Ursula W.

Ursula W. Email and Phone Number

EA to EVP & Chief Financial Officer @ Syncro
Ursula W.'s Location
Stamford, Connecticut, United States, United States
Ursula W.'s Contact Details
About Ursula W.

Self-motivated, proactive, resourceful EA who thrives in both large corporations and small office settings. A problem solver, extremely detail oriented and organized with a positive attitude willing to go above and beyond to get the job done.

Ursula W.'s Current Company Details
Syncro

Syncro

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EA to EVP & Chief Financial Officer
Website:
syncromsp.com
Employees:
115
Ursula W. Work Experience Details
  • Syncro
    Syncro
  • Synchrony
    Ea To Evp & Chief Financial Officer
    Synchrony Jul 2023 - Present
    Stamford, Connecticut, Us
  • Bic
    Ea To Vp Global Supply Chain
    Bic Jan 2023 - Jul 2023
    Based In Paris. Part Of Every Heart & Home., Fr
  • Datto, Inc.
    Ea To Chief Customer Officer
    Datto, Inc. Jan 2019 - Jan 2023
    Norwalk, Connecticut, Us
    • Manage a complex and frequently changing calendar, prioritizing events using clear judgement and autonomy.• Monitor emails and respond on behalf of the CXO when appropriate.• Arrange domestic and international travel including flight, ground, hotel, as well as assist with preparation of meeting agendas.• Organize departmental events which include securing meeting venues, arranging team building activities, hotel, and transportation.• Communicate with internal leadership and external partners with the highest level of professionalism.• Collaborate with fellow C-Suite EAs to ensure calendars align for critical meetings.• Provide back up support to the offices of the CEO and CFO.• Assist the Legal team as Immigration Coordinator by leading weekly sponsorship meetings with outside Counsel, preparing agendas, tracking action items, and communicating status.• Personal assistant support when needed.• Maintain the highest degree of discretion and confidentiality.
  • Datto, Inc.
    Ea To Founder & Chief Executive Officer
    Datto, Inc. Oct 2015 - Jan 2019
    Norwalk, Connecticut, Us
    • Monitored emails and voicemail, responding accordingly on behalf of the CEO.• Proactively managed calendar by anticipating and resolving scheduling conflicts with minimal direction.• Arranged extensive business and personal travel including air, ground, and hotel.• Organized and coordinated internal and external meetings including Board meetings, media interviews, meet and greets with local officials.• Traveled with the CEO to annual customer events, acting as on-site point person for ad hoc meetings and to provide additional support to the Executive Team.• Performed a high volume of personal assistance, periodically working outside of normal business hours.• Managed highly privileged, sensitive information with discretion and confidentiality.
  • Ge Capital Corporation
    Ea To President & Chief Operating Officer
    Ge Capital Corporation Mar 2013 - Oct 2015
    Boston, Ma, Us
    • Provided support in all aspects of calendar coordination, including management of meetings and Town Halls both onsite and offsite, including securing venue, ground and flight logistics; worked closely with administrative peers to ensure a smooth process. • Coordinated and managed extensive travel, both domestic and international.• Monitored email and responded on behalf of COO when pertinent / appropriate.• Prepared expense and travel reimbursement reports on a timely basis. • Back up for offices of the Vice Chairman and CFO. • Regularly worked beyond normal business hours; available 24/7.
  • Plancher Orthopaedics & Sports Medicine
    Ea To Orthopedic Surgeon
    Plancher Orthopaedics & Sports Medicine Aug 2012 - Mar 2013
    New York, Ny, Us
    • Managed heavy professional and personal calendar, scheduled meetings / conference calls.• Ensured that business / personal calendar did not interfere with case / clinical calendar by working directly with Physician Assistants and Clinical Office Assistant to maintain day to day efficiency.• Attended to surgeon's emails and phone calls, determined nature of business and directed to appropriate individuals.• Arranged and managed all aspects of domestic and international travel (itineraries, flights, hotels, car).• Worked closely with the Executive Director of Orthopaedic Foundation for Active Lifestyles to keep Surgeon updated on Fellows assignments / schedules / lectures.• Submitted expenses after completion of Lectures / Courses for timely reimbursement of expenses.• Worked past normal business hours; including Holidays and weekends.
  • Citationair
    Ea To President & Chief Executive Officer
    Citationair Apr 2009 - Aug 2012
    Greenwich, Ct, Us
    • Maintained calendar, scheduled meetings / conference calls, and handled meeting conflicts and prioritization issues.• Arranged and managed all aspects of domestic and international travel (itineraries, flights, hotels, car rental).• Previewed emails on a daily basis and followed up on pertinent requests, especially during CEO travel.• Prepared presentations for internal CitationAir meetings, in addition to Cessna and Textron conferences.• Handled independent projects efficiently and with minimal supervision.• Coordinated off-site pilot meetings including facilities, catering, and AV / presentation material which required travel with the Executive team.• Submitted invoices to Accounts Payable for payment in a timely fashion.• Worked past normal business hours to complete projects with Executive team when required.
  • Allied Nevada Gold Corp.
    Investor Relations Coordinator
    Allied Nevada Gold Corp. Aug 2008 - Feb 2009
    • Planned, coordinated and executed to completion investor / analyst requests of mine tours.• Traveled with Executive Management Team to ensure smooth process of all mine tours and road show events.• Independently produced marketing materials for CEO marketing meetings, mine tours, and road show events.• Ensured timely preparation of documentation and payments to secure exhibit booth space, speaking engagements, and other road show-related activities.
  • General Electric
    Ea To Vice President And Director, Investor Relations
    General Electric Feb 2007 - Aug 2008
    • Managed highly complex travel itineraries, both domestic and international.• Independently composed correspondence on behalf of Vice President.• Assisted in preparation and execution of offsite analyst meetings which may include the Chairman/CEO, Vice Chairman/CFO, and GE Officers of various businesses, while also serving as initial contact for logistics. • Assisted external event manager with preparation of analyst conferences including scheduling, material preparation, timeline creation, and addressing other issues prior to and during event.• Detailed communication of event specific information to assure excellence in event execution and client satisfaction. • Assisted Finance managers with financial and attendee tracking of events by generating tracking reports and maintaining documented histories of analyst events.• Led in the coordination and completion of GE hosted analyst events including, but not limited to attendee registration, providing event logistics in a timely manner, handling RSVP’s, sign-in sheets, name badges, handouts, etc.• Prepared documentation, payments, and/or purchase orders to secure exhibit space, speaking engagements, sponsorships, and other event-related activities for investor road shows (NIRI, BI).• Proactively maintained meeting tracking and status reports, internally (to Vice President and Director).• Established priorities, analyzed problems, and identified solutions concerning the progress of meetings.• Developed and maintained relationships with securities analysts, institutional investors, and industry peers.• Distributed communication documents to the Investment Community (earnings, dividend release, monthly newsletter).• Processed department invoices and acted as liaison with Accounts Payable as necessary to ensure timely payment.• Routinely handled stockholder inquiries by screening calls, answering questions, and redirecting to appropriate personnel.
  • General Electric - Equipment Services
    Ea To Vice President & Chief Financial Officer
    General Electric - Equipment Services Oct 2002 - Feb 2007
    • Managed highly detailed calendar and all incoming e/mail.• Independently composed documents on behalf of CFO.• Created and developed presentations for CFO and other members of ES Senior Leadership Team.• Provided total life-cycle for Finance meeting/event planning services which included receptions, luncheons, conferences, etc.• Responsible for site selection, obtaining contract agreement, food / beverage set-up, audio visual arrangements, developing a room plan that was most conducive for group meetings / conferences.• Coordinated an orderly flow of communications by acting as liaison between CFO and other GE executives.• Managed the new hire onboarding process (office space, telephones and computer equipment) and coordinated office moves by working closely with Sourcing executive and Human Resources.• Processed and reconciled monthly department expenses.

Ursula W. Skills

Event Planning Leadership Process Scheduler Management Project Management Marketing Contractors Event Management Accounts Payable Financial Analysis Strategy Project Planning Outlook Budgets

Frequently Asked Questions about Ursula W.

What company does Ursula W. work for?

Ursula W. works for Syncro

What is Ursula W.'s role at the current company?

Ursula W.'s current role is EA to EVP & Chief Financial Officer.

What is Ursula W.'s email address?

Ursula W.'s email address is uw****@****tto.com

What is Ursula W.'s direct phone number?

Ursula W.'s direct phone number is +120384*****

What skills is Ursula W. known for?

Ursula W. has skills like Event Planning, Leadership, Process Scheduler, Management, Project Management, Marketing, Contractors, Event Management, Accounts Payable, Financial Analysis, Strategy, Project Planning.

Who are Ursula W.'s colleagues?

Ursula W.'s colleagues are Alex Schomburg, Allison Thompson, Navpreet Kaur Gill, Olivia Melancon Talbot, Cpa, Mba, Sergey Brezitskiy, Kristen Eckman, Chen Wang.

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