TECHNICAL SKILLS

• Accounts Payable Processes
• Smart Office
• Invoices/Expense Reports/Payment Transactions
• Spreadsheets & Accounting Reports
• Microsoft Illustrator/Photoshop
• Vendor Payments & Inquiries
• 10 - Key (Touch)
• CRM
• PC and MAC
• Copy Talk
• Adobe Pro
• QuickBooks
• ARGUS
• Electronic Tenant Handbook
• Informa
• Accounts Receivable Processes
• Deposits/Cash Receipts
• Fundraising/ Event Management
• STAR, Hyperion, and SAP
• MS Office Power User (Word, Excel, Outlook, Access)
• Billings
• Essbase
• Collections
• Smart View
• AS400
• Lotus Notes
• Field Net
• FileMaker Pro
• InDesign
• CapLink/Dealio
• PeopleSoft/ Oracle

PROFESSIONAL EXPERIENCE

Confidential

Administrative Financial Coordinator/Assistant to Executive Vice President

Responsibilities:

• Consistently composed/produced effective and accurate management, accounting, project and billing reports summarizing A/P, A/R and billing data for accounting department.
• Provided administrative support for Financial Planning & Analysis Team within the Studio Group (Consumer Services, Facilities, Set Lighting and Grip, Production Services, Studio Services, Guest Relations, and Legal) including scheduling meetings, managing up to 6 Executives and 7 Directors calendars, creating reports, and overall office management for entire Confidential Studio Group.
• Supported the Brand Marketing Director, using a range of fundraising techniques including corporate sponsorship, digital fundraising and community events.
• Performed various financial analysis and created special reports using SAP, Hyperion, STAR, Essbase, as an Excel Power User.
• Prepared and reviewed correspondence, reports, charts, contracts, spreadsheets and other related materials for President/ CEO, Executives and various Directors.
• Maintained all presentation and budget versions
• Coordinated alongside the Vice President of Finance all Capital Requests
• Assisted with budget planning and prepared other documentation/reporting as needed
• Managed, coordinated and attended meetings and conferences on President/CEO’s behalf relaying pertinent information including keeping meeting minutes using Smart Office software.
• Worked as the departments Office Manager including ordering supplies, food, party venues, conference rooms, and regulatory upkeep of all staff needs.
• Managed executives travel arrangements; domestic, international, private jets, events, luncheons, and conferences
• Instituted thorough cross-checking and processing of vendor/consultant invoices and billings
• Effectively handled special billing projects and ordering of office supplies on a weekly basis

Confidential, Newport Beach, CA

Administrative Assistant to President/ CEO

Responsibilities:

• Prepared and reviewed correspondence, reports, charts, contracts, spreadsheets and other related materials for President/ CEO and Executives.
• Supervised and accompanied CPAs, attorneys, underwriters, executives and insurance agents in the field to investigate claims for Life and Disability Insurance, Investment Banking, Real Estate Planning, and Wealth Management.
• Analyzed and prepared audits, synopsis, and portfolios to high net worth individuals for personal financial planning including income tax planning, projections, investments planning, asset allocation, benefits, estate, insurance, philanthropic, etc.
• Worked alongside multiple financial institutions to assemble and interpret spreadsheets and draw charts and graphs to illustrate technical reports and programs such as price, yield, stability, and economic influences.
• Worked as the departments Office Manager including ordering supplies, food, party venues, conference rooms, and regulatory upkeep of all staff needs.
• Managed, coordinated and attended meetings and conferences on President/CEO’s behalf relaying pertinent information while reporting meeting minutes.
• Planned, initiated, and produced administrative activities and processes for President/CEO and Executives including travel, special events itinerary, and Personal Assistance.

Confidential, Carrollton, TX

Property Management Director

Responsibilities:

• Responsible for selling and qualifying a buyer prior to the writing of a contract in the onsite designated community and handling customer concerns during construction and closing process.
• Responsible for being the liaison between real estate agents, clients, escrow companies and brokers working alongside during the opening and closing of escrow.
• Prepared and reviewed correspondence, reports, charts, spreadsheets and other related materials for escrow appraisals, HUD, and disclosures including updating New Home Sales and Property Director for Budget and Quarterly Audits.
• Coordinated and facilitated meetings and conferences on Property Directors behalf relaying pertinent information for planning, initiating, and managing administrative activities.
• Created timelines for Real Estate Agents to follow for loan and inspection contingency removal while providing preliminary audits for managing brokers.
• Assisted, prepared, and updated all necessary documentation for closing and escrow
• Directed and assisted with marketing for agents. (i.e. newsletter, updating website, postcards, and care packages.)
• Generated and provided leads maintaining a good relationship with real estate agents and potential customers while managing properties.
• Assisted Division President in identifying goals for communities, problem areas, and staffing needs
• Hired, trained, and directed Sales Counselors
• Designed and implemented office policies along with organizing office operations and procedures while maintaining office and community efficiency.

Confidential, Dallas, TX

Marketing Assistant to VP of Marketing

Responsibilities:

• Maintained strong alignment and partnerships with other VPs, key departments and businesses to ensure that overall Destination Management strategies and activities are well planned, understood, communicated and effectively executed to reach strategic objectives.
• Created schedules, presentations, appointments, and agendas
• Provided regular and ongoing upward feedback and presentations to H.com, PSG, and E.com executives on progress towards defined goals.
• Responsible for actively managing and coordinating 15 to 20 cross functional team members (SEM, Merchandising, Marketing, Retail, Analytics, PSG, etc.) to review findings, provide and research insights, develop action plans to resolve issues, and track overall progress.
• Designed, Developed, and implemented the firm’s public relations program, to include internal and external publications (e.g. Website, newsletters, client alerts, greeting cards, etc.) that enhance public awareness of the firm.
• Attended various practice group meetings to assist lawyers with the development of marketing initiatives and identifying opportunities for cross-marketing.

Confidential, Houston, TX

Property Manager

Responsibilities:

• Worked directly with the Senior Property Manager to ensure that all activities are conducted in compliance with all local, state and federal, landlord/tenant and real estate laws.
• Generated leads, followed up on provided leads, and maintained a good relationship with real estate agents and potential customers
• Supervised property maintenance, accounts payable/receivable and assists with capital projects
• Oversaw property maintenance, accounts payable/receivable and assisted with capital projects
• Assisted Property Manager and maintenance team to insure that suites, common areas and grounds were maintained according to property objectives.
• Ensured all suite, move-in, move-out and other leasing data is entered correctly and in a timely manner
• Responsible for being the liaison between real estate agents, clients, escrow companies and brokers working alongside during the opening and closing of escrow.
• Coordinated escalated service requests and works with property team to ensure adherence to customer service standards. Works with on-site staff to insure that tenant issues are dealt with in a timely manner and that proper follow-through is done

Confidential, Addison, TX

Financial Assistant to CFO

Responsibilities:

• Created new developments for improvements in project management, software licensing, work file updates, and status reports
• Produced, tracked, and prepared orders of purchase for regional district office
• Produced follow-ups on inquiries, maintained accurate records, data entry, and communicating via telephone and correspondence.
• Analyzed and performed financial calculations to support financial transactions relating to a section of the finance directorate
• Assisted in the upkeep of department journal logs, database of budgeted staff costs and recharges
• Processed high volumes of information while also evaluating the data’s relevance for inclusion in costing and other reports
• Accurate processing high volumes of invoices, expense reports credit memos and payment transactions; maintained and ensured accurate and compliant A/P and billing files and records in accordance with company policies and government regulations.
• Instituted thorough cross-checking and processing of vendor/consultant invoices and billings
• Handled daily processing of deposits and cash receipts for multiple client companies
• Consistently composed/produced effective and accurate management, accounting, project and billing reports summarizing A/P, A/R and billing data for accounting department.
• Effectively handled special billing projects and ordering of office supplies on a weekly basis