Summary
Overview
Work History
Education
Skills
Timeline
Generic

Megan Waite

Northfield,IL

Summary

Highly organized, detail-oriented professional with extensive experience supporting leaders and cross-functional teams in fast-paced, multi-site environments. Proven strengths in reporting, communications, documentation and confidential data handling. Known for responsiveness, process follow-through, and quickly learning new systems and procedures.

Overview

20
20
years of professional experience

Work History

Executive Assistant, Strategic Leadership Team

Lou Malnatis Pizzeria
Buffalo Grove, IL
04.2018 - 09.2025
  • Supported day-to-day administration for senior leaders in a high-volume environment, managing shifting priorities with strong attention to detail and discretion.
  • Partnered with HR on employee-related administrative needs including terminations and employee rollovers/status changes, ensuring timely coordination and accurate documentation.
  • Assisted Payroll and Accounts Payable as needed, helping resolve time-sensitive items and supporting accurate processing.
  • Supported new store openings by researching licensing, coordinating logistics, tracking expenses, and managing reimbursements; ensured stakeholders received clear instructions and timely follow-up.
  • Coordinated and supported monthly training sessions for the Director of Training (scheduling, communications, materials coordination, attendance tracking, and follow-ups).
  • Created and distributed month-end operational reports; maintained organized files and supported leadership requests with accurate, on-time deliverables.
  • Assisted with compliance-related documentation processes (multi-location files), maintaining organized records for easy retrieval.

Senior Finance & Market Analyst (Contract)

Pundit Consultanz
Chicago, IL
06.2019 - 08.2019
  • Designed detailed financial model analyzing key factors influencing viability and profitability.
  • Partnered with clients to drive execution of transformative strategies aimed at entering new markets and channels.
  • Conducted comprehensive competitive research to inform development of new product playbook.
  • Analyzed market trends and recommended pricing adjustments to optimize product offerings for new website.

Assistant Vice President, Legal Reporting

Merril Lynch Capital
Chicago, IL
01.2006 - 02.2008
  • Spearheaded conversion from Oracle FGI to Hyperion, ensuring seamless transition.
  • Oversaw project management for Merrill Lynch's Chicago Global Conversion Team, ensuring successful adoption of new chart of accounts.
  • Prepared comprehensive financial packages and footnotes to ensure accurate quarterly and year-end reporting for MLC.
  • Facilitated assembly of monthly management reporting package to ensure timely delivery of critical insights.
  • Executed comprehensive testing and coordination of reserve calculation methodologies, ensuring compliance and efficiency for Merrill Lynch Capital.
  • Conducted comprehensive analysis of monthly revenue and operating expenses, focusing on variance and trend identification.
  • Collaborated with team to enhance budgeting and forecasting strategies, supporting effective financial planning.
  • Authored and validated finance procedure manual to streamline financial operations and enhance accuracy.
  • Supported treasury functions by managing daily wire transactions and settlement activities.
  • Developed and delivered comprehensive training sessions for onboarding new employees in finance to ensure operational efficiency.
  • Led strategic initiatives to enhance operational efficiency within capital markets.
  • Recipient of the Merrill Lynch Capital Presidents Award 2007.
  • Recipient of the Merrill Lynch Capital Pace Award 2005 & 2007.

Education

Bachelor of Science - Double Major: Economics And Business; History

Lafayette College
Easton, PA
05.1999

Skills

  • Employee support & internal customer service
  • Professional & confidential communication
  • Scheduling & coordination
  • Training coordination
  • Documentation & records management
  • Reporting & data tracking
  • Cross-functional partnership (HR, Payroll, AP, Operations, Leadership)
  • Tools: Microsoft Office (Excel, Word, PowerPoint, Outlook), Concur, Paylocity, SAP, Oracle, Hyperion, CRM

Timeline

Senior Finance & Market Analyst (Contract)

Pundit Consultanz
06.2019 - 08.2019

Executive Assistant, Strategic Leadership Team

Lou Malnatis Pizzeria
04.2018 - 09.2025

Assistant Vice President, Legal Reporting

Merril Lynch Capital
01.2006 - 02.2008

Bachelor of Science - Double Major: Economics And Business; History

Lafayette College

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Megan Waite