Michele Kaspar
Project Accountant at Source- Claim this Profile
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English -
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French -
Topline Score
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Bio
![](https://topline.com/assets/anonymous-img-9f49529a77f944bfe705d654103d093fb9bd60ae580a6244ed866352480baec0.png)
Linda Nasfell
I worked with Michele for 9 years at Zenith American Solutions. From my first day there, she was incredibly helpful, kind, easy to communicate with and extremely knowledgeable. She was such a wonderful resource any time I had a question or needed help with anything, from teaching me different aspects of the job when I was still new, to helping me troubleshoot complex multi-departmental issues. Michele is a very analytical thinker; she is extremely detail oriented and was always the person I went to for a final review on letters and documents, knowing I could trust her editing skills to ensure nothing important was overlooked. She picks up on things very quickly and is good at understanding how systems/functions work on a larger scale and how tasks can be best accomplished, which allows her to interpret and create policies & procedures with ease. She’s fast, accurate, hardworking, organized, considerate, diplomatic and dependable. Best of all, she’s super fun to work with! I was lucky to have her as a coworker for so long and am very glad to still have her in my life as a friend.
![](https://topline.com/assets/anonymous-img-9f49529a77f944bfe705d654103d093fb9bd60ae580a6244ed866352480baec0.png)
Linda Nasfell
I worked with Michele for 9 years at Zenith American Solutions. From my first day there, she was incredibly helpful, kind, easy to communicate with and extremely knowledgeable. She was such a wonderful resource any time I had a question or needed help with anything, from teaching me different aspects of the job when I was still new, to helping me troubleshoot complex multi-departmental issues. Michele is a very analytical thinker; she is extremely detail oriented and was always the person I went to for a final review on letters and documents, knowing I could trust her editing skills to ensure nothing important was overlooked. She picks up on things very quickly and is good at understanding how systems/functions work on a larger scale and how tasks can be best accomplished, which allows her to interpret and create policies & procedures with ease. She’s fast, accurate, hardworking, organized, considerate, diplomatic and dependable. Best of all, she’s super fun to work with! I was lucky to have her as a coworker for so long and am very glad to still have her in my life as a friend.
![](https://topline.com/assets/anonymous-img-9f49529a77f944bfe705d654103d093fb9bd60ae580a6244ed866352480baec0.png)
Linda Nasfell
I worked with Michele for 9 years at Zenith American Solutions. From my first day there, she was incredibly helpful, kind, easy to communicate with and extremely knowledgeable. She was such a wonderful resource any time I had a question or needed help with anything, from teaching me different aspects of the job when I was still new, to helping me troubleshoot complex multi-departmental issues. Michele is a very analytical thinker; she is extremely detail oriented and was always the person I went to for a final review on letters and documents, knowing I could trust her editing skills to ensure nothing important was overlooked. She picks up on things very quickly and is good at understanding how systems/functions work on a larger scale and how tasks can be best accomplished, which allows her to interpret and create policies & procedures with ease. She’s fast, accurate, hardworking, organized, considerate, diplomatic and dependable. Best of all, she’s super fun to work with! I was lucky to have her as a coworker for so long and am very glad to still have her in my life as a friend.
![](https://topline.com/assets/anonymous-img-9f49529a77f944bfe705d654103d093fb9bd60ae580a6244ed866352480baec0.png)
Linda Nasfell
I worked with Michele for 9 years at Zenith American Solutions. From my first day there, she was incredibly helpful, kind, easy to communicate with and extremely knowledgeable. She was such a wonderful resource any time I had a question or needed help with anything, from teaching me different aspects of the job when I was still new, to helping me troubleshoot complex multi-departmental issues. Michele is a very analytical thinker; she is extremely detail oriented and was always the person I went to for a final review on letters and documents, knowing I could trust her editing skills to ensure nothing important was overlooked. She picks up on things very quickly and is good at understanding how systems/functions work on a larger scale and how tasks can be best accomplished, which allows her to interpret and create policies & procedures with ease. She’s fast, accurate, hardworking, organized, considerate, diplomatic and dependable. Best of all, she’s super fun to work with! I was lucky to have her as a coworker for so long and am very glad to still have her in my life as a friend.
![](https://topline.com/assets/review-image-e9f67a44f9f6b1204c8a15ab271f410a1378b83eafbaf9575ee40b82e42f038d.png)
Experience
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Source
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United Kingdom
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Facilities Services
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1 - 100 Employee
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Project Accountant
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Aug 2023 - Present
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Equity Trust Company
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United States
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Financial Services
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200 - 300 Employee
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Institutional Processor
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Jun 2021 - Nov 2021
-- Worked directly with relationship managers and contra-firms to facilitate smooth transition of incoming asset transfers of precious metals. -- Collaborated with contra-firms to determine if transfer requests were received in good order, and worked to resolve any issues. -- Reviewed and reconciled cash and In-Kind transfers to ensure all funds were received, and followed up with contra-firms when discrepancies were identified. -- Logged new client applications and opened new accounts… Show more -- Worked directly with relationship managers and contra-firms to facilitate smooth transition of incoming asset transfers of precious metals. -- Collaborated with contra-firms to determine if transfer requests were received in good order, and worked to resolve any issues. -- Reviewed and reconciled cash and In-Kind transfers to ensure all funds were received, and followed up with contra-firms when discrepancies were identified. -- Logged new client applications and opened new accounts using Innovest and Express systems. -- Responsible for onboarding and training new hires. Show less -- Worked directly with relationship managers and contra-firms to facilitate smooth transition of incoming asset transfers of precious metals. -- Collaborated with contra-firms to determine if transfer requests were received in good order, and worked to resolve any issues. -- Reviewed and reconciled cash and In-Kind transfers to ensure all funds were received, and followed up with contra-firms when discrepancies were identified. -- Logged new client applications and opened new accounts… Show more -- Worked directly with relationship managers and contra-firms to facilitate smooth transition of incoming asset transfers of precious metals. -- Collaborated with contra-firms to determine if transfer requests were received in good order, and worked to resolve any issues. -- Reviewed and reconciled cash and In-Kind transfers to ensure all funds were received, and followed up with contra-firms when discrepancies were identified. -- Logged new client applications and opened new accounts using Innovest and Express systems. -- Responsible for onboarding and training new hires. Show less
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Zenith American Solutions
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United States
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Insurance and Employee Benefit Funds
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700 & Above Employee
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Senior Contributions Accounting Rep
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Jan 2015 - Jul 2019
-- Solely responsible for receiving, posting, and reconciling multi-million dollar contributions paid by employers every month, analyzing large data files in Excel, ensuring money and hours are applied with precision so that employees receive their corresponding health insurance and pension benefits. -- Review union contracts to ensure contributions were applied accordingly. -- Maintain a positive relationship with employers and unions, answering questions via email and phone with regard… Show more -- Solely responsible for receiving, posting, and reconciling multi-million dollar contributions paid by employers every month, analyzing large data files in Excel, ensuring money and hours are applied with precision so that employees receive their corresponding health insurance and pension benefits. -- Review union contracts to ensure contributions were applied accordingly. -- Maintain a positive relationship with employers and unions, answering questions via email and phone with regard to hours reported, rates, and insurance coverage. -- Collaborate with independent auditors on payroll audits for 100+ employers. Create system downloads of hours and contributions. Notify and engage with clients about their audits. Bill and credit clients when discrepancies were identified. -- Prepare quarterly audit reports for the Board of Trustees. --Restructured job procedures and documentation methods to facilitate a paperless work environment.
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Senior Accounts Control Rep
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Nov 2005 - Dec 2014
-- Review disability claims and work with members, employers, and providers to determine and process premium waivers (to maintain health insurance while disabled). -- Liaison between the Claims and Eligibility departments to identify problems, determine the correct coding, and manually add eligibility so that claims can be processed. -- Recruited by the Pension department to take over the sorting, coding, research, and resolution of their Excel™ exceptions reports. -- Maintain a… Show more -- Review disability claims and work with members, employers, and providers to determine and process premium waivers (to maintain health insurance while disabled). -- Liaison between the Claims and Eligibility departments to identify problems, determine the correct coding, and manually add eligibility so that claims can be processed. -- Recruited by the Pension department to take over the sorting, coding, research, and resolution of their Excel™ exceptions reports. -- Maintain a thorough understanding of eligibility rules and processes in order to answer phone calls from members via a phone queue.
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Customer Service Rep
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Oct 1999 - Nov 2005
-- Answer phone calls via a high-volume phone queue. -- Quote benefits to members and providers, problem solve claims issues, and work with adjustors to have claims reprocessed.
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Marion Utilities
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United States
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Utilities
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Lab Technician
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Mar 1997 - May 1999
-- Worked in a chemistry lab testing wastewater at various stages in its treatment to ensure EPA standards were met. -- Prepared a daily report of my findings for the plant superintendent. -- Worked in a chemistry lab testing wastewater at various stages in its treatment to ensure EPA standards were met. -- Prepared a daily report of my findings for the plant superintendent.
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Education
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Washington Academy of Languages
French Studies -
Taylor University
Bachelor of Arts (B.A.), Environmental Biology -
Jerusalem University College
Middle Eastern Studies -
Eastbrook High School
high school diploma
Community
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