Oversee employee ownership conversion process for a portfolio of clients across various sectors and geographiesDesign and refine program curriculum aimed at creating effective democratic governance in employee owned companiesDevelop trainings aimed at increasing business acumen in employee-ownersOversee financial analysis and operational due-diligence in all transactionsDeveloped and launched a financial model to determine feasibility of employee ownership conversions

Developed initial design for an innovative pay-for-performance product through systems analysis, feasibility evaluation, and industry benchmarking.Performed analysis of loan portfolio to identify and define high-impact borrowers and developed initial impact metrics for three sectors identified as high priorityCreated financial model to determine foundation costs and borrower tax implication of different product scenariosOutlined next steps and key questions for program manager

Assisted in developing several programs for CSIL including an international internship program for Middlebury Students, a B-Corp certification lab, and an innovation incubator.Worked on initial research and feasibility studies for a domestic micro-finance project in the Monterey area.Managed recruitment and vetting of social impact focused and local vendors for a pop-up market place at the CSIL Launch

• Provided day to day administrative support to the Chief Strategy Officer. Maintained agenda for the CSO via Outlook, scheduled and coordinated meetings, resolved scheduling conflicts, coordinated with other executive assistants for the Executive Management Committee.• Resolved partner inquiries on behalf of the CSO, prioritized messages and emails, followed up on inquiries with appropriate Director. Prepared domestic and international travel arrangements for the CSO.• Coordinated all logistics for annual strategic planning meeting and budget review committee. Prepared packets and distributed pre-read materials, maintained agenda and actions record, prepared A/V and catering set-up.

• Increased operational efficiency of the office by updating HR filing system, reducing the number of financial reports to ensure clarity, and setting up weekly traffic meetings. • Managed office finances through QuickBooks and budgeting across several programs. Assisted with grant set-up and reporting, including Bill and Melinda Gates Foundation and USDA.• Managed calendar, international travel schedule and logistics for four staff members, primarily in Africa. Maintained project calendar, determined resource needs, and hired interns accordingly.• Liaised frequently with the secretariat’s legal and financial entity, Michigan State University in order to maintain compliance with both donor and university policies, procedures, and regulations.• Successfully executed the U.S Africa Forum, a 2-day multi-session event with 250 attendees. Managed international travel, schedule, security, and ground transportation for two former heads of state as well as international travel and accommodations for 20+ speakers.• Managed overall flow and execution of events from beginning to end, including speaker invitations and preparations, venue selection and contracting, volunteer recruitment and training, event logistics and registration, event branding and preparation of support materials.

• Coordinated the logistical details associated with developing and delivering national leadership development programs, including speaker coordination and preparation, managing event personnel, catering selection, A/V, and preparation and shipping of materials. • Successfully delivered the Mid-Level Manager’s Symposium, a 1-day event with over 1000 attendees and 6 breakout sessions.• Tracked event budgets and registration cycles. • Analyzed participant data to make peer, staff, and mentor assignments for the various leadership development programs. • Ensured smooth operational direction on a daily basis for the various leadership development initiatives, research projects, and publications within the Institute.

• Managed Business Continuity Plan for customer service, claims and emergency medical team. Coordinated staff work schedules, emergency travel plans and set-up of contingency satellite office to minimize downtime in case of natural disasters. • Ensured business continuity and smooth running of office with over one hundred (100) staff members. Hired, supervised and trained facilities and meeting staff. Created and implemented meeting procedures that lead to an autonomous meetings team requiring little supervision.• Provided oversight of spending and reconciled budget on a monthly basis for seven (7) departments.• Managed logistics of all office re-organizations including off-site relocation of up to 300 employees without disrupting daily work. Project lead between IT, Facilities, line manager and employees.• Maintained agenda for V.P. Operations via Outlook, scheduled and coordinated meetings, resolved scheduling conflicts, coordinated with other executive assistants for Miami Executive Team meetings.• Resolved client inquiries and complaints on behalf of V.P. Operations, prioritized messages and emails, followed up on client inquiries with appropriate regional manager. Prepared domestic and international travel arrangements for V.P. Operations, primarily in Latin America and Europe.• Managed a committee and budget of $70K a year centered on employee engagement, integration of three international office sites and building company culture.

Implemented and coordinated employee carpool program, including promotion, information sessions, set up guidelines, and maintenance. Pre-screened and sorted resumes, coordinated interviews for hiring managers, drafted offer letters, conducted new hire on-boarding, and prepared new hire documentation.Coordinated employee referrals, staffing companies and job sites to recruit the most qualified applicants.Assisted department staff in daily business as necessary, including recruitment, event planning, and project management.

• Conducted sales calls and pre-qualified prospective clients for sub-prime lending. Analyzed credit history, income to debt ratio, loan to value, and funds to close or cash out. Submitted client profile to appropriate lending program.• Maintained efficient work flow for 2 processors, created processing procedures and checklist.• Conducted quality control, followed up with processing and underwriting to resolve problems and performed post closing compliance for a pipeline of 40 to 60 files monthly.• Maintained an excellent working relationship with Account Executives, Loan Coordinators and Underwriters.• Responsible for keeping abreast of guideline changes, and ensuring loan compliance before bank submission.

- Coordinated all advertising for Hollywood as a destination, including a large-scale branding campaign at Ft. Lauderdale-Hollywood International Airport.- Responded to and generated editorial opportunities while ensuring consistency and accuracy in the portrayal; Created, ordered and maintained stock of collateral material.- Coordinated all hosting activities for local conventions, including FAM tours, hospitality desks, trade show staffing, and promotional giveaways.- Built and strengthened industry partnerships by conducting sales calls, attending trade shows, and other networking opportunities throughout the United States.