Experience

FedEx Dataworks
• IT Services and IT Consulting
• 200 - 300 Employee
• FP&A Analyst III

  • Nov 2021 - Present

IFSC
• United States
• Financial Services
• 1 - 100 Employee
• Accounting and Operations Supervisor

  • Aug 2020 - Mar 2021


The Bensman Group

• United States
• Financial Services
• 1 - 100 Employee

• Staff Accountant

  • Mar 2007 - Dec 2020

  · Responsible for semi-monthly payroll and employee benefits administration, including 401k processing and compliance · Maintained vendor relationships, accounts payable, and processed insurance commissions, documentation and payouts to producers · Completed bank reconciliations for multiple accounts and managed banking relationships · Responsible for accurate income statements and balance sheets, month-end closing, communicating financial updates to upper management, and… Show more · Responsible for semi-monthly payroll and employee benefits administration, including 401k processing and compliance · Maintained vendor relationships, accounts payable, and processed insurance commissions, documentation and payouts to producers · Completed bank reconciliations for multiple accounts and managed banking relationships · Responsible for accurate income statements and balance sheets, month-end closing, communicating financial updates to upper management, and working with CPAs for tax needs and year-end closing · Collaborated with management to create annual budget and cash-flow management · Managed insurance direct bill process, including accounts receivable and trust account · Worked with broker-dealer on securities payouts to advisors · Helped implement accounting software conversion from QuickBooks to Applied Epic · Streamlined commissions process utilizing Excel · On-boarded new insurance producers and explained commissions payout process · Trained seven managers during my tenure with the Firm Show less · Responsible for semi-monthly payroll and employee benefits administration, including 401k processing and compliance · Maintained vendor relationships, accounts payable, and processed insurance commissions, documentation and payouts to producers · Completed bank reconciliations for multiple accounts and managed banking relationships · Responsible for accurate income statements and balance sheets, month-end closing, communicating financial updates to upper management, and… Show more · Responsible for semi-monthly payroll and employee benefits administration, including 401k processing and compliance · Maintained vendor relationships, accounts payable, and processed insurance commissions, documentation and payouts to producers · Completed bank reconciliations for multiple accounts and managed banking relationships · Responsible for accurate income statements and balance sheets, month-end closing, communicating financial updates to upper management, and working with CPAs for tax needs and year-end closing · Collaborated with management to create annual budget and cash-flow management · Managed insurance direct bill process, including accounts receivable and trust account · Worked with broker-dealer on securities payouts to advisors · Helped implement accounting software conversion from QuickBooks to Applied Epic · Streamlined commissions process utilizing Excel · On-boarded new insurance producers and explained commissions payout process · Trained seven managers during my tenure with the Firm Show less



JB Brown and Company

• Accounting Clerk

  • Jun 2003 - Feb 2007

  · Supervised support staff · Served as client liaison for all accounting needs · Processed payroll for over 80 different clients on a weekly basis, including transmission of Federal Tax Deposits · Set up new small businesses with proper corporate registration · Prepared daily bookkeeping services and monthly bank reconciliations for various clients · Prepared quarterly payroll tax returns · Ordered and maintained all supply needs for the office ·… Show more · Supervised support staff · Served as client liaison for all accounting needs · Processed payroll for over 80 different clients on a weekly basis, including transmission of Federal Tax Deposits · Set up new small businesses with proper corporate registration · Prepared daily bookkeeping services and monthly bank reconciliations for various clients · Prepared quarterly payroll tax returns · Ordered and maintained all supply needs for the office · Assisted CPA in other necessary accounting duties Show less · Supervised support staff · Served as client liaison for all accounting needs · Processed payroll for over 80 different clients on a weekly basis, including transmission of Federal Tax Deposits · Set up new small businesses with proper corporate registration · Prepared daily bookkeeping services and monthly bank reconciliations for various clients · Prepared quarterly payroll tax returns · Ordered and maintained all supply needs for the office ·… Show more · Supervised support staff · Served as client liaison for all accounting needs · Processed payroll for over 80 different clients on a weekly basis, including transmission of Federal Tax Deposits · Set up new small businesses with proper corporate registration · Prepared daily bookkeeping services and monthly bank reconciliations for various clients · Prepared quarterly payroll tax returns · Ordered and maintained all supply needs for the office · Assisted CPA in other necessary accounting duties Show less



Chicago Cornea Consultants

• United States
• Medical Practices
• 1 - 100 Employee

• Assistant Administrator

  • Mar 1997 - Jun 2002

  · Handled confidential personnel matters (i.e. payroll and other HR duties) · Assisted doctors' personal banking activities · Reconciled monthly bank statements for company · Processed all accounts payables and receivables · Supported outside IT consultants to complete necessary inside maintenance · Handled confidential personnel matters (i.e. payroll and other HR duties) · Assisted doctors' personal banking activities · Reconciled monthly bank statements for company · Processed all accounts payables and receivables · Supported outside IT consultants to complete necessary inside maintenance