Kate Greeley
San Jose,CA
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
18
18
years of professional experience
Work History
Corporate & Operational Support Services
VetEquip, Inc.
08.2020 - Current
- Facilitated smooth daily operations through diligent oversight of office equipment maintenance needs and inventory management practices.
- Delivered reliable administrative support to senior leaders by managing schedules, organizing meetings, and maintaining confidential files securely.
- Collaborated with cross-functional teams to drive process improvements and achieve greater efficiency in daily operations.
- Contributed to a positive work environment by promoting open communication channels among staff members at all levels within the organization.
- Conducted regular audits of operational procedures to identify areas for improvement and implement necessary changes.
· Corporate Finance – Process and apply daily cash receipts. Collect accounts receivable with the goal of only 10% total receivables over 15 days late. Maintain customer files.
· Corporate Marketing - Send catalogues. Coordinate and track production of marketing materials.
· Operational Sales – Support sales personnel in tracking leads, generating quotes, demo equipment and group calendar maintenance. Process credit card payments twice a month. Post invoices generate to respective portals (Trancepta, Ariba, Coupa, etc.) Maintain a spreadsheet year-to-year tracking monthly/quarterly sales.
· Operational Service – Assist in shipping out and receiving vaporizers brought in for full service. Work with Bob/Marie to assist in scheduling service, securing PO's, and doing the billing.
· Sales – Process phone in credit card orders. Route order to proper shipping location.
· Compliance – Stay compliant with California Storm Water Reporting and Credit Card Compliance.
Office Manager
Borg Fence
01.2019 - 01.2020
- Responsible for a variety of tasks required to keep the office functioning at a high level
- Created, delivered and collected invoices to customers ensuring jobs were completed to satisfaction and payment was received on time
- Fielded and managed inbound commercial requests
- Facilitated monthly collections
- Project management for Commercial Fencing jobs including estimation, scheduling, paperwork, staffing, material delivery and reporting.
In Home Daycare Provider
Self-employed
01.2012 - 01.2019
- Established a successful home care daycare program and owned all the responsibilities included in that pursuit including self-promotion and marketing, accounting, and ensuring that all my practices complied with California state law
- Organize and execute activities and schedules while developing daily routines
- Provide continuous supervision to children during indoor and outdoor activities, create and maintain safe learning and playing environments
- Improve language development and social skills.
Administrative Assistant
Cornerstone Staffing
01.2006 - 01.2010
- Worked as part of a three-person team which supported the office manager
- Responsibilities for the day-to-day tasks and administrative duties of the office included covering the reception area
- Given more responsibilities throughout employment.
Education
Associates in General -
Las Positas College
Livermore, CA01.2028
High School -
Livermore High School
Livermore, CA01.2006
Skills
- Project Planning
- Accounts Receivable
- Accounting
- Office management
- Project coordination
- Scheduling Coordination
- Customer Service
Timeline
Corporate & Operational Support Services
VetEquip, Inc.
08.2020 - Current
Office Manager
Borg Fence
01.2019 - 01.2020
In Home Daycare Provider
Self-employed
01.2012 - 01.2019
Administrative Assistant
Cornerstone Staffing
01.2006 - 01.2010
Associates in General -
Las Positas College
High School -
Livermore High School
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<ul><li>Oversaw all operational functions during the successful amalgamation of two legacy mutual insurers into a single, unified organization. Reported directly to the CEO and played a key leadership role in aligning people, processes, and performance with long-term strategic goals.</li><li>Led the full operational transformation of Salus Mutual, uniting teams and systems from two legacy organizations under a cohesive structure with shared goals and culture.</li><li>Redesigned leadership accountabilities and implemented new KPI and SLA frameworks, enabling stronger performance management and outcome tracking.</li><li>Built internal capacity in key operational areas, reducing reliance on external consultants and establishing a culture of ownership, capability, and continuous improvement.</li><li>Established an Operations function to support Claims, Underwriting, and Sales, delivering enterprise-wide value through data insights, process improvements, project delivery, and enhanced customer service.</li><li>Collaborated closely with the Senior Leadership Team and Board of Directors to co-develop and launch the organization’s first corporate strategy post-amalgamation.</li><li>Held P&L responsibility for $45M in Gross Written Premium, with a strong focus on operational efficiency and strategic growth.</li><li>Delivered key strategic outcomes, including: First-ever member rebate in company history, First employee engagement survey, achieving a 75% engagement score, 3% reduction in expense ratio through operational efficiencies and cost control.</li></ul> at Salus Mutual Insurance Company<ul><li>Oversaw all operational functions during the successful amalgamation of two legacy mutual insurers into a single, unified organization. Reported directly to the CEO and played a key leadership role in aligning people, processes, and performance with long-term strategic goals.</li><li>Led the full operational transformation of Salus Mutual, uniting teams and systems from two legacy organizations under a cohesive structure with shared goals and culture.</li><li>Redesigned leadership accountabilities and implemented new KPI and SLA frameworks, enabling stronger performance management and outcome tracking.</li><li>Built internal capacity in key operational areas, reducing reliance on external consultants and establishing a culture of ownership, capability, and continuous improvement.</li><li>Established an Operations function to support Claims, Underwriting, and Sales, delivering enterprise-wide value through data insights, process improvements, project delivery, and enhanced customer service.</li><li>Collaborated closely with the Senior Leadership Team and Board of Directors to co-develop and launch the organization’s first corporate strategy post-amalgamation.</li><li>Held P&L responsibility for $45M in Gross Written Premium, with a strong focus on operational efficiency and strategic growth.</li><li>Delivered key strategic outcomes, including: First-ever member rebate in company history, First employee engagement survey, achieving a 75% engagement score, 3% reduction in expense ratio through operational efficiencies and cost control.</li></ul> at Salus Mutual Insurance Company