Geana B.

About Geana B.

Hybrid Office Manager/Executive Assistant with more than a decade of experience…

Experience

1. Senior Administrative Assistant

   Moss Adams

   Dec 2017 — Present

   Provides Executive-level support to Partners and Directors, which may include: •Reviewing calendars, scheduling, and anticipating logistical opportunities or needs to assist •Assisting with time and expense reports •Coordinating travel •Assisting with Client Relationship Management •Tracks and assists with monthly client billing •Assists with administrative portions of client-facing projects over complete lifecycle: from planning activities, pre-field work, budget tracking, wrap-up/exit, review cycle, through report issuance. •Formats, edits/proofreads, and types a variety of correspondence including engagement letters, addendums, and Master Service Agreements •Contributes to the New Client Acceptance and Elite Client Setup processes by collecting information and obtaining necessary approvals •Creates/sets up ProSystem FX (PFX) binders for project documentation retention •Responsible for QC review of PFX binders at the close of each project •Coordinates meetings, training, and events; reserves conference rooms/meeting space, coordinates CPE application and process, video and teleconference setup, arrange for catering, and clean up •Assists with research and compiles data •Negotiates project deadlines and schedule changes as necessary •Share in maintenance of internal SharePoint Site •Assist with training & development-related tasks including new hire onboarding •Other projects as assigned