Office management and Accounting professional with track record of optimizing administrative functions and fostering productive work environment. Recognized for strong focus on teamwork and achieving operational success. Reliable and adaptable, with skills in office software, scheduling, and resource management to meet changing needs.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Office Manager, Accounting
ALLIED SOLUTIONS, LLC
01.2019 - Current
Manage monthly insurance carrier statements, reconcile against billing system and resolve discrepancies while also addressing concerns directly with carriers
Audit surplus lines documents to ensure accuracy and compliance
Budget input, tracking
Oversee agency invoicing, commission reconciliation, and collections, and manage relationship between the agency and corporate accounting
Hire professional staff, train & mentor employees for their development in meeting standards
Provide support to SVP, 2nd VP, Directors, and RVPs, including assisting with various reports as needed
Review and update policies and procedures regularly to ensure they are current
Liaison with IT, HR, and Legal
Oversee building including managing the facilities operational demands and vendors
Lead Account Coordinators and Account Administrators, and provide work direction to team on activities surrounding project management as well as prioritization
Serve as client contact for day to day, projects, and new business initiatives
Perform project management activities including timeline management, risk escalation and mitigation, reporting, and ensuring quality work through end customer delivery
Ensure project execution and on-time completion to satisfy requirements, provide quality outcomes and mutual value
Partner with operations and other shared service areas to ensure quality execution
Prepare project quotes for presentation to client by understanding implications to pricing when job specifications are changed or updated to ensure proper work capture for billing
Apply attention to detail of order management procedures and requirements to ensure proper billing to the client, including timely and accurate closing of work to prepare for billing process
Ensure work performed is accounted for and provided for the billing cycle by understanding contractual requirements and adherence
Provide input on process improvement opportunities including improved efficiencies and cost savings
Prepare and present both internal and external client business reviews
Troubleshoot and resolve potential client concerns, making decisions in the best interest of the Company and the client or escalating issues as appropriate to the proper level of management
Identify new business opportunities for organic growth
Key Account Manager
PERSONNEL MANAGEMENT, INC.
10.2005 - 11.2007
Responsible for daily operations of branch location
Process weekly payroll for up to 300 assigned temporary employees
Attract, retain and motivate a variable workforce for high-volume staffing client
Provide continuous communication with client contacts at various levels to build strategic business relationships
Ensure workplace safety for all associates
Execute company value drivers which include managing workers compensation, cost efficiency, gross margin improvement and profitable internal sales growth
Education
Associate of Applied Science - Accounting
SOUTHWESTERN MICHIGAN COLLEGE
Dowagiac, MI
05-1998
Skills
Financial Accounting
Budgeting and Forecasting with Margin Management
Billing Research and Resolution
Statement Reconciliation
Accounts Receivable and Payable
Accurate Payroll Processing
Temporary Workforce Labor
Skilled in Microsoft Office Tools
Detail-Oriented Approach
Analytical Problem-Solving
Effective Deadline Management
Independent Drive
Cross-Functional Collaboration
Office and Staff management
Customer relationship management
Scheduling and calendar management
Certification
Licensed Notary Public in both Michigan and Indiana
Certified through Korn Ferry's 6-month Leadership Development program