Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katrina Brooke Ballard

Chandler,AZ

Summary

Dedicated Director of Human Resources with over 15 years experience in coaching and building successful teams, 18 years of experience in Financial and trend analysis, executive management-including C-Suite, talent and acquisition analysis, budget tracking, writing job descriptions, onboarding new senior staff, managing public relation agencies, reviewing and editing of media and press releases, providing input on brand strategy, behavioral analysis through Predictive Index, and recruiting, interviewing and training new hires. 28 years of experience in the day-to-day operations and administration of the office. Certified/Licensed Behavioral Analyst.

Overview

25
25
years of professional experience

Work History

Director of Human Resources and Culture

EyeTech Digital Systems
Tempe, AZ
01.2022 - Current

Part of a five-member leadership team which operated without a CEO

  • Ownership of all HR, employment law, and payroll functions, including policy and procedure writing and enforcement, leadership team training and development, benefits, staffing, internal investigations, and employee development and employee relations
  • Successfully recruited and onboarded 35 employees in 11 months
  • Created and implemented annual performance review process
  • Assisted with company financials.

Director of Human Resources

Fresh Start Women's Foundation
Phoenix, AZ
08.2021 - 12.2021
  • Strategic partner to the CFO, the CEO and the senior leaders of the Fresh Start Women’s Foundation
  • Created, administered and implemented company-wide human resources policies, procedures, and practices in accordance with stated organizational objectives and federal and state legal requirements
  • Served as a liaison for Fresh Start's P.E.O (Professional Employer Organization) communications and processes
  • Recruited and interviewed candidates; provided management with hiring recommendations
  • Coordinated hiring process, including but not limited to conducting background and reference checks, negotiating salary offers, and issuing job confirmation letters and other internal communication
  • Coordinated and/or conducted employee-relations activities and programs including but not limited to ..
  • Employee counseling, interpretation of policies, new employee orientation, and employee recognition programs
  • Coordinated programs to attract qualified candidates through the design and placement of position announcements, advertising, and/or participation in job fairs
  • Conducted exit interviews with employees; communicated findings to management
  • Responded to inquiries regarding the organization's processes, policies, procedures, and programs
  • Conducted ongoing information and training sessions to develop employees and provide support and problem resolution
  • Identified potential employee-relations issues and made recommendations to management
  • Managed the diversity and inclusion policies and procedures
  • Maintained company compliance with local, state and federal laws, in addition to established organizational standards.
  • Directed each phase of hiring process, encompassing employment verification, employee relations investigations, criminal background checks and onboarding.
  • Collaborated on hiring and training of new employees, professional growth of staff and team building and motivation.

Human Resource Business Partner/Executive Assistant

CooperVision
Gilbert, AZ
03.2019 - 07.2021
  • Handled day-to-day office administration and executive assistance to the President
  • Managed a $5M Opex budget
  • Successfully recruited and onboarded 11 senior executives for global positions in 9 countries
  • Designed and implemented LEAD, a new training program for all managers and leaders (a formal training program did not exist prior)
  • Created and implemented company-wide annual wellness plan and activity calendar
  • Created and supported Employee Advocate Program which tackles main concerns of employees in all departments and implements action plans to create a more balanced workforce
  • Handled the day-to-day human resource responsibilities for a global medical device organization, with 175 local employees, which grew by 50% YOY
  • Managed 10 direct reports- Executive Assistants and HRBP’s across the globe who managed the day-to-day human resource and administrative responsibilities for their specialty divisions
  • Established a communication protocol to coach leaders into settling personality and cultural differences of a global organization
  • Assisted with mergers and acquisitions of three companies; one in the US and two in Europe
  • Planned offsite event and activities such as holiday events, conferences, board meetings and employee appreciation events
  • Managed international travel for executives
  • Identified HR training needs and conducted training for employees and leadership while recommending approaches to effect continual improvements in business objectives, productivity and within company to reach business goals.
  • Investigated and liaised with legal department to respond to complaints of harassment, discrimination, employee grievances and other sensitive issues and prepared position statements for EEOC.

Accounting Manager/SEO Manager/Behavioral Analyst/Trend Analyst/Manager of User Experience/Marketing Specialist

Universal Technical Institute
Scottsdale, AZ
06.2014 - 03.2019
  • Handled day-to-day office administration and executive assistance
  • Managed all aspects of accounting and Human Resources for a $60M department, including coaching and training, talent acquisition, compiled and tracked department strategic and resource plans, reporting on various monthly and quarterly metrics to the organization and the Board, budgeting, monthly accounting closes and SEC reporting
  • Handled all aspects of marketing user experience planning, assessment and compilation of recommendations
  • This included being the company expert on Google Analytics, behavioral analysis, administering the User Testing relationship (including review, summary and recommendations from user tests), and performing competitive assessments of websites and usability
  • Acted as solitary resource/expert who managed the Search Engine Optimization (SEO) tool to identify opportunities and make recommendations to implement website changes to keep our website in the top of search rankings
  • Coordinated and managed all marketing contracts
  • Responsible for all project management functions and operations for efforts within the marketing department, including research, training and onboarding of all new software packages (WorkFront, BrightEdge, Google Analytics, etc.)
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed journal entries, collection efforts, reconciliations and payroll processing.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Investigated daily variances and corrected errors to resolve discrepancies.

Executive Assistant/Human Resource Business Partner/Project Manager

University of Phoenix
Phoenix, AZ
12.2011 - 06.2014
  • Provided administrative assistance and HR Business Partner support to three Vice Presidents, including interviewing, hiring, training, scheduling, travel planning, database management, time and task management, budgeting, profit and loss statement preparation and analysis, etc
  • Reported on human capital metrics to the organization and the Board
  • Conducted research and provided statistical data and reports on all university related topics, including competitor analysis
  • Maintained office supply inventory and budget; prepared purchase orders and requisitions for the finance and operations departments
  • Planned offsite/out of state meetings and events
  • Prepared employee annual and semi-annual reviews for Vice President direct reports
  • Scanned and maintained confidential employee information and records.
  • Communicated with potential hires to provide clarity on expected tasks, compensation and policies.
  • Maintained employee and contract files to keep company in compliance with current laws and coordinate office activities and vendor relations.

Executive Administrator/Financial Analyst/Human Resource Specialist

OfficeMax
Scottsdale, AZ
02.2006 - 12.2011
  • Helped staff and train employees for 150 stores across the western United States
  • Helped create incentive plans for management goals and sales competitions
  • Managed day-to-day human resources for 150 stores across the western United States
  • Provided executive administrative support to Territory Senior Vice President, including scheduling, travel planning, database management, budgeting, profit and loss statement preparation and analysis, etc
  • Planned offsite/out of state meetings and events
  • Prepared employee annual and semi-annual reviews for 17 District Managers and 4 Directors
  • Community captain- Responsible for organizing fund raisers, volunteer events and raising funds for various charities locally and across the Western United States
  • Traveled to stores across the western United States to train, inspect and motivate teams
  • Developed and executed HR policies and programs, workforce and job development, recruitment and hiring, compensation and benefits and employee and labor relations to build staff-focused human resources office culture.
  • Maintained company compliance with local, state and federal laws, in addition to established organizational standards.
  • Developed succession plans and promotion paths for staff.
  • Directed hiring and onboarding programs for new employees.
  • Provided updates on HR policy changes to employees to satisfy compliance and state laws.

Office Manager/Sales Administrator

Legacy Building
Scottsdale, AZ
11.2003 - 02.2006
  • Provided executive administrative support to owners, CEO, Senior Vice President, Sales Manager and General Manager of Residential General Contractor/Remodeling Company
  • Managed hundreds of accounts and provided customer assistance to thousands of clients
  • Organized/coordinated bi-monthly Employee Appreciation Events and company year-end event
  • Prepared reports for, scheduled and attended meetings and provided appropriate support
  • Maintained office supply inventory and budget
  • Coordinate entering of all contracts, commissions and client correspondence
  • Handled day-to-day operations and general maintenance of office
  • Assisted Controller with Accounts Payable and Accounts Receivable
  • Assisted with employee screening and interview process
  • Coordinated temporary help as needed
  • Managed front office and interface with all clients, subcontractors, vendors and guests
  • Created, documented and maintained operations manual and standard operating procedures
  • Managed all marketing materials
  • Organized all offsite events, home shows, etc., including preparation of presentations

Office Administrator/Executive Assistant

Guardian Financial Planning
Scottsdale, AZ
04.2003 - 10.2003
  • Provided human resource and administrative support to CEO and President
  • Managed hundreds of accounts and provide customer assistance to over a thousand clients
  • Implemented new filing system to better utilize space and provide better functionality
  • Answered multi-line phone system
  • Organized offsite events and seminars
  • Scheduled, attended meetings and provided appropriate support

Office Administrator/Executive Assistant

Oxford Life Insurance
Phoenix, AZ
04.2002 - 04.2003
  • Provided human resource and administrative support for Chief Executive Officer and Chief Operations Officer; supervised reception and mailroom staff
  • Worked closely with Compliance/Legal Department to research most current medical/privacy laws and practices in all 50 states
  • Researched and implemented new ACD line for Medical Department- reduced hold times and lost calls by 50%
  • Implemented new online ordering/purchasing system to better utilize time and budget

Inspections Manager

SimplexGrinnell Fire Protection
Phoenix, AZ
12.2000 - 04.2002
  • Maintained extensive customer database; handled all aspects of Inspections Department including invoicing, writing contracts, preparing bid packages, customer service and walking job sites
  • Managed 25 sales representatives/technicians and 2 Administrative Assistants, including hiring, training and dispatching/scheduling
  • Implemented new training program/incentive program; reduced turnover by 75%
  • Organized offsite events
  • Prepared and distributed sales reports, budget reports, etc.

Executive Secretary/Analyst, •Executive Administrative Assistant, President and Vice President

FitzGibbons, Tharp & Associates
Phoenix, AZ
04.1999 - 12.2000
  • Created extensive amounts of legal/professional correspondence and maintained coordinating logs, files and databases; researched and created quarterly status reports for several companies in Receivership for the purpose of filing with the State
  • Maintained busy travel and meeting schedules
  • Served as the hub of communication for and between traveling consultants, clients, expert witnesses and attorneys

Executive Administrative Assistant, •Executive Assistant

PKS, Inc
Phoenix, AZ
10.1997 - 04.1999
  • Regional Vice President and Human Resource Manager- maintained schedules, provided clerical and phone support and greeted clients; handled all ordering of office supplies; administered background checks for potential employees; maintained Human Resource database and files
  • Implemented new filing system for increased productivity in the Human Resource Department
  • Maintained a 200+ extension computerized phone system, including programming, troubleshooting and repairing; tracked and documented hold trends, etc
  • Organized off-site events

Education

Masters of Science - Accountancy

University of Phoenix
12.2019

Masters in Business Administration - Finance and Business Management

University of Phoenix
12.2017

Bachelors - Business Science, Finance and Human Resource Management

University of Phoenix
2015

Skills

  • Human Resources Management Systems
  • Team training, development and coaching
  • Status Updates
  • Procedures Compliance
  • Cross-Functional Collaboration
  • Candidate Searching
  • Policy Improvement Recommendations
  • Health and Safety Programs
  • Compensation and Benefits Administration
  • Termination Documentation
  • Grievance Resolution
  • Performance Management Systems

Timeline

Director of Human Resources and Culture

EyeTech Digital Systems
01.2022 - Current

Director of Human Resources

Fresh Start Women's Foundation
08.2021 - 12.2021

Human Resource Business Partner/Executive Assistant

CooperVision
03.2019 - 07.2021

Accounting Manager/SEO Manager/Behavioral Analyst/Trend Analyst/Manager of User Experience/Marketing Specialist

Universal Technical Institute
06.2014 - 03.2019

Executive Assistant/Human Resource Business Partner/Project Manager

University of Phoenix
12.2011 - 06.2014

Executive Administrator/Financial Analyst/Human Resource Specialist

OfficeMax
02.2006 - 12.2011

Office Manager/Sales Administrator

Legacy Building
11.2003 - 02.2006

Office Administrator/Executive Assistant

Guardian Financial Planning
04.2003 - 10.2003

Office Administrator/Executive Assistant

Oxford Life Insurance
04.2002 - 04.2003

Inspections Manager

SimplexGrinnell Fire Protection
12.2000 - 04.2002

Executive Secretary/Analyst, •Executive Administrative Assistant, President and Vice President

FitzGibbons, Tharp & Associates
04.1999 - 12.2000

Executive Administrative Assistant, •Executive Assistant

PKS, Inc
10.1997 - 04.1999

Masters of Science - Accountancy

University of Phoenix

Masters in Business Administration - Finance and Business Management

University of Phoenix

Bachelors - Business Science, Finance and Human Resource Management

University of Phoenix
Katrina Brooke Ballard