Summary
Overview
Work History
Education
Skills
Websites
Volunteer Experience
References
Certifications And Skills
References
Timeline
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Kerry Schortzman

Kerry Schortzman

Monument,CO

Summary

Results-oriented Operations Leader with a successful track record at Transformed Hearts Counseling Center, Inc., specializing in financial analysis and operational enhancements. Recognized for exceptional leadership, high integrity, and a strong work ethic, driving performance through effective team management and strategic budgeting. Proven ability to network for growth initiatives and execute marketing strategies that amplify brand visibility.

Overview

30
30
years of professional experience

Work History

Executive Director

eAdmin Design Solutions
Monument, CO
01.2013 - Current
  • Support Small Businesses, Non-Profits & Individuals
  • Established hosting for each website and completed go-live process by uploading sites to host account.
  • Designed and developed responsive websites optimized for mobile and desktop platforms.
  • Reviewed information and elements regularly on websites and pages for accuracy and functionality.
  • Designed websites, portals, and large-scale web applications for multiple clients.
  • Provided technical support related to web design issues.
  • Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.
  • Inputted journal entries into accounting software system.
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Documented transaction details to track and manage financial data.
  • Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
  • Prepared bank deposits and recorded cash receipts.
  • Reviewed transactions, issued checks and updated ledgers and budgets.
  • Prepared financial statements, including balance sheets and income statements, for review by management.
  • Handled bi-weekly payroll services for company employees.
  • Assisted in the preparation of financial reports including balance sheets, income statements, and statement of cash flows.

Director of Operations

Transformed Hearts Counseling Center, Inc.
Denver, CO
09.2008 - Current
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Established operational guidelines and identified opportunities for improvement.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Maintained budgeting documents for accurate tracking of expenses.
  • Analyzed data across variety of sources to identify trends, patterns and areas of opportunity.
  • Monitored inventory levels to ensure adequate stock was available at all times.
  • Assessed and evaluated business procedures and implemented structure to improve day-to-day operations.
  • Oversaw the implementation of new technology solutions designed to streamline processes.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Directed or coordinated financial or budget activities to fund operations and maximize investments.
  • Contributed to organizational strategic direction to improve products and services.
  • Implemented campaigns and promotions to help with developing goods and services.
  • Resolved customer service issues in a timely manner while maintaining high levels of customer satisfaction.

HR Generalist

Seating Concepts (SCI Custom) & Ameriscan Designs
, IL
05.2020 - 03.2025
  • Developed and implemented employee onboarding programs to accelerate new hire integration and productivity.
  • Maintained accurate records of personnel data in the HRIS system.
  • Developed training programs for new hires and existing employees.
  • Managed recruitment processes, including job postings and interviews.
  • Conducted exit interviews and completed employment termination paperwork.
  • Hired employees and processed hiring-related paperwork.
  • Monitored company compliance with labor regulations at all levels.
  • Collaborated with internal stakeholders to ensure effective communication between departments.
  • Prepared or maintained employment records using human resources management system software.
  • Established and maintained trusted relationships around organization to optimize business and employee experience.
  • Identified opportunities to improve HR programs and proposed solutions to increase efficiencies.
  • Interpreted and explained human resources policies, procedures or regulations.
  • Implemented performance management systems, including performance appraisals and goal setting, to boost productivity.
  • Worked cross-functionally to optimize efficiency and execute on HR business processes.
  • Addressed harassment allegations, work complaints or other employee concerns.
  • Conducted employee onboarding process, orientations, and exit interviews.
  • Worked with HR department to devise and update policies as needed for corporate accountability and workplace health.
  • Established and generated various reports to verify HR compliance.
  • Maintained human resources records by processing applications and resumes.
  • Advised management and staff on labor laws and HR policies, reducing legal risks and ensuring regulatory compliance.
  • Analyzed employment-related data and prepared reports.
  • Administered employee benefits programs, including health insurance and retirement plans, ensuring compliance with federal and state regulations.
  • Assisted with payroll processing by verifying timekeeping records.
  • Conducted annual salary surveys and analyzed compensation data to maintain competitive and equitable pay structures.

Staff Accountant (AP/AR)

Seating Concepts (SCI Custom) & Ameriscan Designs
, IL
05.2020 - 12.2024
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Delivered superior level of customer service to small business clients.
  • Participated in special projects as needed.
  • Interacted with internal and external auditors to help complete audits and resolve issues.
  • Managed accounts payable and receivable, improving cash flow management.
  • Assessed accuracy, completeness, and integrity of corporate financial records.
  • Managed financial operations, month-end reporting, financial schedules and reconciliations.
  • Performed audits of operational and financial areas to check compliance.
  • Reviewed accounts payable invoices for accuracy prior to payment processing.
  • Analyzed financial data to support management in decision making.
  • Performed month-end close activities such as accruals, amortization, allocations.
  • Developed and maintained internal financial reports for senior management.
  • Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.

Independent Contractor | Virtual Assistant

Belay Solutions
, GA
01.2018 - 01.2021
  • Provide HR support, such as payroll, time tracking, employee benefits, and expense reports.
  • Process all U.S.-based financial and bookkeeping needs.
  • Support U.S.-based project work, as requested.
  • Proactively address, coordinate efforts, and prepare all marketing collateral, including real estate committee packages, market analysis, property tour material, proposals, marketing brochures, flyers, playcards, and client presentations.
  • Collect research data for marketing materials, such as demographics, vehicle counts, number of units, and current tenants in the surrounding area.
  • Create specialty mapping, such as site suitability analysis, using client-specific custom variables and matrices.
  • Maintain files pertinent to the project, client, and company resources, including databases, filing systems, internet sites, and reference materials.
  • Manage the marketing schedule, including drafting, formatting, and dissemination of professional and property-related press releases to appropriate media contacts and outlets.
  • Maintain company and personal social media accounts, such as Instagram, Facebook, LinkedIn, Twitter, and the Carolina Retail Experts webpage.
  • Maintain the company website, blog posts, featured properties, case studies, and listings.
  • Prepare weekly eBlasts and a monthly newsletter.

Marketing & Development Support Specialist

Compassion International
Colorado Springs, CO
01.2016 - 12.2016
  • Provided advocacy support to children.
  • Managed logistics for various marketing initiatives.
  • Demonstrated unwavering commitment to achieving results-driven outcomes.
  • Recorded information across various technology platforms.
  • Tracked and researched sponsorships, payments, project locations, child availability, and provided knowledge of resources and collateral to promote Compassion.
  • Collaborated across various teams to ensure effective support.
  • Supplied executive backing to allocated Relationship Managers and Directors.
  • Collaborated effectively as a team member.
  • Assisted directors with quarterly budget preparations.
  • Supported special projects.

Executive Assistant to Master Jay K. Lee

U.S. Taekwondo Center
Monument, CO
01.2012 - 12.2013
  • Performed data entry tasks into various software programs including MS Excel spreadsheets.
  • Coordinated with internal departments on a regular basis to ensure efficient functioning of day-to-day operations.
  • Facilitated communication between senior management and staff.
  • Maintained confidential records and files related to executive operations.
  • Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
  • Responded promptly to inquiries from customers or clients regarding products or services offered by the company.
  • Wrote and distributed executive meeting agendas and minutes to department heads and executive team members.
  • Developed and maintained U.S Open website
  • Delivered accurate bookkeeping services consistently.
  • Monitored incoming emails and responded accordingly in a timely manner.

Medical Transcriptionist

Self-Employed
Lincoln, NE
01.2007 - 12.2008
  • Facilitated precise documentation for healthcare professionals specializing in pediatrics and general medicine.
  • Compiled SOAP notes and preoperative history and physical reports.
  • Transcribed medical dictation from physicians, including patient histories, physical examinations and discharge summaries.

Director of Communications/Assistant Treasurer

MiddleCross Church
Lincoln, NE
01.2004 - 12.2007
  • Provided communication support for staff, committees, and church organizations.
  • Coordinated development processes for both external website and internal community database.
  • Delivered assistance in managing Toshiba key system.
  • Developed printed materials using multiple software applications with precision.
  • Oversaw utility payments, account deposits and withdrawals, as well as financial reporting to the Treasurer and congregation.

Operations Analyst/Network Professional

Lincoln Benefit Life (A Subsidiary of Allstate)
Lincoln, NE
01.1995 - 12.2005
  • Designed telecommunications infrastructure architecture projects with effective coordination.
  • Delivered telecom and infrastructure assistance for every designated project.
  • Succeeded in meeting project deadlines.
  • Decreased long-term ownership expenses.
  • Streamlined business processes.
  • Collaborated with Areas of Responsibility to deliver effective business solutions.
  • Established comprehensive IT guidelines.
  • Optimized technology utilization to enhance business value.
  • Maintained optimal infrastructure availability.
  • Executed deployment of advanced contact center adjuncts for Allstate Financial.
  • Executed network requests and planned telecom capacity.
  • Transformed call management reports through tailored designs using CMS Report Designer.

Senior Analyst/Network Professional

Lincoln Benefit Life (A Subsidiary of Allstate)
Lincoln, NE
01.1995 - 12.2005
  • Developed complex routing structures for streamlined communication flow.
  • Performed administration and trouble resolution for the following adjuncts: AVAYA Definity G3R, Octel Overture Aria 250, Veramark E-CAS (Call Accounting System), CMS CentreVu Explorer/Supervisor, SYMON 2000 readerboards, and Witness Equality.
  • Performed regular system backups monthly.
  • Managed and updated the call management system database.
  • Educated staff in operating telecommunications technology.

Associate Analyst

Lincoln Benefit Life (A Subsidiary of Allstate)
Lincoln, NE
01.1995 - 12.2005
  • Acted as liaison with vendors to resolve hardware and software issues.
  • Executed troubleshooting for PBX malfunctions.
  • Oversaw distribution and authorization of cellular phones and communication devices.
  • Delivered statistical reports to senior management.
  • Managed logistics of personnel and telecom equipment.

Analyst

Lincoln Benefit Life (A Subsidiary of Allstate)
Lincoln, NE
01.1995 - 12.2005
  • Programmed adjustments to PBX systems, including Nortel Option 81C Release 23.
  • Executed adds, moves, and changes to enhance the Octel Overture 250 system.
  • Formulated strategic plans addressing existing and anticipated communication requirements.
  • Collaborated with management to address telecommunication needs.
  • Supported HR Applicant Tracking System (APTS).
  • Executed fundamental maintenance tasks on telecom systems.
  • Created, executed and instructed comprehensive telecom training for new hires.
  • Designed detailed educational resources to streamline understanding of telecom systems.

Human Resource Support Secretary

Lincoln Benefit Life (A Subsidiary of Allstate)
Lincoln, NE
01.1995 - 12.2005
  • Conducted technical support for software problems in the HR team.
  • Collaborated with IT personnel on technical problems concerning departmental software.
  • Helped in developing and integrating the APTS (Applicant Tracking System).
  • Aided in transition of telephone directory from AS400 to Microsoft Access.
  • Supported salary management and recorded weekly timekeeping data.
  • Executed critical employment function assistance.
  • Launched and supported pre-employment testing processes.
  • Implemented efficient human resources workflows.
  • Facilitated communication with hiring supervisors concerning employment paperwork.
  • Processed paperwork required for new hires in HR database.

Human Resource Support Associate

Lincoln Benefit Life (A Subsidiary of Allstate)
Lincoln, NE
01.1995 - 12.2005
  • Computed salary adjustments.
  • Developed software for HRS data entry.
  • Innovated and introduced standardized HR paperwork.
  • Performed modifications to address and telephone records.
  • Aided in the processes for applicants and employees.
  • Organized new employee documentation.
  • Organized guest visits and arranged meeting times.

Education

A.A.S. - Office Technology - Administration Specialization

Southeast Community College
Lincoln, Nebraska
01.1996

Skills

  • Project management
  • Financial analysis
  • Operational improvement
  • Employee training
  • Customer service
  • Compliance management
  • Performance management
  • Strategic planning
  • Relationship management
  • Business management
  • Process improvements
  • Analytical skills
  • Teamwork
  • Communication
  • Verbal and written communication
  • Teamwork and collaboration
  • Effective leader
  • Time management abilities

Volunteer Experience

Church at Briargate, Young Adult Facilitator, Women's Bible Study Facilitator, Worship Team Member, New Life Church, Sermon Transcriptionist, Women's Bible Study Facilitator, MiddleCross Church, Women's Bible Study Facilitator, Worship Team Member, Batbusters Softball, Scorekeeper, Harvest Field Corners, Web Designer, The Hayden Faith Foundation, Marketing & Communications Director, U.S. Open Taekwondo Hanmadang, Organizing Committee Member, Web Designer, Monument Academy, PTO President, The Mystery of History, Yahoo Group Moderator, TCA Cottage School, Yearbook Designer, Colorado Classix Jrs Volleyball, Web Designer/Social Media Assistant & Team Mom

References

  • Kevin Dermody, eAdmin Client, kd29784@gmail.com, (630) 839-9332
  • Master Jay K. Lee, USTC CEO, masterlee@familyblackbelt.com, (719) 488-4321
  • Julie Schwarz, eAdmin Client, jschwarz@midwestadvise.com, (630) 400-0388
  • Kathy Petprachan, VP, kpetprachan@scicustom.com, (760) 328-8300

Certifications And Skills

Allstate Learning Resource Network, MS Access: Level 1 & 2, MS Office: New Features, MS Project: Level 1, Front Page: Introduction, Project Management, Microsoft Office 365, MS Word (MOUS Expert Certified), MS Outlook (MOUS Certified), MS Access Advanced (ExecuTrain), MS Mastering Office (CompEd), Digital Marketer, Certified Email Mktg Specialist, Certified Content Mktg Specialist, Certified Search Mkt Specialist, Adobe Illustrator, Adobe InDesign, Graphic Design, Web Design (WP), Training/Speaking, Quickbooks/Epicor, ADP/BambooHR/Heartland

References

References available upon request.

Timeline

HR Generalist

Seating Concepts (SCI Custom) & Ameriscan Designs
05.2020 - 03.2025

Staff Accountant (AP/AR)

Seating Concepts (SCI Custom) & Ameriscan Designs
05.2020 - 12.2024

Independent Contractor | Virtual Assistant

Belay Solutions
01.2018 - 01.2021

Marketing & Development Support Specialist

Compassion International
01.2016 - 12.2016

Executive Director

eAdmin Design Solutions
01.2013 - Current

Executive Assistant to Master Jay K. Lee

U.S. Taekwondo Center
01.2012 - 12.2013

Director of Operations

Transformed Hearts Counseling Center, Inc.
09.2008 - Current

Medical Transcriptionist

Self-Employed
01.2007 - 12.2008

Director of Communications/Assistant Treasurer

MiddleCross Church
01.2004 - 12.2007

Operations Analyst/Network Professional

Lincoln Benefit Life (A Subsidiary of Allstate)
01.1995 - 12.2005

Senior Analyst/Network Professional

Lincoln Benefit Life (A Subsidiary of Allstate)
01.1995 - 12.2005

Associate Analyst

Lincoln Benefit Life (A Subsidiary of Allstate)
01.1995 - 12.2005

Analyst

Lincoln Benefit Life (A Subsidiary of Allstate)
01.1995 - 12.2005

Human Resource Support Secretary

Lincoln Benefit Life (A Subsidiary of Allstate)
01.1995 - 12.2005

Human Resource Support Associate

Lincoln Benefit Life (A Subsidiary of Allstate)
01.1995 - 12.2005

A.A.S. - Office Technology - Administration Specialization

Southeast Community College

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