Allie Isaacson

Mountain (MT)

Mar 7

Location

Eagle, ID (MT)

Education, Experience, and Certifications

Bachelors of Business Administration from Boise State University
Minor in Spanish for Business Use from Boise State University
QuickBooks Online Certification 2020
10+ years professional experience in operations, financial administration, and executive support within small business environments
Business partner and operations leader for a privately owned company, helping scale the organization from 12 to 100+ employees and from $900k to $20M in annual revenue.
10+ years overseeing financial and operational functions, including budgeting, expense tracking, reporting, and internal systems management
15+ years supporting executives with calendar management, inbox triage, workflow organization, and operational coordination
Highly skilled in process development, expense analysis, performance tracking, and operational efficiency.

What I Bring to Teams

Streamlined Communications

Google Workspace, Zoom, Loom, Notion, Slack

Inbox management and email triage to prioritize urgent messages and maintain organized communication flow
Drafting, editing, and organizing internal and external communications on behalf of executives
Coordinating communication across teams to ensure clarity, alignment, and timely follow-up
Preparing agendas, notes, and summaries for leadership meetings to keep discussions focused and actionable
Creating organized systems for tracking conversations, action items, and ongoing correspondence

Project + Initiative Support

Google Sheets, Airtable, Asana

Coordinate projects and initiatives from planning through completion, ensuring timelines, priorities, and deliverables stay on track
Break down larger initiatives into clear tasks and action items to support execution across teams
Track project progress, follow up on deliverables, and ensure accountability for next steps
Prepare project documentation, timelines, and updates to keep leadership informed
Support cross-functional collaboration by organizing workflows and maintaining clear visibility into project status

Executive Operations

Google Workspace, Notion, Trello, Microsoft 365

Calendar management and scheduling, including prioritization and time optimization for executive focus
Inbox management and communication coordination
Preparation and organization for leadership meetings, including agendas, materials, and follow-ups
Workflow and task management to ensure projects and priorities move forward efficiently
Process development and operational organization to improve day-to-day efficiency

Systems + Automation

Google Workspace, Asana, Trello, Notion, Hubspot

Development and implementation of internal systems to improve organization and workflow efficiency
Creation of standard operating procedures (SOPs) and documentation to ensure consistency and clarity
Streamlining recurring processes such as scheduling, task management, and communication workflows
Identifying opportunities to reduce manual work through automation and structured processes
Organizing digital workspaces, files, and project management systems for better team collaboration

Strategic Partnership

Google Workspace, ChatGPT/Claude, Notion

Partner with executives to maintain clarity around priorities, goals, and key initiatives
Support leadership by organizing information, preparing materials, and ensuring follow-through on important decisions
Coordinate communication and alignment across internal teams to keep projects moving forward
Anticipate operational needs and proactively solve problems to reduce executive workload
Provide operational support informed by real experience working inside a growing business environment