Karen Cruz C Suite Executive Assistant and Operations Associate

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Executive Assistant to the Founder, and Operations Associate

fortyIQ LLC

Jun 2024 - Current (2 years 5 months)

• Manage executive priorities through strategic time blocking, accountability check-ins, and follow-ups to ensure efficient workflow and project completion • Oversee finance management including payroll, contractor payments, client invoicing, and communication with accounting/bookkeeping services • Coordinate comprehensive calendar management across multiple time zones for the founder and team, ensuring seamless scheduling of internal and client meetings • Support project oversight by monitoring progress, tracking milestones, and preparing detailed meeting materials with agendas for team and client engagements • Assist with legal documentation including contractor agreements, NDAs, and client SOWs, serving as a liaison with legal couns

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Engagement Assistant

Jan 2024 - Mar 2024 (3 months)

• Created Standard Operating Procedures (SOPs) to ensure consistent and efficient operations.
• Conducted process mapping to visualize and streamline workflows.
• Identified bottlenecks in processes and implemented improvements to enhance efficiency.
• Collaborated with cross-functional teams to drive project success and achieve organizational goals.
• Additionally, managed appointment scheduling as part of my diverse responsibilities, ensuring effective time management and coordination within the team.

Executive Assistant to the CEO

Proof of Learn

Feb 2022 - Feb 2023 (1 year 1 month)

• Optimized the CEO experience by performing ongoing assessments and urgently addressing issues, resulting in a smooth and seamless operation. • Provided intricate business and personal calendar management, scheduling meetings, appointments, and events, and coordinating logistics seamlessly. • Works closely with the CEO to keep them well informed of upcoming commitments and responsibilities, following up appropriately. • Served as the primary point of contact for internal and external stakeholders, handling all matters related to the CEO with professionalism and discretion. • Experienced in organizing and executing corporate events, including conferences, seminars, and team-building activities, by coordinating logistics, liaising with

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Executive Assistant and Operations Assistant

PRODUCT IMPORTS LIMITED

Apr 2020 - Dec 2021 (1 year 9 months)

• Worked closely with the CEO to keep them well informed of upcoming commitments and responsibilities, following up appropriately.
• Proficient in managing projects from initiation to completion, including planning, coordination, and monitoring progress to ensure timely delivery of objectives.
• Manage and execute complex projects, resulting in customer and client retention.
• Provides sophisticated calendar and travel management.
• Provide deep and valued relationships with vendors and clients, including conducting lead qualification and follow-up with potential investors and clients to enhance business opportunities and foster growth.

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Operations Control Officer

Ayala Property Management Corporation

Oct 2019 - Mar 2020 (6 months)

• Responsible for the overall functioning and security updates of the estate, which helps to maintain safety and ensure the smooth running of operations. • Manage and maintain accurate records of incidents and accidents within the estate • Meticulous in maintaining accurate records, managing complex calendars, and ensuring precision in all administrative tasks. • Ability to work independently and provide excellent administrative assistance to different departments, resulting in collaborative and sound operations

Karen Cruz

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Karen Cruz

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