Sandi Weikert

Quality Assurance Manager/Project Manager at Financial Recovery Strategies "FRS"
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

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Bill West

I worked with Sandi for over six years. She is a very capable finance professional. She is reliable, trustworthy and dedicated. She balances her roles well; being a strong financial watchdog for the company while making sure she also acts as a diligent team player. She would be a great asset to any accounting team.

David Skiles

As president / CEO of First Peoples Bank I didn't work directly with Sandra but she worked under our CFO. Sandy always was quick to help and volunteer for any assignment that would benefit the bank. Her attitude was always great and she is very good with customers and fellow staff members. I would highly recommend her. I hope you will give her good consideration for the job she is applying for. Sincerely, David W. Skiles

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Quality Assurance Manager/Project Manager
      • Oct 2014 - Present

      • Assess internal requirements and ensure that they are being met • Work closely with the Vice President of Quality Assurance to establish and write QA process standardization documentation and policy • Create, execute, review and analyze reports from the Salesforce Customer Relationship "CRM" software system • Provide a high level of internal customer service, as well as, a key resource for guidance regarding QA department questions and internal quality assurance process support • Identify quality problems and risks and recommend processes or controls to mitigate or eliminate the problem • Strive for continuous quality • Review and QA approval of corporate campaign mailings

    • United States
    • Legal Services
    • 100 - 200 Employee
    • Project Manager
      • Dec 2013 - Oct 2014

      • Oversee the management of 8-15 Class Action Settlement projects on a daily basis • Communicated with clients regarding project updates, statistics, reports and day-to-day contact • Provided high-quality assurance review and audit of multiple phases of the Class Action Settlement processes • Train project team members and create and maintain a team work environment • Continuously track and meet deadlines • Oversee the management of 8-15 Class Action Settlement projects on a daily basis • Communicated with clients regarding project updates, statistics, reports and day-to-day contact • Provided high-quality assurance review and audit of multiple phases of the Class Action Settlement processes • Train project team members and create and maintain a team work environment • Continuously track and meet deadlines

    • United States
    • Banking
    • 100 - 200 Employee
    • Product Development Specialist
      • Jul 2011 - Aug 2013

      • Coordinate various integrated communication and product development activities • Conduct research into all current and potential products • Serve as internal and external liaison with internal bank partners and vendors • Track monthly trends in all Treasury Management products, alerts, and growth • Assist in preparation of presentations for committees and management • Invoice and process monthly billing for RDC, lockbox and IOTA • Adhere to confidentiality policy, code of ethics and follow all policies and procedures relative to Consumer Compliance laws and regulations and best practice recommendations • Cost benefit analysis of new products

    • Staff Accountant
      • Apr 2007 - Jul 2011

      • Prepare, verify and maintain reconcilements on a daily and monthly basis • Process daily accounting functions including, but not limited to, online journal posting, balancing general ledger accounts and assist with financial reporting • Assist with the preparation, analysis and transmission of various Federal Reserve, SEC and FDIC reports including, but not limited to, Call Report, 10K and 10Q • Assist with Profit Star monthly to forecast the bank’s growth and future projections • Prepare and close month-end Consolidated Financial Statements for the Bank, the Holding Company and a subsidiary company • Support various functions such as Human Resources, Employee Benefits and Accounts Payable • Process payroll for the 90+ bank employees bimonthly using ADP Payexpert

Education

  • Temple University
    Bachelor's degree, Accounting
    1990 - 1994

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