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
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
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
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
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
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
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