Teri Herzog

About Teri Herzog

A reliable, resourceful, highly-organized Executive Assistant with a strong record of…

Experience

1. Sr Administrative Assistant

   Plante Moran

   Apr 2015 — Present

   Provide support to partners and practice management teams; Private Equity, M&D, Service, Technology, Food & Beverage• Prepare client billings, time and expense reporting, coordinate travel, and arrange meetings• Compose and edit letters, memos, invoices, meeting minutes, monthly reports and other documents• Handle and access highly confidential information• Arrange and coordinate preparation of documents, proposals and high-level presentations• Basic project management skills and strong time management skills• Highly proficient with all MS Office applications (Word, Excel and PowerPoint) and Outlook• Provides meeting support to include scheduling, prep/set up of materials, note taking, and distribution; follow up on action items• Tech savvy, familiarity with administrative software tools and the ability to quickly learn and use new systems• Exceptional attention to detail, able to juggle and prioritize multiple tasks simultaneously• Team player who responds positively within all levels of the organization• Excellent verbal and written communication skills• Provide backup support, as needed• Skilled with firms database and research skills

Skills

• Project Planning
• Strategic Planning
• Project Management
• Customer Service
• Microsoft Outlook
• Leadership
• Accounting
• Financial Reporting
• Program Management
• Sarbanes-Oxley Act
• Business Process Improvement
• Process Improvement
• Microsoft Excel
• Management
• Executive Administrative Assistance
• Outlook
• Microsoft Office
• Accounts Payable