Executive Assistant with 7+ years across admin, operations, and finance
I support founders and executives by keeping the day-to-day running smoothly: managing accounts payable and vendor correspondence, calendar and inbox triage, scheduling, and document handling. I work independently across competing priorities and build systems that cut manual effort, including SOPs used to onboard staff and AI-assisted automation that streamlines repetitive workflows. I'm reliable with detail and follow-through, and comfortable in QuickBooks, Microsoft 365, Google Workspace, and multiple project management tools.
Competencies
Services
Certificates
Work experience
Operations & Finance Executive Assistant
Track West Partners | May 2025 – June 2025
● Managed full-cycle accounts payable operations, including invoice processing, payment reconciliation, and vendor correspondence across internal and external stakeholders ● Led an accounting system migration by building structured transition processes, automating bulk data exports via Python scripting, and creating an Invoice Tracker to maintain data integrity ● Created SOPs and operational documentation used to onboard and train employees on company workflows and processes, improving team-wide efficiency ● Identified gaps in existing workflows and implemented solutions that reduced manual effort and improved turnaround time
Admin & Operations Executive Assistant
Today & Tomorrow | September 2024 – April 2025
● Provided full executive support to a founder, managing calendar, inbox triage, meeting coordination, and follow-up tracking across multiple shifting priorities ● Prepared agendas, briefing materials, and structured summaries, translating executive conversations into actionable next steps and tracking outstanding commitments ● Researched and implemented tools and platforms to support business operations, including website builds, automated email funnels, and scheduling systems ● Produced and edited short-form and long-form video content using Descript and Adobe Premiere Pro for LinkedIn and Kajabi
Insurance Operations Associate
Accenture | May 2023 – June 2023
● Reviewed and validated 100+ life insurance payment claims per day, ensuring accurate eligibility determination and client satisfaction ● Organized over 300+ life insurance documents per day with meticulous attention to detail, leading to enhanced accuracy and compliance with industry standards ● Increased approvals processed per day by 50% resulting in improved efficiency and reduced turnaround time for clients
Short Term Disability Claims Manager
Accenture | January 2021 – April 2023
● Streamlined verification process, increasing Short Term Disability insurance approval rate by 50%, leading to faster client payments and improved customer satisfaction ● Maintained efficiency by overseeing, reviewing, and organizing over 100+ medical records per day, contributing to an increase in claims processing speed and a reduction in claims backlog ● Managed 33% of 1,000 claims backlogs, leading to a 50% increase in overall team output and faster resolution of customer claims ● Identified billing errors, duplicate claims, and trends to ensure clean claim submissions and minimize denials
Billing and Sales Associate
VXI Global Solutions | December 2018 – September 2020
● Answered an average of 100 phone calls per day and resolved 75% customer billing inquiries per day, resulting in improved customer satisfaction and retention ● Achieved a consistent score rating of 90% above for Customer Satisfaction each month, leading to improved customer relationships and increased sales ● Accomplished 140% of monthly sales targets consistently, resulting in increased revenue and profitability for the business