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Work Background
Emergency Home SolutionsExecutive Assistant & Office Operations Manager
Nov. 2016 - Jul. 2025United States, Lake ForestPartnered directly with the CEO and senior leadership to oversee company operations, finance, and strategic initiatives for a $6.5M restoration firm. Served as the operational backbone, ensuring cross-departmental alignment, fiscal control, and consistent performance delivery across 400+ projects annually.
● Strategic Operations Leadership: Directed daily business operations and department heads, translating executive priorities into measurable objectives and KPIs.
● Financial Oversight: Managed payroll, AP/AR, and budgets; reduced receivables aging from 90+ days to under 30 days, stabilizing cash flow and improving forecasting accuracy.
● Systems Optimization: Consolidated 15 software platforms to 4 core tools, cutting SaaS spend 35% and improving team efficiency.
● Process & SOP Development: Designed and implemented company-wide standard operating procedures, reducing costs 25% and improving turnaround 15%.
● Cross-Functional Alignment: Facilitated weekly executive meetings, created KPI dashboards, and ensured accountability across Operations, Finance, and Project Management.
● Vendor & Contract Management: Oversaw subcontractor agreements, project timelines, and payments, maintaining compliance and quality standards.
● Business Growth Enablement: Supported company expansion from $375K to $6.5M annual revenue through operational scalability and executive partnership.
Robert Puleo Design, Inc.Administrative Assistant
Apr. 2015 - Oct. 2016United States, Mission Viejo● Process Improvement: Transitioned company accounting from desktop to QuickBooks Online, improving billing accuracy and reducing reconciliation time by 30%.
● Accounts Receivable Efficiency: Enhanced AR processes and reduced collection times by 55%, stabilizing monthly cash flow.
● Executive Support: Managed the CEO's calendar, email, and project communications to streamline client interactions and decision-making.
● Vendor & Project Coordination: Oversaw vendor agreements, tracked project timelines and payments, and conducted on-site visits to verify job progress and quality.
Altus Realty Solutions, Inc.Realtor & Transaction Coordinator
Mar. 2007 - Apr. 2015United States, Mission ViejoOperational Oversight: Managed AP/AR, escrow deposits, CRM updates, and transaction documentation to ensure accurate and compliant closings.
● Client & Stakeholder Relations: Served as liaison between agents, clients, and lenders, maintaining clear communication and issue resolution throughout the process.
● Process Accuracy: Ensured 100% compliance on transaction documentation for $45M+ in closings, contributing to the firm's reputation for professionalism and reliability.
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