Doris (Dee) Smith
Human Resources, Recruiter And Management
San Jose,CA
Overview
38
38
years of professional experience
Work History
Firm Administrator
Wheeler Accountants LLP
08.2018 - 01.2024
- Built and managed processes for tracking and monitoring department performance.
- Coordinated travel arrangements for executive team members, resulting in cost savings and an organized schedule.
- Negotiated and executed contracts on behalf of department.
- Conducted regular audits of office procedures and protocols to identify areas for improvement, leading to increased efficiency and accuracy in task execution.
- Established comprehensive employee orientation programs that led to higher retention rates among new hires within their first year at the firm.
- Organized and updated databases, records and other information resources.
Administrative Office Manager
Abbott Stringham & Lynch
12.2012 - 08.2018
- Assisted COO with planning and execution of office renovation.
- Implemented and maintained internal controls to protect financial assets.
- Utilized company's accounting systems to review reports and prepare assessments.
- Created organized filing system to manage department documents.
- Assisted executive management with special projects as needed to support overall business objectives.
- Managed payroll and benefits administration to ensure accuracy and compliance with company policies.
- Prepared and submitted monthly, quarterly and annual financial statements to inform decision-makers.
- Identified opportunities to streamline processes and improve office operations and efficiency.
- Fostered a positive work culture through open communication channels, promoting teamwork and collaboration among staff members.
- Coordinated with vendors and suppliers to facilitate timely payments.
- Conducted performance evaluations, providing constructive feedback to employees for continuous improvement efforts.
- Created a welcoming office environment by maintaining clean, organized spaces for staff use.
- Streamlined office processes by implementing efficient organizational systems and procedures.
- Collaborated to develop standard operating procedures manual for server room access, security access, monitoring systems and telephone system maintenance.
- Maintained strict confidentiality of sensitive information, upholding the highest standards of professionalism at all times.
- Maximized cash flow through optimal billing and collection processes.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
- Created new employee handbook, IT policies and disaster recovery procedures.
- Created document management system to reduce paper usage and improve accuracy of tracking.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Reduced costs by negotiating vendor contracts for office supplies and services.
- Developed and implemented policies and procedures and scaled for growth.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Cultivated strong relationships with vendors and partners supporting administrative operations.
- Delivered performance reviews, recommending additional training or advancements.
- Developed internal requirements and standards to minimize regulatory risks and liability across programs.
- Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
- Implemented SharePoint document management system to increase efficiency and security.
- Enhanced employee productivity by providing ongoing training and development opportunities.
- Completed bi-weekly payroll for [Number] employees.
- Managed hiring process from job posting to onboarding, ensuring top talent acquisition for key positions.
- Worked with CFO in annual bidding and renewal of employee benefit package.
Operations Manager
Perisho Tombor Ramirez Filler & Brown
08.2001 - 12.2012
- Devised processes to boost long-term business success and increase profit levels.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Set, enforced, and optimized internal policies to maintain responsiveness to demands.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed systems and procedures to improve operational quality and team efficiency.
- Trained and guided team members to maintain high productivity and performance metrics.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Paid attention to detail while completing assignments.
- Demonstrated leadership skills in managing projects from concept to completion.
- Learned and adapted quickly to new technology and software applications.
Direct Mail Marketing Manager & Financial Analyst
Benefit Consultants, Inc.
09.1985 - 08.2000
- Ensured compliance with industry regulations and legal requirements by implementing comprehensive policies and training programs for staff members.
- Launched new products and services with thorough market research, leading to increased revenue growth.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Implemented innovative marketing campaigns that boosted brand awareness and generated significant sales leads.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
- Streamlined workflows by identifying bottlenecks in existing systems and proactively addressing these challenges through appropriate solutions implementation.
- Led change management initiatives to drive organizational transformation without compromising employee morale or productivity levels.
- Conducted competitive analysis to identify market trends and capitalize on emerging opportunities for growth.
- Cross-trained existing employees to maximize team agility and performance.
- Developed and maintained relationships with customers and suppliers through account development.
- Maintained professional, organized, and safe environment for employees and patrons.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Managed and motivated employees to be productive and engaged in work.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Launched quality assurance practices for each phase of development
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Established team priorities, maintained schedules and monitored performance.
- Developed detailed plans based on broad guidance and direction.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Assisted in M&A transactions, conducting valuation analyses to ensure favorable deal terms for the company.
- Implemented effective internal controls to mitigate risks associated with financial misstatements or fraud incidents.
- Identified new investment opportunities through thorough due diligence and evaluation of growth potential.
- Supported executive decision-making by providing data-driven insights on revenue trends and cost drivers.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Managed corporate watch lists and insurance files.
- Reviewed and analyzed project spending throughout project life cycle.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
Timeline
Firm Administrator
Wheeler Accountants LLP
08.2018 - 01.2024
Administrative Office Manager
Abbott Stringham & Lynch
12.2012 - 08.2018
Operations Manager
Perisho Tombor Ramirez Filler & Brown
08.2001 - 12.2012
Direct Mail Marketing Manager & Financial Analyst
Benefit Consultants, Inc.
09.1985 - 08.2000
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