Katie Record Email & Phone Number

Nashville, TN

Brentwood, Tennessee

• Managed day-to-day operations leveraging extensive knowledge of the inner workings of the business to drive efficiency and productivity in order to achieve business objectives.
• Provided high-quality assistance to partners, investors, clients, internal team members, consultants/contract employees, candidates/interviewees, and vendors including scheduling meetings and responding to inquiries.
• Strengthened operational efficiencies and traceability by developing organizational filing systems for financial records, employee personnel files, vendor files, and other administrative files
• Developed and implemented new timekeeping and reporting workflows to replace deficient and outdated processes
• Managed and processed all accounts payable and account receivables using QuickBooks Online; reconciled accounts and prepared year-end reporting for tax purposes
• Maintained payroll system to ensure timely and accurate processing of payroll transactions; onboarded new hires and processed employee updates and payroll changes, including employment status, withholdings, salaries.

Nashville

• Provided efficient and professional administrative support to CEO, CFO/Compliance Officer, and COOAccounting and Compliance
• Maintained internal control procedures as related to accounts receivables and liabilities
• Processed overpayments/refunds for the Medical Billing department
• Organized and accurately maintained accounting filing system Payroll
• Managed time and attendance system for 50+ employees
• Independently prepared and processed payroll

• Maintained accounting system, prepared payroll, client invoicing, and paid bills
• Filed taxes and annual reports with all states of operation
• Maintained administrative files, both hard copy and electronic
• Managed current DBE certifications for multiple states
• Prepared extensive applications to obtain new DBE certifications
• Filed annual renewal applications and no-change affidavits

Nashville, TN

• Provided a secure, caring, and stimulating atmosphere appropriate for the growth and development of each child, emotionally, intellectually, physically, and socially
• Maintained ongoing communication with parents through written daily reports regarding child’s activities, behavior, and development
• Maintained accurate and complete student records
• Attended teacher training workshops to maintain and improve professional competence

Brentwood, Tennessee

• Restructured the entire firm to create a more efficient, pleasant, and profitable environment with increased productivity
• Developed systems to track clients, projects, invoices, and architectural drawings
• Monitored incoming calls and prepared project proposals and client invoices; prepared and reviewed detailed contractual construction documents for large-scale, full-service design and build projects
• Prepared all written communication and administrative reports for Owner/Architect
• Conducted client in-take interviews to determine project scope and provide brief synopsis of design process
• Established and maintained excellent rapport with clients and contractors to develop repeat business

Bs, Elementary Education

Education record

Activities and Societies: Alpha Delta Pi

Education record