Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michelle Callahan

Erie,PA

Summary

Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Skilled in overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members.

Overview

21
21
years of professional experience

Work History

Erie Office and Finance Manager

HUB International
11.2021 - Current
  • Complete and review monthly income statements for Erie Office.
  • Collaborative member of local office Leadership team working with other leaders in the office to create a positive work environment for all employees and assist in creating and communicating office policies and procedures.
  • Reconcile monthly bank statements for clients.
  • Prepare and analyze monthly life insurance billing for several large clients.
  • Collaborate with Finance team to evaluate accounting systems and processes to create efficiencies in workflows and automate processes.
  • Research and evaluate software solutions to improve efficiency in workflows.
  • Work with IT, Accounting and Operational teams to implement new software programs.
  • Ensure basic account principles are followed in all accounting processes including accounts payable, accounts receivable and financial reporting.
  • Manage internal team of staff to ensure proper staffing is maintained and staff needs are met.
  • Recruited, hired, and trained personnel.
  • Continually analyze staffing needs and work within budget to maintain proper staffing.
  • Evaluate and identify office staff training needs, then plan and organize training sessions to meet staff needs.
  • Continuously evaluate business processes and procedures within the office, making changes where necessary, to ensure efficiency and effectiveness.
  • Act as HR support within local office.
  • Develop and maintain relationships with office staff to resolve conflicts and staff issues.
  • Act as liaison between local staff and regional Executive Management team to resolve staffing needs and concerns.
  • Communicate office needs and performance with regional Executive Management team.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Created organizational structures to improve accounting and finance functions.
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.
  • Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.

Erie Office Manager

HUB International
05.2020 - 11.2021
  • Collaborative member of local office Leadership team working with other leaders in the office to create a positive work environment for all employees and assist in creating and communicating office policies and procedures.
  • Complete and review monthly income statements for Erie Office.
  • Reconcile monthly bank statements for clients.
  • Prepare and analyze monthly life insurance billing for several large clients.
  • Continually analyze staffing needs and work within budget to maintain proper staffing.
  • Create annual budget for office projects and work within that budget to plan, organize and manage projects.
  • Evaluate and identify office staff training needs, then plan and organize training sessions to meet staff needs.
  • Continuously evaluate business processes and procedures within the office, making changes where necessary, to ensure efficiency and effectiveness.
  • Act as HR support within local office.
  • Develop and maintain relationships with office staff to resolve conflicts and staff issues.
  • Act as liaison between local staff and regional Executive Management team to resolve staffing needs and concerns.
  • Communicate office needs and performance with regional Executive Management team.
  • Controlled finances to lower costs and keep business operating within budget.
  • Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
  • Prepared and managed large capital expenditure budgets to effectively handle infrastructure investment and long-term operations.

Director of Personal Training and Exercise Specialist

Optum
01.2017 - 10.2019
  • Use personal approach to develop and maintain relationships with fitness center members including friendly customer service and working to resolve issues that arose making the fitness center a welcoming place for members.
  • Create and implement safe and effective Personal Training plans for multiple unique clients.
  • Manage unique clients on a daily basis implementing individualized motivational and behavioral techniques to ensure client success.
  • Safely and effectively lead group fitness classes for members of multiple fitness levels providing instruction and modifications when needed.
  • Coordinate and schedule meetings with fitness center members.
  • Create and maintained engaging and successful group fitness program for members.
  • Ensure safety of all members in fitness facility.
  • Provide weight and cardio equipment training to members.
  • Track and report monthly group fitness class numbers to evaluate utilization of group fitness schedule by members.
  • Track and report monthly Personal Training utilization, conversion rates from Smart Paths and revenue.
  • Manage and track members personal training accounts ensuring sessions meet clients’ needs and ensure timely usage of sessions.
  • Provide consultations and exercise plans for members utilizing Smart Path program.
  • Work as a team to develop and implement several member fitness challenges.
  • Collaborate with local universities to establish a relationship to secure Interns at site.
  • Established safe, productive and encouraging workout environment.
  • Assessed fitness levels before and after completion of individualized exercise programs, implementing changes to expedite results.

Interim General Manager

Optum
03.2018 - 07.2018
  • Trained newly hired employees, offering insight into job duties and providing positive feedback on work.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Interacted well with customers to build connections and nurture relationships.
  • Trained new employees on proper protocols and customer service standards.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Assist in biweekly payroll tracking for Fitness Center staff.
  • Recruited, hired, and trained personnel.
  • Create and implement safe and effective Personal Training plans for multiple unique clients.
  • Manage unique clients on a daily basis implementing individualized motivational and behavioral techniques to ensure client success.
  • Safely and effectively lead group fitness classes for members of multiple fitness levels providing instruction and modifications when needed.
  • Coordinate and schedule meetings with fitness center members.
  • Create and maintained engaging and successful group fitness program for members.
  • Ensure safety of all members in fitness facility.
  • Provide weight and cardio equipment training to members.
  • Track and report monthly group fitness class numbers to evaluate utilization of our group fitness schedule by members
  • Track and report monthly Personal Training utilization, conversion rates from Smart Paths and revenue
  • Manage and track members personal training accounts ensuring sessions meet clients’ needs and ensure timely usage of sessions.
  • Provide consultations and exercise plans for members utilizing Smart Path program.
  • Work as a team to develop and implement several member fitness challenges.
  • Collaborate with local universities to establish a relationship to secure Interns at site.
  • Mentor and train interns to provide multifaceted learning experience for interns.

Corporate Accountant

Hubbard-Bert, Inc
03.2003 - 05.2015
  • Complete and review detailed financial statements for entire company.
  • Control all accounts payable including paying bills weekly, ensuring bills are paid timely and accurately and providing supervisor with reports detailing accounts payable.
  • Monitor and report on cash flow weekly.
  • Track bank accounts weekly including deposits made and cash paid out of account.
  • Administer life insurance plans for several unique clients.
  • Maintain employee records for payroll deductions.
  • Assist in biweekly payroll preparation.
  • Track, reconcile and bill employees for personal postage and office supply use.
  • Complete and maintain all company licensing for agents and corporation.
  • Track continuing education requirements of all states in which agents and corporation are licensed.
  • Track and ensure all bonuses earned by company are paid and accurate.
  • Reconcile monthly bank statements Reconcile client monthly health insurance and COBRA premiums and payments.
  • Provided owners and supervisor with special reports as requested.

Education

Bachelor of Science - Accounting

Penn State University
Erie, PA

Skills

  • Process Change Improvements
  • Account and Ledger Reconciliations
  • Departmental Oversight
  • Financial Analysis
  • Workflow Coordination
  • Financial Budgeting
  • Strategic and Financial Planning
  • Coaching and Training
  • Improvement Recommendations
  • Recruit Well-Qualified Staff
  • Excellent Team Leadership

Timeline

Erie Office and Finance Manager

HUB International
11.2021 - Current

Erie Office Manager

HUB International
05.2020 - 11.2021

Interim General Manager

Optum
03.2018 - 07.2018

Director of Personal Training and Exercise Specialist

Optum
01.2017 - 10.2019

Corporate Accountant

Hubbard-Bert, Inc
03.2003 - 05.2015

Bachelor of Science - Accounting

Penn State University

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Michelle Callahan