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Work Background
JulieChampionEA.comFractional Executive Assistant
Jan. 2025A successful executive at any stage -- whether retired, semi-retired, or starting a new venture -- knows the importance of delegating anything that is not imperative for her or him to handle personally. I’ve helped many corporate executives create the time they require for the things they need and want to do. I’d be happy to do the same for you. Here are some things you might consider delegating:
• Email management
• Scheduling and calendar management
• Board of Directors support
• Business, personal or family travel -- domestic and international, including visa procurement
• Event planning and management
• Business and personal correspondence
• Presentation development
• Meeting notes and action tracking
• Editing and proofreading
• Digital filing and organizing
• Organization of expenses for reimbursement or tax purposes
• Basic bookkeeping
• Social media, Wikipedia updates, etc.
• Website maintenance
• Staff selection and development Select clients:
NextGen Industry Group: general administrative tasks, event planning, website updates
Kootenai Stability & Resilience Group: board of directors support, newsletter creation/editing, website updates, event management
Olympus Financial Solutions: consolidation of multiple email and calendar accounts
Ajax StrategiesExecutive Assistant
Apr. 2019 - Dec. 2024• Supported the Partner responsible for investments and operations of a $600M climate tech venture capital portfolio of 25 companies.
• Coordinated board meetings for companies in which Ajax holds a board seat and provided other support as needed to CEOs of mid- and late-stage companies.
• Coordinated and compiled various quarterly investment and financial reports and presentations.
• Hosted events for Family Office, investment portfolio companies, and other groups within the climate tech space.
• Managed development of company website. Maintained website and social media platforms.
FivePoint CommunitiesExecutive Assistant
Jun. 2015 - Apr. 2019San Francisco, CA• Supported the Division President and the COO in their work to design and develop large mixed-use communities.
• Functioned as gatekeeper with internal and external executives, board members, San Francisco Board of Supervisors, and other political figures and sports celebrities.
• Coordinated presentations and site tours for prospective investors, partners, and tenants.
• Managed office and supervised receptionist. Worked closely with other administrative staff to implement best practices and establish consistency during a period of rapid growth and change.
FTV CapitalExecutive Assistant
Dec. 2013 - Feb. 2015San Francisco, CA• Provided assistance to the Managing Partner and two additional Partners in a venture capital firm investing in financial technology companies.
• Kept CRM system updated with institutional and individual investor details through final months of fundraising and into investment stage.
• Assisted with annual Advisory Board meetings and Partner conferences.
• Managed time tracking for exempt and non-exempt payroll. • Processed NDAs and contracts.
GlobalEnglishExecutive Assistant
May. 2013 - Dec. 2013Brisbane, CA• Assisted the CEO and other executives in a global technology company.
• Managed CEO’s email and liaised with clients and employees worldwide on his behalf.
• Organized all-hands video meetings for entire workforce.
Dignity Health (formerly Catholic Healthcare West)Executive Coordinator
Dec. 2003 - Apr. 2013San Francisco, CA• Provided administrative and personal assistance to the Sr. Executive Vice President/CFO of a large healthcare organization.
• Anticipated the CFO’s personal and professional priorities and allocated his time accordingly. • Gained the confidence of his VPs to better understand team commitments and synergies.
• Coordinated and hosted rating agency meetings, corporate retreats, Finance Committee meetings and calls, and bank syndication meetings.
• Compiled, edited, and produced bi‐monthly Finance Committee packets and took minutes at Committee meetings.
• Created and/or edited presentations for internal and external audiences: Dignity Health Board of Directors and Finance Committee, investors, rating agencies, etc.
• Managed travel and logistics for Board and Committee members
• Represented administrative staff on the team that selected and implemented Concur for travel and expense reporting.
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