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The Executive Suite: Operational Excellece

Strategic Calendar Wizardry

  • Complex Schedule Management: Coordinating internal and external meetings across multiple time zones while managing competing priorities.

  • Briefing & Preparation: Preparing comprehensive briefing materials and dockets to ensure you are consistently prepared for every engagement.

  • Proactive Buffer Management: Intentionally structuring your day to include "focus time" and prevent burnout through proactive scheduling.

High-Stakes Communication & Governance

  • Executive Correspondence: Drafting, editing, and managing professional correspondence for diverse audiences, including board members and community stakeholders.

  • Board & Committee Support: Facilitating governance work by organizing meeting materials, tracking action items, taking accurate minutes, and managing follow-up communications.

  • Information Flow Optimization: Improving the flow of information between your office and various departmental teams to ensure transparency and alignment.

Concierge Logistics & Travel

  • Global Travel Coordination: Managing complex travel itineraries, including flights, lodging, and ground transportation with a high level of discretion.

  • Expense & Budget Stewardship: Handling meticulous expense reporting through tools like Concur, processing corporate credit card reconciliations, and monitoring departmental budgets.

  • Special Event Execution: Orchestrating high-profile organizational retreats, leadership trainings, and special events for small groups or up to 250+ attendees.

The Operational Overhaul: Systems, Frameworks, & People

​Strategic Project Management

  • Workflow Redesign: I evaluate current operations to identify bottlenecks and build process frameworks that increase overall team efficiency.

  • Multi-Departmental Coordination: I lead the execution of organization-wide initiatives, ensuring cross-functional alignment between program, finance, and operations teams.

  • Modern Toolkit Integration: I migrate teams to high-efficiency platforms such as Monday, SharePoint, and Teams, while leveraging AI tools (ChatGPT/Copilot) to automate routine tasks.

  • Milestone & Metric Tracking: I develop and maintain dashboards to track key operational metrics, allowing leadership to make data-informed decisions.

Human-Centered Recruiting & Onboarding

  • Full-Cycle Recruitment Support: I manage consultant and contractor agreements, optimize hiring processes, and handle compliance oversight.

  • Equitable Hiring Practices: Leveraging my background in DEI (Diversity, Equity, and Inclusion), I ensure that recruitment efforts are inclusive and aligned with the organization's equity agenda.

  • Enhanced Onboarding Experience: I develop and manage standardized onboarding workflows that foster immediate engagement and long-term professional development.

  • Talent Development Infrastructure: I spearhead leadership development initiatives and training programs to ensure managers and staff have the tools to thrive.

Operational Infrastructure & Compliance

  • Policy Implementation: I develop internal policies and oversee daily office operations to ensure compliance with both internal standards and external regulations.

  • Grant & Regulatory Management: I manage grants, partnerships, and regulatory documentation to protect the organization's legal and financial standing.

  • Human Resources Support: I coordinate day-to-day operations including benefits administration and the maintenance of HRIS systems

The Stewardship Series: Finance, Compliance, & Mission Alignment

Financial Management & Accounts Payable

Accounts Payable & Vendor Onboarding: I manage the full lifecycle of vendor relations, from onboarding and W-9/EFT accuracy to processing payments and tracking contracts.

  • Expense Reconciliation: I streamline credit card reporting and expense processes using tools like Concur, managing reconciliations for teams as large as 150+ staff.

  • Budget Administration: I manage and monitor departmental budgets, providing monthly expense tracking and financial reviews to ensure alignment with organizational goals.

Grant Writing & Strategic Reporting

  • Grant Prospecting & Writing: I assist in identifying funding opportunities and drafting compelling proposals, leveraging a track record of securing significant public and private partnerships.

  • Grant Reporting & Deliverables: I monitor and track grant-specific deliverables and financial reviews, ensuring all deadlines are met across multiple teams.

  • Data-Informed Dashboards: I develop and maintain dashboards that track key operational and financial metrics, allowing leadership to provide transparent impact reports to donors and boards.

Compliance & Risk Oversight

  • Regulatory Documentation: I oversee the management of grants, partnerships, and regulatory documentation to ensure compliance with internal policies and external regulations.

  • Governance Support: I support annual Human Resources and Governance committees by preparing dockets, gathering data, and distributing meeting materials.

  • Tax & Insurance Deliverables: I monitor critical compliance milestones, including tax filings and insurance reviews, to mitigate organizational risk

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