Microsoft Office Suite (Excel, Word, Powerpoint)
Katherine Rodriguez
La Mesa,CA
Summary
Reliable, results-driven Project Manager with over 2 years of experience in managing involved projects from initiation to closure. Dedicated to creating collaborative work environments and implementing best practices in project management to enhance innovation and efficiency in research and development efforts. Knowledgeable in accounting principles, budget, and financial management.
Overview
6
6
years of professional experience
Work History
Project Manager
Crown Bioscience
06.2023 - 09.2024
- Initiate new projects with clients and Business Development.
- Established and managed portfolio of over 50 projects simultaneously.
- Ensure project budgets are accurate and timelines are maintained.
- Point of contact with client throughout project life cycle for administrative questions.
- Resolve issues with customers regarding study costs and invoicing issues.
- Complete and train others in monthly reporting.
- Track study progress with Operations team.
- Recognize project revenue in accordance with milestone and revenue recognition principles.
Project Coordinator
Crown Bioscience
05.2022 - 06.2023
- Establish new projects in internal tracking systems.
- Ensure project budgets are accurate, and timelines are maintained.
- Maintain financial records in internal tracking systems. Prepare final cost summaries for client and confirm costs prior to project close out.
- Track study progress with Operations team. Recognize project revenue in accordance with milestone and revenue recognition principles.
- Respond to audit requests from Internal and financial auditors and Quality and Regulatory teams.
Client Services Specialist
Pure Financial
07.2021 - 06.2022
- Onboard new clients (create account applications, facilitate transfers, and data entry in salesforce).
- Fulfill client servicing requests such as Wire or ACH funds, check requests or any other document requests.
- Review paperwork to ensure documents are complete and submit to custodians, as needed.
- Service clients existing accounts to ensure customer satisfaction
- Update eMoney planning software with changes (transfers, new accounts, money movement).
- Assist with Operations/Compliance duties (tracking, downloads, reports).
Client Services Manager
Mack Financial Group
09.2019 - 07.2021
- Oversee all new business, while collaborating with producers to design cases and complete life insurance process from start to finish.
- Service all placed policies by conducting annual reviews, working directly with clients to ensure performance needs are being met.
- Assist in 401K planning services by conducting quarterly reviews to help ensure plan sponsors are achieving their fiduciary duties.
- Direct daily communication with clients to ensure customer satisfaction and financial goals are being met.
- Onboard new employees to all processes and procedures for Mack Financial.
Administrative Associate
Mack Financial Group
05.2018 - 09.2019
- Answersall incoming calls, while mastering phone system, webinar software and other forms of communication within office.
- Coordinate meetings and appointments for staff.
- Orders attending physician's statements (APS) and exams for clients.
- Track APS payments and reimbursements.
- Execute all quarterly financial reports.
Education
Bachelor of Arts - Psychology
Indiana University - Purdue University Indianapolis
Indianapolis, IN12.2017
Skills
- Project Management
- Data Analysis
- Goal Setting/Achieving
- Risk Assessment & Mitigation
- Technical Support
- Accounts Receivable Management
- Strategic Planning
Software
Salesforce
Google Workspace
Smartsheet
Microsoft Outlook and Teams
Timeline
Project Manager
Crown Bioscience
06.2023 - 09.2024
Project Coordinator
Crown Bioscience
05.2022 - 06.2023
Client Services Specialist
Pure Financial
07.2021 - 06.2022
Client Services Manager
Mack Financial Group
09.2019 - 07.2021
Administrative Associate
Mack Financial Group
05.2018 - 09.2019
Bachelor of Arts - Psychology
Indiana University - Purdue University Indianapolis
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