Katherine M. Maranan

**** ********** *****

Toledo, OH 43615

adjc6c@r.postjobfree.com

C: 419-***-****

QUALIFICATIONS SUMMARY

Skilled, dedicated and passionate executive leader with more than 20 years of experience coordinating, planning and supporting daily operational and administrative functions.

●Daily duties range from answering phones, organizing travel and accommodation, creating reports, filing, typing, documenting and most importantly the eyes, ears and communicator between top executives and c-level management all the way down to staff and admin team.

●Develop and maintain administrative processes to improve accuracy and efficiency for day to day functions and reduce redundancy to achieve organizational objectives.

●Highly focused and results oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages.

●Ability to foster and maintain business relationships with existing and prospective clients.

EMPLOYMENT HISTORY

GBQ PARTNERS LLC Tax Administrator Feb 2020 - PRESENT

WEBER CLARK Tax Administrator Jul 2017 – Feb 2020

Reports to Tax Partner & Tax Managers – performs coordination of tax department processes and production; administrative support functions on behalf of the firm’s professional staff, and maintains firm-related responsibilities.

●Assist tax managers to train tax staff and share firm best practices to ensure that clients receive the best possible professional services and products.

●Proficient in Microsoft Office software as well as office equipment, such as laptop, copier, telephone switchboard and other related office and software programs

●Ability to understand and fulfill oral and written directions and excellent problem solving, analytical skills and demonstrated prioritization skills.

●Coordinate all Tax Department production

oDue date reports, assigning tax jobs, following up with preparers and managers, coordinating with other departments for staff availability, generating production reports in the electronic workflow system

●Process all tax extensions

ozero extensions, add new clients to the document management system, releasing and upload all releases and acceptances to the document management system, mail paper extensions

●Coordinating all e-filing activity

orelease tax returns, upload documents to GFR, manage routings, rejections, reports and deadlines of all efiles

●Proficient in identifying, correcting, setting up new tax workflows and maintaining issues and workflows with the XCM database

●Coordinating tax organizers and annual letters to clients

●Perform administrative and firm support tasks as well as monthly billing invoices, update client billing information in Practice Management and monthly collection calls.

●Create and maintain bi-monthly tax manager meeting agendas.

●File and store hard and electronic copies of tax documents according to department organization procedures.

●Perform routine data entry work

PLANTE & MORAN, PLLC Office Manager Jul 2013 – May 2017

Responsible for the selection, interviewing, hiring and supervision of all administrative staff

●Prepared, assisted and delivered annual performance reviews for administrative staff

●Coordinated office practice development events (retirements, office celebrations, firm conference, golf outings, blood drive, flu clinics, end of the year holiday part and picnics)

●Proposal Champion for the Toledo office – updated, proofread and created proposals, documents and reports

●Coordinate and assist tax processing (CCH Axcess, Firmflow, Efile)

●Process AP invoices to ensure correct coding of accounting classification for payment

●Lead additional special projects as needed; communicate with all levels of management

●Assist with onboarding of new staff throughout the year as well as managed all technical setup for staff

●Assist with various committees to ensure awareness of budget is within firm’s standards

●Coordinated, managed and maintained voicemail systems (Microsoft Lync)

●Manage Microsoft calendars, travel and meetings for Partners and staff within the firm

●Implemented best practices for staff within the office

●Cross trained admin team to be proficient with Microsoft Office, proposals and office procedures to assist with any staff requests

TEMPORARY POSITIONS

UTMC Asst – Advanced Clinical Dept Nov 2012 – July 2013

MERGIS GROUP Recruiter Nov 2011 – Nov 2012

OWENS CORNING Marketing Administrator Feb 2010 – Nov 2011

HCR MANORCARE / HEARTLAND INFO SVCS Dec 1998 – Aug 2009 Executive Assistant Apr 2007– Aug 2009

Provided administrative support for CEO, CFO and VP’s.

●Develop monthly cost evaluations and reports; including compliance-credit, capacity, analytical and monthly forecast reports

●Responsible for the assimilation of all fiscal reports, created proposals for company operations as well as quarterly communication reports for Board of Directors meetings

●Arrange meetings, created presentations and events for over 100 attendees

●Reduced company travel expenses by identifying cost-effective travel agencies (hotel, rental car) and negotiated vendor contracts

●Preparing financial statements, reports, memos, invoices letters, and other documents.

●Answering phones and routing calls to the correct person or taking messages. Open, sort and distribute incoming faxes, company correspondence and emails of executive members

●Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.

●Reading and analyzing incoming memos, submissions, and distributing them as needed.

●Making travel arrangements for executives.

●Experience as a virtual assistant.

●Demonstrated capacity to provide comprehensive support for all levels of staff - excelled at scheduling meetings, coordinating travel, business contracts and managing tasks to facilitate organizational growth and development.

●Proven track record of accurately completing research, reporting, information management, and marketing-support activities with demanding timeframes.

Administrative Assistant to CFO & VP of Rehab Services Department Oct 2006 – Apr 2007

Sales and Marketing Support Specialist Jan 2004 – Oct 2006

Credentialing Supervisor Dec 1998 – Dec 2003

EDUCATION

University of Findlay, Findlay, OH - Bachelors of Science, Business Mgmt May 2003

Owens Community College Toledo, Ohio - Associate Degree, Accounting May 1999

TECHNICAL SKILLS

●Tax Software – Sureprep, CCH Axcess, GFR, CRM, XCM

●Microsoft Office Software – (Word, Excel, Powerpoint, Outlook, Skype)

●Google Docs, Concur, Sharepoint, Practice Management, Render

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