Summary
Overview
Work History
Education
Skills
Timeline
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Fay McNeil

Philadelphia,PA

Summary

Driven by a results-focused approach, I leveraged various software platforms at Otis Elevator Company, enhancing financial accuracy and customer satisfaction. My expertise in reconciliations and exceptional communication skills led to streamlined operations and compliance with federal laws, showcasing my ability to significantly contribute to organizational success.

Overview

7
7
years of professional experience

Work History

Senior Accountant

Methodist Services
Philadelphia , PA
08.2022 - Current
  • Researched and implemented best practices to improve audit results.
  • Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
  • Analyzed files and accounts for discrepancies and resolved variances.
  • Analyzed general ledger accounts for accuracy and completeness on a regular basis.
  • Maintained up-to-date knowledge of relevant accounting standards and regulations.
  • Coordinated project materials and schedules, facilitated communication and prepared reports.
  • Reviewed and analyzed financial statements to identify potential discrepancies.
  • Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
  • Updated and managed accounts payable databases, employing access controls to protect data.

Benefit Associate

Intrado
Plymouth Meeting, Remote
11.2019 - 09.2022
  • Interfaced with many internal and external resources to provide guidance and direction regarding plan options, cost factors, and detailed benefit reviews.
  • Mastered state and Federal benefit laws Including ERISA, FMLA, COBRA, HIPPA and 401k administration.
  • Reviewed employee benefit claims for accuracy, completeness and compliance with regulations.
  • Assisted with audits by preparing accounts and providing information.
  • Ensured compliance with applicable laws such as FMLA, HIPAA and COBRA regulations.
  • Provided training and support to HR team members on benefits administration best practices.
  • Assisted employees with benefits enrollment and changes, providing guidance on plan options and implications.

Sales Account Manager

Otis Elevator Company
Moorestown, Remote
11.2017 - 11.2019
  • Responsible for providing exception customer service to existing accounts to ensure retention of business
  • Responsible for selling Otis products and service upgrades
  • Research and resolve billing issues
  • Work closely with Mechanics and Supervisors to assist customers and generate sales
  • Created and implemented new business ideas that included renewable contract income
  • Developing and expanding sales territory through transiting newly installed accounts to service plans
  • Provide technical support to current and prospective customers
  • Monitoring and managing the collections of accounts

Education

MBA - Accounting

Rutgers University
Camden, NJ
04.2017

Skills

  • Oracle
  • QuickBooks
  • Microsoft Office Applications
  • Excellent communication skills
  • Reconciliation
  • Financial

Timeline

Senior Accountant

Methodist Services
08.2022 - Current

Benefit Associate

Intrado
11.2019 - 09.2022

Sales Account Manager

Otis Elevator Company
11.2017 - 11.2019

MBA - Accounting

Rutgers University
Fay McNeil