Amanda Mayer
Cleveland,OH
Summary
Passionate Plan Administrator with a deep knowledge of defined benefits and actuarial concepts. Adept in interpreting rules related to healthcare industry regulations. Excellent problem-solving skills, strong collaborating abilities, proven exceptional customer service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
19
19
years of professional experience
Work History
Defined Benefit Pension & Welfare Fund Administrator
United Union of Roofers & Waterproofers Local 44
Cleveland, OH
04.2022 - 06.2024
- Efficiently manage $100 million Multiemployer Taft-Hartley Trust Funds and oversee day-to-day operations including legal, accounting, financial, compliance and Actuarial services
- Analyzed budgets, forecasts and current trends to support overall financial operations.
- Managed expense tracking and personnel vouchers.
- Completed clerical and data entry tasks to optimize financial procedures.
- Produced reports outlining latest financial information such as expenses, income and outstanding balances.
- Identified and corrected miscalculations and financial discrepancies to support quality assurance.
- Prepared weekly payroll
- Reconciled accounts and investigated variances.
- Updated daily transaction records to assist with payroll and billing administration.
- Prepared and posted receipts and deposits to facilitate standard bookkeeping.
- Monitored and compiled data and reports to present to leadership.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Developed strategic plans for day-to-day financial operations.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Conducted financial due diligence on potential investments and acquisitions.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Complied with established internal controls and policies.
- Utilized financial software to prepare consolidated financial statements.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Established and checked coding procedures, monitored reports and updated internal files.
- Maintain in-depth knowledge of clients benefit plans, state and federal regulations
- Create materials and administer Cobra, FMLA, HIPPA, and open enrollment
- Expertise in Plan text for four ERISA Benefit Funds, serving as primary contact for participants
- Conduct educational sessions and presentations
- Meticulously verify invoice accuracy and compliance with financial policies, ensuring prompt payment or resolution
- Provide outstanding customer service and ensure swift resolution addressing complex inquiries regarding health benefits, life insurance, short-term disability, pension and SSDI
- Analysis of utilization reports, carrier reports, claims data, Rx, and trends
- Conduct month-end book reconciliation
- Data and vendor management
- Calculate pensions, present annuity options to participants, arrange installment plans with tax advice
- Prepare annual valuation of post-retirement benefit obligations under FASB ASC 965
- Collaborate closely with external auditors for year-end schedules, census files, financial statements, annual compliance reporting to PBGC and annual comprehensive fund audit
- Review and file forms 5500, 990, SARs.
Client Manager, Global Accounts
Oswald Companies
Cleveland, OH
01.2015 - 01.2021
- Analysis of utilization reports, carrier reports, claims data, Rx, and trends for informed recommendations
- Educate clients on industry trends and best practices
- Communicate closely with partners, staff, and clients to facilitate seamless service
- Build client relationships to understand healthcare needs
- Support clients in navigating insurance plans
- Customize healthcare plans within budget and regulatory guidelines
- Negotiate competitive rates and coverage
- Conduct open enrollment meetings
- Ensure compliance
- Address client inquiries and resolving issues
- Provide education on healthcare plans and updates
- Address and resolve common client issues related to receiving benefit services and coverage inquiries.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
- Collaborated with finance department on invoicing accuracy for applicable products, services, software, and logistics.
- Established performance and service goals and held associates accountable for individual performance.
- Developed new employees and on-going performance assessment of current employees.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Scheduled and attended meetings with clients and prospective clients as requested.
- Organized daily workflow and assessed appropriate staffing to provide optimal service.
- Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Managed accounts to retain existing relationships and grow share of business.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Built relationships with customers and community to establish long-term business growth.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Executive Administrative Assistant to CIO
Oswald Companies
Cleveland, OH
01.2013 - 01.2015
- Provide comprehensive administrative support, excelling in communication, time management, software proficiency, multitasking while demonstrating excellent written and verbal skills
- Manage IT budgets and resources effectively to support business objectives
- Ensure effective management, storage, and security of organizational data
- Facilitate communication and engagement with stakeholders, including shareholders, employees, customers, and Third-Party Administrators, to enhance trust and transparency
- Assess and embrace new technologies for competitive advantages or operational enhancements.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Documented and distributed meeting notes to identify, analyze, and improve workflows.
- Updated spreadsheets and created presentations to support executives and boost team productivity.
- Organized and updated schedules for executives.
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations.
- Gathered documents, data, and formulated analytics to prepare issues for discussion and reports for review.
- Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
- Wrote and enforced administrative procedure plans to reduce errors and prevent process delays.
- Seamlessly interacted with colleagues to plan and complete special projects.
Systems Administrator/Analyst
Oswald Companies
Cleveland, OH
01.2010 - 01.2013
- Assess current systems, workflows, and infrastructure to identify inefficiencies or areas for improvement
- Formulate solutions and specifications for new systems or modifications
- Review and test technology solutions
- Monitor system performance and user feedback to recommend and implement continuous improvements and updates
- Document system layout, procedures, and troubleshooting steps to facilitate knowledge sharing and support continuity
- Ensure systems and network infrastructure follow company policies and meet regulations and standards.
- Gathered, organized and input information into digital database.
Application Support Specialist
Quadax
Cleveland, OH
01.2005 - 01.2010
- Collaborate with developers to enhance application functionality and performance
- Deliver high-quality customer support to optimize client satisfaction and system efficiency
- Create and maintain documentation, such as user guides and troubleshooting procedures, to aid users and support teams
- Participate in testing new software releases, updates, or patches to ensure compatibility and functionality.
- Prepared in-depth reports for each project managed and updated documentation as changes occurred.
- Provided training to end users on new and updated systems and software.
- Interacted with clients to resolve issues and answer software-related questions.
Education
Completed coursework towards Business Administration -
Cleveland State University
Cleveland, OH12.2003
Skills
- Cash reconciliation
- Due diligence
- Fund Accounting
- Data Management
- Month-end closings
- Payroll Processing
- Regulatory Compliance
- Business Correspondence
- Microsoft Excel proficiency
- Bank Reconciliation
- Accounts receivable management
- Cost Control
- Cash Flow Management
- Expense Tracking
- Deposit processing
- Audit Assistance
- Reporting proficiency
- Financial Forecasting
- Financial Auditing
- Internal Controls
- Debt management
- Transaction monitoring
Leadership Qualities
- Visionary thinking
- Emotional intelligence
- Delegation
- Empathy
- Strategic decision-making
Volunteer Experience
- Ronald McDonald House of Cleveland
- Boys and Girls Club
- United Way of Greater Cleveland
- Medina County Animal Shelter
- Meals on Wheels
Timeline
Defined Benefit Pension & Welfare Fund Administrator
United Union of Roofers & Waterproofers Local 44
04.2022 - 06.2024
Client Manager, Global Accounts
Oswald Companies
01.2015 - 01.2021
Executive Administrative Assistant to CIO
Oswald Companies
01.2013 - 01.2015
Systems Administrator/Analyst
Oswald Companies
01.2010 - 01.2013
Application Support Specialist
Quadax
01.2005 - 01.2010
Completed coursework towards Business Administration -
Cleveland State University