Creative and adaptable professional with diverse business experience that includes large project management and aligning human resources activities and benefits programs with business priorities and needs. Drives productivity gains, improves processes and increases data integrity using business acumen.
Recognized for stakeholder management, advocating solutions, mobilizing cross-organizational support and facilitating decision-making process. Approachable leader equally adept at building trusted partnerships with executive leaders, clients, vendors and teammates. Offers extensive expertise in the following areas:
401K Plan Administration
Supervision & Leadership
Full Cycle Recruitment
Microsoft Office Suite: Excel, Word, Outlook and PowerPoint,
Salesforce, ADP for payroll, CRD, Avaya IP Office
01/2008 to Current
DIRECTOR OF WESTSARD VERBINNEN & CO － SAN FRANCISCO, CA
Manage the full cycle recruiting process for San Francisco and Los Angeles offices; source, screen and interview applicants; author job descriptions.
Onboarding of new staff; new hire set-up; order equipment; determine space requirements and systems and telephone installation.
Coordinate projects and events for clients and employees, including National Investor Relations Institute cocktail party, holiday parties, reporter parties, office outings and team-building events.
Install, modify and make minor repairs to computer hardware and software systems; provide technical assistance and training to staff.
Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances.
Oversaw three office renovations and two office relocations during expansions in San Francisco (SF) and Los Angeles (LA), coordinating with design and construction teams, subcontractors and vendors on build out needs, contract negotiation, data/voice requirements, furniture procurement, and installation of telephone and new IT equipment.
Office liaison between building management and vendors including cleaning staff, building engineers, and building administrative office.
Analyzed and recommended office expansion opportunities in Hong Kong and Texas; conducted new office research, cost allocation, budget preparation including start-up expenses and capital expenditures and data presentation.
Planned, implemented and rolled out Office 365, Windows 10, Salesforce and Citrix to the organization.
01/2006 to 01/2008
OPERATIONS MANAGERINFINIUM SECURITIES － SAN FRANCISCO, CA
Managed two direct reports; determined staffing requirements; sourced, screened, interviewed and on-boarded new team members.
Oversaw bookkeeping including Accounts Payable (AP), Accounts Receivable (AR), payroll administrations, bank reconciliations, expenses, and financial statement analysis.
Setup, implemented and maintained the company benefits package including flexible spending accounts, medical/dental insurance, and 401K retirement plans.
Interpreted and ensured compliance with FINRA and SEC policies and procedures.
Assisted Compliance Officer in quarterly/annual audits by the accountant and regulatory agencies.
Coordinated two office build-outs; managed vendors, created schedules, and planned office space ensuring seamless transition to new locations.
Researched, recommended and managed capital purchases and vendor relations often reducing company expenses by maintaining all corporate contracts and accounts.
Supported Traders and Analysts with Internet research and updating databases; obtained and reviewed earnings reports, and updated spreadsheets with financial data.
Coordinated events, dinners, and luncheons for the company and institutional brokerage clients.
01/2003 to 01/2005
ASSISTANT CONTROLLERKENTRIS, INC DKRV － LAS VEGAS, NV
Supported Controller with general accounting duties including invoicing, AP/AR, payroll, expense reporting, financial statement preparation, and bank/credit card reconciliation.
Assisted in the preparation of budgets and forecasts; generated check requests, wires and distributions; approved and processed expenditures and reimbursements.
Prepared quarterly financial reports; monitored, tracked, and updated customer accounts.
Provided backup support for the Human Resources department, including handling FMLA and benefits administration, reporting, background checks, and new employee orientation.
Completed weekly payroll; maintained responsibility for all bank transactions.
Conducted extensive research on competitors and potential asset acquisitions.
Collaborated with marketing team to create, develop and implement promotional and marketing plans.
Coordinated major projects and meeting preparation; hosted on and off site business meetings, conference calls, and event planning.
Bachelor of Science (BS): Business AdministrationNevada State College － Henderson, NVBusiness Administration