Experience

ESJ Capital Partners

• United States
• Real Estate
• 1 - 100 Employee

• Sr. Executive Assistant

  • Sep 2015 - Present

  Over 15 years of C-Suite experience. My role provides critical support to the President & CEO and in addition undertakes administrative functions to ensure that the business development, operational and office management are carried out effectively and efficiently. My job functions include: · Responsible for full suite of support to the President & CEO, from calendar management to logistics scheduling and coordination for both domestic and international travel. · Makes high-level contacts of a sensitive and critical nature inside and outside the company. · Maintain confidentiality of all organizational, personnel and research matters. · Organize meeting and Board events. · Coordinates activities between departments and outside parties. · Maintains controlled or departmental documents. · Prepares organizational charts, supports the legal department, researching legal documents for LLCs, limited partnerships and other entities, yearly filings, formation of entities, company dissolutions and reorganizations. Show less



Trade Street Residential

• United States
• Real Estate

• Treasury Manager/Sr. Executive Assistant

  • Jun 2012 - Sep 2015

  • Treasury Manager responsible for administrative functions for Banking, and corporate expense portals. • Prepares journal entries, reconciles general ledger accounts within platform accounting system. • Preparation of monthly bank reconciliations, expense reports, reconciliation of corporate American Express and Purchase Cards. • Completes a broad variety of administrative tasks for the CEO including: managing an extremely active calendar of appointments; completing expense reports; composing and preparing confidential correspondence; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings. • Assists CEO and CFO in the coordination of corporate asset purchases, mergers and acquisitions. • Responsible for coordinating all outside executive meetings including Board of Director's meetings, merger and acquisition meetings as well as executive retreats. • Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion. • Oversee all corporate office management functions and administrative operations. Supervised Paralegal, Receptionist and several independent contractors. Show less



Trade Street Capital

• United States

• Sr. Executive Assistant

  • Jul 2009 - Jan 2012

  • Directed day-to-day operations, providing fundamental support to the CFO and General Counsel. • Prepared organizational charts, supported the legal department, researching legal documents for LLCs, limited partnerships and other entities, yearly filings, formation of entities company dissolutions and reorganizations. • Provide necessary assistance to the acquisition manager, analysts and other members of the acquisition team through detailed research and investment memorandums. • Provide support for the annual financial statement audit, and periodic internal audits. • Assisted with SEC filings and provided assistance in the preparation for and closing of various corporate transactions, including mergers and acquisitions and initial public offerings. • Maintain all Corporate Minute Books and handle all related corporate secretarial functions. • Bolstered efficiency through organizing records and maintaining extensive filing database. Show less



T&G Group

• International Trade and Development
• 1 - 100 Employee

• Office Manager/Bookkeeper

  • Feb 2003 - Jun 2009

  • Fully manage company-wide accounting and reporting functions for five subsidiaries, as well as weekly payroll for 25 employees. • Manage Accounts Payable/Receivable and expense-control procedures. • Skilled at interviewing, hiring, training and evaluating employees. • Research account transactions, demonstrating a keen ability to recognize and resolve discrepancies. • Follow through on timely and accurate month-end closings and financial reporting activities. • Fully manage company-wide accounting and reporting functions for five subsidiaries, as well as weekly payroll for 25 employees. • Manage Accounts Payable/Receivable and expense-control procedures. • Skilled at interviewing, hiring, training and evaluating employees. • Research account transactions, demonstrating a keen ability to recognize and resolve discrepancies. • Follow through on timely and accurate month-end closings and financial reporting activities.