Jennifer E. Moats
Struthers,OH
Summary
Organized and efficient Operational Accountant supporting corporate level officers and senior management personnel with demonstrated expertise in financial and operational leadership. As an experienced professional that exemplifies multidisciplinary managerial skill in process, procedure and policy improvement initiatives. Accomplished in workflow optimization techniques implementation which increase productivity, reduce labor and maintain business integrity and quality of service.
Overview
21
21
years of professional experience
Work History
AR/AP Coordinator
Synergy Comp Insurance
07.2020 - Current
- General Ledger Account Reconciliations Ensure all assigned general ledger accounts are reconciled
- Accounts Receivable Invoicing/Payment processing.
- Monthly closing/balancing of AR accounts for SCIC, Select, and SOS
- Accounts Payable- Claims Payment processing for claims twice weekly for all claims expenses
- Yearly 1099 processing for reportable claims payments and operational payments
- Administrator for Concur Travel, Expense, and Auditing for employee expense processing
- Administrator for Concur Invoice to process invoices/payments for SCIC, SCMC, SOS, and Synergy Select
- Monthly Insurance premium billings for all employee/companies (medical, dental, life, and vision)
- Corporate card administration including reconciliation, payment processing, and general ledger posting
- Fleet Management Site Administration: Vehicle registration, insurance documentation, maintenance records, lease and billing, personal use tax calculation, fuel card administrator, Geotab and EZ Pass administrator.
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
Manager of Accounts Payable and Travel Services
Youngstown State University
08.2017 - 04.2020
- Oversees areas of Accounts Payable, Pcard, and Travel Services, including operations, customer relations, training, and compliance with applicable policies and procedures
- Supervises employees that carry out functions associated with Accounts Payable, Pcard administration, and Travel Services; assigns tasks; trains and orients new employees; approves/disapproves requests for paid leaves; interviews candidates for employment and recommends hiring; evaluates employee work performances; receives and responds to grievances; provides assistance with the development of unit work procedures and policies
- Assists Director in the general administration of the office; performs duties of Director in his/her absence on assigned basis
- Ensures that systems of internal control are maintained over Accounts Payable, Pcard, and Travel Services processes
- Collaborates with staff and other University Offices as appropriate
- Responsible for customer service and training in the functional areas of responsibility
- Provides information, instruction and guidelines to faculty, staff, and students regarding University procedures
- Collaborates with Controller's office to establish month and year end cutoff procedures and reconciliations
- Manages Accounts Payable aging, timing, and methods of cash disbursements and related vendor relations issues
- Suggests and implements optimization of work flow in Accounts Payable processes
- Oversees vendor master file maintenance and performs periodic audits
- Oversees 1099 preparation and filing process
- Responsible for the system administration of the Concur Travel and Expense system, including fund maintenance, updating user access, and troubleshooting
- Prepares/reviews financial, statutory, and management reports
- Performs complex levels of technical and analytic work
- Interprets data, procedures, and controls
- Participates in financial systems implementations and upgrades
- Balanced multiple priorities effectively, managing a diverse portfolio of client accounts simultaneously.
- Maintained up-to-date knowledge of industry trends, ensuring informed decision-making on account management initiatives.
- Spearheaded process improvements that led to enhanced operational efficiency within the accounts department.
Accounts Payable Associate
Ellwood Specialty Steel
01.2015 - 06.2017
- Providing accounting support for all companies within the ESS Group, including Ellwood Specialty Steel, Ellwood Specialty Metals, Walter Metals, and UniSteel
- Keying and entering invoices to be paid in accordance with business unit policy
- Processing timely and accurate payments in accordance with Accounts Payable payment schedule
- Communicating with vendors to resolve problem invoices
- Creating accruals to ensure accurate month end reporting
- Completing other assignments related to the accounts payable function including travel account reimbursements, foreign currency checks, ACH and wire transfers
- Preparing monthly account reconciliations of the general ledger accounts
- Participate in physical inventories
- Assisting in the preparation of financial statements
- Coordinated with purchasing department to match purchase orders with received invoices for accurate payment processing.
- Matched purchase orders to invoices and logged invoices into computer.
- Contributed to audit preparation by maintaining organized records and documentation.
Senior Customer Claims Representative
Liberty Mutual
01.2011 - 01.2015
- Responsible for obtaining and maintaining records of accidents or personal property losses for policyholders and claimants through telephone and written reports
- Duties also include arranging appraisals, reviewing appraisal reports and communicating with policyholders, claimants, physicians, medical providers, attorneys and repair facilities
- Additional responsibilities include securing essential facts about accidents, assessing liability and compensability, negotiating settlements and explaining denials to policyholders and claimants
- Complete tasks such as registering claims, updating status notes, establishing target dates, scheduling appointments, and releasing payments
- Collaborated with cross-functional teams to ensure timely and accurate claim processing.
- Managed caseloads efficiently, consistently meeting or exceeding deadlines for claim resolutions.
Management Development Associate
First Commonwealth Financial
01.2010 - 01.2011
- The Management Development Program (MDP) is a 16-month program that provides rotating, on-the-job work assignments; advanced instruction through classroom and self-study programs; a mentoring relationship; community service opportunities; and much more
- Rotations through the following areas: Community Office, Consumer Underwriting, Loan Services, Operations, Business Banking Underwriting, and Corporate Department Visits
- The components of the program include: specific learning objectives assigned to each rotation, 3-6 synthesis assignments that solidify concepts/processes in each rotation, 4 online/self-study courses through the Pennsylvania Banker's Association (PBA), Mentor relationship throughout program, service learning (community service) requirements, executive forums, external seminars, required reading in each rotation, meeting attendance specific to each rotation, leadership journal exercises, and leadership case studies
- Contributed time as an assistant to the Regional Support Officer, providing direct support in system conversion, installation of new system (such as Online Touchpoint Teller)
- Also assisted in annual operational reviews in retail branch offices
Teller Services Supervisor
First Commonwealth Bank
01.2004 - 01.2010
- Responsible for directly managing the paying and receiving unit in order to provide efficient and accurate paying and receiving services and to control bank-wide vault cash
- Determines work procedures and expedites work flow
- Provided leadership support to all tellers
- Provided customer service to bank client via phone and personal interaction
- Process bank transactions with accuracy
- Balanced and maintained teller window, vault, and ATM machine
- Managed schedule for all teller staff
- Ensured regulatory compliance with the completion of monthly reports such as Internal Control and assisted in regional audits of retail branch offices
- Performed all operations with high confidentiality
- Solved problems with computer knowledge and skill
- Made quality decisions based on information, potential risk, and benefit to client and organization
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Education
Master of Arts - American Studies
Youngstown State University
Youngstown, Ohio01.2024
Bachelor of Science - Accounting
Westminster College
New Wilmington, Pennsylvania01.2010
Skills
- Scheduling and calendar management
- Recordkeeping
- Project assistance
- Consulting
- Accounts reconciliation
- Scheduling expertise
- Process Improvement
- Policy and procedure modification
- Multitasking
- Quickbooks
- Administrative Procedures
- Time management abilities
Timeline
AR/AP Coordinator
Synergy Comp Insurance
07.2020 - Current
Manager of Accounts Payable and Travel Services
Youngstown State University
08.2017 - 04.2020
Accounts Payable Associate
Ellwood Specialty Steel
01.2015 - 06.2017
Senior Customer Claims Representative
Liberty Mutual
01.2011 - 01.2015
Management Development Associate
First Commonwealth Financial
01.2010 - 01.2011
Teller Services Supervisor
First Commonwealth Bank
01.2004 - 01.2010
Master of Arts - American Studies
Youngstown State University
Bachelor of Science - Accounting
Westminster College
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