HEATHER A. WILLIS
Virtual Executive Assistant | Finance Operations Consultant
PROFESSIONAL SUMMARY
Experienced Virtual Executive Assistant and Finance Consultant with 18+ years in public
and nonprofit sectors. Specializing in calendar/email management, financial reporting,
grant administration, and workflow automation. Founder of Virtually Innovative
Administrative Solutions, supporting mission-driven organizations and businesses through
efficient, detail-oriented, and strategic virtual operations management.
CORE COMPETENCIES
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Executive Support & Calendar Management
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Financial Operations & Bookkeeping
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Grant Administration & Reporting
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SOP Documentation & Workflow Systems
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Microsoft 365 & Google Workspace
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CRM and Onboarding Processes
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QuickBooks, Xero, Wave, FreshBooks
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ClickUp, Trello, Asana, Notion, Slack
PROFESSIONAL EXPERIENCE
Virtually Innovative Administrative Solutions – Remote
Founder | Virtual Executive Assistant & Consultant
2015 – Present
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Deliver remote executive assistance, financial services, and project management.
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Design and implement systems to automate administrative and financial tasks.
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Assist with federal grant documentation, compliance reporting, and SOP creation.
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Provide client communication support, CRM setup, and operational planning.
EDUCATION
MBA – Business Administration, Troy University (2014)
BBA – Accounting, Columbus State University (2009)
TECHNICAL SKILLS
QuickBooks · Xero · Wave · FreshBooks · Yardi · ADP Workforce · Microsoft Excel (Advanced)
· Microsoft Access · Microsoft 365 · Google Workspace · Canva · ClickUp · Trello · Notion ·
Asana · Slack