Years of experience: 13

FinanceBusiness Owner👍 Sales & BizDev🧨 ConsultingBanking Operations🏦 Finance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Jenna's Career Path
Executive AssistantJan. 2023 -
Jan. 2024
Capital GroupExecutive Assistant
Los Angeles, California, United States• Manage three PM/ analysts calendars, meetings, travel, and expenses. • Arrange conference calls with approved providers. • Manage travel arrangements, creating itineraries for business travel, including flights, hotels, and car service using Concur • Schedule External Company meeting and handle logistics (i.e. using EMS to book a meeting room) • Schedule and arrange logistics for ad-hoc mee...
Financial Business ConsultantMar. 2021 -
Present
Finance By DesignFinancial Business Consultant
Los Angeles Metropolitan Area• Evaluate overall company performance by gathering, analyzing, and interpreting data metrics using Excel and Studio Designer • Set-up Studio Designer for new companies • Consult with their CPA regarding business structure and set that up for them. • Reconcile multiple accounts and ensure the books are accurate. • Review contracts for clients and ensure they are maintaining profitability with...
Financial and Operations AdministratorOct. 2020 -
Mar. 2021
Nicole Gordon StudioFinancial and Operations Administrator
Santa Monica, California, United States• Evaluate overall company performance by gathering, analyzing, and interpreting data metrics using Excel and Studio Designer and provide reports to Manager • Entered and reconciled all account records in Studio Designer software • Collaborate with the team to make sure that we are hitting our financial goals • Follow up with vendor quotes and create financial proposal packets for client pres...