Summary
Overview
Work History
Education
Skills
Timeline
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Meghan O’Keefe

Kingston

Summary

Highly motivated and goal-driven individual experienced in qualitative and quantitative analysis, benefits administration, and employee record maintenance. Tech-savvy in use of Microsoft Excel, DocuSign, Dayforce, and accounting and financial management software such as QuickBooks and Callidus. Well-versed in statistical analysis. Detailed in reporting for audits, trend determination, and financial planning. Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. Enthusiastic and eager to contribute to team success through hard work, attention to detail, and excellent organizational skills. Motivated to learn, grow, and excel in my position.


Overview

8
8
years of professional experience

Work History

Benefits Specialist

Winn Companies
02.2022 - Current
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Coordinated and conducted employee orientations to promote understanding of coverage and options.
  • Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
  • Audited, balanced, and reconciled premium deductions for more than 3,500 personnel.
  • Managed workers' compensation claim filing for more than 700 national sites.
  • Implemented and maintained workers' compensation policies in monopolistic states.
  • Created and maintained precise and accurate models, charts, and reports for the board of associated 501(c)(3) charity.
  • Assisted with design and implementation of employee benefits programs and internal web pages.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Financial Analyst II

Granite Telecommunications
06.2019 - 02.2022
  • Performed calculations and statistical analysis on commissions
  • Produced, tracked, managed, and analyzed financial statements by region
  • Created and maintained precise and accurate models, charts, and reports
  • Audited, balanced, and reconciled commission payment for more than 50 personnel
  • Organized and maintained sales representatives’ employee profiles
  • Used Callidus and SQL to create reports and recommended course of action to upper management
  • Managed internal and external inquiries submitted by sales representatives, finance directors, and other department heads
  • Provided outstanding customer support and service when resolving inquiries
  • Provided administrative support to senior analysts and department professionals

Waitress and Bartender

Texas Roadhouse
04.2017 - 12.2019
  • Displayed enthusiasm and promoted exceptional customer service, successfully increasing referrals and walk-in business
  • Performed complete opening, closing, and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs
  • Resolved guest and employee complaints to maintain workplace effectiveness
  • Monitored guests for intoxication and reported concerns to upper management

Executive Assistant

Brabo Benefits
01.2017 - 01.2019
  • Managed external contacts for CEO and tracked communication needed for priority contacts
  • Produced accurate files, maintained spreadsheets, and created client presentations
  • Assisted senior management with initiatives and projects including commission reporting by generating Excel reports and utilizing QuickBooks
  • Maintained internal client filing system using SalesForce
  • Provided administrative support to senior leadership while maintaining confidentiality

Education

Bachelor of Science - Mathematics

Bridgewater State University
Bridgewater, MA
05.2019

Skills

  • Highly skilled in Microsoft Excel
  • Strategic Analysis
  • Financial and Operational Reporting
  • Audit Coordination
  • Research abilities
  • New employee enrollment
  • Strong organizational and administrative support
  • Relationship Management
  • Excellent attention to detail
  • Verbal and written communication

Timeline

Benefits Specialist

Winn Companies
02.2022 - Current

Financial Analyst II

Granite Telecommunications
06.2019 - 02.2022

Waitress and Bartender

Texas Roadhouse
04.2017 - 12.2019

Executive Assistant

Brabo Benefits
01.2017 - 01.2019

Bachelor of Science - Mathematics

Bridgewater State University

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Meghan O’Keefe