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Dagney
Executive Assistant to Founder & President
Contato
Competências
Demonstrated experience with Microsoft 365 (Outlook, Word, Excel, PowerPoint).
Demonstrated experience with Canopy (implementation and workflow configuration).
Demonstrated experience with Nitro PDF.
Demonstrated experience with QuickBooks Pro.
Demonstrated experience with SAGE.
Resumo
Executive Assistant to Founder & President open to new opportunities
Experiência
Executive Assistant to Founder & President
Provide direct executive and personal support to the Founder & President, independently handling business, financial, travel, and personal matters with minimal direction.. Coordinate complex domestic and international travel, including private and commercial arrangements, detailed itineraries, and rapidly changing logistics.. Anticipate needs, research unfamiliar issues, and independently resolve time-sensitive or unusual requests, presenting solutions rather than problems.. Manage financial reporting, billing, accounts payable, payroll, contracts, vendors, investment administration, and coordination of corporate and personal tax matters.
Executive Coordinator | Office Manager
Provide executive and operational coordination for firm leadership while managing sensitive client, staff, and financial matters.. Manage staff, payroll, HR administration, billing, and day-to-day internal operations for firm leadership.. Help lead implementation of Canopy practice-management software, including client setup, workflow and project templates, task automation, and process redesign to streamline firm operations.. Onboard and serve as a trusted point of contact for 1,000+ clients, handling highly confidential financial, tax, identity, and account information.. Serve as a senior client liaison on complex matters, coordinating with the IRS and other taxing authorities, audits, reporting, and documentation.
Office Manager | Executive Support to Partners
Managed a high-end boutique law firm and provided discreet support to five partners, including travel, events, expenses, and daily priorities.. Led staff hiring, onboarding, scheduling, and annual reviews; managed 12 bank accounts, four loans, partner expenses, and accounts payable/payroll.. Directed monthly billing and collections and prepared recurring financial reports for partners.
Office Manager
Client relations, bookkeeping, HR support, tax preparation, entity formation, and business development.