Ciara Kelly

· Process Reimbursements (around 80-100 per day) to determine what level of approval is needed and determine if the submission can be paid based on statute provisions.

· Ensure proper documentation accompanies the invoice/disbursement for audit purposes for both standard invoices/disbursements.

· Review duplicate invoices in the internal processing system, and research to ensure that the invoice was not previously entered.

· Make sure all teachers and providers are vetted in our internal system.

· Conducting regular team meetings to discuss progress, address concerns, and facilitate collaboration.

• Assisted shoppers with obtaining their 1099 and T4A’s via Zendesk.
• Check payment history in Instacart Admin and Stripe to see if the shopper was eligible for a 1099.
• Sent shoppers a secured link through Send Safely so that they could verify themselves in order to obtain 1099 or T4A.
• Downloaded 1099’s and T4A’s from Stripe, Google Drive, and Thomson Reuters Onesource.
• Did research on the shoppers account for reimbursements or any payment discrepancies.
• Assisted shoppers with verifying their earnings by sending them steps to Instacart’s Income Verification process.
• Escalate nontax related tickets to the appropriate department.
• Provided W9’s to shoppers who had errors on their tax document such as name, address, and tax ID.
• Instructed them to complete, sign, and date in order to get issue rectified.

• Assist Claimants with filing new UI or PUA claims as wells as extensions.
• File weekly certifications and go over Claim status with claimants.
• Assist claimants with web support such as password resets and updating email on CSS portal.
• Escalate past due claims as well as fraudulent claims for review.
• Process special projects back office work.

• Entering financial transaction data into a database, preparing and maintaining accounting documents, and filing receipts and invoices.
• Comparing two sets of financial information, such as bank statements and general ledger accounts.
• Process Reimbursements to field workers as needed using Concur comparing receipts and invoices compiled for vendor purchases.
• Participate in month-end close activities, including preparation of journal entries, reconciliation of accounts, and sales tax computations.