Summary
Overview
Work History
Education
Skills
Strengths
Timeline
Generic

ELISA MEACHAM

Monroe

Summary

Dynamic Client Service Manager with a proven track record at Gurney Financial, excelling in client relationship management and effective communication. Spearheaded the development of asset allocation models, enhancing client satisfaction. Expertise in payroll processing and tax regulations, ensuring compliance and accuracy for 200 employees at The Local Pages.

Overview

7
7
years of professional experience

Work History

Client Service Manager

Gurney Financial
Richfield
08.2024 - Current
  • Maintained detailed records of all transactions and account activity for each client portfolio.
  • Developed asset allocation models based on risk tolerance, time horizon and liquidity needs of the client.
  • Provided timely responses to customer inquiries and requests for service.
  • Established effective communication channels between clients and other departments within the organization.
  • Resolved escalated customer complaints in a professional manner.

Payroll Manager

The Local Pages
Salt Lake City
01.2018 - 07.2024
  • Managed end-to-end payroll processes for 200 employees in multiple states, ensuring accurate and timely payments.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Research payroll errors and process payments for federal and state taxes, social security, medicare and various employee deductions, annuity contributions, and retirement plan withholding.
  • Led the transition to electronic pay stubs, saving the company in printing costs.

Education

Bachelor of Accountancy -

Southern Utah University
Cedar City, UT
05-2027

Skills

  • Weekly Payroll processing
  • Tax regulations
  • Quickbooks
  • Microsoft Excel
  • Problem Solving
  • Organization
  • HR Support
  • Payroll Laws and Regulations
  • Client relationship management
  • Effective communication
  • Schedule management

Strengths

  • Problem Solver, Consistently solved payroll issues resulting in increased accuracy and employee satisfaction.
  • Strong Analytical Skills, Utilized data analysis to identify discrepancies and streamline payroll processes, saving time and resources.
  • Detail-Oriented, Meticulously reviewed payroll calculations and tax filings, ensuring compliance and minimizing errors.

Timeline

Client Service Manager

Gurney Financial
08.2024 - Current

Payroll Manager

The Local Pages
01.2018 - 07.2024

Bachelor of Accountancy -

Southern Utah University

Similar Profiles

CREATE PROFILE