Melissa M. Email & Phone Number

Miami, Florida, United States

• Provide high-level administrative support to multiple senior partners, managing complex calendars, travel arrangements, and meeting logistics.• Coordinate and prioritize daily schedules, ensuring timely completion of critical tasks and handling confidential information with discretion.• Liaise between internal teams and external stakeholders, including investors, portfolio companies, and vendors, maintaining professional communication.• Handle expense reports for partners… Show more • Provide high-level administrative support to multiple senior partners, managing complex calendars, travel arrangements, and meeting logistics.• Coordinate and prioritize daily schedules, ensuring timely completion of critical tasks and handling confidential information with discretion.• Liaise between internal teams and external stakeholders, including investors, portfolio companies, and vendors, maintaining professional communication.• Handle expense reports for partners, ensuring compliance with company policies.• Maintain a high level of professionalism and confidentiality, balancing multiple priorities in a fast-paced, high-pressure environment. Show less

Miami, Florida, United States

• Manage the accurate maintenance of investment records, totaling over $185M in combined commitments, and oversee asset inventory worth $16M in vehicles.• Spearhead the organization and collection of intricate data for tax returns, covering individual, corporate, partnership, and foundation aspects, including meticulous management of 175+ accounts and 160+ investment accounts.• Provide pivotal assistance in maintaining books and records for 20+ entities, including the management of… Show more • Manage the accurate maintenance of investment records, totaling over $185M in combined commitments, and oversee asset inventory worth $16M in vehicles.• Spearhead the organization and collection of intricate data for tax returns, covering individual, corporate, partnership, and foundation aspects, including meticulous management of 175+ accounts and 160+ investment accounts.• Provide pivotal assistance in maintaining books and records for 20+ entities, including the management of ongoing ad hoc projects.• Execute bi-monthly payroll processes for 10+ employees and contractors across three entities.• Effectively process and track daily bill payments, encompassing bank deposits, wire transfers, and online payments.• Lead the preparation and review of bank reconciliations, monthly cash flow reports, and financial statements.• Foster seamless communication and coordination with family members, external investors, vendors, bankers, insurance brokers, and attorneys.• Efficiently maintain, coordinate, and schedule appointments for Managing Partners, contributing to operational efficiency. Show less

Miami, Florida, United States

AltaReturn combined with Black Mountain Systems to form a new entity; Allvue Systems, headquartered in Miami with offices throughout North America, Europe and Asia. Combined, Allvue became the leader in alternative investment solutions and serves 50 of the top 100 CLO managers, with over $2.5 trillion of assets, 90,000 LPs, and $80 billion of family office assets on its platform.• Maintained Saas agreements for over 150 clients and performed quarterly audits of client licensing records… Show more AltaReturn combined with Black Mountain Systems to form a new entity; Allvue Systems, headquartered in Miami with offices throughout North America, Europe and Asia. Combined, Allvue became the leader in alternative investment solutions and serves 50 of the top 100 CLO managers, with over $2.5 trillion of assets, 90,000 LPs, and $80 billion of family office assets on its platform.• Maintained Saas agreements for over 150 clients and performed quarterly audits of client licensing records for invoicing.• Streamlined onboarding and offboarding processes for employees, ensuring a smooth transition throughout the employee lifecycle.• Conducted audits and processed payroll, managed expense reimbursement collections, and maintained PTO audits and records.• Managed accounts payable and receivable, including vendor management.• Executed comprehensive office management tasks, including desk assignments, kitchen inventory, and supply inventory.• Acted as a personal assistant to managing partners for ad hoc tasks and served as a backup for the Head of HR and Finance associate. Show less

Miami, Florida, United States

• Maintained Saas agreements for over 150 clients and performed quarterly audits of client licensing records for invoicing.• Streamlined onboarding and offboarding processes for employees, ensuring a smooth transition throughout the employee lifecycle.• Conducted audits and processed payroll, managed expense reimbursement collections, and maintained PTO audits and records.• Managed accounts payable and receivable, including vendor management.• Executed comprehensive office… Show more • Maintained Saas agreements for over 150 clients and performed quarterly audits of client licensing records for invoicing.• Streamlined onboarding and offboarding processes for employees, ensuring a smooth transition throughout the employee lifecycle.• Conducted audits and processed payroll, managed expense reimbursement collections, and maintained PTO audits and records.• Managed accounts payable and receivable, including vendor management.• Executed comprehensive office management tasks, including desk assignments, kitchen inventory, and supply inventory.• Acted as a personal assistant to managing partners for ad hoc tasks Show less

Miami, Florida, United States

• Implemented a sophisticated vacation tracking system on SharePoint 2007, enhancing internal request processes.• Executed multiple SharePoint server installations and configurations on virtual environments, ensuring optimal system performance.• Configured employee laptops with current software for product development and provided support for the Investor Portal product to clients.

Miami, Florida, United States

• Selected as an Analyst for the ITLP, which promotes IT leadership skills and fosters working relationships with management through extensive training in a variety of functions within IT• Enhanced the user acceptance testing (UAT) schedule by developing and implementing a business process and SharePoint workflow to resolve current and future scheduling conflicts.• Developed the vacation tracking schedule system by creating the business process and SharePoint workflow to automate a… Show more • Selected as an Analyst for the ITLP, which promotes IT leadership skills and fosters working relationships with management through extensive training in a variety of functions within IT• Enhanced the user acceptance testing (UAT) schedule by developing and implementing a business process and SharePoint workflow to resolve current and future scheduling conflicts.• Developed the vacation tracking schedule system by creating the business process and SharePoint workflow to automate a manual process.• Designed and implemented the Enterprise Architecture Review Board (EARB) project request system by developing and implementing a SharePoint workflow to automate a manual process.• Obtained extensive technical knowledge by completing the Leaders of Tomorrow (LOT) coursework as a member of the IT Leadership Program (ITLP). Show less

Maintain and update inventory of equipment throughout the school.Research and analyze products for future purchase.Create requisitions for purchase orders.

Provide technical and desktop support to students and faculty members.

Perform various tasks on the PeopleSoft system implemented in 2004 by the university, and also related work duties as required or as assigned by administration.