QuickBooks
Joshua Gacek
North Bergen,United States
Summary
Enthusiastic and self-driven operations administrator with over 24 years of experience within the financial industry and child welfare, focusing on non-profit, annuities, state disability, and life insurance.
Overview
24
24
years of professional experience
Work History
Operations Associate
Family Focused Treatment Association
New Jersey, United States
01.2022 - Current
- Manage the operations of the Membership Department, ensuring that a solid infrastructure and best practices policies are in place for member structure, dues rates, recruitment, retention, renewals, and reporting
- One of my key responsibilities was managing and maintaining the association's database, which housed information for over 6,500 individuals
- This role required meticulous attention to detail and strong organizational skills
- Process all membership dues invoices and input all payments for membership dues, event-related transactions, corporate sponsorship program, and donations in our database
- I helped implement and launch FFTA's new online community platform, FFTAConnect
- Within the first 3-6 months of rollout, I was directly responsible for adding 500 of the 800 users on the platform
- Responsible for implementing the new Company QuickBooks Online (QBO) account from the desktop version, setting up integration from our membership database to QBO, and creating a new company chart of accounts
- Manage the day-to-day operations within the QuickBooks online, which included the following – categorizing bank and credit card transactions, monthly journal entries, month-end reconciliation of multiple bank accounts and one credit card account, prepared financial reports to be presented to Board Members, and create and import yearly budgets
- Help with assisting with the preparation of materials for the annual audit
Manager, Member Services
Family Focused Treatment Association
Hackensack, NJ
01.2015 - 12.2021
- Managed the operations of the Membership Department, ensuring that a solid infrastructure and best practices policies are in place for member structure, dues rates, recruitment, retention, renewals, and reporting
- One of my key responsibilities was managed and maintaining the association's database, which housed information for over 5,500 individuals
- This role required meticulous attention to detail and strong organizational skills
- Processed all membership dues invoices and input all payments for membership dues, event-related transactions, corporate sponsorship program, and donations in our database
- Managed event registration desk and information help desk for 800+ registrants at the FFTA Annual Conference
- I was the Staff Liaison for the Membership Committee and Council of Chapter Chairs
- As the staff liaison for these committees, I was responsible for setting up meetings, preparing agendas, taking minutes, and managing any special projects the committee was responsible for
- Responsible for the ffta@ffta.org email inbox and answering all questions from members
Senior Manager, Membership Benefits
American Securitization Forum
01.2013 - 06.2014
- Managed the operations of the Membership Department ensuring that a solid infrastructure and best practices policies are in place for member structure, dues rates, recruitment, retention, renewals, and reporting
- Implemented first-time member experiences that increase member knowledge and engagement with the organization
- Within first year of implementation of program the participation of new members on ASF committees increased by 25%
- Developed, managed and executed the membership renewal program to maximize touch points and communication of ASF membership benefits
- Actively participated in network activities to ensure participation by new members
Membership Coordinator
American Securitization Forum
10.2011 - 12.2012
- Primary liaison between the ASF Political Action Committee and Federal Election Committee; completed all record-keeping and reports
- Managed and maintained iMIS database for over 28,000 individuals
- Processed invoicing for all membership billing via iMIS Taskcentre software
- Deposited all incoming checks via citibusinessonline.com and recorded transactions in iMIS database for accounting team
- Answered all incoming membership questions for 300+ ASF member firms (which include - Citibank, JPMorgan Chase, Wells Fargo, Barclays, Credit Suisse, etc.)
- Trained all new employees on Informz and iMIS software
- Managed the registration help desk at ASF's conference, which had 6,500 registrants
State Disability Analyst
National Benefit Life Insurance Company
09.2006 - 10.2011
- Handled all payments, penalty notices, policy cancellations, new business set-up, refund checks, and singularly maintained daily status reports for all brokers
- Performed quality assurance for NBL's website, tested systems for the company's contingency of business plan, and ran queries for the internal auditors during the tri-annual company audits
Operations Coordinator
Kaplan Test Prep
03.2005 - 05.2011
- Primary National Headquarters representative and operations support for Kaplan Centers and Field Offices
- Trained new hires on the procedures of the National Customer Care Centers
- Created sales reports and Accounts Receivable reports for regional directors nationwide using SQL
Staff Accountant
National Benefit Life Insurance Company
03.2008 - 12.2009
- Managed quality assurance on check processing for accounts payable; ensured that any outstanding checks were researched and cleared quickly
- Processed all daily wire transfers and journal vouchers in the PeopleSoft General Ledger system-completing an average of 100 journal entries daily
Policy and Service Clerk
National Benefit Life Insurance Company
09.2006 - 02.2008
- Primary contact for policy holders and handled policy surrenders, loan applications, address changes, beneficiary changes, title changes, and name changes
- Updated policy and procedure manuals quarterly for loans, surrenders, title, and beneficiary changes
Automated Operations Specialist
Manulife Financial
12.2000 - 06.2004
- Handled all escalated brokerage issues by researching transaction histories and correcting fund allocations and deposits
- Organized and maintained recordkeeping for large market IRA, SEP, and Roth IRA accounts, and resolved any transmission-related problems in order for funds to be invested correctly
Education
Bachelor of Science (B.S.), Business Administration & Marketing, minor in Economics -
State University of New York College at Fredonia
01.2000
Skills
- Excellent Customer Service Skills
- Database Administration
- Non-profit Accounting
- Intuit QuickBooks Proficiency
- Microsoft Office Suite Proficiency
- Multitasking
- Relationship Building
- Attention to Detail
- Member Relations
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CulturePersonal development programsCareer advancementWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Software
Microsoft Suite
Timeline
Operations Associate
Family Focused Treatment Association
01.2022 - Current
Manager, Member Services
Family Focused Treatment Association
01.2015 - 12.2021
Senior Manager, Membership Benefits
American Securitization Forum
01.2013 - 06.2014
Membership Coordinator
American Securitization Forum
10.2011 - 12.2012
Staff Accountant
National Benefit Life Insurance Company
03.2008 - 12.2009
State Disability Analyst
National Benefit Life Insurance Company
09.2006 - 10.2011
Policy and Service Clerk
National Benefit Life Insurance Company
09.2006 - 02.2008
Operations Coordinator
Kaplan Test Prep
03.2005 - 05.2011
Automated Operations Specialist
Manulife Financial
12.2000 - 06.2004
Bachelor of Science (B.S.), Business Administration & Marketing, minor in Economics -
State University of New York College at Fredonia
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