Summary
Overview
Work History
Education
Skills
Timeline
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Caterina Estienne

Walnut Creek,CA

Summary

Experienced Office Manager equipped to support day-to-day operational functions and accomplish business goals. Strong interpersonal skills with a talent for effectively addressing concerns. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments. Committed to improving customer satisfaction and driving positive outcomes.

Overview

35
35
years of professional experience

Work History

Payroll Specialist

Wilbur-Ellis Holdings II LLC
San Francisco, CA
06.2021 - 05.2025
  • Utilizing Workday since Fall 2024 implementation, manage biweekly payroll for approximately 1,600 US multi-state employees, encompassing paycheck corrections, adjustments, additional payments, and termination processing.
  • Collaborate with third-party vendors on paycheck printing, garnishment deductions, and special payments for bonuses, retroactive, and on-demand payments.
  • Processed and verified employee changes for proper authorization while ensuring adherence to APA policy and compliance with state-specific termination regulations along with federal, state, and local tax laws.
  • Engaged in cross-departmental collaboration with HR, Benefits, and HRIS regarding new hires, terminations, benefit deductions, 401k and HSA contributions, and leaves of absence.

Technical Account Manager

MEDISERVE, INC. wholly owned subsidiary of Specialty Underwriters Group
South Lake Tahoe, CA
10.2014 - 05.2020
  • Served as onsite liaison at Barton Memorial Hospital, generating over $2 million in premiums from $21 million in equipment.
  • Collaborated with department heads and medical technicians to ensure effective equipment management.
  • Cultivated strong relationships with service vendor technicians for cost containment oversight and operational efficiency.
  • Negotiated claim coverage effectively, balancing hospital needs and firm profitability.
  • Solely accountable for renewal of multi-year contract at risk of non-renewal.

Office Manager

CHILD & FAMILY COUNSELING GROUP
San Jose, CA
02.2011 - 06.2014
  • Facilitated transition from sole proprietor to S-corporation by executing human resource responsibilities for effective hiring and management of employees and independent contractors.
  • Implemented and managed systems for client scheduling and billing.
  • Optimized workflows for accounts payables, receivables, and payroll administration.
  • Partnered with CPA and QB ProAdvisor to guarantee timely tax filing submissions and accurate accounting records for corporate and sole proprietor companies.
  • Engaged with property management to tackle facility issues, including office renovation and enabling rental of office space to sub-lessees.

Operations Analyst/Independent Contractor

ATLAS SECURITIES
San Leandro, CA
02.1998 - 01.2001
  • Established organization-wide procedure manual utilizing insights from stakeholders.
  • Functioned as subject matter expert; efficiently optimized departmental procedures.
  • Supported compliance department through branch audits, assessing regulatory and facilities operations.
  • Created template enhancing application quality and optimizing good order process.
  • Conducted account compliance calls with new customers, verifying accurate explanations of potential risks and limitations by investment representatives while ensuring adherence to relevant regulations

Sales Support Manager

ATLAS SECURITIES
San Leandro, CA
01.1990 - 01.1998
  • Onboarded, trained, and mentored five person team to elevate support for field representatives in daily sales activities while ensuring compliance with SEC regulations regarding current prospectus requirements.
  • Implemented field representative help desk, increasing support staff productivity in addressing field calls.
  • Designed account change form to simplify workflows for clients, sales representatives, and back office operations.
  • Managed incentive travel arrangements targeting top-performing employees.
  • Evaluated sites for annual sales meeting, facilitated final selection, negotiated rates, and coordinated travel arrangements for over 75 participants.
  • Managed and arranged events at sales meeting in collaboration with hotel personnel and outside suppliers.

Education

B.S. - Economics and Business Administration

Saint Mary’s College
Moraga, CA

Skills

  • Office administration and support
  • Policy and procedure development
  • Vendor management and relations
  • Editing and publication oversight
  • Cross-department collaboration
  • Data analysis and reconciliation
  • Process optimization and improvement
  • Problem-solving strategies
  • Payroll administration and processing
  • Workday and UKG software proficiency

Timeline

Payroll Specialist

Wilbur-Ellis Holdings II LLC
06.2021 - 05.2025

Technical Account Manager

MEDISERVE, INC. wholly owned subsidiary of Specialty Underwriters Group
10.2014 - 05.2020

Office Manager

CHILD & FAMILY COUNSELING GROUP
02.2011 - 06.2014

Operations Analyst/Independent Contractor

ATLAS SECURITIES
02.1998 - 01.2001

Sales Support Manager

ATLAS SECURITIES
01.1990 - 01.1998

B.S. - Economics and Business Administration

Saint Mary’s College

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