Executive Business Manager

• Jul 2022 - Present

Project management - help managing project schedules, and task delegationArranging client meetings including itineraries and agendaDrafting and distributing client and company communication Facilitating client meetings and business reviews Manage project scope, identify potential risks and impactManage sales and marketing budget, authorisation of transactionsReconciling significant client accountsManagement actions relating to business planning and analysis. Human Resources

Office Manager

• Oct 2020 - May 2021

▪ Processing invoices from suppliers and reconciling accounts▪ Communicating with suppliers for best-priced items and ensuring delivery to specific locations▪ Assisted with the setup and configuration of systems ▪ Worked alongside experienced marketing and social media managers, assisted with campaigns from inception to delivery▪ Growth of sales through online content distribution▪ Marketing analysis; use of Google Analytics and Wix dashboard analysis▪ Website support, updating changes and amendments

Business Analyst

• Mar 2015 - Jun 2018

Reporting to the business owner:▪ Quarterly results analysis and fund reporting▪ Management of funds, and presenting results (all metrics)▪ Reported the company income to our holding company in Bermuda▪ Responsible for issuance of fund management reports▪ Responsible for accurate preparation and reconciliation of fund commission reports for the UK and US▪ Marketing and sales support for the direct and indirect contact teams▪ Management and reporting of the Net Asset Value (NAV) of represented funds, reconciling all fund fluctuations in the CRM system▪ Responsibility of distributing the weekly and monthly analysis of the Net Asset Value (NAV) reporting Fund Manager performance to UK institutional investors, family and pension offices▪ Management and circulation of webinars in the US and UK. Responsible for monitoring and reporting online seminar attendance▪ Distribution of Fund Manager investor letters; circulating correspondence to the institutional investors▪ Assisted with marketing inquiries, facilitating, and participating in conference calls▪ Analysis of investment products for the potential development of marketing leads; inbound and outbound

Assistant to the Chief Financial Officers

• Jul 2008 - Mar 2015

Assistant to Chief Financial Officer of Decision Analytics, CFO of EMEA, UK & Ireland.Providing direct assistance to three separate CFOs, Financial Planning and Analysis and Regional Leads at various points:▪ Successful management of multiple, busy executive diaries and support requirements▪ Role in staff management including appraisals, training activities, and workshops▪ Project management of the company SharePoint system Assistant to Chief Financial Officer of Decision Analytics, CFO of EMEA, UK & Ireland.Providing direct assistance to three separate CFOs, Financial Planning and Analysis and Regional Leads at various points:▪ Successful management of multiple, busy executive diaries and support requirements▪ Role in staff management including appraisals, training activities, and workshops▪ Project management of the company SharePoint system

Executive Assistant

• Jan 2008 - Jun 2008

Operated as a private equity firm based in London, England. Specialized in property investment and fundmanagement, principal investments, and financial services. Operated as a private equity firm based in London, England. Specialized in property investment and fundmanagement, principal investments, and financial services.

Personal Assistant

• Nov 2006 - Dec 2007

Global energy, chemicals, consultancy group supplying data and analysis Global energy, chemicals, consultancy group supplying data and analysis

Executive Assistant

• Jan 2003 - Oct 2006

Shareholder Services Advisor

• Mar 2000 - Dec 2002

Receptionist /Administrator

• Mar 1999 - Feb 2000

Customer Services Advisor

• Mar 1998 - Feb 1999