Jennifer White
Brooksville,FL
Summary
Professional with over 20 years of Financial Office Management and HR experience and advanced knowledge of employment law, compensation, and employee relations. As a CFP (R) Professional in a Financial Planning office, working with financial planning clients was one aspect of the responsibilities, as well as managing the office and being solely responsible for the HR operation including payroll processing, insurance, and training and development to promote high performing organization with efficient operating systems, professional and skilled staff and sound financial resources. Maintains strong stakeholder focus and service-oriented attitude with excellent organization and interpersonal skills to excel in a multi-cultural environment.
Overview
21
21
years of professional experience
Work History
CFP (R) Professional
The Financial Sense People, LLC
Crystal River, FL
01.1994 - 03.2015
- Oversaw office staff and procedures to ensure tasks were completed accurately and effectively.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Assisted with clients to assess needs and propose optimal solutions through insurance, investment, tax, and retirement planning.
- Maintained current knowledge of industry regulations and legislation to amend policies and promote compliance both for conducting investment and insurance business including FINRA, SEC, and State insurance departments; as well as Human Resource compliance aspect of doing business to include federal, state, and local laws and organizations.
- Maintained computer and physical filing systems for both client compliance and employee compliance.
- Set, enforced and optimized internal policies to maintain responsiveness to demands, both internal and external.
- Created and implemented office policies and procedures.
- Oversaw entire recruitment and selection process for new candidates, including interviewing, hiring, training and motivating employees to perform daily business functions.
- Updated HR database with new employee information, changes in benefits and other details. Maintained all records in accordance with labor laws, IRS requirements, and other federal and state compliance.
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
- Addressed employee conflicts with appropriate urgency.
- Maintained and secured up-to-date personnel files.
- Managed benefits enrollment by answering questions and aiding employees through enrollment process.
- Reduced workers' compensation claims by creating and instituting safety training program.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
- Established QuickBooks accounting system to reflect accurate financial records, which included:
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Reviewed and processed employee expense reports for payment.
- Completed accurate and on-time payroll for employees including; tracking and inputting hours worked and any stipends or reimbursements necessary, sick and vacation availability and use, deductions-both mandatory for tax purposes and elective deductions. Maintained detailed records of all items and procedures.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted receipts and payments for audit and compliance purposes.
- Organized and carried out proactive month-end, quarterly and year-end processes.
- Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
- Processed employee tax payments and W-2 forms.
- Processed 1099 forms for subcontractors.
- Processed business tax payments.
Education
Certified Financial Planner(TM) Certificate -
University of South Florida
Tampa, FL09.2006
Associate of Science - Business Administration And Management
Pasco-Hernando State College
New Port Richey, FL05.1998
Associate of Arts - General
Pasco-Hernando State College
New Port Richey, FL12.1997
Skills
- Quick learner & Self Motivated Professional
- Excellent Verbal and Written Communication
- Understand Sensitive Data & Confidentiality
- Analytical and Detailed
- Superior Organizational Skills
- Experienced in MS Office & QuickBooks among others
- Conflict Resolution
- Flexible and Adaptable, Willing to Learn New Skills and Technology
- Office Management Skills
- Human Resources & Payroll Administration Skills
- Friendly and Relatable
Timeline
CFP (R) Professional
The Financial Sense People, LLC
01.1994 - 03.2015
Certified Financial Planner(TM) Certificate -
University of South Florida
Associate of Science - Business Administration And Management
Pasco-Hernando State College
Associate of Arts - General
Pasco-Hernando State College
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