Renée

Finance Executive

• Manage the CFO’s calendar, travel, and correspondence, ensuring seamless operations.

• Prepare reports, presentations, and board materials to support financial initiatives.

• Oversee financial documentation, budget tracking, and compliance adherence.

• Coordinate departmental meetings, audits, and regulatory filings.

• Act as a liaison between finance leadership and internal/external stakeholders.

Investments, Executive Assistant

● Orchestrated a new calendar management system for the CIO, CFO, and Associates, resulting in a

20% increase in scheduling efficiency.

● Introduced a comprehensive file organization structure for the Investment department, leading to a

30% reduction in time spent searching for documents and enhancing interdepartmental

collaboration.

● Implemented a proactive expense management strategy, resulting in a 15% decrease in

unnecessary expenditures and ensuring adherence to budgetary constraints.

● Revamped the process for preparing investment memoranda and presentation materials, resulting

in a 25% improvement in clarity and comprehension among investors.

● Established a streamlined system for distributing materials to the Investment Committee and Board

of Directors, ensuring the timely dissemination of critical information and fostering informed decision-making

● Spearheaded the coordination of property tours and conferences, elevating the investor experience

and strengthening relationships with key stakeholders.

Field Operations Coordinator

● Enhanced Efficiency: Implemented streamlined administrative processes, resulting in a 20% increase in overall efficiency within the field operations department.

● Project Management: Led and contributed to special projects, achieving a 15% reduction in project turnaround time through effective coordination and implementation strategies.

● Stakeholder Satisfaction: Established and maintained effective communication channels with stakeholders, resulting in a 25% improvement in stakeholder satisfaction scores.

● Risk Management: Successfully managed certificates of insurance and facilitated risk transfer processes, ensuring compliance and mitigating organizational liabilities.