Hi, I’m
BRENDA L. MARTINEZ RIOS
Executive Assistant
San Juan,PR
Overview
25
years of professional experience
Work History
Ernst & Young (EY)
Executive Assistant
01.2019 - Current
Job overview
- Manage the status of pending tasks for the Tax Department, ensuring timely updates to management
- Assist in the preparation of various engagement letters, including Routine on Call Advisory (ROCA), Tax Advisory, and Statements of Work (SOWs)
- Maintain and monitor a control log of client Master Agreements, including tracking expiration dates and alerting the team of impending renewals
- Prioritize and manage the opening and closing of engagement letters and Tax Advisory EY Office Space (EYOS) projects, facilitating access for team members as needed
- Conduct data entry and management in Mercury Software for Client Relationship Management (CRM), contacts, account management, opportunity management, and risk assessment
- Coordinate travel and meetings using firm-specific tools, adhering to policies, creating itineraries, and confirming details efficiently
- Prepare weekly time and expense reports, resolve auditor inquiries, and manage engagement code reclassifications
- Oversee communications by managing emails, posts, and calls, taking appropriate actions, and delegating or escalating as necessary
- Format and edit letters, reports, presentations, proposals, and correspondence in compliance with firm branding and mailing guidelines, ensuring client-ready deliverables
- Develop and maintain relationships with key internal and external client contacts, establishing recognition as a reliable team resource
- Proofread and review all tax department documentation and communications, ensuring adherence to brand and risk procedures
- Project manage large and complex events, coordinating with procurement, risk management, health and safety, and other relevant teams
- Facilitate logistical arrangements for events, ensuring compliance with firm policies and proactively managing budgets and negotiations
- Purchase office supplies, equipment, business cards, and stationery in accordance with policies
- Set up meeting rooms for conferences and events, managing IT equipment, room layouts, and catering
- Ensure meeting rooms remain tidy and operational following each event
- In charge of the reservation system for external and internal EY employees
- Manage and maintain 'Bitácoras' for Senior Managers and Managers in 'Colegio CPA', buy stamps, print and submit reports to 'Colegio CPA'
- In charge of Tax Calendar project coordination, preparation, revision, and delivery to client
- Distribute Tax Alerts to our tax client list
- CPA License Renewal for Partners and Executive Directors
- Account Statements preparation for tax and audit departments
- Uploading invoices to: (Ariba, Coupa, Tradeshift, Counsel Go and Stream platform).
Ernst & Young
Document Specialist/Business Development
12.2012 - 01.2019
Job overview
- Strictly adhered to EY's quality standards and procedures, including those established by the Creative Service Group (CSG)
- Coached and trained co-workers on firm-standard formatting, policies, and EY signature, ensuring adherence to branding procedures
- Managed projects effectively, meeting deadlines through efficient communication and negotiation of project scope and schedule changes as a capable project manager
- Promoted leading practices and fostered a strong team environment within Enterprise Support Services/CSG staff
- Evaluated and prioritized conflicting requirements from multiple customers to manage workload efficiently
- Managed time, budget, and scheduled resources to ensure quality deliverables were met on time
- Conducted random quality inspections to ensure compliance with established standards
- Oversaw government contract and certification requirements, validating compliance through inspections
- Coordinated events for clients and the public as part of the Business Development department
- Prepared proposals, presentations, and engagement letters for new and existing clients, fulfilling Request for Proposal (RFP) requirements
- Managed the procurement of office supplies, equipment, business cards, and stationery
- Volunteered for various non-profit organizations since 2012, including Cruz Roja Americana, Make a Wish, Hogar de Niñas de Cupey, Christian Community Center, Johncristing House, Children Community Center, among others.
Strategic Minds
Jr. Marketing Associate and Accounts Receivable Clerk
01.2017 - 11.2023
Job overview
- Assisted the marketing department by preparing proposals, presentations, and engagement letters for clients and prospects
- Processed accounts and incoming payments in compliance with financial policies and procedures
- Conducted day-to-day financial transactions, including the verification, classification, computation, posting, and recording of accounts receivables data
- Prepared bills, invoices, and bank deposits
- Reconciled the accounts receivable ledger to ensure all payments were accounted for and properly posted in QuickBooks.
BDO Puerto Rico
Jr. Marketing Associate
01.2012 - 11.2012
Job overview
- Assisted the marketing department in the preparation of proposals, presentations, and engagement letters for clients and prospects
- Coordinated meetings with prospects, clients, and promotional events outside the organization
- Assisted with the transition process of Scherrer Hernández & Co
- To BDO Puerto Rico, including creation of letterhead, presentation templates, and promotional items.
BDO Puerto Rico
Business Consulting and Audit Support
01.2006 - 01.2012
Job overview
- Developed and supported the preparation of proposals, engagement letters, and presentations for the business consulting and audit departments
- Provided general administrative support to managers and partners for audit and consulting departments
- Supported administrative tasks for the preparation of Financial Statements, Expert Witness reports, Business Valuations, Risk Assessments, Forensic Accounting, Construction Claims, and other litigation support reports.
Fernández & Pérez-Ochoa, LLP
Legal Secretary/Paralegal (foreclosure processor)
11.2003 - 07.2006
Job overview
- Prepared notary and legal documents for court filing
- Provided administrative support to attorneys, seniors, and partners
- Prepared and filed bankruptcy petitions via the electronic case filing system
- Managed word processing, spreadsheet, docket control, and database applications
- Provided litigation support to the managing attorney
- Scheduled court depositions, hearings, and other meetings
- Experienced in Circuit Court (civil cases) and District Court of Appeals procedures
- Entered time and expense for billing using PC Law Software and Timeslips
- Maintained deadlines, scheduling, and billing.
Toro, Colón, Mullet, Rivera & Sifre, P.S.C
Legal Secretary
03.2001 - 10.2003
Job overview
- Prepared notary and legal documents
- Prepared pleadings, motions, summons, and other legal documents for court filing
- Prepared and filed bankruptcy petitions via the electronic case filing system
- Managed word processing, spreadsheet, docket control, and database applications
- Experienced in Circuit Court (civil cases) and District Court of Appeals procedures
- Knowledge of state Rules of Court and procedures required for civil procedures.
Aegis International Insurance, Corp.
Administrative Assistant
04.1999 - 02.2001
Job overview
- Prepared letters and documents regarding insurance policy coverage
- Assisted and provided administrative support to account managers and partners
- Scheduled appointments and prepared correspondence, maintaining clients' files
- Managed office material requisition orders
- Handled calendar management and both internal and external meeting planning
- Proofread and edited documents for spelling and formatting errors
- Set up and coordinated meetings and conferences
- Answered phone calls and directed them to the appropriate staff member
- Performed general clerical duties including photocopying, faxing, mailing, and filing
- Maintained reference files and organized case files.
Education
University of PhoenixGuaynabo, PR
MBA Degree in Business Administration from Technology Management
University Overview
Minor: e-Business
University of PhoenixGuaynabo, PR
Bachelor Degree in Business Administration from Human Resources
University Overview
Minor: Marketing
University of Puerto RicoBayamón, PR
from Some credits in Business Administration
01.2002
University of Puerto RicoCarolina, PR
from Some credits in Business Administration
01.2002
Dr. Augustin Stahl High SchoolBayamón, PR
High School Diploma
05.1996
Skills
- Bilingual: Fluent in Spanish and English
- Computer and Software Proficiency: Experienced with QuickBooks, Microsoft Excel, Microsoft Word, Adobe Professional, Microsoft Outlook, Microsoft PowerPoint, Visio, Canva, and Publisher
- Leadership: Excellent motivator capable of leading project teams by employing a wide range of interpersonal skills; adept negotiator
- Instructing: Skilled in teaching others how to perform tasks effectively
- Learning Strategies: Capable of selecting and using appropriate training/instructional methods and procedures for various situations
- Speaking: Effective communicator skilled at conveying information clearly and concisely
- Active Listening: Excellent listener with an ability to give full attention, understand key points, and ask relevant questions without interrupting
- Personnel Management: Knowledgeable in principles and procedures for personnel recruitment, selection, training, and personnel information systems
- Legal Knowledge: Well-versed in laws, legal codes, court procedures, and government regulations
- Communication Skills: Excellent interpersonal and presentation skills; strong oral and written communication abilities; type 75 words per minute
- Problem-Solving and Analytical Skills: Proficient in problem-solving, analytical thinking, reading comprehension, and critical thinking
- Training: Experience in conducting training sessions for personnel
- Organizational Skills: Highly organized, self-starter capable of working independently and in teams
- Project Management: Successfully manages multiple projects simultaneously by utilizing effective time and priority management skills
Businesstrainings
- Basic Presentation Skills: Delivering a Presentation
- 2013 Microsoft Office (Word, Excel, and Power Point)
- Advanced Skills in Microsoft Word 2010
- Editing and Formatting in Word 2013
- Using Tables in Word 2013
- Reference Tools and Mail Merge in Word 2013
- Animations and Media in PowerPoint 2013
- Business Etiquette
- Creating and Customizing Visual Elements in Excel 2013
- Creating Workbooks, Worksheets, and Data in Excel 2013
- Presenting Data in Tables and Charts in Excel 2013
- 7 Habits of Highly Effective People
- Managing Written Communications Risks
- Técnicas Modernas de Supervisión
- Protecting Mobile Data and Devices
- Building High Impact Relationships
- Anti-Bribery & You
- Crisis Management Team Training
- Password Management
- Understanding the Account Management Framework and Proposal Process
- Interpersonal Communication that Builds Trust
- Financial Crime: Money Laundering, Tax Evasion and Terrorist Financing
- General Data Protection Regulation
- Protecting Confidential Information
- The EY Way of Working - Digital Orientation
- Data Oversharing
- Handling Information Safely
- Working Securely from home
- Leading with our values: Addressing bullying
- Introduction to Inclusive Leadership for All
Timeline
Executive Assistant
Ernst & Young (EY)
01.2019 - Current
Jr. Marketing Associate and Accounts Receivable Clerk
Strategic Minds
01.2017 - 11.2023
Document Specialist/Business Development
Ernst & Young
12.2012 - 01.2019
Jr. Marketing Associate
BDO Puerto Rico
01.2012 - 11.2012
Business Consulting and Audit Support
BDO Puerto Rico
01.2006 - 01.2012
Legal Secretary/Paralegal (foreclosure processor)
Fernández & Pérez-Ochoa, LLP
11.2003 - 07.2006
Legal Secretary
Toro, Colón, Mullet, Rivera & Sifre, P.S.C
03.2001 - 10.2003
Administrative Assistant
Aegis International Insurance, Corp.
04.1999 - 02.2001
University of Phoenix
MBA Degree in Business Administration from Technology Management
University of Phoenix
Bachelor Degree in Business Administration from Human Resources
University of Puerto Rico
from Some credits in Business Administration
University of Puerto Rico
from Some credits in Business Administration
Dr. Augustin Stahl High School
High School Diploma
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