Katelyn Cole Email & Phone Number

Willoughby, Oh, Us

Cleveland, Ohio, United States

Cleveland, Ohio, United States

As a Data Intelligence Intern at Cohen and Company, I played a vital part in collaborative projects, contributing to developing a dynamic W-2 Template compatible with W-2 Express software. I enhanced data processing efficiency by leveraging advanced Excel skills, including macros and conditional formatting. Additionally, I actively supported different accounting departments by transforming PDFs into Excel files, and responding to specific data requests. These experiences highlight my commitment to learning and contributing to the efficient automation of data processes in a professional setting.

Athens, Ohio, United States

Within Delta Sigma Pi, I was chosen out of 30 applicants to complete a rigorous 5-week pledge program consisting of professional development activities among 12 others. Currently, I network with other brothers and fraternity alumni during weekly meetings to improve my interpersonal skills.

Cleveland, Ohio, United States

At Oswald Companies, I analyzed and cleaned up systems within the P&C department to allow more organization for the faculty which led to increased employee efficiency by streamlining necessary information. This allowed me to assist in a capacity planning analytics project with the head of analytics by sending a survey to 50+ employees and creating a presentation to gain clarity on the employers’ unmet needs in the work environment.

Athens, Ohio, United States

Within this role, I managed the chapter budget of over $350,000 by specifying how each executive position plans to spend the budget and accurately recorded details in excel and OmegaFi database. Within this position, I proactively contacted 115 members about outstanding fees prior to deadlines to decrease the percentage of delinquencies resulting in less than 5% per each semester.

Athens, Ohio, United States

In this position, I assisted the Vice President of Finance in duties relating to the chapter’s finances including monitoring the officer budget and payment plans. Another duty of mine was to fix any financial challenges regarding member balances by offering personalized plans.

Being a teaching assistant, I evaluated 60+ students’ work daily to make sure they understood Excel concepts while providing feedback to enhance students’ understanding of analytics techniques. Within this job, I was able to develop a more personal relationship with a mentor to create a more successful environment within the classroom and strengthen my communication skills.

Mayfield Heights, Ohio, United States

At First Watch, I built strong relationships with customers and co-workers in order to maintain a positive environment and actively complete tasks that benefit the entire team rather than focus on what is best for me. A key concept I developed even stronger at First Watch, is to be punctual by showing up to work and not leaving until all tasks are complete.

Pepper Pike, Ohio, United States

At Pistone Wealth Advisors I scanned and organized 1000+ documents per week to keep track of client financial records. Another task of mine was to assist in marketing strategies for the Facebook page and website to increase customers’ knowledge about financial status.

Kirtland, Ohio, United States

Being a food runner, I had to handle the job of delivering food to customers in a timely manner and presentable way. At Tavern Six, I partnered with other employees to provide customer satisfaction.

Mentor, Ohio, United States

Being an associate, I partnered with other employees and managers by maintaining a positive atmosphere to improve the customer experience overall. Another job I did was to organize product offering by each department and displayed them neatly on the floor to demonstrate the TjMaxx brand image. Also at TjMaxx, I monitored the fitting rooms to avoid cases of stealing or damage to the store while attending to 100+ customers per shift.