Heidi May

Experience

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  BNY Mellon

  Jan 2003 - Jan 2004

  Client support Officer

  I worked within the 'Asset Manager Information' (AMI) team, at Russell Mellon. AMI was an online Questionnaire, which a large number of UK Investment Managers, and Investment Consultants utilised to profile their funds and portfolio information, my role was to be the point of contact for any admin/data issues, queries with using the online database and assisted in creating marketing materials and newsletters.This role was a client support function. This involved speaking directly with the clients to identify the problem and communicate with them how to rectify the issue, via telephone or email correspondence. Meno dettagli

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  Prospect House Leeds Serviced Office

  Jan 2004 - Apr 2005

  Assistant Building Manager

  This role was a temporary contract for a Leeds city centre serviced office.I reported into the building owner and manager.I was the assistant Building Manager where i supervised one member of staff (front of house receptionist)I dealt with all incoming clients/guests, post, incoming calls to the switchboard, maintenance and facilities.I dealt with all space enquiries, oversaw refits, supported client relocations.All new space enquiries were dealt with by myself through to signing of the lease.I acted as point of contact between the building manager and the internal clients.I completed new client onboarding H&S training and fire training. I maintained the H&S and Fire Safety equipment.Managed all day to day facilities and building maintenance issues and IT, coordinating with external providers. Meno dettagli

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  Bank of Ireland

  Jan 2005 - Jan 2008

  Assistant Client relationship Manager - Commercial Property Finance

  Assistant Relationship Manager, supporting two Relationship Directors, covering commercial property portfolios based in London and the South West. Tasks included: Writing applications/ lending proposals to submit to the credit underwriting team.Assess the viability of lending proposal.Supported single or multi-asset portfolio of £750k to £2million in the UK.Cash flow models to scrutinize income, debt serviceability and other key loan metrics;Evaluating creditworthiness of counterparties, tenant credit strength and property fundamentals;Undertake Anti Money Laundering KYC checks. Drafting heads of terms documents.Managing all parties involved in the deal closing process to ensure effective loan executionMaintaining a database of contacts and pipeline stages.Monitored and drafted covenant clauses and compliance;Undertook site visits and attended client meetings.Liaised with conveyancing, solicitors, surveyors and valuers. Meno dettagli

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  S-cool

  Jan 2008 - Mar 2010

  Office and Facilities Manager

  S-cool, an internet software company specialising in educational resources- I completed an analysis of front office admin processes to identify areas of improvement and cost efficiencies, which resulted in implementing new workflow system.- Managed all maintenance and facility issues.- Managed a build project, overseeing a schedule of works for the change of use of unused outbuildings at the rear of the main office, which consisted of 4 garage units, which were to be converted to a single storey office space, with utilities and infrastructure to be installed. I worked closely with the Managing Director to ensure the budget was monitored and worked with the local authorities for the planning. Once consent was granted i worked with the board of directors to create a tender document & scope of works to get contractor quotes. I oversaw the build project through to it being commissioned for use.- Managed one administrator, a receptionist.- Liaised with recruitment agencies, and assisted the MD in managing all HR matters and recruitment. - Created company and departmental management reporting to monitor and identify trends in revenue, resources, work flow.- Established cost controls and budgets for areas within the office such as facilities, utilities and office procurement.- Carrying out background market research for the educational research team and presented the findings in report format.- The role demanded strong organisation, time management, leadership and communication skill and project management.- Producing documents, agenda's, reports and presentations.- Organise and attend meetings to support the MD and prepare post meeting actions.- IT knowledge of Microsoft Visio, Word, Excel, PowerPoint, Internet Explorer and Outlook are all strong, Also accuracy and attention to detail alongside working with sensitive and confidential information was priority at all times.Left due to Redundancy. Meno dettagli

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  RES (Renewable Energy Systems) Group

  Apr 2010 - Apr 2011

  Office & Facilities Manager

  Employed on a one year contract to manage and assist the Managing Director in a Business & Facilities Manager capacity.I also managed the relocation project of two businesses based in the south west that RES had recently purchased. The new office location was in Bristol. This involved overseeing the set up and installation of all office procedures, processes and facilities for the new property. Once relocation was complete I then had to manage all the internal front and back office systems to ensure they were fully integrated.I worked closely with the Managing Director when dealing with suppliers and staff to ensure all changes were within time and budget and any delays managed efficiently to reduce further impact against the project plan and roadmap, including minimising the effect on staff.Prior to the start of the relocation I was actively involved with creating and analysing the project work flows, documentation and actively researching and sourcing suppliers and contractors; alongside detailing the stages and tasks required for the successful relocation and office opening.I had to deal with adhoc problems and seek solutions and establish and constantly review operation manuals and business procedures for continued improvement.For the office management side of the role I had to assist in the management of the transition and change process of incorporating the additional staff and company procedures into the new Bristol RES onsite systems. It was crucial to ensure all employees were managed with understanding and sensitivity as well as ensuring all HR and office procedures followed.I created operational manuals, established maintenance contracts, dealt with basic HR issues such as holiday/sickness documentation, recruitment and training logs, plus new starter packs and office inductions, alongside implementing basic health & safety and administrative workflows and cost controls.Left due to redundancy Meno dettagli

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  IOP Publishing

  Jan 2011 - Apr 2016

  Executive PA & Project Coordinator

  I provided executive support, and a Project Coordination/Management role to a busy Commercial Director. Over time this role changed to be more focused on the PM duties due to the busy schedule the Director had.I was required to actively and efficiently respond to queries that arise. This would entail I am able to identify the urgency of any issues that occur to ensure the Director is dealing with the most relevant matters and where necessary delegate.I attended project meetings, circulated project minutes, monitored deliverables against the project plan and highlight any project creep, and financial, resource or utilisation affects.I was involved with several adhoc projects on behalf of the Director, such as new product launches with the product managers.I set up & implemented new admin processes & procedures within the Commercial Directors department to ensure efficiencies and improved sales financial information.On behalf of the Director I reviewed monthly and quarterly budgets. This included his departmental budgets (consisting of customer service, sales, marketing and product management) to ensure they are in line with forecasts.Within the Project Coordinator role I solely led and managed events both in the UK and overseas, which included creating a event project plan, budget planning and monitoring, logistical arrangements, venue selection (often by visiting the locations), dealing with insurance and health and safety aspects. There were two internal international sales conferences, which where based in different locations each year such as Barcelona, Spain, Key Largo, USA, Nice in France. I would also arrange for UK based training events, and client training and product/information launch events. I would oversee my Directors project schedule, for sales, marketing & operational projects he was leading on and produce reporting on a weekly or monthly basis ensuring that financial milestones were identified against the project plan. Meno dettagli

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  Cooke & Arkwright

  Jan 2016 - Mar 2018

  Office Manager & PA to Managing Director

  A brand new role for a Property Surveying Company. They were seeking an experienced Executive level Business Manager, with experience in new systems and operational based projects alongside setting up workflows, procedures, and processes to assist in business planning & growth. They were also undertaking a second office relocation and fit out, which I took the lead of as project manager.* I reported to the MD and Chairman.* I oversaw all suppliers, facilities and procurement, including managing contracts, budgets, and terms of agreements.* Provided Executive level administration.* Implemented and created new work flow processes, focusing on waterfall dependency documentation.* Collated monthly operational and project update reports and budgets.* Dealt with all office based recruitment & HR. I line managed three admin staff and a receptionist. * I set up and managed the ISO 9001.* The role was project-based, including setting up several different internal administrative projects, from establishing HR recruitment plans by department, implementing new procedures, attaining Cyber Essentials, managing the tender and installation of a new telephony system, and overseeing a office move. * I dealt with the daily Health & Safety matters for the office and fire regulations. * Set up & managed the ISO 9001 & acted as the Quality manager and, led the internal audits and liaised with all external auditors. Meno dettagli

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  Swansea University

  Jan 2018 - Jan 2018

  Estates & Facilities Services Support Coordinator

  The role was based in the Estates & Facilities Management department (E&FM), on a fixed term basis. • I provided project support in the E&FM department which included working with project managers in the building & residences team, space assets, and estates & facilities maintenance team.• I worked alongside the various project leads in the above areas to provide support in ensuring that each project adheres to established timelines, I maintained project budgets, updated plans, and liaised with contractors to manage stages and scope of works, I also assisted in tendering for contractors.• I collaborated with internal cross-functional teams, including project managers, health and safety, sustainability, lecturing facilities an student support, alongside high level university stakeholders. I monitored progress against key project objectives, scope, allocation of resources to minimize project creep and overspend. • I would oversee and liaise with contractors and service providers such as Gas and Fire engineers, Water maintenance contractors, general building, space refitters and grounds maintenance as well as internal departments (IT and Health & Safety.)• The role requires a strong knowledge of the areas of E&FM. • I created procedure/work flow documents for projects and updated project plans, kanban boards and Gannt charts. • I created weekly reports and data analysis of the head of E&FM on the projects I supported. Meno dettagli

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  Oasis Business Support

  Jan 2019 - Jan 2024

  Business Consultant/Virtual Assistant

  Self employed Business Consultant and Virtual Assistant, working with companies at all stages of growth, on a project/contract basis. As a virtual assistant I primarily provided business support, administration and PA roles on a virtual remote basis. I undertook a variety of different administrative and business support duties, depending on the requirements of my client, such but not limited to general administration, managing mailboxes, appointment setting, managing CRM systems, acting as the point of contact for enquiries from customers, support with HR admin and financial admin, providing market research, basic social media and maintaining websites and content creation. A few clients I have worked with are: Neath Port Talbot Council, a franchise organisation Osteo & Physio, and Certus an technology company, plus a number of entrepreneurs across the UK. Meno dettagli

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  Women in Construction UK CIC

  Jan 2020 - Nov 2021

  Director/Founder

  A dedicated CIC providing an interactive online community platform & resource hub for women in the construction & built environment industry and young people studying and joining the industry.I set up and launched a dedicated CIC (not for profit) company for Women in the Construction industry. The purpose of the company and online community platform & resource hub was to enable women in the construction & built environment industry and young people studying and joining the industry to have a place where they can come together and support each other, through developing a peer network and finding key resources and support for the challenges often faced by womens. The platform/program provided resources that are lacking in the industry such as menopause support, mental health, life coaching and mentoring. The CIC was established to support women at any stage of their career in the industry or looking to enter the industry, which has a very strong male bias.This was hugely successful and large construction and contracting companies became members of the programme, alongside industry bodies such as CITB who we closely collaborated with.Since founding the company, industry bodies and construction firms have come together to take Women in Construction UK forward with a strong growth plan, which required key financial investment. The online community and resources were taken over by a commercial entity to enable its continued growth and become a national program for women in the construction industry. Meno dettagli

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  Green Hat Consulting

  Jan 2020 - Feb 2024

  Business Operations Support Manager (Consultancy)

  Green Hat is a small consultancy firm of 12 people. My role works closely with the leadership team.•I managed all business operational activities, systems, documentation and support resourcing allocation to ensure the consultants and business can operate efficiently, and provide a high quality and consistently professional service, through maximizing software and systems to minimise manual and repetitive work. • I oversee all office management responsibilities for the business and manage the lease and tenancy matters, alongside dealing with facilities and maintenance for the office.• I implemented a new single workflow management and CRM system to enable the business to reduce time spent updating and reporting from various sources and manual trackers, which also works alongside the accounting system and auditing software to enable the business to increase fee earning time by more than 20% in the first 6 months.• I work with the external marketing/social media company, and provide support with social media posts via canva and researched content. I organise events/conferences.• I work closely with the Managing Director & Consultants to support them in their fee earning work, by providing administrative support including raising invoices and client reporting.• I oversee all systems & IT, website, SharePoint server and sites and cyber essentials. I managed the migration of the existing on premise file server to SharePoint online cloud storage solution. This involved the migration of key business applications.• Supervised the administrative staff.• I oversee day to day HR & recruitment, alongside an external HR consultant. I implemented a company wide HR software application (BreatheHR). Meno dettagli

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  Data Orchard

  Jan 2024 - now

  Business Operations Manager
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  JUST ONE Tree

  Mar 2024 - Jan 2024

  Operations & Business Support

  JUST ONE Tree is a community interest company (CIC) that works towards restoring life on land, in the oceans and shape the next generation of planet-conscious thinkers.JUST ONE Tree is a non-profit removing CO2 from the atmosphere through global reforestation.JUST £1 plants one tree.The team at JUST ONE Tree support reforestation organisations around the globe, focusing on areas severely affected by mass deforestation.Our partners work with communities that are committed to restoring their forests.Through training, education and employment they are lifted out of poverty, whilst simultaneously improving the environment.We fund the reforestation projects, carefully selecting our partners based on criteria such as existing infrastructure, methodology, impact on community and tree survival rates. Meno dettagli