KELLY HART
Waukesha,WI
Summary
Results-oriented Team Lead with a proven track record in billing and fees management. Known for fostering relationships and enhancing team communication, contributing to operational efficiency and high client satisfaction.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Team Lead Fees and Billing
Voya Financial
Waukesha, WI
01.2025 - Current
- Coordinated project timelines and deliverables, ensuring alignment with organizational objectives and client expectations.
- Collaborated with cross-functional teams to resolve issues promptly, maintaining high levels of client satisfaction.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
Sr Fee Specialist
OneAmerica
Wauwatosa, WI
08.2016 - 12.2024
- Followed all company policies and procedures to deliver quality work.
- Increased efficiency by automating routine tasks with software solutions.
- Developed training materials to enhance staff proficiency and productivity.
- Collected, arranged, and input information into database system.
- Helped meet changing demands by recommending improvements to business systems or procedures.
Fee Associate
BMO Harris Bank NA
Milwaukee, WI
01.2014 - 08.2016
- Led initiatives to improve operational workflows, resulting in increased productivity and accuracy.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- in progress
- in progress
Tax Compliance Analyst Retirement Plan Services
BMO Harris Bank NA
Milwaukee, WI
01.2006 - 12.2010
- Analyzed tax compliance regulations to ensure adherence to federal and state laws.
- Prepared and reviewed 5500, 5330 retirement plan tax returns for accuracy and completeness.
- Coordinated with external auditors during tax audits to facilitate information exchange.
- Oversaw preparation and filing in accordance with established deadlines and guidelines.
- Reduced risk of errors in tax filings through diligent review and verification of data.
- Stayed abreast of changing tax regulations and updated internal procedures accordingly to maintain compliance.
Recordkeeper Retirement Plan Services
Marshall and Ilsley Bank
Milwaukee, WI
01.2001 - 01.2006
- Managed and organized financial records to ensure compliance with regulatory standards.
- Processed and maintained accounts payable and receivable transactions efficiently.
- Assisted in the preparation of monthly financial reports for management review.
- Implemented recordkeeping improvements that enhanced data retrieval speed and accuracy.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all recordkeeping processes.
- Handled day-to-day accounting processes to drive financial accuracy.
- Generated invoices upon receipt of billing information and tracked collection progress.
Education
Bachelor of Science - Finance And Accounting
UWM University of Wisconsin-Milwaukee
Milwaukee, WI05-1997
Skills
- Attention to detail
- Customer focus
- Relationship building
- Invoice verification
- Financial acumen
- Client communication
- Deadline management
- Teamwork and collaboration
- Work Planning and Prioritization
- Analytical thinking
- SMART goals
- Multitasking Abilities
Accomplishments
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Collaborated with team of [Number] in the development of [Project name].
Certification
ASPPA Retirement Plan Fundamentals Certificate Course - 3/2023
Timeline
Team Lead Fees and Billing
Voya Financial
01.2025 - Current
Sr Fee Specialist
OneAmerica
08.2016 - 12.2024
Fee Associate
BMO Harris Bank NA
01.2014 - 08.2016
Tax Compliance Analyst Retirement Plan Services
BMO Harris Bank NA
01.2006 - 12.2010
Recordkeeper Retirement Plan Services
Marshall and Ilsley Bank
01.2001 - 01.2006
Bachelor of Science - Finance And Accounting
UWM University of Wisconsin-Milwaukee