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Executive Assistant to the Chief Financial Officer Resume Example

Resume Score: 80%

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AG
EXECUTIVE ASSISTANT TO THE CHIEF FINANCIAL OFFICER
Summary

Primary communications liaison for corporate-level officers and external, internal and client-related correspondence. Competent and articulate professional.

Polished, professional and successful at supporting executive productivity and business operations. Knowledgeable about office management protocols and calendar management. Works well with minimal oversight to carry out demanding work.

Industrious and forward-thinking Senior Executive Assistant with over seven years of experience in demanding environments. Capable of smoothly handling strategic planning, operational and administrative requirements. Results-driven and hardworking with skill and resilience to achieve daily operational goals. Focused on maximizing executive productivity by providing exceptional service and coordinating team activities.

Skills
  • Spreadsheet creation
  • Scheduling
  • Travel Planning
  • Event coordination
  • Technologically savvy
  • Business correspondence
  • Administrative support specialist
  • Appointment setting
  • Social media knowledge
  • Articulate and well-spoken
  • Professional and mature
  • Mail management
  • Meeting planning
  • Travel administration
  • Excel spreadsheets
  • Strong problem solver
  • Proper phone etiquette
  • Executive presentation development
Experience
Workday Inc. | Pleasanton, CAExecutive Assistant to the Chief Financial Officer07/2012 - 04/2014

I provided a range of administrative support services to the CFO and Finance staff. Maintained high standards of professionalism, efficiency, discretion and independent judgment. Worked with internal and external contacts, including board members, dealt with a wide range of highly sensitive issues under tight deadlines/pressures.

Was responsible for scheduling and managing the CFO's calendar including prioritizing and resolving related conflicts and competing demands, proactively scheduled important meetings with internal and external individuals and maintained an organized office.
Organized and coordinated international/domestic travel and related requirements to include: travel authorizations, flight tickets, hotel bookings, visas, airport transfers, expense reports.
Provided support in arranging Finance meetings including handling logistics, such as conference registrations, room reservations (internal and external), and local travel.
Worked closely with Finance staff on special projects and Audit and Finance & Investment Committee activities.
Proofread, answered, and composed routine correspondence both hand written and electronic, including board communications and other partner related materials; prepared selective summaries and any follow-up actions for the CFO.
Supported and coordinates Audit and Finance & Investment Committee meeting arrangements including teleconferences and minute taking as required.
Coordinated, planed, and organized small-to large-scale meetings.
Performed general clerical duties to include but not limited to; transcribing dictation, scanning, copying, faxing, filing, and data entry. Collected and opened mail addressed to the Finance/Accounting; forwarded correspondence to appropriate staff for action.
Completed various forms, including: purchase requisitions, shipping requests, travel expense reports, requests for payment, consultancy agreements, etc.
Contributed to the excellent reputation of the CFO's office through professional, friendly and respectful interactions internally and externally.
Performed other duties as required and/or assigned.

VMware | Palo Alto, CAExecutive Assistant to the Chief Financial Officer02/2010 - 07/2012
  • Assisted with production of monthly financials, management reports and board packages.
  • Arranged appropriate travel, visas, agendas, necessary contacts and country information for executive travel.
  • Kept executives up to date on changing business information by documenting meetings, tracking documentation and collecting team data.
  • Delivered optimal administrative, customer service and case management support.
  • Opened, sorted and responded to routine correspondence on behalf of business leaders to facilitate communication and streamline processes.
  • Scheduled Board of Directors meetings and coordinated development of meeting materials and agendas.
  • Scheduled and planned meetings and conferences, including site-to-site video conferencing calls, which helped to streamline business operations.
  • Collaborated with other administrative team members, human resources and finance department on special projects and events.
  • Coordinated executive and senior management vacation, day-to-day meeting and travel schedules.
  • Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
  • Represented executives in conferences, in person and via e-conferences.
  • Provided logistical support to visiting executives, coordinating with other Executive Assistants to arrange accommodations, transportation and personal assistance.
Equity Office | San Jose, CAProperty Management Assistant02/2007 - 02/2010
  • Contacted tenants to collect overdue rent or to discuss other important issues.
  • Executed leases with new and returning tenants, collecting all pertinent information including background investigations and credit checks.
  • Scheduled maintenance calls.
  • Oversaw daily operations, maintenance and administration of various properties.
  • Reviewed and interpreted vendor contracts to effectively enforce all requirements.
  • Enhanced event space quality by partnering with construction crews and contractors to complete maintenance and repairs.
  • Implemented business strategies to maximize tenant satisfaction and reduce vacancies.
  • Coordinated general maintenance and repairs to keep facilities operational and attractive.
  • Showed tenants around properties, highlighting features and redirecting concerns to capture interest.
  • Coordinated maintenance and repair requests with facilities department and contacted contractors for bid proposals.
  • Inspected grounds, facilities and equipment to determine repair and maintenance needs.
Washington Mutual Home Loans | Campbell, CALoan Closer05/2001 - 06/2007
  • Carried out pre-funding and funding functions for more than [Number] cases per month.
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Checked applicant credit, personal references and employment histories.
  • Conveyed acceptance or rejection to customers by mail, telephone or in person.
  • Prepared and delivered loan documents to title and escrow teams.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Submitted completed loan applications, including recommendations for underwriting approval or denial.
  • Examined and verified information in loan application and closing documents.
  • Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
Education and Training
San Jose State University | San Jose, CABachelor of Arts in Political Science06/2004
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Workday Inc.
  • VMware
  • Equity Office
  • Washington Mutual Home Loans

School Attended

  • San Jose State University

Job Titles Held:

  • Executive Assistant to the Chief Financial Officer
  • Property Management Assistant
  • Loan Closer

Degrees

  • Bachelor of Arts in Political Science

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