
Katherina Pelaez
@katherinapelaez
I streamline executive operations, project workflows, and financial processes for senior leadership.
What I'm looking for
At RSM US LLP, I manage executive calendars, priorities, and communications for senior tax leadership while coordinating client-engagement workflows to support timely delivery. I also streamlined filing processes to improve turnaround time and compliance.
Previously, I partnered with the CEO at Carolina Office Equipment Co. to support operations across three branches, including financial reporting, contracts, vendor management, and accounts receivable. Across more than 10 years in executive support and business operations, I bring trusted coordination, process standardization, and discretion to high-impact work.
Experience
Work history, roles, and key accomplishments
Manage executive calendars, priorities, and communications for senior tax leadership. Coordinate project workflows for client engagements ensuring timely delivery and streamline filing processes to improve compliance.
Executive Assistant to CEO and Branch Operations Lead
Carolina Office Equipment Co.
Jan 2017 - Dec 2022 (5 years 11 months)
Partnered with CEO to manage operations across three branches, overseeing financial reporting, contracts, scheduling, and coordination. Standardized workflows to improve operational efficiency and managed accounts receivable, reducing delinquency rates by approximately 10 percent.
Administrative Coordinator and Accounts Payable and Receivable
Go Home LTD
Jan 2013 - Dec 2017 (4 years 11 months)
Managed high volume customer communication across multiple channels and maintained client accounts including billing and collections. Supported sales operations by qualifying leads and coordinated company events and marketing initiatives.
Education
Degrees, certifications, and relevant coursework
Queensborough Community College
Bachelor Degree, Business Management
Pursued a Bachelor Degree in Business Management at Queensborough Community College.
Coursera
Google Project Management Certificate, Project Management
Earned the Google Project Management Certificate from Coursera.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Skills
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