Operations and Finance Analyst

• Oct 2023 - Present

Executive Assistant

• Jan 2019 - Jul 2023

• Supports the Finance Department in day-to-day operations, including calendar management, meeting coordination, and travel arrangements. • Handles expense reports, reconciling receipts, and maintaining accurate financial records. •Prepares and proofreads correspondence, reports, presentations, and other documents, ensuring accuracy and professionalism. • Processes a high volume of vendor invoices, ensuring accuracy, proper coding, and compliance with company policies and… Show more • Supports the Finance Department in day-to-day operations, including calendar management, meeting coordination, and travel arrangements. • Handles expense reports, reconciling receipts, and maintaining accurate financial records. •Prepares and proofreads correspondence, reports, presentations, and other documents, ensuring accuracy and professionalism. • Processes a high volume of vendor invoices, ensuring accuracy, proper coding, and compliance with company policies and procedures. • Resolves invoice discrepancies promptly by liaising with internal departments and vendors resulting in timely payment processing and improved vendor relationships. • Maintains vendor master database, updating vendor information, conducting vendor statement reconciliations, and resolving any outstanding issues. • Assists with month-end closing activities, including accruals, journal entries, and financial statement preparation. • Vendor management: ensures information in system is up to date, obtains necessary documentation/credentials, performs background checks, collects W-9 information from vendors and contractors; issues 1099s to vendors and W-2s to employees. • Implemented process improvements, such as digitizing invoice processing and streamlining approval workflows, resulting in increased efficiency and reduced paper usage. • Assisted in the implementation of an automated AP system, including data migration, system testing, and training of team members. • Processes large weekly physical and electronic check run • Manages accounting inbox: researches and responds to vendor inquiries • Manages and maintains confidential files and records, ensuring proper documentation and organization. • Established and maintains invoice documentation and filing system • Enters and codes bills into accounting software and regularly performs reconciliation between banking system and accounting software • Monitors accounts for fraud, assists with month-end close process, and various ad hoc projects. Show less • Supports the Finance Department in day-to-day operations, including calendar management, meeting coordination, and travel arrangements. • Handles expense reports, reconciling receipts, and maintaining accurate financial records. •Prepares and proofreads correspondence, reports, presentations, and other documents, ensuring accuracy and professionalism. • Processes a high volume of vendor invoices, ensuring accuracy, proper coding, and compliance with company policies and… Show more • Supports the Finance Department in day-to-day operations, including calendar management, meeting coordination, and travel arrangements. • Handles expense reports, reconciling receipts, and maintaining accurate financial records. •Prepares and proofreads correspondence, reports, presentations, and other documents, ensuring accuracy and professionalism. • Processes a high volume of vendor invoices, ensuring accuracy, proper coding, and compliance with company policies and procedures. • Resolves invoice discrepancies promptly by liaising with internal departments and vendors resulting in timely payment processing and improved vendor relationships. • Maintains vendor master database, updating vendor information, conducting vendor statement reconciliations, and resolving any outstanding issues. • Assists with month-end closing activities, including accruals, journal entries, and financial statement preparation. • Vendor management: ensures information in system is up to date, obtains necessary documentation/credentials, performs background checks, collects W-9 information from vendors and contractors; issues 1099s to vendors and W-2s to employees. • Implemented process improvements, such as digitizing invoice processing and streamlining approval workflows, resulting in increased efficiency and reduced paper usage. • Assisted in the implementation of an automated AP system, including data migration, system testing, and training of team members. • Processes large weekly physical and electronic check run • Manages accounting inbox: researches and responds to vendor inquiries • Manages and maintains confidential files and records, ensuring proper documentation and organization. • Established and maintains invoice documentation and filing system • Enters and codes bills into accounting software and regularly performs reconciliation between banking system and accounting software • Monitors accounts for fraud, assists with month-end close process, and various ad hoc projects. Show less

Real Estate Agent

• Apr 2017 - Feb 2022

•Utilized aggressive marketing and networking to acquire high-potential leads and construct a solid clientele •Acquainted buyers and sellers with all facets of the housing market and property sales processes •Continuously refined marketing approach by monitoring which campaigns generate the greatest interest •Utilized aggressive marketing and networking to acquire high-potential leads and construct a solid clientele •Acquainted buyers and sellers with all facets of the housing market and property sales processes •Continuously refined marketing approach by monitoring which campaigns generate the greatest interest

Executive Assistant

• Feb 2018 - Jan 2019

• Provided full administrative support to multiple founders and C-suite executives at startups across various industries and time zones simultaneously. • Managed expense reports, reconciling receipts, and preparing accurate and timely expense documentation. • Managed complex calendars, including scheduling appointments, meetings, and conference calls, while efficiently resolving scheduling conflicts. • Assisted in the planning and execution of company events, including team meetings… Show more • Provided full administrative support to multiple founders and C-suite executives at startups across various industries and time zones simultaneously. • Managed expense reports, reconciling receipts, and preparing accurate and timely expense documentation. • Managed complex calendars, including scheduling appointments, meetings, and conference calls, while efficiently resolving scheduling conflicts. • Assisted in the planning and execution of company events, including team meetings, conferences, and client visits. • Coordinated and organized extensive travel arrangements, including booking flights, accommodations, transportation, and itineraries, ensuring seamless travel experiences for executives. • Prepared and edited correspondence, presentations, reports, and other documents for executives, maintaining a high level of accuracy and attention to detail. Show less • Provided full administrative support to multiple founders and C-suite executives at startups across various industries and time zones simultaneously. • Managed expense reports, reconciling receipts, and preparing accurate and timely expense documentation. • Managed complex calendars, including scheduling appointments, meetings, and conference calls, while efficiently resolving scheduling conflicts. • Assisted in the planning and execution of company events, including team meetings… Show more • Provided full administrative support to multiple founders and C-suite executives at startups across various industries and time zones simultaneously. • Managed expense reports, reconciling receipts, and preparing accurate and timely expense documentation. • Managed complex calendars, including scheduling appointments, meetings, and conference calls, while efficiently resolving scheduling conflicts. • Assisted in the planning and execution of company events, including team meetings, conferences, and client visits. • Coordinated and organized extensive travel arrangements, including booking flights, accommodations, transportation, and itineraries, ensuring seamless travel experiences for executives. • Prepared and edited correspondence, presentations, reports, and other documents for executives, maintaining a high level of accuracy and attention to detail. Show less

Executive Assistant to President and CEO

• Jan 2012 - Sep 2014

• Managed all incoming/outgoing correspondence and took accurate dictation • Maintained CEO's personal and professional calendar/contacts • Heavy calendar and inbox management • Established and maintained company documentation and filing system • Coordinated complex international and domestic travel plans • Managed travel/expense reporting • Managed all incoming/outgoing correspondence and took accurate dictation • Maintained CEO's personal and professional calendar/contacts • Heavy calendar and inbox management • Established and maintained company documentation and filing system • Coordinated complex international and domestic travel plans • Managed travel/expense reporting