Skills and Expertise

Alexis and Marisa have a combined 17 years of experience in the following:

Procedural Creation & Implementation: Develop and streamline office procedures and efficient workflows to improve team productivity, day-to-day tasks, and reduce operational bottlenecks. Track deadlines, resources, progress, and ensure successful project completion on time and within budget. Facilitate and/or train communication between departments to ensure alignment and progress.

Reporting & Analytics: Regularly prepare and analyze reports using Excel, creating dashboards and performance tracking tools to present data in a clear and actionable format for management.

Advanced Excel & Reporting: Proficient in creating complex spreadsheets, using pivot tables, VLOOKUP, and other Excel tools to analyze data, track key metrics, and generate reports.

Project Management: Strong experience in managing multiple projects from inception to completion, with a focus on meeting deadlines and maintaining quality.

Accounting & Financial Support: Assist with monthly budgeting, reconciliations, and invoicing; maintain accurate records to ensure compliance and smooth financial operations and reporting.

Customer Service & Relationship Management: Act as the primary point of contact for client and vendor inquiries, providing timely responses and solutions, and maintaining positive working relationships to ensure satisfaction and retention.

Administrative & High-Level Administrative Support:: Expertise in managing daily/executive calendars and schedules, coordinated meetings, organizing travel, and preparing reports and presentations for high-level meetings.

Book a consultation with us today.