Looking for someone you can trust to support your business - HIRE ME
- Executive & Ops Support
- Bookkeeper & Admin Support
- Project Management & Agile
What I can do for you
Executive and Operations Support
- Supporting CEO, CTO, CRO and Executives or Leaders in a daily basis, managing an extremely active calendar of appointments; completing expense reports; arranging complex and detailed travel plans, itineraries and agendas; and compiling documents for all meetings
- Determine priorities while dealing with conflicting deadlines in a fast-paced environment
- Assist in the coordination and preparation of presentations or events involving external venues, or internal meeting room setup, equipment, catering, etc.
Bookkeeper & Admin Support
- Daily check to the accounting system dashboard and categorize transactions
- Ensure transactions are correctly assigned to job categories
- Keep financial records updated to prevent month-end backlogs
- Reconcile bank accounts and multiple credit cards
- Investigate discrepancies and ensure financial data accuracy
- Maintain clean and reliable books for monthly financial reporting
- Generate monthly financial reports in QuickBooks, including: Profit & Loss (P&L) and Balance Sheet
- Communicate directly with the vendor or customer to gather missing information
- Resolve day-to-day accounting questions and clarify financial details
- Maintain professional email communication with with the vendor or customer when needed
- Sending payroll payments for tea-----------mbers
Project Management & Agile
- Supporting CTO and Scrum Master with sprint planning, daily standups, and retrospectives
- Coordinated resources, tasks, and priorities across cross-functional teams
- Generated weekly and monthly reports on progress and KPIs
- Tracked Jira tickets, story points, and sprint velocity
- Ensured tasks were executed on time and according to estimates
- Creating documents to Confluence
Familiarized tools
- Accounting software: QuickBooks Online, Xero, MYOB and Wave
- Project management: Atlassian Jira and Confluence
- Communication: Gmail, Outlook, Slack, Zoom and Google meet
- Productivity: Google workspace and Microsoft 365
Why Clients Work With Me
- Organized, detail-oriented, and proactive
- Experienced with fast-paced startup environments
- Strong documentation and reporting skills
- Clear communication and reliable follow-through
- Comfortable supporting executives and cross-functional teams
Message me to discuss your challenges and how I can support your business
Best regards,
Lorena
