Experience

• 

  Ascensus

  • United States
  • Financial Services
  • 700 & Above Employee

  • Revenue Assurance Analyst

    • Sep 2021 - Present

  • Office Manager

    • Jul 2018 - Sep 2021

    Ascensus acquired Swerdlin & Company in 2018. There wasn't a job title to fit everything that I was working on, so I was given the title of Office Manager. Managed billing team and assisted with monthly billing and collections, processed all monthly reporting and reconciled financials to send to Ascensus' accounting team, assisted with all accounts receivables, reviewed monthly AR reporting, worked alongside client-facing consultants to be sure we billed and collected all work completed, helped with transition from Swerdlin to Ascensus such as rebranding to FuturePlan by Ascensus and billing integration.

• 

  Swerdlin & Company

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Assistant Manager of HR

    • Jun 2014 - Jul 2018

    Processed bi-weekly payrolls, reviewed benefits and helped with annual open enrollment, processed all Accounts Payables, assisted with annual budget review, assisted with annual tax filings, managed billing department and helped with monthly billing, handled all AR processing.

  • FSA/HRA Benefits Administrator

    • Oct 2009 - Jul 2014

    Processed FSA and HRA claims for participants, answered phone calls from participants and clients, answered e-mails from participants and clients, reconciled client accounts, drafted funds from client accounts.