Summary
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Katie Kofoed

Lehi,UT

Summary

Proactive, solution minded individual focused on delivering high-quality customer-centered results. Motivated and independent learner with the drive and determination to consistently develop new skills and knowledge. Adept at planning, directing and maintaining continuous operations in various departments. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions.

Work History

Project Manager

Allied USA
Lehi, UT
08.2022 - Current
  • Continuously learned and advanced to new roles/positions to provide lasting and evolving support to team, earning Employee Of The Year 2022
  • Handled high pressure environments with calm and encouraging attitude to boost team morale.
  • Boosted customer experiences by delivering superior customer service, issue resolution and merchandising.
  • Developed and initiated projects, managed costs, and monitored performance.
  • Guided acquisition process to capture projected cost and revenue synergies and move enlarged organization forward.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Simultaneously managed pre-existing responsibilities while assisting other departments including Accounting, Administration, Sales, Executives, and onboarding.

Executive Assistant

Private Investing Firm
South Jordan, UT
02.2020 - 08.2022
  • Created and managed office systems to efficiently deal with documentation.
  • Evaluated performance of existing investments and adjusted accordingly.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Handled confidential and sensitive information with discretion and tact.
  • Wrote reports, executive summaries and newsletters.

CNA

Legacy Skilled Nursing
South Jordan, UT
01.2018 - 03.2020
  • Meticulously handled scheduling and care for 40+ patients simultaneously to provide long-term care, earning CNA of the year, and Best in Emotional Support
  • Monitored patient specimen samples, symptoms, and test results to effectively alert supervisors of potentially unhealthy changes.

Education

Project Management Professional - Administration, Management

Coursera
05.2023

Series 65 - Finance

Kaplan Career Institute - Boston
05.2020

High School Diploma -

Valley High School
South Jordan, UT

Skills

  • Agile Methodology
  • Buyout Analysis
  • Customer Oriented Care
  • Efficient Communication
  • Budget Administration
  • Data Acquisition and Review
  • Microsoft 365
  • Solution Minded Dedication
  • Optimism, team moral
  • Solution Minded

Accomplishments

    Allied Employee Of The Year 2022.

    Optimized and automated new nation-wide billing system for over 4,000 companies and successfully transitioned company to new processes and software. Employee of the month for 8 months at Legacy Assisted Living. Personally chosen to train new staff at all previous jobs. Patient voted as favorite CNA for emotional support. Member of the National Honors Society for 3 years.

Certification

CPR/First Aid Certified

Food Handlers Permit

Certified Nursing Assistant

Series 65

PMP Expected 2023

Timeline

Project Manager

Allied USA
08.2022 - Current

Executive Assistant

Private Investing Firm
02.2020 - 08.2022

CNA

Legacy Skilled Nursing
01.2018 - 03.2020

Project Management Professional - Administration, Management

Coursera

Series 65 - Finance

Kaplan Career Institute - Boston

High School Diploma -

Valley High School