Alyssa Wilson
Santa Barbara
Summary
Detail-oriented and proactive Operations Coordinator with a strong track record of streamlining internal processes, supporting executive teams, and driving operational efficiency across departments—both in-office and remote.
Overview
3
3
years of professional experience
Work History
Operations Coordinator
Tehrani & Velez LLP
01.2023 - Current
- Managing the sales process by ensuring timely follow-up with prospective clients, securing necessary documents, scheduling consultations, drafting engagement letters, and maintaining clear communication with clients and internal teams
- Lead recruitment for 30+ new employees through Handshake, Indeed, cold-calling and LinkedIn; Conduct screening interviews, office tours and prepared offer letters with HR as well as supporting the on-boarding of new staff
- Reported and presented KPIs on a bi-weekly basis for our team in Irvine and in India
- Created multiple wellness and company culture initiatives like company-wide walks, quarterly themes to drive billing initiatives, and a shift to health-focused catering for employees
- Managed leadership meeting agendas and supervised meeting flow to ensure all topics are covered and meetings are timely, efficient, and key performance indicators are well-documented and communicated as well as taking meeting minutes and presenting action items at the end of meetings
- Managed leadership team schedules including scheduling meetings, sending reminders, and organizing events
- Recruited, Trained, Integrated and Managed another Operations Coordinator
Tax Intern
Tehrani & Velez LLP
06.2022 - 01.2023
- Communicated with 100+ clients to retrieve important tax documents and assisted tax accountants on data entry
- Collaborated with tax interns and accountants to ensure all tax returns were electronically filed before tax deadlines
- Learned and mastered the return deliverable process
Education
Bachelor of Arts - Business Economics
University of California Irvine
Irvine, CA08.2022
Skills
- Microsoft Office
- DocuSign & Ignition
- Indeed & LinkedIn
- Self-Starter
- Leadership
- Time Management & Organization
Timeline
Operations Coordinator
Tehrani & Velez LLP
01.2023 - Current
Tax Intern
Tehrani & Velez LLP
06.2022 - 01.2023
Bachelor of Arts - Business Economics
University of California Irvine
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