Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Kirsten Allen

Torrance,CA

Summary

Having been with The Ultimate Estate Planner, Inc. since March 2015, I was able to quickly advance from Administrative Assistant to Executive Assistant to the President of the company and then taking on the strategic position of Director of Operations. Through my experiences with planning and operational efficiency, I was able spearhead initiatives that significantly enhanced productivity and team performance. In addition to ensuring smooth operations, I coordinate 2-day MBA crash course events for attorneys, hires support staff for law firms, and assists the Practice Success Coach, with business coaching. My leadership training and problem-solving skills have been pivotal in driving business growth, with a strong focus on process improvement and revenue forecasting. I also support other key employees at conferences and speaking engagements, further contributing to the company’s success.

Overview

14
14
years of professional experience

Work History

Director of Operations

Ultimate Estate Planner
10.2016 - Current
  • Defined, implemented, and revised operational policies and guidelines.
  • Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
  • Oversaw day-to-day production activities in accordance with business objectives.
  • Achieved team goals through formalized training plans, coaching, and performance management.
  • Monitored budget and utilized operational resources.
  • Analyzed business operations and implemented strategies to improve operational cohesiveness.
  • Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
  • Analyzed customer feedback and identified areas for improvement to drive business success.
  • Assisted in recruiting, hiring and training of team members.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.

Executive Assistant to the President

Ultimate Estate Planner
02.2016 - Current
  • Organized and coordinated conferences and monthly meetings.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
  • Updated and maintained confidential databases and records.
  • Wrote reports, executive summaries and newsletters.
  • Coordinated events and worked on ad hoc projects.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.

Administrative Assistant

Ultimate Estate Planner
03.2015 - 02.2016
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained inventory of office supplies and placed orders.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.

Restaurant Manager

Open Sesame
01.2011 - 04.2015
  • Conducted health, safety, and sanitation process evaluations to identify and remedy any violations immediately.
  • Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
  • Developed, implemented, and managed business plans to promote profitable food and beverage sales.
  • Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
  • Reconciled cash and credit card transactions to maintain accurate records.
  • Correctly calculated inventory and ordered appropriate supplies.
  • Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
  • Assisted in development and implementation of new menus to offer variety and options to customers.
  • Coordinated with catering staff to deliver food services for special events and functions.
  • Analyzed sales data to identify trends and adjust purchasing decisions accordingly.
  • Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines.
  • Managed staff schedules and maintained adequate coverage for all shifts.

Education

Bachelor of Science - Clinical Psychology

California State University, Long Beach
Long Beach, CA
10-2012

Associate of Science - General Education

El Camino College
Torrance, CA
05-2010

Skills

  • Strategic planning and execution
  • Leadership training
  • Strategic planning
  • Operations oversight
  • Process improvement
  • Operational efficiency
  • Business management
  • Workforce planning
  • Revenue forecasting
  • Attention to detail
  • Effective leader
  • Problem-solving aptitude

Accomplishments

As Director of Operations for a small business , I successfully streamlined processes, enhancing operational efficiency and reducing overhead costs. I led cross-functional teams to implement scalable systems, resulting in a 30% increase in project completion speed and a 20% improvement in client satisfaction. By overseeing daily operations, I ensured seamless coordination between departments, improved resource allocation, and optimized workflow management. My focus on continuous improvement and data-driven decision-making contributed to a significant boost in both revenue growth and operational profitability, supporting the firm’s long-term sustainability and success.

Interests

  • Passionate about balancing physical health with mental and emotional wellness
  • Regularly practice mindfulness and meditation for overall wellness
  • Enjoying the art of baking and pastry-making, experimenting with recipes
  • Crafting and DIY Projects
  • Personal Development and Self-Improvement
  • I have a strong passion for spending quality time with my family, which allows me to recharge and maintain a healthy work-life balance

Timeline

Director of Operations

Ultimate Estate Planner
10.2016 - Current

Executive Assistant to the President

Ultimate Estate Planner
02.2016 - Current

Administrative Assistant

Ultimate Estate Planner
03.2015 - 02.2016

Restaurant Manager

Open Sesame
01.2011 - 04.2015

Bachelor of Science - Clinical Psychology

California State University, Long Beach

Associate of Science - General Education

El Camino College
Kirsten Allen