Project Manager

• Jan 2023 - Present

Senior Program Coordinator

• Jan 2021 - Jan 2023

Project Coordinator & Administrative Assistant

• Mar 2016 - Jan 2021

Project Coordinator with PMP certification supporting philanthropic advancement team on various projects including business development (eg. Planned Giving project, Business Interests & Real Estate Gifts), Legal (eg. Insurance Renewals, Fund Agreements, Special Programs/Initiatives). Additional project management for subsidiary, E4E Relief LLC, including relocation, training materials enhancement, and branding launch. Administrative Assistant for the following executives: Vice President & Director, Investment Portfolio Oversight & Reporting at the Foundation For The Carolinas in Charlotte, NC, Providing communications support, assisting with calendaring, travel arrangements, and expense reports; drafting spreadsheets, charts and graphs, and reviewing prepared documentation for accuracy. Preparing documentation for review and signature by Investment Directors. Providing support for various Boards and Committees including preparing packets and agendas, taking minutes, and any followup tasks. Creating monthly PowerPoint slides and reports regarding investment performance. Monitoring and accessing online portals of information for boards, committees, custodians and consultants. Serve as contact for investment relationships. Maintain client data in CRM. Project planning, management, and implementation.

Case Manager

• Nov 2015 - Jan 2016

Providing new patient initial consultations, Data entry of all medical information into appropriate software, working with office manager and front desk staff to coordinate next day patient files, coordinating with attorneys for PI patients, contacting patients regarding their plan of care, helping office prepare for integration of new policies and procedures, backing up front desk when needed for switchboard and checking in and out procedures, assisting chiropractic assistant with setting up patients on therapeutic devices when office is busy, helping conduct staff meetings.

Sr. Executive Administrative Assistant

• May 2010 - Apr 2012

Sr Executive Administrative Assistant to President U.S./Canada Sales & Marketing, VP Human Resources Americas & Global Operations, & Director Human Resources Global Operations. President – Calendar; coordinate logistics & participate in staff & company meetings; confidential info; create & consolidate presentations for qtrly Business Reviews with Sr Executives; Minutes for Business Reviews, travel arrangements; collect monthly sales & marketing reports for submission to Sr Executives; coordinate on & offsite meetings; expense report preparation; maintain office extension phone list; coordinate interview schedules; online research; support visiting Sr Executives; review & approve all President’s direct reports' travel & expense reports; coordinate global policies & procedures manual training. VP Human Resources – File personnel documentation; develop & maintain intranet; create presentations, coordinate & participate in staff meetings; maintain Executive personnel files; correspondence; collection of monthly global HR reports & consolidate into 1 report; coordinate schedules & travel for candidates; coordinate logistics & participate in offsite Global Marketing Academy meetings; conduct training for intranet usage; create & maintain organizational charts; travel arrangements; electronic storage old HR documents; coordinate getAbstract reference books globally; absence/PTO calendar collection & audits; coordinate document control process; submit articles to company magazine; create spreadsheets; collect, record, track, & file Confidentiality Agreements; coordinate & participate on committees for United Way, Golf Tournaments, Holiday Celebrations, & Salvation Army. Director Human Resources – Create presentations, coordinate & participate in Global HR Monthly Conference Calls; create HR Metrics spreadsheets & record, track, & analyze data; create, distribute, and analyze surveys for Operations; travel arrangements.

Executive Administrative Assistant

• Jan 2008 - May 2010

Assistant to President, VP Marketing, and VP Sales: Maintain calendar; maintain non-disclosure agreements, patent, personal, & correspondence files; coordinate on and offsite meetings including sales conferences; handle confidential information; organize Board of Director Books; travel arrangements, passport and visa applications; expense reports; assist in Strategic Planning; coordinate interview schedules; develop product, application, and service brochures; maintain and coordinate website updates and Intranet with IT; photography & videography of products; maintain all external memberships & directories; maintain supply of promotional materials/gifts; general market research; coordinate publication of articles and press releases in appropriate Industrial Magazines & internet publications; assist sister company (Springfield Manufacturing LLC) with marketing needs & surveys; maintenance of CRM database; provide Quarterly Marketing Report; coordinate customer meetings; coordinate tradeshow exhibiting & attendance; tradeshow budget spreadsheet & payments; creation of customer install base maps for Europe & USA for sales team; spreadsheet tracking of sales team’s customer visits; coordinate Company Tours for students & special groups.

Executive Assistant

• Jul 2007 - Nov 2007

Requirements included working independently, maintaining office and switchboard, greeting guests, market research and spreadsheet tracking. Responsibilities: Coordinate logistics for external and internal meetings, including Calendaring, and Travel Arrangements; Prepare expense reports for SVP; Distribute mail, filing, and other administrative tasks as necessary; Market research relating to comparable rates of similar development initiatives; Handle incoming calls for SVP; Coordinating and obtaining office supplies; Maintenance and documentation storage into Constructware.

Executive Administrative Assistant

• Feb 2007 - May 2007

Strategic Initiatives Group of LendingTree, Inc. – The objective of this position is to ensure effective management of the administrative functions of the office of the SVP and VP of Operations, Strategic Initiative Department. Responsibilities: Coordinate logistics for external and internal meetings (directions, hotel information, flights, equipment, meals, etc.); Prepare PowerPoint presentations for both internal and external audiences; Provide a high-level of customer service to all customers; Coordinate daily meetings, schedules, and travel itineraries; Multi-task several priority items/time sensitive requests each day and ensure efficient follow-up on outstanding tasks until complete; Prepare expense reports for SVP, Strategic Initiative and his direct reports as needed. Provide detailed tracking and review of departmental expense reports and purchase orders before submitting for signature; Distribute mail, filing, and other administrative tasks as necessary; Exercise judgment to ensure communications to SVP are addressed and forwarded to the appropriate individuals. These communications may include, but are not limited to, customer complaints, vendor solicitation and general telephone calls, voicemails and e-mails; Provide assistance to the Strategy team in the production of PowerPoint presentations, timecard approval, and meal coordination for external meetings as needed.

Executive Administrative Assistant to Paraprofessional to Client Account Administrator

• Jan 1998 - Sep 2005

1997-2004 EA to Para: For Partner, six managers, five senior associates, & nine associates. May 2004-Sept 2005 CAA: Supported three dynamic practices which included 4 partners & 12+ managers. CAA was a new role within PwC to meet the increased demands of project teams, to successfully service clients through the use of the new Global Financial System. CAA assisted project teams with financial administration, analysis, & project support. CAA Responsibilities: Manage confidential client & partner info; Maintain, monitor, create client engagement codes; Correspondence; Accounts Receivable; Reporting new business activity; Financial proficiency with standard tools & strong knowledge base to monitor, interpret, analyze financial results; Generate & review financial reports; Assist in annual planning for staff budgeting on engagements; Maintain Billing Files; Perform/support in set-up of bill plans & their execution; Understanding of revenue implications associated with billing; Implementation of new engagement system; Accounts Payable; Train replacement EA; Train fellow CAAs in specialized task in new engagement system. EA/Paraprofessional Responsibilities included: Manage confidential client & partner info; Organize/Create target client files for partner/managers; Maintain client investment portfolios; Data entry of individual tax returns, extensions, etc.; Process tax returns; Correspondence; Word processing of financial statements; Accounts Receivable; Time & expense entry for partner; Report new business activity; Generate reports; Develop, implement, & maintain project scheduling system; Travel arrangements; Coordinate on & offsite meetings; Client Files; Billing Files; Supplies; Accounts Payable; Maintenance of Audix system; Standardization of post-merger office procedures; Train associates & fellow assistants in tax return processing & engagement systems; Create local area information packet; Create systems manuals; Personnel forms; Employee Orientation

Receptionist/Secretary

• 1994 - 1995

Responsibilities: Monitored 10-line switchboard; Correspondence; Tenant and customer relations; Assistant to Marketing Director Responsibilities: Monitored 10-line switchboard; Correspondence; Tenant and customer relations; Assistant to Marketing Director

Sales Associate

• 1991 - 1994

Customer Service, stocking and restocking, store closing, register duties, Customized Wedding orders, etc. Customer Service, stocking and restocking, store closing, register duties, Customized Wedding orders, etc.