Daphne Garzarelli-Lawson
Salt Lake City,UT
Summary
Dedicated Utah Retirement Systems employee for over 19 years in both the Finance Department and the Savings Plans Departments. In Finance, started as an Accounting Specialist. Promoted to an Accounts Payable Specialist. Currently, in the Savings Plans Department as a Savings Plans Analyst. Consistently given high praise by managers in person and through my work reviews. Frequently requested to work on special projects and assignments outside of my regular job duties.
Overview
22
22
years of professional experience
Work History
Savings Plans Analyst
Utah Retirement Systems
03.2005 - Current
- Professionally and personally counseling members in matters regarding URS Savings Plans accounts and products specializing on beneficiary and alternate payee accounts
- Specializing in death benefits, taxes and domestic relations orders while providing excellent customer service
- Reconcile State of Utah final payroll for retiring members bi-weekly
- Analyze, verify and process death benefits for beneficiaries of deceased members
- Review domestic relations orders for accuracy and process finalized orders to divide funds to former spouses
- Currently on a special project for new AUREUS software program
- Personally selected based on personal knowledge and skills within the current software program to translate the processes to the new program.
Accounts Payable Specialist
Utah Retirement Systems
06.2010 - 08.2018
- Reconciled two large fund accounts and completed the required corresponding journal entries for these accounts every month
- Reconciled over 14 individual credit card statements and travel expense reports for all Executives and travelling employees
- Created and distributed budget reports to twenty-four departments heads on a monthly basis
- Audited and produced 1099-M tax documents for 100 vendors every January
- Received vendor phones calls regarding purchase orders and payment statuses
- Received all vendor invoices, verified purchase order rules were followed and coordinated withe the Purchasing Manager, applied all discounts, and sent payments to the vendors via check or ACH.
- Worked with Executives and other department heads on their purchase orders and invoices
Accounting Specialist II
Utah Retirement Systems
03.2005 - 06.2010
- Reconciled Federal, State, and Payroll Tax Schedules for all tax types, error-free for five years, and sent the payment to the Internal Revenue Service and Utah State Tax Commission
- Maintained outstanding check list by sending letters to members and vendors with outstanding checks
- Intensive research required for deceased and unresponsive members and for returned mail
- Reviewed 1099-R tax documents by checking for accuracy and completeness
- Took member phone call regarding questions about retirement benefits and related taxes
- Received member phones calls to answer questions regarding retirement and defined contribution questions.
General Ledger Accountant I
Regence BlueCross BlueShield of UT
04.2002 - 03.2005
- Reconciled thirteen cash and cash-based account and eleven stale dated check accounts including incoming and outgoing wire transfers
- Researched any discrepancies and created corrective journal entries, along with recurring expense journal entries before the month-end deadline
- Investigated, compiled and completed the annual Unclaimed Property escheatment to the State of Utah
- Organized over 7,5000 lines of information into the Holder Reporting System and submitted the unclaimed funds to the State of Utah
- Maintained outstanding check list for three different bank accounts.
Education
Associates of Applied Science - Accounting
Salt Lake Community College
Salt Lake City, UT01.2015
Skills
- Excellent MS Excel
- GAAP and GASB
- Wells Fargo CEO
- Critical Thinking
- General Ledger
- Research Expertise
- Quick Learner
- Team Player
- Analytical Thinking
- Documentation And Reporting
- Data Research and Validation
- Process Improvements
Timeline
Accounts Payable Specialist
Utah Retirement Systems
06.2010 - 08.2018
Savings Plans Analyst
Utah Retirement Systems
03.2005 - Current
Accounting Specialist II
Utah Retirement Systems
03.2005 - 06.2010
General Ledger Accountant I
Regence BlueCross BlueShield of UT
04.2002 - 03.2005
Associates of Applied Science - Accounting
Salt Lake Community College
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