-A's email address?

Mandi Viena, Mba, M-Ap, Im-A's email address is mv****@****tal.com

What schools did Mandi Viena, Mba, M-Ap, Im-A attend?

Mandi Viena, Mba, M-Ap, Im-A attended Institute For Mergers, Acquisitions And Alliances (Imaa), Institute For Mergers, Acquisitions And Alliances (Imaa), Youngstown State University, Point Park University, Butler County Community College.

What skills is Mandi Viena, Mba, M-Ap, Im-A known for?

Mandi Viena, Mba, M-Ap, Im-A has skills like Leadership, Marketing Management, Multitasker, Team Building, Travel Management, Powerpoint, Customer Relations, Public Speaking, Interviewing, Database Management, Coordination, Project Management Software.

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