Kate A.

Kate A. Email and Phone Number

Chief of Staff @ Truvium Financial Group
Seaside, OR, US
Kate A.'s Location
Seaside, Oregon, United States, United States
Kate A.'s Contact Details

Kate A. personal email

About Kate A.

I have 14 years of experience in various roles including Senior Executive Assistant, Operations Management, and Project Management, Payroll & HR roles for diverse companies. My most recent roles have been supporting executives and teams in multitude of diverse industries where I handled all calendar management, global travel, meeting minutes, operational streamlining, expense management, SOP builds, bookkeeping, payroll, etc. I have excellent attention to detail and I have proven capable of independently researching solutions to inform decisions and provide optimal results.

Kate A.'s Current Company Details
Truvium Financial Group

Truvium Financial Group

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Chief of Staff
Seaside, OR, US
Kate A. Work Experience Details
  • Truvium Financial Group
    Chief Of Staff
    Truvium Financial Group
    Seaside, Or, Us
  • Alvarez Search
    Chief Of Staff
    Alvarez Search Mar 2024 - Present
  • Self
    Freelance Virtual Executive Assistant
    Self Oct 2018 - Present
    As a freelance virtual executive assistant, my duties range from global calendar management, travel booking and accommodations, email management, bookkeeping and payroll, project management through numerous software platforms, expense management, operations management, etc. I've also traveled to conferences with my teams in order to help set up client space, keep the executives on track with their calendar schedule, plan private events, etc.
  • Thaxton Interim Leadership
    Executive Recruiter
    Thaxton Interim Leadership Apr 2022 - Jul 2023
    Portland, Oregon, Us
    Helping Nurse Leaders in finding, booking and onboarding their next travel assignment
  • Kitamba Management Inc.
    Executive Assistant
    Kitamba Management Inc. Mar 2019 - Jan 2020
    In this role I was the primary support for Kitamba's CEO. This included full email and calendar management as well as global travel and accommodation booking. I also assisted the team in setting up an HR hiring process and finding potential candidates for our growing team.
  • Thaxton Barabe - -Defining Healthcare Leadership
    Executive Consultant
    Thaxton Barabe - -Defining Healthcare Leadership Jul 2015 - Nov 2018
    Portland, Oregon, Us
    At Thaxton Barabe I am primarily responsible for directly supporting 35+ executive level consultants to arrange and manage the logistics of their housing, auto, travel, et al. while out on assignments as well as manage their payroll, insurance and reimbursement needs.
  • Made In Oregon
    Accounting/Financial Reporting
    Made In Oregon Sep 2013 - Jul 2015
    Porltand, Or, Us
    Made In Oregon is a retail chain and ecommerce operation that specializes in sales of Oregon-made products.Reconciled accounts for company’s 12 retail stores, credit card sales, and ecommerce sales.Prepared and maintained biannual budgets for retail stores and ecommerce operations.Maintained all corporate accounts and nurtured relationships with corporate customers.Oversaw AR and wrote correspondence to customers in arrears.Liaised with store managers to resolve in-store issues. Prepared and distributed monthly statements.Kept numerous reports updated for access by the Vice President.Completed various ad hoc projects as assigned by the Controller and Vice President.
  • Ventco Llc
    Office Manager
    Ventco Llc Aug 2012 - Dec 2013
    Communicated daily with owner to resolve issues related to scheduling, correspondence with clients, and HR matters.Managed travel arrangements for employees.Maintained accurate records for AP/AR, payroll, taxes, insurance, and personnel files.Filed all monthly and quarterly tax reports (excise tax, UI, L&I, etc.)Paid invoices and reconciled bank accounts. Prepared books for CPAs to process tax filings. Prepared and processed payroll, state/federal payroll taxes, and corresponding forms and workers compensation reports.Administered personnel paperwork related to payroll, W-2's, 1099's, and new hire paperwork.Researched continuing education options for employees to ensure company growth and compliance.Performed annual research on health insurance coverage and rates to identify most appropriate option.
  • Aspen Dental
    Office Manager
    Aspen Dental Mar 2011 - Jul 2012
    Chicago, Illinois, Us
    Consulted to patients to explain payment options and answer questions related to their treatment.Managed office operations including oversight for office staffing, employee scheduling and annual reviews, office and medical supply inventories, and team building.Communicated with medical staff to ensure appropriate patient scheduling.Developed weekly financial reports for account balances.

Kate A. Skills

Accounts Payable Accounts Receivable Payroll Account Reconciliation Accounting Bookkeeping Finance Human Resources Auditing Financial Statements Management Budgets Quickbooks Payroll Taxes General Ledger Budgeting Customer Service Google Docs Apple Mail Microsoft Office Microsoft Excel Microsoft Word Microsoft Powerpoint Microsoft Outlook Adobe Photoshop Typing Office Administration Executive Administrative Assistance

Kate A. Education Details

  • Southridge High School
    Southridge High School

Frequently Asked Questions about Kate A.

What company does Kate A. work for?

Kate A. works for Truvium Financial Group

What is Kate A.'s role at the current company?

Kate A.'s current role is Chief of Staff.

What is Kate A.'s email address?

Kate A.'s email address is ka****@****ail.com

What schools did Kate A. attend?

Kate A. attended Southridge High School.

What skills is Kate A. known for?

Kate A. has skills like Accounts Payable, Accounts Receivable, Payroll, Account Reconciliation, Accounting, Bookkeeping, Finance, Human Resources, Auditing, Financial Statements, Management, Budgets.

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