Microsoft Suite (Excel, Word, SharePoint, Outlook, PowerPoint, OneDrive)
Katherine Schold
Naples,FL
Summary
Dynamic leader with over 11 years of industry experience and a proven track record of achieving and exceeding ambitious goals. Highly motivated and results-driven, consistently surpassing demanding objectives through effective team building and relationship management. Exceptional analytical problem solver skilled in fostering strong customer relations and enhancing employee engagement. Committed to leveraging independent decision-making abilities and sound judgment to drive organizational success and elevate overall performance.
Overview
20
20
years of professional experience
3
3
Certifications
Work History
Human Resource Officer
Moran Wealth Management
Naples, FL
01.2025 - Current
- Directed Total Rewards strategy, including design of salary bands, incentive compensation, and market benchmarking to ensure competitive and equitable pay practices
- Spearheaded transformation of HR infrastructure, leading RFPs, vendor selection, and implementation of payroll, background check, recordkeeping, and TPA solutions
- Managed and optimized benefits programs through broker strategy, vendor negotiations, and oversight of open enrollment, enhancing plan offerings and cost efficiency
- Partnered with executive leadership (President, CEO, COO) to advise on workforce strategy, compensation decisions, and organizational planning
- Delivered data-driven insights through workforce metrics to improve retention and support business performance
- Led development, implementation, and governance of HR policies and employee handbook, ensuring regulatory compliance and alignment with organizational strategy
- Led end-to-end employee lifecycle management, including recruitment, onboarding, performance management, and employee relations, ensuring a scalable and compliant employee experience
- Managed payroll and compensation operations, including bonuses, salary adjustments, retirement contributions, and reimbursements
- Administered retirement programs (401(k), profit-sharing, cash balance plans) and led annual compliance reporting and regulatory submissions
- Partnered cross-functionally with Finance and Operations to manage payroll processing, payment execution, and insurance/COI administration, ensuring continuity of financial and risk management functions
- Enhanced performance management and employee engagement strategies, including recognition and team-building initiatives, to strengthen culture and align with organizational goals
Human Resource and Finance Officer
Moran Wealth Management
Naples, FL
03.2023 - 01.2025
- Expanded role to include both HR and Finance operations, supporting employee lifecycle management, employee relations, and organizational compliance
- Contributed to development and implementation of HR policies, procedures, and performance management processes aligned with regulatory requirements and business goals
- Managed payroll processing and benefits administration, including retirement programs (401(k), profit-sharing, cash balance), ensuring accuracy and compliance
- Partnered with leadership on compensation analysis, workforce planning, and benefits strategy to support organizational growth
- Supported insurance renewals and risk management processes, gathering data and coordinating with vendors to ensure appropriate coverage
- Produced financial reports, including account reconciliations, variance analysis, and profit and loss statements, to support leadership decision-making
- Managed day-to-day accounting operations, including invoicing, expense tracking, reconciliations, and financial record maintenance using QuickBooks
- Supported financial planning and analysis, including budgeting, forecasting, and revenue/expense trend monitoring
Human Resource Officer and Client Associate
Moran Wealth Management
Naples, FL
08.2022 - 03.2023
- Supported HR operations across employee lifecycle processes, including recruitment, onboarding, employee relations, and performance management
- Contributed to development and implementation of HR policies, procedures, and employee handbook to ensure compliance with federal and state regulations
- Assisted with benefits administration, broker coordination, and open enrollment, supporting delivery of competitive Total Rewards programs
- Managed payroll processing and retirement program administration (401(k), profit-sharing, cash balance), ensuring accuracy and compliance
- Conducted job analysis and market research to support compensation and benefits alignment with industry standards
- Provided client-facing operational support, including account administration, training, money movement transactions, and scheduled portfolio meetings for Financial Advisors
Director, Marketing and Sales
Process Research & Optimization
Bonita Springs, Florida
01.2022 - 08.2022
- Created strategies to generate traffic and attraction to PRO
- Collaborated and supervised social media sites
- Managed and ensured the successful distribution of marketing campaigns
- Reviewed content for company website, social media and SharePoint sites
- Formed strategic relationships and partnerships with vendors
- Established and continuously managed marketing budget
- Measured and provided reports on performance of marketing campaigns
- Executed new intellectual property by working with operational directors and sales executives
- Supported and monitored knowledge database for sales development calls
- Reviewed and executed Master Service and Statement of Work Agreements
- Gathered and submitted procurement packages and coordinate vendor systems
- Facilitated teams in order to meet marketing needs
- Monitored Sales Pipeline for accuracy of prospect information
- Strategically automated processes with the use of Salesforce
- Responsible for all administrative tasks relating to the close of new business
- Established and streamlined roles and responsibilities for direct reports
- Finalized Management Reporting Tracker to track sales performance and revenue
Director, Shared Services
Process Research & Optimization
Bonita Springs, Florida
09.2019 - 01.2022
- Spearheaded entire hiring process from beginning to end
- Accountable for job descriptions, recruiting pipeline, and corporate policy maintenance
- Executed and developed succession planning
- Responsible for international transactions regarding taxation, work-visas, and travel for our employees
- Developed partnerships with college universities to recruit talent
- Managed Human Resource related concerns
- Continuously developed and provided training to new hires and all team members
- Focused on developing technology solutions that helped our team-oriented environment
- Worked directly with managing partners to execute organizational strategies to build our project teams
- Performed corporate insurance and accounts receivable audits while monitoring record-keeping
- Assisted in payroll transactions, including tracking and review of commissions and bonuses, stipends, expense reimbursements, and benefits deductions
- Processed and administered corporate and employee insurance renewals
- Completed yearly 401k compliance testing and account maintenance
- Responsible for Accounts Receivables and ensuring all invoices submitted aligned with project schedule
- Followed up on outstanding invoices and established relationships with Accounts Payable departments
- Supported informational technology infrastructure in developing robust solutions
- Successful completion of email and data migration for entire firm
- Executed new intellectual property by working with operational directors and sales executives
- Supported and monitored knowledge database for sales development calls
- Reviewed and executed Master Service and Statement of Work Agreements
- Gather and submitted procurement packages and coordinated vendor systems
- Oversaw all back office administrative functions
- Supported Partner Development activities, as well as the review of marketing collateral
- Successful completion of Payroll Protection Program loan application, full forgiveness, and tax credit
Shared Services Manager
Process Research & Optimization
Bonita Springs, Florida
01.2019 - 09.2019
- Spearheaded entire hiring process from beginning to end
- Accountable for job descriptions, recruiting pipeline, and corporate policy maintenance
- Responsible for international transactions regarding taxation, work-visas, and travel for our employees
- Developed partnerships with college universities to recruit talent
- Managed Human Resource related concerns
- Continuously developed and provided training to new hires and all team members
- Performed corporate insurance and accounts receivable audits while monitoring record-keeping
- Assisted in payroll transactions, including tracking and review of commissions and bonuses, stipends, expense reimbursements, and benefits deductions
- Processed and administered corporate and employee insurance renewals
- Completed yearly 401k compliance testing and account maintenance
- Executed new intellectual property by working with operational directors and sales executives
- Supported and monitored knowledge database for sales development calls
- Reviewed and executed Master Service and Statement of Work Agreements
- Gather and submitted procurement packages and coordinated vendor systems
- Oversaw all back office administrative functions
Executive Administrator
Process Research & Optimization
Bonita Springs, Florida
08.2015 - 01.2019
- Participated in corporate systemic design to maximize client process efficiency
- Managed Accounts Payable
- Printed and distributed all marketing materials to clients
- Tracked employee and contractor travel expenses
- Reduced costs by eliminating unnecessary usage and expenses
- Responsible for supply management and order processing for back office
- Managed the corporate credit card portal
- Setup corporate vendor contracts
- Instrumental in creating the original employee handbook and travel policy
- Worked closely with the Human Resources department as a special assistant
- Created and implemented pre-employment hiring processes
- Performed pre-employment background checks
- Trained staff on expense procedures, payroll processes, corporate filing storage cloud, and virtual meeting functions
- Administered technology infrastructure, including new employee computer setup, installation of mandatory company applications, technology assignment tracking, and providing solutions to technological issues
- Supported the onboarding process by providing HR paperwork, insurance documentation, and created employee business cards
- Responsible for the insurance broker communication for new employee benefits enrollment
- Accountable for updating employee CRM
- Assisted with recruiting and resume seeking
Head Server
Longhorn Steakhouse
Fort Myers, FL
05.2012 - 08.2015
- Provided motivation and support to the staff when presented with a job-related issue
- Supervised wait staff and represented staff to upper management
- Supervised money management
- Managed guest-related issues
- Established client relationships as a team player
Intern
Shellpoint Pavilion
Fort Myers, Florida
09.2014 - 04.2015
- Interviewed and assessed resident’s cognition, mood, and needs
- Developed care plan goals
- Coordinated discharge planning and set up home evaluations
- Assisted in documenting social assessments for Medicare purposes
- Performed follow-up calls and made referrals if needed
- Developed constructive relationships with residents and families
Server
The Wyvern Hotel
Punta Gorda, FL
11.2011 - 05.2012
- Knowledgeable in currency management
- Assisted front desk receptionist
- Managed daily budget
- Established knowledge of restaurant management
- Displayed leadership
- Developed guest relationships
- Served daily meals
Head Server/Trainer/Bartender
Southport Square
Port Charlotte, FL
06.2006 - 12.2011
- Assisted guests with meal functions
- Established guest rapports
- Completed daily logs of inventory
- Aided with hosting of seating residents
- Supervised wait staff and conducted training of new hires
- Managed bar and provided special drinks for residents and guests
Education
Master of Organizational Leadership -
Florida Institute of Technology-Melbourne
Melbourne, FL05.2019
Bachelor of Social Work -
Florida Gulf Coast University
Fort Myers, FL05.2015
Associate of Arts -
Edison State College
Punta Gorda, FL05.2012
Skills
Training and Development
Team leadership
Strategic planning
HR policies and procedures
Employee relations
Workforce planning
HR technology
Organizational development
HR analytics
Certification
SHRM Senior Certified Professional (SHRM-SCP)
Accomplishments
- Led end-to-end transformation of HR and Total Rewards infrastructure, including payroll, benefits, and retirement systems, improving operational efficiency and scalability
- Designed and implemented compensation structures, including salary bands and incentive programs, strengthening pay equity and market competitiveness
- Optimized benefits programs through vendor selection and negotiations, enhancing plan offerings and overall employee value proposition
- Partnered with executive leadership to deliver data-driven workforce and financial insights, supporting strategic decision-making and organizational performance
Software
Salesforce
Signavio
Invoicing Portals (Ariba, Beeline, Tungston)
Dropbox
Google Docs
Smartsheet
Communication Tools (Slack, Skype, Teams)
Operating Systems (Windows & MacOS)
Social Media (LinkedIn, Facebook, Instagram)
Adobe Acrobat
DocuSign
Quickbooks
Goldmine
ADP
Paylocity
Advisor Engine
Affiliations
Society of Human Resource Management Member, 2018–Present
National Association of Social Workers, 2015–2016
Phi Alpha Honors Society for Social Work, 2014–2015
HOPE Scholarship Club (Edison State College, Secretary), 2011–2012
Other
COMMUNITY INVOLVEMENT
· Fawcett Memorial Hospital (Port Charlotte, FL) –Rehabilitation Unit volunteer, 150 hours
· Children and Home Society (Fort Myers, FL) –Volunteer: mentored foster children, 50 hours
· Shellpoint Rehabilitation Center (Fort Myers, FL) –Volunteer: Occupational Therapy, 40 hours
· Koreshan State Historic Site (Estero, FL) – Volunteer: assisted with landscape enhancement, 10 hours
Timeline
SHRM People Analytics Specialty Credential
09-2025
SHRM Senior Certified Professional (SHRM-SCP)
07-2025
Human Resource Officer
Moran Wealth Management
01.2025 - Current
Human Resource and Finance Officer
Moran Wealth Management
03.2023 - 01.2025
Human Resource Officer and Client Associate
Moran Wealth Management
08.2022 - 03.2023
Talent Optimization Consultant Certificate
07-2022
Director, Marketing and Sales
Process Research & Optimization
01.2022 - 08.2022
Director, Shared Services
Process Research & Optimization
09.2019 - 01.2022
Shared Services Manager
Process Research & Optimization
01.2019 - 09.2019
Executive Administrator
Process Research & Optimization
08.2015 - 01.2019
Intern
Shellpoint Pavilion
09.2014 - 04.2015
Head Server
Longhorn Steakhouse
05.2012 - 08.2015
Server
The Wyvern Hotel
11.2011 - 05.2012
Head Server/Trainer/Bartender
Southport Square
06.2006 - 12.2011
Bachelor of Social Work -
Florida Gulf Coast University
Associate of Arts -
Edison State College
Master of Organizational Leadership -
Florida Institute of Technology-Melbourne