Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst
KELLY JALBERT

KELLY JALBERT

COLLINSVILLE

Summary

Dynamic and detail-oriented professional with extensive experience in accounting and administrative processes. Proven adaptability and strong analytical skills. Adept at fostering client relationships and coordinating events, ensuring exceptional service delivery and operational efficiency, with a warm connection.

*Most positions since 2020 have been Contract based*

Overview

16
16
years of professional experience

Work History

Travel Expense Associate

Trumpf Inc
Farmington
01.2025 - Current
  • Processed expense reports in compliance with internal audit procedures using Certify/Emburse tool.
  • Automated weekly file uploads into ADP for efficient expense reimbursement payroll processing.
  • Managed weekly data runs into SAP via Windshuttle for accurate data tracking.
  • Maintained sample checks of expense reports to facilitate internal audit preparation.
  • Generated monthly AMEX reports, reconciled rental car expenses, and recorded monthly accruals in SAP.
  • Oversaw year-end tasks related to expense reports, AMEX, and treasury/purchasing cards.
  • Utilized Emburse to automate the creation of expense reports and ensure compliance with travel policy.
  • Reconciled treasury card transactions, verifying accuracy and supporting documentation while resolving discrepancies.

ACCOUNTING ASSISTANT

Conveyco Technologies
Bristol
06.2024 - 12.2024
  • Responsible for vendor invoice management, sales order management, customer invoicing, and sales tax tracking.
  • Review purchase orders for onsite projects from vendors using accounting software SalesPad.
  • Investigate and resolve discrepancies.
  • Approve invoices for sales order and submit to finance.
  • Catalog invoices and update status for processing in Sharepoint.
  • Distribute billing to clients.
  • Compile data and create monthly reports for tax filing by creating pivot tables in excel.

OFFICE ASSISTANT AND BILLING SPECIALIST

Untapped Potential
Canton
01.2024 - 06.2024
  • Responsible for Accounts Receivable and Accounts Payable.
  • Provided support to the assistant controller for invoice processing, administrative functions and data entry.

CLIENT SERVICE COORDINATOR AND MARKETING

Cormier Financial Partners at Ameriprise Financial
Farmington
03.2023 - 12.2023
  • Assisted three financial advisors with scheduling clients for portfolio management.
  • Preparation of client portfolio data for meeting between financial advisor and clients.
  • Updated client information as necessary.
  • Contact clients and summarize details of client needs for financial advisor, prepare relevant material to be discussed.
  • Built relationships with wholesalers for fundraising to support client appreciation events.
  • In charge of Event Planning for client appreciation events.
  • FINRA SEC Compliance record keeping for events.

ACCOUNTS PAYABLE

Modern Woodcrafts
Plainville
01.2023 - 03.2023
  • Enter up to 100 invoices a week into the accounting software.
  • Code job costing.
  • Pay and manage monthly credit card statements for 12 senior members.
  • Resolve the aging report and contact past due vendors.

COST TYPE BILLER

Raytheon Technologies
Remote
10.2022 - 12.2022
  • Submits invoices and checks against terms of classified contracts using SAP.

CASE AUDITOR

UniteCT at Capital for Change
Wallingford
03.2022 - 09.2022
  • Audit submitted applications for the state of CT's Emergency Rental Assistance Program; UniteCT.
  • Ensuring via Yardi, that an ERAP submission contains all necessary documentation & information needed for approval.
  • Annotating in detail all case activity.
  • Responsible for confirming that all tenant & landlord financial and property information is true and correct.
  • Handling highly personal tenant and landlord information.
  • Verifying business & property information through Concord & City Geographic Information Systems (GIS) data portal.
  • Inputting all monetary information into a preformulated spreadsheet and confirming that data is correct and aligned with tenant ledgers.
  • Identifying & preventing fraudulent applications.

EXECUTIVE AND PERSONAL ASSISTANT TO FOUNDER

Safe and Together
Canton
07.2021 - 10.2021

REALTOR, OFFICE TECH CHAMP

Berkshire Hathaway HomeServices
Newington
08.2014 - 07.2021
  • Research property values and analyze data.
  • Create reports to present findings.
  • Market properties through online databases, media and grassroots means.
  • Tech Champ duties include helping associates with basic technology needs.
  • Maintain social media accounts for office.

STAFF ASSISTANT

West Hartford Public Works Department
West Hartford
11.2018 - 03.2020
  • Scanned, entered, coded, and processed invoices into Munis.
  • Record Continuing Education hours for 20 employees.
  • In charge of entering department credit card use information and performs monthly audit.
  • Assists in the preparation and maintenance of policies and procedures manuals.
  • Updates and maintains several department reports using Excel spreadsheets and Microsoft Office products.
  • Provides administrative support functions for the Department of Public Works.
  • Answers residents' inquiries and helps resolve complaints and concerns requiring research and interpretation both over telephone and in person.
  • Utilizes GIS mapping and Mobile 311 to research and report.

CUSTOMER SERVICE

Chubb Insurance
Simsbury
09.2012 - 06.2013
  • Take customer calls and respond to emails in a friendly informative manner.
  • Communicate with claims examiners, law firms and auditors to research responses.
  • Document calls on Excel spreadsheet.

POLICY PROCESSOR/NURSES RENEWALS

Connecticut Underwriters, Inc.
Middletown
08.2009 - 03.2011
  • Amended, cancelled and reinstated Max Specialty and Western World insurance policies.
  • Bound and processed half of all Nursing policies.
  • Served as liaison between agents and companies.
  • Learned several facets of the company to serve as needed including primary back-up for Premium Financing department and full training on M.I.C.K.
  • Utilized the programs Image Right and AIM.

Education

MAJOR - INTERNATIONAL STUDIES

University of Saint Joseph
West Hartford, CT
05.2009

Skills

  • Accounts Receivable
  • Accounts Payable
  • Invoice processing
  • Administrative functions
  • Data entry
  • Client scheduling
  • Portfolio management
  • Event planning
  • Job costing
  • Credit card management
  • SAP
  • Audit
  • GIS
  • Customer service
  • Customer relationship management (CRM)
  • Project coordination
  • Microsoft Excel
  • Engaging with diverse customers
  • Yardi software
  • Expense report management
  • Calendar management
  • Negotiation skills
  • Self motivation

Timeline

Travel Expense Associate

Trumpf Inc
01.2025 - Current

ACCOUNTING ASSISTANT

Conveyco Technologies
06.2024 - 12.2024

OFFICE ASSISTANT AND BILLING SPECIALIST

Untapped Potential
01.2024 - 06.2024

CLIENT SERVICE COORDINATOR AND MARKETING

Cormier Financial Partners at Ameriprise Financial
03.2023 - 12.2023

ACCOUNTS PAYABLE

Modern Woodcrafts
01.2023 - 03.2023

COST TYPE BILLER

Raytheon Technologies
10.2022 - 12.2022

CASE AUDITOR

UniteCT at Capital for Change
03.2022 - 09.2022

EXECUTIVE AND PERSONAL ASSISTANT TO FOUNDER

Safe and Together
07.2021 - 10.2021

STAFF ASSISTANT

West Hartford Public Works Department
11.2018 - 03.2020

REALTOR, OFFICE TECH CHAMP

Berkshire Hathaway HomeServices
08.2014 - 07.2021

CUSTOMER SERVICE

Chubb Insurance
09.2012 - 06.2013

POLICY PROCESSOR/NURSES RENEWALS

Connecticut Underwriters, Inc.
08.2009 - 03.2011

MAJOR - INTERNATIONAL STUDIES

University of Saint Joseph

Similar Profiles

CREATE PROFILE
KELLY JALBERT