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Work Background
Egon ZehnderEXECUTIVE PROJECT ASSISTANT/ PROJECT MANAGER / INTERNAL DEI LEADER FOR NYC OFFICE
Jul. 2020New York, New York, United StatesConsistently deliver exemplary levels of support to multiple Consultants and Partners over the course of 5 years, all of whom specialize in separate specialized industries with a variety of capabilities. NYC Leader of our DEI efforts internally and program manager and strategy manager for several critical initiatives outside of typical scope of role during pandemic. Deeply passionate about working with colleagues to figure out how to improve culture and further aligning culture to a state of belonging and inclusion for all. - Supported several dynamic partners who have been quite successful in their respective fields for many years - Manage all day-to-day scheduling activities for assigned Partners including client and non-client meetings. - Maintain Gant charts, milestones and goals for all projects and project teams. - Drive and inspire results leading the project teams to fulfill our projected roadmap on both internal and external goal posts. - Coordinate or produce written correspondence and presentation - Track and process all teams expense and time reporting - Maintain accurate records and files including information related to assigned clients, cases, practice areas and internal programs as needed. - Organize all internal meetings for Partners - Maintain Partner’s contact list in Outlook and CRM database. - Support a variety of internal programs and initiatives as required or assigned including recruiting program support and participating in the organization of Case team and company-sponsored activities. - CO-Program Manager for internal DEI efforts in AMER - Coordinated efforts to establish Employee Resource groups alongside external consultant. - Program Manager establishing framework for internal Sustainability roll out as well as internal Volunteerism Program and Policy. - Strong customer and client service focus - Ability to work productively remotely, independently and as part of a team.
Egon ZehnderExecutive Assistant Project Manager
Nov. 2018 - Jul. 2020New York, New YorkExecutive Assistant and Project Manager specializing in Financial Services / Technology / Private Equity / Real Estate Sectors. Practice area concentration around C Suite and Board Level Placement as well as Leadership Advisory and Cultural / Digital Transformation. EZ Global Culture / Digital Transformation Ambassador
Bain & CompanyExecutive Assistant
May. 2017 - Nov. 2018New York, New YorkManage all day to day scheduling activities for assigned Partners including client and non-client meetings. Maintain appointment calendar, coordinate with other internal and external contacts; schedule and reschedule appointments as needed on a daily basis to ensure consistency with predetermined objectives. Coordinate all travel arrangements for assigned Partners to include air travel, hotel, car, and other reservations as required. Coordinate or produce presentation-quality slides in a timely and accurate manner. Review and screen all incoming phone calls to Partners and assist callers in a timely and professional manner. Provide timely response to all callers as indicated by Partner or situation and follow-up on issues as required. Provide assistance to Partners in sending outgoing messages to teams and/or outside clients. Assist the EA team in ensuring there is phone coverage at all times for all VPs. Track and process all Partners expense and time reporting for submission to Finance. Organize and provide file management support to Partners. Maintain accurate records and files including information related to assigned clients, cases, practice areas and internal programs as needed. Organize all internal meetings for Partners to include conference room scheduling and ordering/setup of meals. Maintain Partner’s contact list in Outlook and CRM database. Ensure contacts are resolved and classified appropriately. Coordinate Partner’s electronic/print mailings. Support a variety of internal programs and initiatives as required or assigned including recruiting program support and participating in the organization of Caseteam and company-sponsored activities.
NasdaqSr Administrative Assistant/Project Coordinator - Global Technology Department
Mar. 2016 - May. 2017New York, New YorkConsistently deliver exemplary levels of support to both the SVP of North American Technology and the VP of Emerging Technologies in addition to with coordinating small, medium and large projects. Collaborate with global team of 200 plus including working flexible hours to accommodate international time differences to ensure maximum efficiency in responding to International requests. • Prepare presentations for SVP and team - focus on synthesizing and analyzing content, formatting and attention to detail. • Able to prepare and maintain information in Excel . Manage team SharePoint site including all file maintenance and monitoring access. • Answer telephone calls to the executive, greets visitors with appointments, and provides information and assistance. • Place outgoing calls on behalf of the executive to request information or to contact appropriate official for the executive. • Schedule appointments for the executive and assures that appropriate materials are available for meetings. • Maintain master calendar events and daily log of activities in order to effectively arrange meetings, appointments, travel schedules and details related to special events. • Prepare agendas, meeting notes, and minutes of meetings. • Make arrangements for travel, conferences, off-site meetings, and other events. • Prepare correspondence and other written materials from dictation, verbal direction, soft copy, or from knowledge of company policy or procedures. • Compile and distribute reports and other documents. • Files correspondence and other records or forward documents for storage. • Coordinate or direct the work of secretarial or clerical staff assigned to the office. • Provide other related administrative support of sensitive and confidential nature. • Assisted with international relocation and planning for SVP and Family
SprinklrExecutive Assistant to GM of Paid/Services/Audiences/Agencies, AVP of Success and AVP of Services
Jun. 2015 - Mar. 2016New York, New YorkEXECUTIVE ADMINISTRATIVE ASSISTANT/ INTERNAL EVENT - MEETING COORDINATOR Consistently delivered exemplary levels of support to GM of Paid Media/Agencies/Services/Audiences, AVP of Customer Success and AVP of Client Services along with coordinating small, medium and large events/meetings. Collaborated with global team of 200 plus including working flexible hours to accommodate international time differences to ensure maximum efficiency in responding to PST and EMEA team requests. • Proficiently managed and monitored 3 executive calendars, proactively prepared related documentation and communicated changes utilizing various software applications including G Mail, G Cal, Skype and text messages. • Accurately and efficiently filed expense reports using Expensify, reconciled the corporate card expenses on a monthly schedule for both GM and AVP of Customer Success. • Assessed and approved expense reports, Namely requests and any other ad hoc needs for our social channel advertising. • Worked collaboratively with Paid Sales Team to ensure accuracy of weekly forecast reporting via Gainsight and Salesforce. • Scheduled, managed and coordinated conference calls with internal global teams and prospective/current clients on Join.me and WebEx. • Organized and managed extensive travel itineraries, including international travel visas and last minute changes, for both personal and corporate purposes. • Prepared and transcribed PowerPoint presentations and create documentation for meetings per our internal process for tours/demos/command centers. • Ad hoc personal assistance when requested by both GM and his wife
* Assisted he HR/Recruiting teams with hiring, organizing interviews and improving internal recruiting
salesforce.comExecutive Assistant to Executive Vice President, CoPrime Sales
Mar. 2014 - Jun. 2015New York, New YorkEXECUTIVE ADMINISTRATIVE ASSISTANT/ CORPORATE EVENT COORDINATOR Consistently delivered exemplary levels of support to EVP of Global Specialized Sales, along with coordinating small, medium and large events. Collaborated with global team of 200 including working flexible hours to accommodate international time differences to ensure maximum efficiency in responding to PST and Australian team requests. • Proficiently managed and monitored executive calendar, proactively preparing related documentation and communicating changes utilizing various software applications.
• Accurately and efficiently filed expense reports using Concur and managed all organizational travel approvals on Google sheets.
• Assessed and approved expense reports, workday requests and quotes in Salesforce on behalf of EVP.
• Worked collaboratively with Strategies Team to ensure accuracy of weekly forecast reporting.
• Scheduled, managed and coordinated conference calls with internal global teams on GTM and WebEx.
• Organized and managed travel itineraries including international visas and last minute changes.
• Prepared and transcribed PowerPoint presentations and created documentation for meetings.
TGM AssociatesExecutive Administrative Assistant/ Personal Assistant to CEO
Mar. 2008 - Jan. 2014New York, New YorkEXECUTIVE ADMINISTRATOR / PERSONAL ASSISTANT /CORPORATE EVENT COORDINATOR Played a key role within this private equity/real estate practice, supporting CEO and COO, ensuring all administrative functions were completed to the highest standards in both quality and efficiency. Led the organization and coordination of all major corporate events. • Planned and coordinated out of state and international meetings, including liaising with external vendors and organizations.
• Organized and executed Annual National Meeting, holding responsibility for budget of $100,000.
• Selected and booked venue along with planning and coordinating all aspects of the Corporate Holiday Party, managing a budget of around $35,000.
• Coordinated all investor meetings and property tours for the firm twice annually, managing all aspects including venues, lunches, dinners, and group rates for flights and hotel rooms as well as a tour bus and driver.
• Contributed to continually improving administrative processes such as managing the implementation of the virtual filing system on internal shared drive.
• Proficiently drafted and edited reports and memos and prepared PowerPoint presentations.
• Collaborated on the TGM rebranding project and official rollout.
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