Summary
Overview
Work History
Summary of Qualifications
Relevant Skills
Timeline
Generic

Karla Coello

White Plains,NY

Summary

Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 20 years of performance. Skilled at drafting reports and business correspondence, managing mail and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths.

Overview

17
17
years of professional experience

Work History

Administrative Assistant Government Department

PKF O’Connor Davies, LLP
02.2021 - Current
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Billing for the government department
  • In charge of audit schedules and communication with Partners
  • Assist with creating and maintaining master list of contact information for government clients
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Footing reports for Government, ( School, Counties, Fire District, Justice Courts, Towns, Villages, and other small reports) Healthcare, Not-for-profit, Charter Schools and Commercial reports all year round.
  • Fill out and submit of Single Audit reports for the Federal Audit Clearinghouse.

Learning and Development Coordinator

PKF O’Connor Davies, LLP
10.2019 - 01.2021
  • Enhanced employee performance by developing and implementing comprehensive training programs.
  • Implemented a mentorship program connecting experienced staff with newer team members, fostering collaboration and knowledge transfer across departments.
  • Developed competency frameworks outlining desired skills and behaviors at various levels within the organization, guiding career progression paths for employees.
  • Championed a culture of continuous feedback and ongoing performance conversations, leading to more engaged and motivated employees.
  • Provided guidance to managers on tailoring employee development plans, enabling more personalized career growth opportunities.
  • Assign regulators, learning plans and subscriptions
  • Launch evaluations for the In-house trainings
  • Issue CPE certificates after each training
  • Keep a spreadsheet of all the trainings and make sure we have all the required CPE documentation for NASBA compliance.

Office Service Coordinator

PKF O’Connor Davies, LLP
03.2007 - 10.2019
  • Completed general administrative tasks by proofreading documents, transcribing handwritten information and operating calculators to verify financial records.
  • Contributed to a reduction in paper waste by digitizing records and promoting electronic document usage among staff members.
  • Collaborated with facilities management to address maintenance issues promptly, maintaining a safe and functional workspace for all employees.
  • Answered telephone calls and read emails to redirect calls and forward emails to appropriate personnel.
  • Implemented a new system for organizing mail distribution that increased speed of delivery by optimizing sorting procedures.
  • Prepared meeting materials, including agendas and presentations, enhancing communication between departments.

Summary of Qualifications

  • Organized scheduler well-versed in all aspects of administrative support.
  • Highly efficient and accurate with solid planning, problem-solving and communication skills.
  • Upbeat with strong relationship-building abilities.
  • Fluent in Spanish and English


Experience with following Programs: 

  • Engagement
  • Federal Clearning House ( GOV)
  • LCvista
  • Pro-Staff
  • IChannel
  • GoFileRoom
  • SafeSend

Relevant Skills

Administrative Support

  • Assisted internal staff of 50 employees with clerical and administrative needs to maximize efficiency and team productivity.
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
  • Processed payments and documented account changes for financial accuracy and transparency.

Communication

  • Answered up to 50 telephone calls per day to field inquiries from clients, vendors and various other callers seeking information.
  • Liaised with 15 vendors, contractors and professional services personnel to ensure proper processing of orders in alignment with needs and specifications of management.
  • Answered questions and addressed, resolved or escalated issues to management personnel to satisfy customers.

Organization

  • Organized and scheduled office meetings as well as client appointments for management team of five, effectively accommodating hectic agendas.
  • Sorted, received and distributed mail correspondence between departments and personnel.
  • Stored and retrieved files to enhance daily operations and support customer needs.

Timeline

Administrative Assistant Government Department

PKF O’Connor Davies, LLP
02.2021 - Current

Learning and Development Coordinator

PKF O’Connor Davies, LLP
10.2019 - 01.2021

Office Service Coordinator

PKF O’Connor Davies, LLP
03.2007 - 10.2019

Similar Profiles

CREATE PROFILE
Karla Coello