Stephanie Rodriguez-Vertrees
San Diego
Summary
Motivated HR professional with 15 years across diverse industries. Managed all aspects of the HR lifecycle, from recruiting top talent to benefits administration. Utilized data analysis to improve HR processes. Strong communication and interpersonal skills, fostering positive work environments. Committed to best practices for employee development and retention. Eager to contribute innovative HR strategies.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Executive Administrative & Talent Acquisition Associate
Environmental Health Coalition
07.2023 - Current
- Collaborated closely with HR partners to ensure seamless onboarding processes for all new hires.
- Developed strong relationships with candidates, fostering trust and maintaining open lines of communication throughout the recruitment process.
- Continually improved processes by gathering feedback from hiring managers, candidates, and colleagues to identify areas for enhancement.
- Implemented data-driven approaches to refine talent acquisition strategies, leading to more efficient and effective hiring practices.
- Served as a liaison between the executive team and other departments within the organization to ensure clear communication channels were maintained at all times.
- Coordinated travel arrangements for executives, resulting in cost-effective itineraries and seamless trips.
- Assisted in strategic planning sessions, contributing valuable input based on extensive knowledge of company objectives and industry trends.
- Streamlined office operations by implementing efficient administrative processes and policies.
- Handled sensitive information with discretion, maintaining confidentiality in all aspects of the role.
- Enhanced team productivity by providing comprehensive executive support, including scheduling and correspondence management.
- Organized company events and conferences, ensuring smooth execution through meticulous planning and coordination.
- Drove strategic planning efforts to align with company vision and long-term objectives.
- Prepared and presented reports to inform board on organizational progress and goals.
Purchasing & Accounting Coordinator
Nectar Product Development
08.2022 - 06.2023
- Preparing, processing, and maintaining purchase orders, receipts, and payment records
- Ensures competent quality execution of all regular purchasing duties and administrative work
- Update the Executive team with the company’s weekly utilization metrics and project burn rate
- Provide the Director of Accounting and Project Managers with accurate data to manage each development stage effectively while staying within budget
- Project management coordination with product, marketing, engineering, and operation teams.
- Supported the month-end closing process, efficiently processing journal entries and posting accruals.
- Provided exceptional customer service while resolving billing disputes or payment discrepancies with clients.
- Coordinated and monitored department workflow to maintain efficiency.
- Established key relationships with team members, upper management, customers, and partners through well-developed communication and interpersonal skills.
- Oversaw vendor activities and initiated plans to improve relationships and performance.
- Organized and processed daily accounting invoices, statements and records.
- Prepared ad-hoc financial analyses for special projects as requested by management, offering insights into potential improvements or opportunities for growth.
- Reviewed purchase orders for accuracy and compliance with company policies before approval, minimizing errors and potential disputes.
- Created purchase orders and had each signed by production managers.
- Enhanced procurement efficiency by streamlining purchasing processes and implementing cost-saving strategies.
- Monitored all purchase requisitions and handled adjustments with vendors.
- Developed strong relationships with key suppliers, fostering trust and collaboration that enabled successful negotiations.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Managed budgets effectively, ensuring resource allocation was optimized for maximum project success.
- Maintained accurate documentation of all projects, facilitating efficient audits and future reference.
- Facilitated frequent progress reports and presentations to keep management informed about ongoing activities within their respective domains.
Human Resources Generalist
O.E.M. Manufacturing & Sales, LP
07.2016 - 01.2020
- Provide administrative and business support to the CEO, President, and senior management team members with presentations, documentation, and meeting coordination
- Coordinate and book airfare, hotel, and ground transportation and prepare itineraries to facilitate successful trips
- Seamlessly interacted with colleagues to plan and complete special projects
- Collaborate with senior management to fill open positions
- Created job descriptions, posted to various job sites, and used an Applicant Tracking System to manage applicants through the screening process, interview, and job offer stages
- Perform biweekly payroll using Microsoft Excel, ADP Time and Attendance, and ADP Workforce to ensure that dozens of employees receive timely payments
- Conduct pre-screening interviews and the onboarding process for new employees, including orientation, benefits administration of health insurance, retirement accounts, and short-term disability policies
- Equipt to remote work from a home office, tech-savvy, able to troubleshoot, and resourceful
- Schedule annual performance reviews, ensure delivery of materials used for review, and schedule meetings for managers and departmental team members
- Closely worked with the accounting department to verify check reimbursements, provided accounting journal entries for every pay period, and completed yearly worker’s compensation auditing.
- Maintained up-to-date records of employee information in HRIS system ensuring accurate reporting and data-driven decisionmaking.
- Handled new-hire orientation and basic recruiting tasks for best-in-class talent identification.
- Ensured legal compliance by staying current with federal and state regulations, reducing potential risks to the company.
- Streamlined HR processes for increased operational efficiency through the development of standard operating procedures.
- Administered benefits programs effectively, ensuring accurate enrollment and timely processing of claims for employees.
- Understood, interpreted and mediated human resources inquiries to support administration of human resources policies, procedures and programs.
- Improved operational processes resulting in productivity increase in HR department.
- Provided guidance to managers and employees on talent management, payroll, FMLA and benefits.
- Served as a liaison between employees and management, addressing concerns or questions to promote open communication and maintain trust.
- Facilitated criminal background check process for new hires.
Executive Office Administrator
Wealth & Wisdom Partners
08.2014 - 07.2016
- Provide administrative support to the Senior Partner, Partner, and Accounting Manager
- Successfully managed to submit 50+ life insurance and annuity applications through the entire life cycle to insurance or annuity companies
- Provided high administrative support, such as meetings and educational workshops, and managed executive schedules
- Prepare communications between clients, executives, and insurance companies
- Follow up with clients for annual review of financial investments and update any changes to personal information relating to policies
- Utilize coordination and planning skills to achieve results according to schedule.
Patient Coordinator & Office Administrator
SBFC
09.2009 - 08.2014
- Manage new clients, existing patients, and clinic schedules for 75+ appointments daily
- Create marketing and educational material for community events
- Attend educational community events that lead to generating new patients
- Maintain and create weekly, monthly, and quarterly statistics
- Generate complete patient assessments by developing a respectful rapport with patients to understand medical histories
- Strategize and implement processes to develop and improve patient management and workflow
- Worked closely with patients to deliver excellent and direct individualized patient care
- Upheld confidentiality requirements and regulatory compliance guidelines.
- Increased efficiency of the front office operations through effective multitasking, attention to detail, and organization skills.
- Provided excellent customer service to all patients, addressing concerns and answering questions promptly and professionally.
- Handled sensitive situations with empathy when dealing with distressed patients or those facing serious health challenges.
- Maintained up-to-date knowledge on insurance policies, medical terminology, and clinic protocols in order to provide accurate information and assistance to patients.
- Reduced wait times by effectively coordinating with medical staff on patient schedules and room availability.
- Educated patients by explaining preparation instructions for upcoming procedures and tests.
- Maintained confidentiality of patient data and condition to safeguard health information.
- Assisted in the training of new Patient Coordinators, sharing best practices and ensuring consistent quality of service across the team.
Education
Bachelor of Arts - Interdisciplinary Studies- Humanities
Northern Arizona University
Skills
- G-Suite applications
- Microsoft Office
- Excel
- Outlook
- Visio
- Teams
- Sharepoint
- Powerpoint
- ADP Workforce
- Quickbooks
- Adobe Creative Suite
- Slack
- Zoom
- Trello
- Lucidchart
- Smartsheets
- Project management
- Analytical
- Effective communication
- Planning versatility
- Adaptable
- Tech-savvy
- Resourceful
- Deadline-oriented
- Detail-oriented
- Confidentiality
- Bilingual
Websites
Certification
- Professional Human Resources Management Certificate, HR Certification Institute, 04/2023
- Agile Project Leadership Certificate, LinkedIn Learning, 05/2023
- DEI for HR Certificate, LinkedIn Learning, 12/2023
- Mindful Manager Certificate, Non-Profit Solutions, 05/2024
- People Experience Strategist Certificate, Hacking HR, 06/2024
- Nonprofit Management Certification: Leading with Compassionate Accountability, 08/2024
Timeline
Executive Administrative & Talent Acquisition Associate
Environmental Health Coalition
07.2023 - Current
Purchasing & Accounting Coordinator
Nectar Product Development
08.2022 - 06.2023
Human Resources Generalist
O.E.M. Manufacturing & Sales, LP
07.2016 - 01.2020
Executive Office Administrator
Wealth & Wisdom Partners
08.2014 - 07.2016
Patient Coordinator & Office Administrator
SBFC
09.2009 - 08.2014
Bachelor of Arts - Interdisciplinary Studies- Humanities
Northern Arizona University