Senior Executive Assistant to Founder and CEO

• Aug 2023 - Present

Executive Assistant to CAO

• 2019 - 2023

• Manage busy calendar of CAO and coordinate busy and constantly changing travel schedule. • Provide executive support to the CAO by anticipating many of his needs. • CAO is an officer and/or director of 100+ of our operating units, which are all decentralized. I coordinate all signatures between CAO and legal department. As well as all other CAO signatures needed from other groups/departments. • Support accounting team consisting of four departments and roughly 60 accountants… Show more • Manage busy calendar of CAO and coordinate busy and constantly changing travel schedule. • Provide executive support to the CAO by anticipating many of his needs. • CAO is an officer and/or director of 100+ of our operating units, which are all decentralized. I coordinate all signatures between CAO and legal department. As well as all other CAO signatures needed from other groups/departments. • Support accounting team consisting of four departments and roughly 60 accountants. • First line of review and approvals for all accounting related invoices. • Use JDE for creating, maintaining, and processing purchase orders. • Liaison to our in-house PWC staff of consultants which consist of staff, associates, managers, and partners (we have roughly 10 on-site consultants at all times) and our team of Integration Consultants that assist with new acquisitions (5-10 at any given time). • Point person for our CPE program with the PCAOB as well as issuing any CPE credits done through our corporate office or during any of our events. • Point person for our Checkpoint Learning system through Thomson Reuters for CPE training done by our employees at the corporate level and at our operating units. • Verify ACH requests to meet SOX compliance • Assist Consolidations team during month end with journal entries. • Assist Financial Reporting team through entire quarter end/year end process. • Organize monthly/quarterly/yearly happy hours, team building events, quarter end meals (we provide dinner during the entire quarter end and year end close process). • Organize yearly off-site weeklong Controller Conference for corporate office as well as all our operating units high level accounting staff (usually held locally in Houston, but we bring in all our operating units globally). We have about 400 participants each year. • Review, code, prepare, and submit over 30 expense reports monthly. Show less • Manage busy calendar of CAO and coordinate busy and constantly changing travel schedule. • Provide executive support to the CAO by anticipating many of his needs. • CAO is an officer and/or director of 100+ of our operating units, which are all decentralized. I coordinate all signatures between CAO and legal department. As well as all other CAO signatures needed from other groups/departments. • Support accounting team consisting of four departments and roughly 60 accountants… Show more • Manage busy calendar of CAO and coordinate busy and constantly changing travel schedule. • Provide executive support to the CAO by anticipating many of his needs. • CAO is an officer and/or director of 100+ of our operating units, which are all decentralized. I coordinate all signatures between CAO and legal department. As well as all other CAO signatures needed from other groups/departments. • Support accounting team consisting of four departments and roughly 60 accountants. • First line of review and approvals for all accounting related invoices. • Use JDE for creating, maintaining, and processing purchase orders. • Liaison to our in-house PWC staff of consultants which consist of staff, associates, managers, and partners (we have roughly 10 on-site consultants at all times) and our team of Integration Consultants that assist with new acquisitions (5-10 at any given time). • Point person for our CPE program with the PCAOB as well as issuing any CPE credits done through our corporate office or during any of our events. • Point person for our Checkpoint Learning system through Thomson Reuters for CPE training done by our employees at the corporate level and at our operating units. • Verify ACH requests to meet SOX compliance • Assist Consolidations team during month end with journal entries. • Assist Financial Reporting team through entire quarter end/year end process. • Organize monthly/quarterly/yearly happy hours, team building events, quarter end meals (we provide dinner during the entire quarter end and year end close process). • Organize yearly off-site weeklong Controller Conference for corporate office as well as all our operating units high level accounting staff (usually held locally in Houston, but we bring in all our operating units globally). We have about 400 participants each year. • Review, code, prepare, and submit over 30 expense reports monthly. Show less

Executive Assistant

• 2018 - 2019

• Gatekeeper to CFO • Deliver excellent administrative assistance to the CFO, Finance Team, and Supply Chain Team • Performs complex and administrative functions incorporating sensitive data and information. • Produce copy-ready written correspondence for executive final approval (memorandums, purchase requisitions, payment requests, department forms, and miscellaneous documents). • Provides administrative expertise with meetings, telepresence and conference coordination, complex… Show more • Gatekeeper to CFO • Deliver excellent administrative assistance to the CFO, Finance Team, and Supply Chain Team • Performs complex and administrative functions incorporating sensitive data and information. • Produce copy-ready written correspondence for executive final approval (memorandums, purchase requisitions, payment requests, department forms, and miscellaneous documents). • Provides administrative expertise with meetings, telepresence and conference coordination, complex international travel, reconciliation of corporate credit card statements. • Manages calendars and maintain connection with South Africa time zone. • Maintain highly confidential and non-routine information. • Ensure customers, vendors and employees are handled in a professional and courteous manner. • Handles/answers routine correspondence not requiring supervisor’s attention. • Assists with and coordinate/plan special events. • Work on special reports/projects, research, summarize and analyze information. • Assists other members of the Senior Finance Management Team as required. Show less • Gatekeeper to CFO • Deliver excellent administrative assistance to the CFO, Finance Team, and Supply Chain Team • Performs complex and administrative functions incorporating sensitive data and information. • Produce copy-ready written correspondence for executive final approval (memorandums, purchase requisitions, payment requests, department forms, and miscellaneous documents). • Provides administrative expertise with meetings, telepresence and conference coordination, complex… Show more • Gatekeeper to CFO • Deliver excellent administrative assistance to the CFO, Finance Team, and Supply Chain Team • Performs complex and administrative functions incorporating sensitive data and information. • Produce copy-ready written correspondence for executive final approval (memorandums, purchase requisitions, payment requests, department forms, and miscellaneous documents). • Provides administrative expertise with meetings, telepresence and conference coordination, complex international travel, reconciliation of corporate credit card statements. • Manages calendars and maintain connection with South Africa time zone. • Maintain highly confidential and non-routine information. • Ensure customers, vendors and employees are handled in a professional and courteous manner. • Handles/answers routine correspondence not requiring supervisor’s attention. • Assists with and coordinate/plan special events. • Work on special reports/projects, research, summarize and analyze information. • Assists other members of the Senior Finance Management Team as required. Show less

Financial Reporting Coordinator

• 2014 - 2018

• Successfully executed capital market transactions, from the ground up, including an Initial Public Offer (IPO) and a debt transaction. • Planning, preparation and issuance of Hess Midstream’s public SEC filings (10-Qs/10-Ks, Earnings Release, annual capital budget and guidance releases, Joint Venture quarterly and annual reports) using 3rd party Active Disclosure software application, including preparation and roll-forward from quarter to quarter. Follows stringent timeline for review for… Show more • Successfully executed capital market transactions, from the ground up, including an Initial Public Offer (IPO) and a debt transaction. • Planning, preparation and issuance of Hess Midstream’s public SEC filings (10-Qs/10-Ks, Earnings Release, annual capital budget and guidance releases, Joint Venture quarterly and annual reports) using 3rd party Active Disclosure software application, including preparation and roll-forward from quarter to quarter. Follows stringent timeline for review for release of document during draft reviews, as edits are made and numbers are edited, to make sure all filing deadlines are met. • Assist in the review of workpaper documentation of quarterly earnings releases, attachments and call scripts. • Monitor consistency of financial data in all externally reported information. • Maintain formatting standards and version control between all documents in Word and HTML. • Interact and provide auditors with requested information. • Prepare, edit and maintain Management Representation Letters (from auditors) • Maintain operating rhythm calendar for external reporting team. • Assist with preparation of materials for annual conference call with bondholders. • Assist with SOX compliance regarding internal controls over financial reporting. • Communicate with Donnelley and manage projects related to our financial reporting software. • Audit Committee package implementation, coordination, assembly and disbursement; for distribution to board members. • Maintain finance SharePoint site. • Schedule monthly, quarterly and annual MLP and JV meetings. • Prepare monthly JV financial statements and coordinate WD8 Monthly Midstream Financial Review meeting. • Member of the Hess Admin Professionals Network (HAPN). Currently, I am an active group member, and previously, I served as a board member. • Schedule (and attend to take meeting notes) Midstream Accounting Quarterly Pre-Close Meetings . • Month-end tracking of accrual activity for Midstream Accounting. Show less • Successfully executed capital market transactions, from the ground up, including an Initial Public Offer (IPO) and a debt transaction. • Planning, preparation and issuance of Hess Midstream’s public SEC filings (10-Qs/10-Ks, Earnings Release, annual capital budget and guidance releases, Joint Venture quarterly and annual reports) using 3rd party Active Disclosure software application, including preparation and roll-forward from quarter to quarter. Follows stringent timeline for review for… Show more • Successfully executed capital market transactions, from the ground up, including an Initial Public Offer (IPO) and a debt transaction. • Planning, preparation and issuance of Hess Midstream’s public SEC filings (10-Qs/10-Ks, Earnings Release, annual capital budget and guidance releases, Joint Venture quarterly and annual reports) using 3rd party Active Disclosure software application, including preparation and roll-forward from quarter to quarter. Follows stringent timeline for review for release of document during draft reviews, as edits are made and numbers are edited, to make sure all filing deadlines are met. • Assist in the review of workpaper documentation of quarterly earnings releases, attachments and call scripts. • Monitor consistency of financial data in all externally reported information. • Maintain formatting standards and version control between all documents in Word and HTML. • Interact and provide auditors with requested information. • Prepare, edit and maintain Management Representation Letters (from auditors) • Maintain operating rhythm calendar for external reporting team. • Assist with preparation of materials for annual conference call with bondholders. • Assist with SOX compliance regarding internal controls over financial reporting. • Communicate with Donnelley and manage projects related to our financial reporting software. • Audit Committee package implementation, coordination, assembly and disbursement; for distribution to board members. • Maintain finance SharePoint site. • Schedule monthly, quarterly and annual MLP and JV meetings. • Prepare monthly JV financial statements and coordinate WD8 Monthly Midstream Financial Review meeting. • Member of the Hess Admin Professionals Network (HAPN). Currently, I am an active group member, and previously, I served as a board member. • Schedule (and attend to take meeting notes) Midstream Accounting Quarterly Pre-Close Meetings . • Month-end tracking of accrual activity for Midstream Accounting. Show less

Executive Assistant | Financial Reporting

• 2010 - 2014

• Successfully provided document control for filing quarterly/annual reports (10-Qs/10-Ks), including roll-over preparation and file administration of each current quarter. Maintaining version control and formatting standards. Followed a stringent timeline for review and release of the document during draft review. • Prepared, edited and maintained the Management Rep Letters and made sure documents were signed by company executives. • Audit Committee package implementation. • Prepared… Show more • Successfully provided document control for filing quarterly/annual reports (10-Qs/10-Ks), including roll-over preparation and file administration of each current quarter. Maintaining version control and formatting standards. Followed a stringent timeline for review and release of the document during draft review. • Prepared, edited and maintained the Management Rep Letters and made sure documents were signed by company executives. • Audit Committee package implementation. • Prepared other monthly, quarterly and annual reports. • Maintained departmental SharePoint site to include Accounting Bulletins, Greenbook and Whitepapers as well as other departmental accounting updates. • Assisted related departments as needed, including our SEC group, Technical Accounting group and Subsidiary Reporting group. • Scheduled and coordinate webinars and CPE sessions through EY, PWC, KPMG and other sources. • Other duties included booking travel (through in-house travel agency), working with IT to coordinate resolution of IT related issues, maintaining copy machines (including scheduling maintenance and repair as necessary, or fixing any issues myself that others are unable to resolve), scheduling meetings and ordering meals, preparing our monthly birthday and anniversary celebration (for the entire Finance group), planning team events and functions, assisting with archiving and retrieving archived items, coding invoices and coordinating with AP for timely payment, maintaining department roster, phone list, birthday list, computer and inventory. Requested air for OT hours. Liaison for EY contractors to get badges, parking, supplies, phones, technical issues. Liaison to other departments, including facilities, facilitating office moves, new phones, and any other office issues that may arise. Ordered and maintained office supplies. Show less • Successfully provided document control for filing quarterly/annual reports (10-Qs/10-Ks), including roll-over preparation and file administration of each current quarter. Maintaining version control and formatting standards. Followed a stringent timeline for review and release of the document during draft review. • Prepared, edited and maintained the Management Rep Letters and made sure documents were signed by company executives. • Audit Committee package implementation. • Prepared… Show more • Successfully provided document control for filing quarterly/annual reports (10-Qs/10-Ks), including roll-over preparation and file administration of each current quarter. Maintaining version control and formatting standards. Followed a stringent timeline for review and release of the document during draft review. • Prepared, edited and maintained the Management Rep Letters and made sure documents were signed by company executives. • Audit Committee package implementation. • Prepared other monthly, quarterly and annual reports. • Maintained departmental SharePoint site to include Accounting Bulletins, Greenbook and Whitepapers as well as other departmental accounting updates. • Assisted related departments as needed, including our SEC group, Technical Accounting group and Subsidiary Reporting group. • Scheduled and coordinate webinars and CPE sessions through EY, PWC, KPMG and other sources. • Other duties included booking travel (through in-house travel agency), working with IT to coordinate resolution of IT related issues, maintaining copy machines (including scheduling maintenance and repair as necessary, or fixing any issues myself that others are unable to resolve), scheduling meetings and ordering meals, preparing our monthly birthday and anniversary celebration (for the entire Finance group), planning team events and functions, assisting with archiving and retrieving archived items, coding invoices and coordinating with AP for timely payment, maintaining department roster, phone list, birthday list, computer and inventory. Requested air for OT hours. Liaison for EY contractors to get badges, parking, supplies, phones, technical issues. Liaison to other departments, including facilities, facilitating office moves, new phones, and any other office issues that may arise. Ordered and maintained office supplies. Show less