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 and requests for information• 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other administrative files• Developed and implemented new timekeeping and reporting workflows to replace deficient and outdated processes• Managed and processed all accounts payable and account receivables using QuickBooks Online; reconciled accounts and prepared year-end reporting for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 and commissions, benefit deductions, and expense reimbursements• Created, organized, and maintained employee personnel files to keep sensitive data secure• Reviewed and processed all new hire documentation, including identification and employment eligibility verifications, background checks, and drug screenings in alignment with hiring protocols• Guided new hires through orientation and onboarding

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 • Organized and accurately maintained payroll filing system Human Resources • Screened applicants and maintained candidate tracking database • Coordinated onboarding and offboarding procedures and documentation ensuring compliance with federal and state regulatory requirements • Organized and maintained confidential employee personnel files • Organized and prepared annual compliance training for employeesOffice Management • Processed incoming correspondence in accordance with internal controls • Reviewed and processed supply requisitions and maintained inventory • Organized and planned corporate events, on-site and off-site, including client and investor meetings and employee socials

• 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• Assisted with travel arrangementsAccording to MMR owner, Liza Joffrion, "Katie keeps MMR certified, prequalified, licensed, registered, insured, authorized, and in compliance (etc., etc. etc.!) in six states (and counting). She makes sure we are in the black, out of the red, and in good standing with Uncle Sam and all levels of state and local government. With polish, gumption, and a smile, she keeps us in line and on our toes. Essentially, she enables others in the firm to focus on serving our clients."

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