Margot Ellison

Senior Executive Assistant

margot.ellison@email.com · +1 555 0147 · Chicago, IL · linkedin.com/in/margotellison

Education

Bachelor of Science in Business Administration2008 - 2012
DePaul University, Chicago, IL
Concentration in Organizational Management; Dean's List 3 semesters

Skills

Microsoft 365 & SharePoint Administration · Concur Expense Management · Salesforce CRM · Zoom & Webex Executive Facilitation · Board & Investor Communications · Project Coordination (Asana, Monday.com) · Notary Public — State of Illinois · DocuSign & Contract Routing · Executive Calendar Architecture

Links

LinkedIn: linkedin.com/in/margotellison

Profile

Senior Executive Assistant with 11 years supporting C-suite and board-level leaders across financial services and SaaS environments. Specializes in high-stakes calendar architecture, cross-functional project coordination, and confidential board communications. Reduced executive scheduling conflicts by 40% and managed travel programs saving $180K annually across a 6-person leadership team.

Work Experience

Senior Executive Assistant to the CEO & CFOMar 2019 - Present
Vantara Financial Group, Chicago, IL
  • Orchestrated end-to-end logistics for 120+ board and investor meetings annually, cutting preparation time by 35% through a standardized briefing template adopted company-wide.
  • Managed a $220K annual executive travel and entertainment budget, renegotiating preferred vendor contracts to deliver $42K in year-over-year savings.
  • Designed and implemented a SharePoint-based document management system for board materials, reducing retrieval time from 25 minutes to under 4 minutes per request.
Executive Assistant to VP of OperationsJun 2015 - Feb 2019
Clarent Software Solutions, Chicago, IL
  • Supported a VP overseeing 14 direct reports and a $9M operational budget, coordinating 300+ calendar events per quarter with zero scheduling conflicts over a 12-month stretch.
  • Led onboarding logistics for 3 consecutive VP-level hires, building 90-day integration plans that cut ramp time by 3 weeks per hire.
  • Drafted and distributed weekly operational status reports to 40+ stakeholders, consolidating data from 5 departments into a single executive-ready format.
Administrative AssistantAug 2012 - May 2015
Northgate Consulting Partners, Evanston, IL
  • Coordinated domestic and international travel for 8 senior consultants, managing 200+ itineraries per year with a 98% on-time departure record.
  • Processed and reconciled $75K in monthly expense reports, identifying $11K in duplicate billing errors over 18 months.
  • Built a client contact database of 1,400+ records in Salesforce, improving outreach efficiency by 22% for the business development team.