ALICIA M BOOTHE
Plano
Summary
Skilled business professional with over 20 years of experience in payroll, finance, project management, company growth, employee benefits, human resources, and general office. Enjoys helping others succeed in meeting goals, celebrating accomplishments, and serving a collaborative team.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Controller
Questpro Consultants
10.2019 - Current
- Manage monthly, biweekly and weekly payroll processes tracking all deductions including benefits commissions, paid time off, expenses and various state payroll tax.
- Collaborate with divisions to process background checks and new hire onboarding, as well as implement timekeeping and invoicing processes with new temps and clients.
- Oversee the Accounts Payable and Accounts Receivable functions, ensuring accurate and timely processing of disbursements, client billing activities, and overall cash management.
- Maintain the general ledger by overseeing weekly postings, journal entries, credit card tracking, banking activity and account reconciliations, accruals, prepaids, fixed assets, and expenses with completeness and accuracy as split by company.
- Manage month-end and annual close processes.
- Maintain monthly and annual reporting to provide data to CPA for tax preparation to IRS.
- Collaborate with the CEO quarterly and annually on budget projections; tracking actual expenses against projected expenses to provide insight into financial performance.
- Handle compliance-related filings; 1099s, business registrations, sales/use tax, other periodic filings as needed.
- Manage delinquent accounts to obtain funds and reduce aging balances.
- Vendor requests for contract forms, compliance and remittance set up.
- Internal staff onboarding and managing the employee benefit package; 401K, medical, dental, vision, disability, and other voluntary products.
- POP/ERISA compliance
- Form 5500 Data Testing and Compliance
- Annual reporting and auditing for company insurance including General Liability, Excess Liability and Workers Compensation.
- Quickbooks Enterprise 21, Isolved payroll, Bullhorn CRM
Revenue Manager/Project Accountant (Contract)
Infinix Global
01.2019 - 08.2019
- Collaborated with Assistant Controller, Meeting Managers and Accounts Payable to comply with project requirements.
- Completed project accounting cycle including reconciling expenses, estimates, deposits, invoices, finalizing reports, journal entries and closings utilizing Quickbooks 17.
Billing Consultant (Contract)
Combined Benefits Group
11.2018 - 12.2018
- Reviewed accounting and billing processes for growing benefits insurance broker to plan for future growth.
- Presented recommendations for improvements based on expertise of THEbenefitsHUB enrollment system.
Accounting and Billing Manager
Financial Benefit Services LLC
09.2004 - 08.2018
- Managed all accounts payable, accounts receivables, final reconciliation and month-end close processes utilizing Quickbooks 16.
- Managed accounting cycle for monthly remittance of insurance premiums totaling to over $11 million per month for 450 clients and 60 insurance vendors.
- Reconciled daily bank transactions including incoming and outgoing wire and ACH payments.
- Completed ad-hoc reports as requested by upper management.
- Created forecasts for vendor remittance schedule to maintain alignment with accounting deadlines for timely commission payments.
- Managed processes and growth of enrollment billing department for one of the largest benefits insurance brokers in the state of Texas.
- Collaborated with cross-functional teams including upper management, sales, client services, development, accounting and human resources to facilitate company goals.
- A member of HUB Advisory Board-involved in enhancement decisions for proprietary enrollment system, THEbenefitsHUB.
- Role in creation and development of proprietary billing system, Common Remitter.
- Participated in employee recognition, safety and wellness programs as team leader.
- Managed all processes including automated billing, implementation, training and process improvements to best suit needs of clients and staff.
- Managed annual benefit renewal changes and new products to ensure proper administration of enrollment rules, rate changes, discrepancy reporting and accurate remittance for products including medical, stop loss, dental, vision, life insurance, AD&D, HSA, FSA, STD, LTD, LTC, Cancer, Accident, Critical Illness and COBRA.
- Responsible for budgets, salary increases, time-tracking, performance bonus plan, performance reviews, employee and department development, telecommuting requirements, IT hardware/software trouble-shooting, hiring and termination decisions of department staff.
- Responsible for team related activities including communication, meetings, team building, travel arrangements and volunteer events.
- Assisted various teams with escalated issues as related to payroll reconciliation, client discrepancies, EDI file and enrollment, commissions, and claims.
- Prepared billing materials for sales and marketing, RFP's, annual company meetings, client and vendor presentations, training materials and new client implementation.
- Sales and process meetings with prospective and new clients as needed.
- Annual insurance vendor audits.
Education
Bachelor of Science - Business Administration
The University of Texas At Dallas
Richardson, TX01.2004
Skills
- Accounting, Finance and Payroll
- Account Reconciliation and Management
- Administration
- Balance sheet management
- Building Effective Relationships
- Change Management and Organizational Skills
- Detail Oriented and Deadline Driven
- Employee Onboarding
- Employee Benefits and Third-Party Administration
- Monthly Financial Reporting
Certification
Group, Health and Life Insurance License (September 2004 to August 2018)
Timeline
Controller
Questpro Consultants
10.2019 - Current
Revenue Manager/Project Accountant (Contract)
Infinix Global
01.2019 - 08.2019
Billing Consultant (Contract)
Combined Benefits Group
11.2018 - 12.2018
Accounting and Billing Manager
Financial Benefit Services LLC
09.2004 - 08.2018
Bachelor of Science - Business Administration
The University of Texas At Dallas
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