Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Sasha McDaniel

Kansas City,MO

Summary

A dedicated employee with a desire for responsibility and 15 years of administrative and office management experience. A motivated candidate who is proactive, creative, hard-working, detail-oriented, and a self-starter while maintaining a high level of interpersonal skills.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Senior Executive Assistant

Energy Transfer
04.2024 - 04.2025
  • Managed multiple schedules, events for groups of up to 100, travel plans for conferences, meetings and seminars, as well as domestic and international trips.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Contributed to smooth business operations by planning and organizing meetings and conferences..
  • Managed complex calendar scheduling with focus on proper allocation of executive availability.
  • Planned and executed the annual holiday party as well as monthly charity events.
  • Ordered office supplies and kept monthly inventory.
  • Processed all mail and filed and scanned accordingly.
  • Completed new hire on-boarding (IT set up, parking and building badges).
  • Trained and became the certified floor warden for the entire floor of our building.

Legal Assistant/ Compliance Professional

Copilevitz, Lam & Raney, LLC
01.2021 - 05.2023
  • Draft and prepare legal correspondence, and provide clerical, administrative and organizational support to multiple partners, attorneys and paralegals
  • Create, maintain and index client files, paper, and electronically
  • Perform routine filing, file retrieval and update document management system as necessary
  • Adhere to state and national requirements while maintaining a high level of confidentiality
  • Maintain organized records of all filings, communications, and payments for individual clients
  • Prepare legal documents to ensure organizations operate in full compliance with legal regulations and industry-specific guidelines
  • Manage any necessary travel arrangements for in and out of state meetings as well as professional work events
  • Schedule weekly meetings for 15-20 compliance teams
  • Review, edit and update existing policies and procedures
  • Handle client matters through phone in person and via email
  • Monitor internal policies and bylaws within several charitable organizations
  • Prepare and submit documentation to regulatory bodies
  • Collect information, organize it into reports and share with the appropriate authorities and state attorney offices

Executive Assistant/ Office Manager & Bookkeeper

Magnetic Superior
01.2020 - 01.2021
  • Managed multiple calendars, handled meeting set up/physical logistics and conference call arrangements
  • Recorded day-to-day financial records
  • Ensured telephones were answered in a timely and courteous manner and messages were taken accurately
  • Processed accounts receivable/ payable using software such as QuickBooks, Vendor Pay by Bill.com, and NetSuite
  • Assisted with overflow, special projects, and day-to-day tasks
  • Entered data, maintained records, and created daily reports in Excel
  • Balanced subsidiary accounts by reconciling weekly entries
  • Managed contract and price negotiations with office vendors, and service providers
  • Addressed client inquiries as received and resolved any questions they may have
  • Maintained office conditions and arranged for all necessary repairs

Executive Administrative Assistant to the CEO & President

Lon Lane’s Inspired Occasions
01.2018 - 01.2020
  • Provided all administrative support to the CEO, the president, and senior management
  • Updated and maintained the accuracy of the company’s sales projections
  • Managed the calendar of the Executive and ensured that all items critical to the business were on the Executive’s calendar promptly
  • Scheduled weekly internal meetings, coordinating the time, place, and record of meeting notes
  • Screen telephone calls and respond to routine inquiries
  • Managed the president’s day-to-day schedule, making appointments, and scheduling meetings
  • Made travel arrangements for the CEO and developed itineraries
  • Created a new filing system that increased the company revenue and clientele by 20%
  • Compiled letters, notes, memos, documents, and other items for the president
  • Kept inventory of all office and company supplies and ordered them when necessary
  • Coordinated production services such as printing marketing materials
  • Made sure deadlines were met and products were delivered on time
  • Established a relationship with clients, salespersons, and outside resources
  • Worked with clients in scheduling and planning their events, rental schedules, cost recaps, staffing, and billing
  • Orchestrated workflow from the initial client call and throughout the entire event planning process
  • Communicated with rental companies or outside vendors (florists, valet, lighting, sound, production companies etc.) to ensure that they have the latest updated and revised information
  • Sort and dispute mail as needed
  • Helped clients with invoices and payments

Executive Assistant to the CEO & Director of Marketing & Sales

Partnernomics
01.2016 - 01.2018
  • Oversaw all daily operations and logistics of the business
  • Entered, tracked, and updated leads and prospects in the CRM system daily
  • Collaborated to develop and execute various marketing and sales strategies, including video production tasks
  • Prioritize requests for meetings accordingly and ensure prompt responses to all requests
  • Ensured telephones were answered in a timely and courteous manner and messages were taken accurately
  • Screened telephone calls and responded to 30-40 routine inquiries
  • Scheduled meetings for the CEO with all prospective clients
  • Booked travel for conferences as needed
  • Executed the marketing and sales strategies for assigned goals, targets, and market geographies
  • Developed and delivered presentations in a professional and effective manner to current and prospective clients
  • Designed all marketing materials

On-Site Event Coordinator

Catering by Design
01.2015 - 01.2018
  • Organized and led event logistics and coordination for events with guest counts ranging from 25 - 1,000.
  • Met with clients to discuss all aspects of events, including cost, menu, decorations, and the layout of the space
  • Created different designs for every event in a unique manner that is specific to each space
  • Prioritize multiple projects and assignments at once
  • Worked with a team to execute on-site event setup and event day activities to ensure a successful event experience
  • Maintained inventory of all event rentals on-site, including tracking outgoing and incoming materials
  • Promptly responded to inquiries and requests from prospective clients

Office Manager & Executive Administrative Assistant to the Owner of Operations

Sol Cantina
01.2007 - 01.2014
  • Managed the business and personal calendar and scheduled all meetings internal and external
  • Performed routine clerical and administrative tasks daily
  • Issued invoices and collected payments on time while creating comprehensive and readable financial reports
  • Managed personnel with 25-35 employees: payroll, recruit/hire, terminations, training policies/procedures
  • Reviewed and submitted applications and permits to obtain required licenses for business projects as required by local city and state governments
  • Handled all inventories, resulting in decreasing company costs and creating more effective productivity
  • Maintained open communication and a close working relationship with all vendors

Education

Associate of Arts -

Metropolitan Community College
Kansas City, MO

Skills

  • High level of experience with computer software including, Outlook, Microsoft Word, Excel, PowerPoint, and Adobe Acrobat
  • Proficient in using communication software, Zoom, Skype, Slack, Google Meet, and Microsoft Teams
  • Experienced in document management software including Document Management Logistix, Worldocs, Tabs3 and SharePoint
  • Efficient at managing multiple calendars and meeting schedules
  • Excellent communication, organizational skills, ability to work on several projects simultaneously
  • Trained in accounting and business software including QuickBooks, VendorPay, Billcom, Afex, ORACLE NetSuite, and HubSpot
  • Ability to learn new skills quickly
  • Effectively manage time and meet deadlines in a fast-paced environment

Accomplishments

Notary Public

  • Received commission by Secretary of State of Missouri

Adult and Pediatric First Aid/CPR/AED

  • Achieved certification through the American Red Cross

Certification

  • QuickBooks
  • VendorPay
  • Bill.com
  • Afex
  • ORACLE NetSuite
  • Inbound Marketing- HubSpot Academy
  • HubSpot Sales Software- HubSpot Academy
  • Inbound Sales- HubSpot Academy

Timeline

Senior Executive Assistant

Energy Transfer
04.2024 - 04.2025

Legal Assistant/ Compliance Professional

Copilevitz, Lam & Raney, LLC
01.2021 - 05.2023

Executive Assistant/ Office Manager & Bookkeeper

Magnetic Superior
01.2020 - 01.2021

Executive Administrative Assistant to the CEO & President

Lon Lane’s Inspired Occasions
01.2018 - 01.2020

Executive Assistant to the CEO & Director of Marketing & Sales

Partnernomics
01.2016 - 01.2018

On-Site Event Coordinator

Catering by Design
01.2015 - 01.2018

Office Manager & Executive Administrative Assistant to the Owner of Operations

Sol Cantina
01.2007 - 01.2014

Associate of Arts -

Metropolitan Community College

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Sasha McDaniel