Experience

Waypoint

• United States
• Real Estate
• 1 - 100 Employee

• Staff Accountant

  • Sep 2020 - Present

• Accounting Specialist

  • Jun 2015 - Present

• Trade Management Specialist

  • Mar 2014 - Jun 2015

  Work with clients/distributors to ensure promotions, bids and marketing programs are submitted, tracked and paid.Utilize systems such as Sharepoint, PromoAssist and Blacksmith.

• Reconciliation Specialist / National

  • Aug 2012 - Mar 2014

  • Serve as Team Lead and liaison• Reconcile client statements and cash apply by verifying pricing/commission rates.• Run and analyze sales reports via FS Insight Management System in eStreet.• Work with ASM and AWP Connects sites to pull together client statement details.• Work on special projects.• Assist Customer Service Managers with various requests in researching missing client statements, details and working with the client in providing the data needed.

• Benefits Specialist

  • Feb 2012 - Aug 2012

  Knowledgeable of all the employee benefits offered to our workforce. Introduce new hires to the overall programs during their orientation, when they register for their benefits selections. Field numerous inquiries from employees as they use their insurance coverage. Coordinate the annual benefits enrollment activities when all employees are asked to update their coverage options. Issue communications and conduct informational meetings during open enrollment season.Responsible for entering all employee benefits information into the company's Human Resources Information System (HRIS). Ensure that any changes to an employee's coverage---including adjustments to the number of dependents or modifications requested during open enrollments---are correctly keyed into the computer system.Maintain all active employee and COBRA enrollment records for the group health program. Show less



American Income Life

• United States
• 1 - 100 Employee

• Benefits Representative

  • Oct 2011 - Jan 2012

  Provide life insurance and supplemental benefits to client and membership base in their homes. Provide life insurance and supplemental benefits to client and membership base in their homes.



Conexant

• United States
• Semiconductors
• 300 - 400 Employee

• Sales Coordinator

  • Oct 1998 - Jan 2011

  • Worked with Vice-President and Management team by providing sales analysis, forecasting and reporting • Order management process including quotes, pricing, order entry, EDI, order maintenance, RMA’s, forecasting, and on-time delivery • Interfacing with cross-functional business units for superior customer satisfaction • Clients included: Ingenico, Verifone, Multi-Tech, Echostar, Hypercom, Ositech and Zoom • Worked with Vice-President and Management team by providing sales analysis, forecasting and reporting • Order management process including quotes, pricing, order entry, EDI, order maintenance, RMA’s, forecasting, and on-time delivery • Interfacing with cross-functional business units for superior customer satisfaction • Clients included: Ingenico, Verifone, Multi-Tech, Echostar, Hypercom, Ositech and Zoom



Bingham Dana LLC

• Billing Administrator

  • Jun 1996 - Jul 1998

  • Billed clients for firm related cases • Fulfilled check requests and cash reimbursements for firm employees. Prepared check and petty cash reports. Reconciled checking and petty cash • Distributed bill memos to secretarial staff. Prepared drafts and finals on client billing • Did transfers, client inquiry, bill payment and history, and journal entries on LTMS system • Billed clients for firm related cases • Fulfilled check requests and cash reimbursements for firm employees. Prepared check and petty cash reports. Reconciled checking and petty cash • Distributed bill memos to secretarial staff. Prepared drafts and finals on client billing • Did transfers, client inquiry, bill payment and history, and journal entries on LTMS system



Roggin Nassau LLC

• Law Practice
• 1 - 100 Employee

• Legal Assistant

  • May 1995 - May 1996

  Assist Bankruptcy Attorney, Estate Planning Attorney, Commercial/Corporate Attorney and Litigation Attorney with their day to day dealings with clients. Duties included preparation of court documents, filing, dealing with clients on various matters pertaining to their particular cases. Assist Bankruptcy Attorney, Estate Planning Attorney, Commercial/Corporate Attorney and Litigation Attorney with their day to day dealings with clients. Duties included preparation of court documents, filing, dealing with clients on various matters pertaining to their particular cases.



Joseph J. Shainess Esq.

• Legal Assistant, Office Manager and Bookkeeper

  • Jun 1994 - Apr 1995

  Managed office files and records. Handle various matters dealing with housing, foreclosure, criminal, domestic and juvenile cases. Handled office accounts and budgets and all aspects for a law office. Managed office files and records. Handle various matters dealing with housing, foreclosure, criminal, domestic and juvenile cases. Handled office accounts and budgets and all aspects for a law office.



James M.S. Ullman Esq.

• Legal Assistant, Office Manager and Bookkeeper

  • Feb 1988 - Jul 1993

  Handled all aspects of insurance subrogation matters. Dealt with defendants seeing cases through to judgment or payment arrangements. After judgment, I assured payments were maintained, if not, necessary steps were taken to satisfy judgment. Handled all matter regarding law, such as litigation, negligence, malpractice, worker's compensation, probate, criminal etc. Handled all aspects of insurance subrogation matters. Dealt with defendants seeing cases through to judgment or payment arrangements. After judgment, I assured payments were maintained, if not, necessary steps were taken to satisfy judgment. Handled all matter regarding law, such as litigation, negligence, malpractice, worker's compensation, probate, criminal etc.



Field Publications (formerly Xerox Education Publications)

• Accounting Clerk and Senior Executive Secretary

  • Nov 1982 - Feb 1988

  General Accounting Dept. - As an accounting clerk, assisted with monthly Revenue, P&L, Balance Sheet reports and Financial Package. Keyed journal entries and general ledger maintenance. Maintained General Ledger files, miscellaneous accounts receivable entries and invoicing. Reconciled and tagged fixed assets. Maintained product capital account analysis. Responsible for postage usage keying, quarterly forecast keying and schedule preparation. Keying of voided refund checks. Issue monthly cash report and maintain Ohio Sales and Use Tax account analysis. Financial Control Dept. - Senior Secretary to the Senior Vice President of Finance. Assist Manager of Treasury Operations with cash management. Assist Financial Control with confidential data. Confidential data consists of Performance Appraisals, Salary Increases, Promotional Merits, Personnel Matters, Operating Plan, Strategic Plan etc. Other duties included scheduling and arranging meetings, making travel arrangements, maintaining departmental files, assist in departmental projects, typing memos, correspondence, statistical reports etc. Paperback Books Division - Senior Secretary to the Managing Editor. Handled secretarial functions for the Managing Editor, Special Projects Editor and Paperback Books Division Staff. Performed all non-contractral departmental Word Processing tasks. Handled various projects for editors which included analysis of reports. Prepared and reviewed various statistical reports including coordination of monthly reports and Paperback Books time tables. Show less



Pratt & Whitney

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Graphics Clerk and Compositor

  • Nov 1979 - Sep 1981

  Graphics Dept. - Operate Itek and Statmaster cameras. Operate headliner machine. File illustrating prints. Operate microfilm, microfiche, Telex, IBM terminal & CRT. Assist illustrators with revisions. Worked on presentations. Composition Group - Worked on engine manuals. Typed new manuals, prepared revisions and made corrections etc. Graphics Dept. - Operate Itek and Statmaster cameras. Operate headliner machine. File illustrating prints. Operate microfilm, microfiche, Telex, IBM terminal & CRT. Assist illustrators with revisions. Worked on presentations. Composition Group - Worked on engine manuals. Typed new manuals, prepared revisions and made corrections etc.