Jr. Project Manager to Project Administrator
Friedman Billings Ramsey, Inc. | 2 years

Progressively promoted to manage the day-to-day operations of the Project Management Office. Created and managed the project pipeline, including drafting project proposals and developing and integrating new processes and company-wide procedures.
• Created and managed project-related analytical tools and policy solutions for implementation by both executives and end-users of income-generating and operational groups. Assisted with user training.
• Architected the resource and capacity planning, tracking, and reporting system.
• Directed and optimized teams, reallocating resources as appropriate to streamline project activities and workflows while reducing costs.

Executive Assistant to Chief Information Officer
Friedman Billings Ramsey, Inc. | 1 year

• Built financial models of capital/operational expenses with trend analysis to assist with executive decision-making and multi-year strategy for stakeholders in the Enterprise Capital Budget Planning process of firm.
• Initiated a weekly forum to address compliance and security issues across company sectors that impacted enterprise-wide projects. The additional focus on governance and efficiency resulted in cross-team collaboration and more efficient use of resources to meet multi-department expenditure goals.
• Coordinated projects with external departments on behalf of the Chief Information Officer. Developed positive and lasting relationships with internal and external clients.

Staff Assistant - Department Assistant
Friedman Billings Ramsey, Inc. | 2 years

Supported a staff of 30+. Given increasing responsibility of administering and managing operations of business analysis and problem-solving functions in addition to invoice and account functions.
• Recognized with award for invaluable work by the Chief Information Officer.
• Developed new executive-level dashboards and reports for the Technology Steering Committee to track enterprise-wide budget and plan shortfalls.
• Disseminated appropriate data and quantification of results for Sarbanes-Oxley legal and financial reviews.

Treasurer, Board Officer
Simsbury Public Schools - Squadron PTO | 4 years

Oversaw asset coordination and account management of $150,000 budget.
• Developed monthly reports and financial model templates for meetings and to aid in variance analysis.
• Established new capital and operational billing and budgeting procedures.
• Implemented event planning and resource coordination necessary to generate funding exceeding $75k to benefit programs and services for staff and students.
• Delivered financial reporting at the state and federal level. Organized and automated financial records and ledgers for accuracy and determining tax liability.