Jonathan Mahaffey

Plan Specialist at PenServ Plan Services, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Lexington County, South Carolina, United States, US

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Credentials

  • BarPrep
    BarSmarts/Pernod Ricard

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Plan Specialist
      • Sep 2022 - Present
    • United States
    • Human Resources Services
    • 700 & Above Employee
    • Verifications Researcher
      • Feb 2020 - Sep 2022

      Verified the employment and education histories of applicants through the use of online databases and direct contact with previous employers and schools. Verified the employment and education histories of applicants through the use of online databases and direct contact with previous employers and schools.

    • United States
    • Beverage Manufacturing
    • 700 & Above Employee
    • Business Analyst
      • Oct 2016 - Jul 2019

      Supported a 15-person supplier-dedicated sales team through setup and maintenance of items and pricing in the company’s sales system and AS/400 orders-to-cash system Utilized Excel and Business Objects skills to produce incentive trackers for the sales team and sales & financial reports and trackers for management Developed and maintained a deal fulfillment tracker to help ensure that customers receiving volume discounts were purchasing the required case quantities Supported a 15-person supplier-dedicated sales team through setup and maintenance of items and pricing in the company’s sales system and AS/400 orders-to-cash system Utilized Excel and Business Objects skills to produce incentive trackers for the sales team and sales & financial reports and trackers for management Developed and maintained a deal fulfillment tracker to help ensure that customers receiving volume discounts were purchasing the required case quantities

    • United States
    • Retail Office Equipment
    • 700 & Above Employee
    • Electronic Invoice Liason
      • Jun 2015 - Oct 2015

      Researched possible billing errors in AS/400 account management system to ensure that customer accounts were correct Adjusted and resubmitted invoices to customers, reducing the accounts receivable backlog and allowing for payment to be received Researched possible billing errors in AS/400 account management system to ensure that customer accounts were correct Adjusted and resubmitted invoices to customers, reducing the accounts receivable backlog and allowing for payment to be received

    • Insurance
    • 1 - 100 Employee
    • Enrollment Systems Coordinator III
      • May 2013 - Mar 2015

      Ensured an error-free customer experience by conducting user site testing of third-party enrollment sites to ensure accuracy and functionality prior to the start of enrollment Served as liaison between the vendor & Aflac’s Compliance Department ensuring that the enrollment website was in compliance with all applicable regulatory requirements, avoiding penalties and fines Served as a Subject Matter Expert for a Rapid Change Event designed to reduce costly rate discrepancies between Aflac, vendors, and customers Show less

    • AP Processor I
      • Sep 2012 - Jan 2013

      Assisted in processing invoices in a high-volume accounts payable environment Identified and corrected any invoice OCR errors made by the Kofax imaging software Assisted in processing invoices in a high-volume accounts payable environment Identified and corrected any invoice OCR errors made by the Kofax imaging software

    • Azerbaijan
    • Online Media
    • Accounts Payable Data Entry
      • Feb 2011 - Jul 2012

      Assisted in processing of a backlog of invoices payable by entering invoice data into the AS/400 account management system for approval Submitted approved invoices for payment to vendor Assisted in processing of a backlog of invoices payable by entering invoice data into the AS/400 account management system for approval Submitted approved invoices for payment to vendor

    • Accounting Clerk
      • May 2007 - May 2010

      Provided manual monthly rebate & volume discount reporting, using pivot tables in Excel, to sector managers while an automated reporting system was in development Aided managers by researching any missing rebates or discounts in SAP or the rebate team's Access database, ensuring all credits were received and posted to the correct accounts Maintained monthly account reconciliations for 8-12 rebate accounts and prepared journal entries in SAP Streamlined new employee onboarding by creating written documentation for procedures and providing training Show less

    • United Kingdom
    • 1 - 100 Employee
    • Accounting Clerk
      • Jun 2006 - May 2007

      Expedited the integration of newly acquired subsidiary by transferring the subsidiary’s payroll data to the Compass Group accounting database Expedited the integration of newly acquired subsidiary by transferring the subsidiary’s payroll data to the Compass Group accounting database

    • United States
    • Non-profit Organizations
    • 400 - 500 Employee
    • Data Entry Operator 3
      • Jun 2003 - Apr 2006

      Served as key contributor in meeting department’s 97% accuracy goal by performing quality control checks on processed work Increased departmental efficiency by cross-training staff members from other departments to handle basic tasks during busy periods Simplified processing of the forms generated by callers responding to the ministry’s telecasts by working with IT to implement a web-based data entry interface Enhanced ministry responsiveness to the public by handling certain overflow calls from the response center Show less

Education

  • Midlands Technical College
    Business Analyst Certificate
    2016 - 2016
  • University of North Carolina at Charlotte
    MACC (unfinished), Accounting
    2010 - 2011
  • Appalachian State University
    B.S., History
    1998 - 2002

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