Experience

Symitar

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Project Analyst, Advanced - Software Acceptance Management

  • Dec 2019 - Present

• Application Support Analyst, Advanced- Implementations

  • Apr 2017 - Dec 2019

  Work directly with Credit Union executives and back office staff to setup Episys as the Credit Union’s core banking software. Including, traveling to client sites to setup, train and test the new system environment to ensure the client is ready for a successful “Go Live” date on Episys software. Setup and support back office staff on core system functionalities including but not limited to: Parameter/Default Manager, Goodnight process, CLOSEDAY, ACH (Automatic Clearing House) & Drafts processing, Payroll, Episys Core Modules, and Job File Creation.Leading liaison to set up financial institutions 3rd party vendor extract files which include: Credit Reporting, Statement Generation, Loan Insurance premiums, ACH and Draft Return files, Wires, IRS Forms, and FIDM/FINCEN. Follow strict implementation schedule to ensure all processes are in place and meet deadlines according to timeline. Ensure communication line between Credit Union executives is clear, comfortable and familiar so that all matters and concerns are being addressed, answered and escalated to other parties if needed. Show less

• Application Support Analyst– Implementation & Support - GL

  • Apr 2013 - Apr 2017

  Leading General Ledger liaison to Credit Union Clients converting to the Episys installation software system.Work closely to train and support back office staff on the General Ledger Module to ensure clients are prepared for a successful software conversion. Including but not limited to: General Ledger Accounts, Accounts Payable, Fixed Assets & Prepaids, Financial Reports (including Budget and Historical data with variances), Dividends & Interest Accruals, FASB 91 Amortization, FR2900, Reconciliation, NCUA AIRES, DataLink Software System (used to complete the NCUA Call Report 5300), Asset Liability Management (ALM).Ensure existing products and processes are mapped and tested accordingly before going to Live production. Including but not limited to performing the set up for: Creating Chart of Accounts, GL Mapping of transactions, Parameters set-up, Job Files setup, testing outgoing and incoming files, analyze reports to follow practices and procedures in accordance with compliance standards.Provide General Ledger support for existing Symitar clients via CRM software.Manage support cases (30+ cases on average) to assist clients with troubleshooting, questions and system functionalities via CRM software designed for customer interaction. Including but not limited to: Share and Loan to GL Balancing, GL Reconciliation, Module Training and set up (Participation Loan, Escrow, Indirect/DRA Lending). Show less



The Art Institutes

• United States
• Higher Education
• 700 & Above Employee

• Accountant

  • Oct 2008 - Apr 2013

  Processes drop calculation tuition and fee/credit in accordance with EDMC and state agency policies for Middle of Quarter (MOQ) and End of Quarter (EOQ) drops. Execute manual adjustments to student's account and calculate/process refund, if any, ensuring compliance with the EDMC refund distribution policy.Perform monthly, quarterly, and yearly closings that conform to GAAP, including recording all journal entries to the general ledger in a timely and accurate manner.Accurately and independently maintain, audit and analyze the accounting records for all students, keeping the lowest accounts receivable possible, within the guidelines, policies, and procedures of the school. Show less

• Financial Aid Officer

  • Jan 2007 - Oct 2008

  Develop, negotiate, and finalize student financial plan consistent with financial planning policies and procedures and with Federal/State regulations for awarding federal/private aid.Work closely with new, continuing and re-entry students and their families to ensure the plan and re-plan continue to best meet the family’s needs. Council students on all acceptances and other matters related directly to the student financial plan. Assist students/parents with the completion of the Free Application for Federal Student Aid (FAFSA) and discuss award eligibility.Review and submit weekly reports in accordance with Sarbanes-Oxley compliance. Show less



Union Bank

• United States
• Banking
• 700 & Above Employee

• Financial Service Representative

  • 2004 - 2007

  Selling multiple services to new and existing customers by interview and FINAP process. Identifying their needs and acquainting them with bank products and services. Perform clerical duties as assigned and as related to opening new accounts. Telemarketing and follow up on BIA and teller referrals. Selling multiple services to new and existing customers by interview and FINAP process. Identifying their needs and acquainting them with bank products and services. Perform clerical duties as assigned and as related to opening new accounts. Telemarketing and follow up on BIA and teller referrals.