Strategic Planning, Administrative Assistance, & Financial Planning
Strategic planning involves understanding what the organization’s current strategy is, what has been tried in the past and also planning what it will be in the future. This consists of financial forecasting, market analysis, merchandising and marketing development, competitive intelligence analysis with substantial focus on vendor relations, logistics and supply chain issues and geographic expansion.
Strategic Planning
Strategic planning is a process by which a business defines its goals and objectives, a vision for the future. Businesses need an established direction to work towards. Without a defined strategic plan it is very difficult to tell if a business is on track to meet its goals.
I lead in…
Defining the mission, giving a sense of purpose and direction.Establishing goals for the future which are specific, measurable, and achievable in a defined time frame.Aligning with short term goals helping the business with everyday decision making, which better align with the overall business strategy.Assessment and evaluation in response to changing conditions.Financial forecasting.Market analysis.Competitive intelligence analysis.
Administrative Assistance
The main focus of an administrative assistant of an organization is to help keep people, projects, and processes operating at peak efficiency. As an administrative assistant I keep the operations of the day-to-day business organized, efficient, and running smoothly. I accomplish this by…
answering emails
returning phone calls
juggling schedules
making travel arrangements
creating orders
supporting productivity
solving logistical problems.
I am a problem solver with excellent communication skills and impeccable attention to detail with the ability to multitask, manage complex schedules, and meet changing deadlines.
The main focus is to be the supporting force of the company by providing information, answering questions, and responding to requests. I ensure optimal operation of equipment, supplies, and inventories with preventive maintenance, maintain workflow by analyzing and refining standard operating procedures, and coordinate internal and external resources to expedite workflow. Overall, I oversee and achieve organizational goals while upholding best business practices.
Financial Planning
As a financial planner I can be your trusted advisor in areas including investments, cash flow, savings, and debt management. I am an effective communicator with experience in financial planning and business development. I am analytical, meticulous, and customer-oriented. My main goal is to ensure my clients make wise and profitable decisions to meet their financial goals.
I do this by…
Building an expense report.Creating an overall company budget and balance sheet based on the expense report.Maintaining records of goods ordered and received.Creating purchasing department budgets and a six-month open-to-buy plan.Assisting in developing more effective invoicing and collection processes.
My other main responsibilities include:
Preparing reports regarding market conditions and merchandise costs.Defining the financial situation of the company by completing quantitative analysesEvaluating optional plans by identifying outcomes and potential returns.Recommending financial actions by assessing options in relation to organization goals.Preparing financial and sales reports by collecting, formatting, analyzing, and explaining information.
