Sonia Perez
Hamilton,BERMUDA
Summary
Dynamic Executive Assistant professional with over 20 years of experience supporting C-suite executives, demonstrating exceptional performance, superior time management, and meticulous organizational skills. Proven expertise in planning and executing multiple offsite events on a quarterly and annual basis, adept at managing complex calendars, arranging global travel, and handling board-related administrative tasks with precision. Strong communication and interpersonal abilities facilitate effective engagement with internal and external stakeholders, managing correspondence, and creating impactful monthly global finance newsletters. Technical proficiency in Microsoft Office applications, including Teams, Visio, and Adobe Acrobat, is complemented by CAP professional designation and Chief of Staff certification, alongside formal education in marketing and management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Executive Assistant to Group CFO and Treasurer
Aspen Insurance
10.2014 - Current
- Manage Finance Leadership Team meetings, and offsite in London and the US
- Event planner for the Global Finance Offsite with over 120 guests in attendance
- Manage executive offices of senior executives and respective teams, and serve as liaison within Corporate Headquarters and global offices
- Manage busy and complex Outlook calendars by arranging meetings / appointments, extensive invites and managing conflicts accordingly
- Arrange complex global / domestic business travel, agendas, itineraries, hotel accommodations, ground transport, commercial and private jet requests
- Prepare complex expense reports and on-time submission of such, reconciled reimbursements and corporate credit card statements
- Manage and submit all Board Non-Executive Directors’ travel and entertainment expenses quarterly
- Manage and submit all Board Non-Executive Directors’ fees quarterly
- Manage and submit Finance, Premise and HR vendor invoices for payment
- Organize executive team meetings by arranging facilities, caterers, AV technology, agendas, invitations, accommodation and ground transport
- Managed and prepared Board presentations quarterly and other related reports
- Scheduled extensive conference calls and video conferences, including monthly global webcasts
- Maintained administrative efficiency in trouble shooting IT issues and management of office supplies
- Coordinated registration for seminars, and off-site conferences including travel / hotel arrangements
- Streamlined communication between departments, enhancing workflow efficiency.
- Facilitated team collaboration through effective use of digital communication tools.
- Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Fostered strong relationships clients stakeholders alike consistently delivering exceptional customer service timely manner.
- Coordinated special events from conception to execution including venue selection, coordination with vendors, budget management, and event promotion efforts.
- Managed complex travel arrangements for team members attending conferences or business trips, ensuring cost-effective solutions and minimal disruption to work schedules.
Executive Assistant to the Chief Financial Officer
United Technologies Corporation
01.2010 - 01.2014
- Managed complex executive calendars and scheduling for multiple high-level meetings.
- Coordinated financial reporting processes, ensuring timely submission of key documents.
- Led initiatives to optimize travel arrangements while adhering to budget constraints.
- Liaised with internal departments to streamline communication and enhance collaboration on projects.
- Assisted in preparing presentations and reports for board meetings and stakeholder reviews.
- Managed over 50 calls per day
Executive Assistant to President and CEO
Bacardi Limited
01.2009 - 01.2010
- Coordinated executive schedules and managed calendar appointments to optimize time efficiency.
- Developed comprehensive meeting agendas and prepared detailed briefing materials for leadership discussions.
- Led staff and vendors in providing high level of service for owner and guests.
- Coordinated events and worked on ad hoc projects.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Streamlined communication processes between departments, enhancing collaboration and information flow.
Education
Associate's degree - Fashion Marketing And Management
Berkeley College
NYC01.1986
Skills
- Fluent in English and Spanish with global exposure
- Event coordination expertise
- Effective communication skills
- Strong experience engaging with senior leadership and diverse teams
- Proficient in written and oral communication
- Skilled in team leadership and organization
- Highly organized and results-driven
- Positive outlook
- Collaborate with internal and external partners
- Ongoing communication on tasks
- Organized logistics for manager visits and events
- Collaborated with external partners during audits
- Goal-oriented individual
- Coordinate global MS Teams meetings
- Created functional organizational diagrams in MS Visio
- Created presentation materials for quarterly Board meetings
- Skilled in Microsoft Office suite and Adobe Acrobat
Certification
- Chief of Staff Certification (Elevation / 2025)
- Organizational Management and Business Writing certifications (International Association of Administrative Professionals / 2025)
- Certified Administrative Professional, CAP designation (International Association of Administrative Professionals / 2019)
- Partnering with your Boss continuing education certificate (American Management Association / 2018)
Timeline
Executive Assistant to Group CFO and Treasurer
Aspen Insurance
10.2014 - Current
Executive Assistant to the Chief Financial Officer
United Technologies Corporation
01.2010 - 01.2014
Executive Assistant to President and CEO
Bacardi Limited
01.2009 - 01.2010
Associate's degree - Fashion Marketing And Management
Berkeley College