Experience

PIA Northeast

• United States
• Insurance
• 1 - 100 Employee

• Financial and Operations Manager (Education/Conference/Young Insurance Professionals)

  • Nov 2018 - Present

• Financial Coordinator / Custom Class Coordinator

  • Sep 2014 - Nov 2018

  • Input daily registrations and balance with accounting department • Manage reconciliation of meeting files with meeting coordinators • Maintain registration database with refunds, transfers, money due, weekly invoices • Prepare detailed monthly and quarterly financial reports to balance with accounting department • Reconcile bi-monthly department credit card statements • Oversee all income and expense reports and trouble shoot any problems • Handle member/public/board… Show more • Input daily registrations and balance with accounting department • Manage reconciliation of meeting files with meeting coordinators • Maintain registration database with refunds, transfers, money due, weekly invoices • Prepare detailed monthly and quarterly financial reports to balance with accounting department • Reconcile bi-monthly department credit card statements • Oversee all income and expense reports and trouble shoot any problems • Handle member/public/board relations via phone and email • Work with IT department in the maintenance of new registration database in Access • Assist conference department as needed, including registration desk on-site • Handle the preparation and execution of custom, onsite CE classes and CE approved webinars • Train new hires on webinar/onsite procedures, as well as how to handle files and registrations • Assist in meeting planning as needed, including preparing paperwork, working with instructors and hotels, and traveling

• Custom Class Coordinator

  • Oct 2013 - Sep 2014

  Responsible for all aspects of registrations for PIA education programs including continuing education reports and for registration and operational-related functions of conferences as assigned. Serves as main contact and coordinator for on-site custom class education programs from initial sales contact to completion. Serves as main Webinar program administrator.



Fernandes Masonry, Inc.

• United States
• Construction
• 1 - 100 Employee

• Administrative Assistant

  • Jun 2013 - Oct 2013

  • Prepared and submitted weekly certified payroll reports for approximately 20 job sites • Assisted new employees with enrollment paperwork, including I-9 and W-2 • Entered new employees into payroll system, e-verified, and registered with the state of MA • Recorded all receipts and invoices, reviewed quotes, scanned invoices, remitted payments • Performed clerical tasks, such as filing, supply orders, data entry, and answering a multi-line telephone • Prepared and submitted weekly certified payroll reports for approximately 20 job sites • Assisted new employees with enrollment paperwork, including I-9 and W-2 • Entered new employees into payroll system, e-verified, and registered with the state of MA • Recorded all receipts and invoices, reviewed quotes, scanned invoices, remitted payments • Performed clerical tasks, such as filing, supply orders, data entry, and answering a multi-line telephone



HTP, Inc.

• United States

• Human Resources Assistant

  • Mar 2013 - Jun 2013

  • Support the administration, coordination, and application of company-wide human resources policies, procedures, and practices • Coordinate employee paperwork related to benefits, retirement plans, COBRA continuation, FMLA, workers’ compensation, and unemployment in a discreet and confidential manner • Research and implement company-wide wellness programs • Process and maintain employee files and database • Schedule interviews and applicant testing • Schedule and coordinate new… Show more • Support the administration, coordination, and application of company-wide human resources policies, procedures, and practices • Coordinate employee paperwork related to benefits, retirement plans, COBRA continuation, FMLA, workers’ compensation, and unemployment in a discreet and confidential manner • Research and implement company-wide wellness programs • Process and maintain employee files and database • Schedule interviews and applicant testing • Schedule and coordinate new employee orientations • Process employee verification of employment (VOE) requests • Update a weekly Vacation/Part Time Off report and reconcile on a monthly basis • Audit weekly payroll and prepare the payroll journal • Assist in processing and submitting payroll, handling payroll issues, and distributing paychecks • Provide customer service to employees regarding payroll, benefits, recording time or time off • Prepare benefit enrollments, cancellations and audit invoices • Perform general clerical duties including filing, copying, faxing, mailing, and ordering supplies

• Receptionist

  • Dec 2012 - Mar 2013

  • Assisted visitors that come to the main office • Answered the telephone and directed calls to the appropriate person/department • Performed administrative duties, such as sorting and filing paperwork, ordering supplies, sorting mail, and organizing meeting materials • Supported the accounts payable department by processing invoices and journal entries, double checking other’s entries, entering graph data into spreadsheets, and creating various monthly reports for sales and… Show more • Assisted visitors that come to the main office • Answered the telephone and directed calls to the appropriate person/department • Performed administrative duties, such as sorting and filing paperwork, ordering supplies, sorting mail, and organizing meeting materials • Supported the accounts payable department by processing invoices and journal entries, double checking other’s entries, entering graph data into spreadsheets, and creating various monthly reports for sales and commissions • Handled freight accounting, including processing journal entries and invoices for payment

• Financial Coordinator

  • Apr 2009 - Oct 2012

  • Promoted from onsite meeting coordinator to financial coordinator in December 2010 • Input daily registrations and balanced with accounting department • Managed reconciliation of meeting files with meeting coordinators • Maintained registration database with refunds, transfers, money due, weekly invoices • Prepared detailed monthly financial reports to balance with accounting department • Oversaw all income and expense reports and trouble shoot any problems • Handled… Show more • Promoted from onsite meeting coordinator to financial coordinator in December 2010 • Input daily registrations and balanced with accounting department • Managed reconciliation of meeting files with meeting coordinators • Maintained registration database with refunds, transfers, money due, weekly invoices • Prepared detailed monthly financial reports to balance with accounting department • Oversaw all income and expense reports and trouble shoot any problems • Handled member/public/board relations via phone and email • Worked with IT department in the creation of new registration database in Access • Assisted conference department as needed, including registration desk on-site • Utilized former onsite coordinator knowledge to assist in meeting planning as needed, including preparing paperwork, working with instructors and hotels, and traveling Show less • Promoted from onsite meeting coordinator to financial coordinator in December 2010 • Input daily registrations and balanced with accounting department • Managed reconciliation of meeting files with meeting coordinators • Maintained registration database with refunds, transfers, money due, weekly invoices • Prepared detailed monthly financial reports to balance with accounting department • Oversaw all income and expense reports and trouble shoot any problems • Handled… Show more • Promoted from onsite meeting coordinator to financial coordinator in December 2010 • Input daily registrations and balanced with accounting department • Managed reconciliation of meeting files with meeting coordinators • Maintained registration database with refunds, transfers, money due, weekly invoices • Prepared detailed monthly financial reports to balance with accounting department • Oversaw all income and expense reports and trouble shoot any problems • Handled member/public/board relations via phone and email • Worked with IT department in the creation of new registration database in Access • Assisted conference department as needed, including registration desk on-site • Utilized former onsite coordinator knowledge to assist in meeting planning as needed, including preparing paperwork, working with instructors and hotels, and traveling Show less



Girvin & Ferlazzo, P.C.

• United States
• Law Practice
• 1 - 100 Employee

• Legal Assistant

  • Sep 2008 - Apr 2009

  • Performed administrative tasks, such as data entry, filing, copying, and mailings • Prepared legal documents, including judgment and lien notifications for debtors • Calculated lien and collection amounts based on loan details • Performed administrative tasks, such as data entry, filing, copying, and mailings • Prepared legal documents, including judgment and lien notifications for debtors • Calculated lien and collection amounts based on loan details