Kiana Mousavi

• Coordinated staff meetings and presentations, onboarding new employees, and facilitated their integration through training and feedback. Enhanced inter-departmental efficiency by collaborating with actuarial, underwriting, operations, legal, and finance teams.
• Produced executive reports and presentations, supported strategy sessions, budgeting, and financial reporting, and managed supplier payments and expenses via SAP.
• Handled executive travel bookings and expense management using Concur and other tools, organized internal and external meetings, and managed regional events and conferences. Maintained and updated CRM systems (e.g., Dynamics) for contacts, clients, and meetings.

• Collected and assessed candidate information, updated database records, and managed visit processes, including lead tracking, agenda preparation, and performance oversight.
• Handled credit and compliance checks, maintained audit records, drafted term sheets, and integrated contract terms, resolving anomalies and managing broker onboarding.
• Compiled data for leadership reviews, created presentations, managed referral records, prepared annual goals and strategies, and organized meetings.

Managed daily office operations, hired and onboarded new employees, and maintained accounts and supplies. Developed marketing strategies and planned events, while coordinating sales team activities. Tracked orders and ensured timely delivery, all while facilitating Home Office Visits for seamless execution.

Hired initially as an architect, I transitioned into a business-focused role, leveraging my diverse experience across multiple departments. Delivered comprehensive administrative support, continuously refining operational systems. Actively engaged in accounting and finance tasks, collaborating closely with different teams to ensure smooth operations.