Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Catalina Perez

Greendale,WI
Catalina Perez

Summary

Highly-motivated professional with desire to take on new challenges. Successful at coaching, leading and motivating team members to maintain smooth and efficient operations. Skills including investigating and solving issues, facilitating effective communication, and building strong relationships. Looking to apply many years of experience to a fast-paced position with room for growth.

Overview

19
years of professional experience
1
Certification

Work History

Performance Clean
Milwaukee, WI

HR/Payroll Coordinator
08.2022 - Current

Job overview

  • Managed bi-weekly payroll processing for over 600 employees located in various states via ADP
  • Executed payroll system maintenance activities and updated as per requirements.
  • Ensured accurate calculations and timely processing of payroll adjustments including garnishments, deductions, wage assignments, and various types of paid time off
  • Reviewed completeness and accuracy of attendance records, aiding managers with issues.
  • Managed end-to-end process of recruiting, hiring, onboarding and supporting the team.
  • Provided support to employees regarding issues related to their paychecks or other payroll matters.
  • Conducted periodic audits of payroll data to ensure accuracy of payments and deductions.
  • Monitored changes in applicable laws regarding wages and taxation, keeping abreast of any new developments that may affect current payroll operations.
  • Assisted with year-end reporting processes such as W-2 forms and 1099s.
  • Generated various reports from the HRIS system relating to vacation accruals, sick leave balances.
  • Performed research into discrepancies between actual hours worked by employees versus what was documented in the HRIS system.
  • Coordinated with external vendors providing services related to payroll processing such as direct deposit setup or third party benefits administration.
  • Implemented new processes or technologies designed to improve efficiency within the department's operations.
  • Calculated overtime, vacation sick hours and other categories of time.
  • Managed payroll for temporary, hourly and salaried employees.
  • Maintained accurate and up-to-date records through consistent monitoring.
  • Responded to requests for information as company expert on payroll operations.
  • Processed employee rehires, transfers, terminations and withholdings.
  • Anticipated potential payroll issues and questions to take proactive action and prevent development of problems.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Developed work schedules according to budgets and workloads, covering priority tasks.
  • Researched and prepared reports required by management or governmental agencies.
  • Recommended solutions related to staffing issues and proposed procedural changes to managers.

ECP
East Troy, WI

Customer Support and Training Specialist
10.2016 - 12.2021

Job overview

  • Clarified customer complaints and resolved product or service problems by selecting and explaining effective solutions
  • Provided comprehensive details about the software features and its potential use cases
  • Contributes to team goals by successfully completing relevant tasks and achieving desired outcomes
  • Design and implement new hire onboarding policies and procedures
  • Educated, coached and mentored new hires in multiple positions.
  • Conduct orientation.
  • Developed and maintained training materials, including job aids, handouts, and presentations.
  • Conducted train-the-trainer sessions to ensure trainers are prepared to deliver courses effectively.
  • Created assessments to evaluate the effectiveness of training programs.
  • Provided technical support during online training events using web conferencing tools.
  • Assisted in developing training plans for new hires and existing employees.
  • Identified areas for improvement within existing training programs and provided recommendations for change.
  • Delivered virtual instructor-led training sessions via video conferencing technology.
  • Produced high-quality videos for future training purposes.
  • Managed training calendars to inform participants of upcoming training session topics and dates.
  • Obtained and organized manuals, guides and visual materials for development and training purposes.
  • Created and offered additional materials to enhance training.

Lakes Therapy LLC
Elkhorn, WI

Virtual Office Manager
10.2019 - 10.2020

Job overview

  • Coordinated and optimized scheduling for various client-provider interactions
  • Ensured accuracy in billing procedures leading to improved patient satisfaction
  • Implemented efficient strategies to improve general organizational systems
  • Organized and maintained electronic filing systems for documents and other related materials.
  • Provided administrative support to the executive team in all aspects of their roles.
  • Developed processes to streamline office operations and ensure efficiency within the organization.
  • Created calendars for management team members to track upcoming events or deadlines.
  • Answered incoming phone calls, took messages and responded to inquiries from customers or clients.
  • Acted as a liaison between internal teams and external customers or vendors when necessary.
  • Ordered office supplies when required while adhering to budget constraints set forth by management.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Reviewed files and records to obtain information and respond to requests.
  • Used judgment and initiative in handling confidential matters and requests.
  • Coded and entered daily invoices with in-house accounting software.
  • Managed paper or electronic filing systems by recording information, updating paperwork and maintaining documents.

Gannett
Elkhorn, WI

Distribution Manager
07.2018 - 06.2019

Job overview

  • Manage daily field operations at the company distribution center(s), including contractor oversight and employee hiring, scheduling, training, and development
  • Manage, train, schedule, and direct staff to ensure superior customer service
  • Recruiting and hiring of company staff and independent contractors
  • Initiates and Maintains IC contracts
  • Ensures deadline adherence for company-owned and contracted products
  • Develops and maintains efficient and economically feasible route structures
  • Works closely with other company managers and employees to maximize operational efficiencies and sales opportunities
  • Ensures the physical property is operated and maintained in good order
  • Utilizing best practices to provide a safe, professional, and organized workspace for end-users.

Caring Alternatives
Muskego, WI

Executive Director
11.2018 - 02.2019

Job overview

  • Managed the organization's financial resources and operations to maximize efficiency and effectiveness.
  • Provided oversight of all departments to ensure compliance with established policies and procedures.
  • Created a collaborative environment that fosters innovation and encourages employee engagement.
  • Recruited, trained, mentored, evaluated, coached, and managed staff members to ensure success in achieving their goals.
  • Developed marketing strategies to promote the organization's mission throughout the community.
  • Ensured legal compliance by staying abreast of relevant laws, regulations, standards, guidelines.
  • Coordinated special events such as conferences or workshops designed to raise awareness about the organization's mission.
  • Reviewed monthly financial statements for accuracy before presenting them for approval by the board of directors.
  • Assisted in developing budgets for each departmental unit within the organization.
  • Oversaw day-to-day administrative tasks related to personnel files or payroll processing.
  • Performed risk assessments across multiple areas of operations in order to identify potential issues before they arise.
  • Recruited, hired and trained employees on operations and performance expectations.
  • Recommended appropriate staffing techniques to meet demands and manage costs.
  • Successfully improved employment turnover through creating incentive and training programs.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Oversaw corrective action plans to remedy structural, organizational and departmental issues.
  • Developed and implemented resident care plans, ensuring that all resident needs were met.
  • Monitored and maintained medication schedules for residents.
  • Conducted regular staff meetings to ensure adherence to safety protocols.
  • Established policies and procedures related to the daily operations of the assisted living facility.
  • Coordinated with outside agencies such as doctors, hospitals, and pharmacies regarding resident care.
  • Ensured compliance with state regulations concerning healthcare standards in an assisted living setting.
  • Created budgets for staffing, supplies, and other operational costs.
  • Scheduled staff shifts on a weekly basis to ensure adequate coverage for residents' needs.
  • Maintained records of medical treatment provided to residents in accordance with HIPAA guidelines.
  • Organized social activities for residents including trips, events, and games within the facility or outside locations.
  • Supervised a team of nurses, CNAs, housekeeping staff, dietary personnel, administrative personnel., providing guidance when needed while also evaluating their job performance regularly.
  • Investigated complaints from residents or family members in a timely manner while working towards resolving any issues quickly and efficiently.
  • Assisted families with financial planning related to long-term care options available through the facility or other external sources of funding available if applicable.
  • Represented the organization at various community events in order to promote its services among potential customers, clients, residents, families in need of senior care assistance solutions.
  • Negotiated contracts with vendors who supplied products necessary for running day-to-day operations smoothly.
  • Arranged pre-admission tours to families to lessen anxiety of admission.
  • Maintained records management system to process personnel information and produce reports.
  • Administered fiscal operations for accounting, budget planning, authorizing expenditures and coordinating reporting.

CASTLE SENIOR LIVING
Mukwonago, WI

Administrator
03.2018 - 10.2018

Job overview

  • Managed the organization's financial resources and operations to maximize efficiency and effectiveness.
  • Provided oversight of all departments to ensure compliance with established policies and procedures.
  • Created a collaborative environment that fosters innovation and encourages employee engagement.
  • Recruited, trained, mentored, evaluated, coached, and managed staff members to ensure success in achieving their goals.
  • Developed marketing strategies to promote the organization's mission throughout the community.
  • Ensured legal compliance by staying abreast of relevant laws, regulations, standards, guidelines.
  • Coordinated special events such as conferences or workshops designed to raise awareness about the organization's mission.
  • Reviewed monthly financial statements for accuracy before presenting them for approval by the board of directors.
  • Assisted in developing budgets for each departmental unit within the organization.
  • Oversaw day-to-day administrative tasks related to personnel files or payroll processing.
  • Performed risk assessments across multiple areas of operations in order to identify potential issues before they arise.
  • Recruited, hired and trained employees on operations and performance expectations.
  • Recommended appropriate staffing techniques to meet demands and manage costs.
  • Successfully improved employment turnover through creating incentive and training programs.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Oversaw corrective action plans to remedy structural, organizational and departmental issues.
  • Developed and implemented resident care plans, ensuring that all resident needs were met.
  • Monitored and maintained medication schedules for residents.
  • Conducted regular staff meetings to ensure adherence to safety protocols.
  • Established policies and procedures related to the daily operations of the assisted living facility.
  • Coordinated with outside agencies such as doctors, hospitals, and pharmacies regarding resident care.
  • Ensured compliance with state regulations concerning healthcare standards in an assisted living setting.
  • Created budgets for staffing, supplies, and other operational costs.
  • Scheduled staff shifts on a weekly basis to ensure adequate coverage for residents' needs.
  • Maintained records of medical treatment provided to residents in accordance with HIPAA guidelines.
  • Organized social activities for residents including trips, events, and games within the facility or outside locations.
  • Supervised a team of nurses, CNAs, housekeeping staff, dietary personnel, administrative personnel., providing guidance when needed while also evaluating their job performance regularly.
  • Investigated complaints from residents or family members in a timely manner while working towards resolving any issues quickly and efficiently.
  • Assisted families with financial planning related to long-term care options available through the facility or other external sources of funding available if applicable.
  • Represented the organization at various community events in order to promote its services among potential customers, clients, residents, families in need of senior care assistance solutions.
  • Negotiated contracts with vendors who supplied products necessary for running day-to-day operations smoothly.
  • Arranged pre-admission tours to families to lessen anxiety of admission.
  • Maintained records management system to process personnel information and produce reports.
  • Administered fiscal operations for accounting, budget planning, authorizing expenditures and coordinating reporting.

Tender Reflections of Elkhorn
Elkhorn, WI

Administrator
07.2015 - 10.2016

Job overview

  • Managed the organization's financial resources and operations to maximize efficiency and effectiveness.
  • Provided oversight of all departments to ensure compliance with established policies and procedures.
  • Created a collaborative environment that fosters innovation and encourages employee engagement.
  • Recruited, trained, mentored, evaluated, coached, and managed staff members to ensure success in achieving their goals.
  • Developed marketing strategies to promote the organization's mission throughout the community.
  • Ensured legal compliance by staying abreast of relevant laws, regulations, standards, guidelines.
  • Coordinated special events such as conferences or workshops designed to raise awareness about the organization's mission.
  • Reviewed monthly financial statements for accuracy before presenting them for approval by the board of directors.
  • Assisted in developing budgets for each departmental unit within the organization.
  • Oversaw day-to-day administrative tasks related to personnel files or payroll processing.
  • Performed risk assessments across multiple areas of operations in order to identify potential issues before they arise.
  • Recruited, hired and trained employees on operations and performance expectations.
  • Recommended appropriate staffing techniques to meet demands and manage costs.
  • Successfully improved employment turnover through creating incentive and training programs.
  • Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
  • Oversaw corrective action plans to remedy structural, organizational and departmental issues.
  • Developed and implemented resident care plans, ensuring that all resident needs were met.
  • Monitored and maintained medication schedules for residents.
  • Conducted regular staff meetings to ensure adherence to safety protocols.
  • Established policies and procedures related to the daily operations of the assisted living facility.
  • Coordinated with outside agencies such as doctors, hospitals, and pharmacies regarding resident care.
  • Ensured compliance with state regulations concerning healthcare standards in an assisted living setting.
  • Created budgets for staffing, supplies, and other operational costs.
  • Scheduled staff shifts on a weekly basis to ensure adequate coverage for residents' needs.
  • Maintained records of medical treatment provided to residents in accordance with HIPAA guidelines.
  • Organized social activities for residents including trips, events, and games within the facility or outside locations.
  • Supervised a team of nurses, CNAs, housekeeping staff, dietary personnel, administrative personnel., providing guidance when needed while also evaluating their job performance regularly.
  • Investigated complaints from residents or family members in a timely manner while working towards resolving any issues quickly and efficiently.
  • Assisted families with financial planning related to long-term care options available through the facility or other external sources of funding available if applicable.
  • Represented the organization at various community events in order to promote its services among potential customers, clients, residents, families in need of senior care assistance solutions.
  • Negotiated contracts with vendors who supplied products necessary for running day-to-day operations smoothly.
  • Arranged pre-admission tours to families to lessen anxiety of admission.
  • Maintained records management system to process personnel information and produce reports.
  • Administered fiscal operations for accounting, budget planning, authorizing expenditures and coordinating reporting.

Aurora health care
Elkhorn, WI

ACNA/AHUC/Phlebotomist II
02.2006 - 02.2012

Job overview

  • Assisted in the preparation of laboratory specimens for analysis and testing.
  • Maintained a clean, safe, and organized work environment.
  • Verified patient information prior to specimen collection.
  • Followed all safety protocols when handling hazardous materials.
  • Documented patient information into electronic medical records system.
  • Prepared specimens for transport to external laboratories.
  • Adhered to HIPAA guidelines regarding patient privacy.
  • Provided excellent customer service while interacting with patients.
  • Assisted in the training of new phlebotomists, ACNAs, and AHUCs.
  • Responded quickly and effectively to emergency situations.
  • Performed venipuncture and other blood collection procedures according to established standards.

  • Provided assistance with activities of daily living, including bathing, dressing and grooming.
  • Assisted patients in ambulation and transfers using proper body mechanics.
  • Performed vital sign assessments, such as taking blood pressure and temperature.
  • Documented patient care services by charting in designated areas.
  • Reported changes in patient conditions to registered nurse or physician.
  • Answered patient call lights promptly and responded to requests appropriately.
  • Collaborated with interdisciplinary team members to ensure quality patient care was delivered at all times.
  • Maintained a clean, safe environment for the patient by adhering to infection control policies and procedures.
  • Understood and followed oral and written directions.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Recognized by management for providing exceptional customer service.

Education

Delavan-Darien High School
Delavan, WI

Diploma
01.2002

Skills

  • Accounting understanding
  • Employee Relations
  • Payroll software proficiency
  • Benefits Administration
  • Multi-state payroll

Certification

  • Assisted Living Administrator, 06/01/16
  • First Aid and Choking, 07/01/13
  • Medication Administration and Management, 08/01/13
  • Standard Precautions, 07/01/13
  • Fire Safety, 08/01/13
  • Phlebotomy
  • Wisconsin Seller/ Server Certification, 09/01/19

Timeline

HR/Payroll Coordinator

Performance Clean
08.2022 - Current

Virtual Office Manager

Lakes Therapy LLC
10.2019 - 10.2020

Executive Director

Caring Alternatives
11.2018 - 02.2019

Distribution Manager

Gannett
07.2018 - 06.2019

Administrator

CASTLE SENIOR LIVING
03.2018 - 10.2018

Customer Support and Training Specialist

ECP
10.2016 - 12.2021

Administrator

Tender Reflections of Elkhorn
07.2015 - 10.2016

ACNA/AHUC/Phlebotomist II

Aurora health care
02.2006 - 02.2012

Delavan-Darien High School

Diploma

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Catalina Perez