Robert Broderick MacConnell
New Tripoli,PA
Summary
Operations and Finance Manager with a background in HR and counseling, a passion for learning, and a commitment to improving processes. Familiarity with technology and understanding of its importance in a dynamic business environment. From experience dealing with troubled youth, developed effective conflict resolution and behavioral modification and motivation techniques that have proven useful in leadership roles. These strategies have become the foundation of a life philosophy based on mutual respect and understanding focused on establishing genuine working partnerships, providing support and guidance, listening, and taking into consideration all perspectives. In recognition of the primary objective and mutual interest in achieving shared success, every interaction can be an opportunity for learning. The importance of integrity, focus on the common goal, practicing humility, creating a welcoming environment, valuing each individual, and improvement are paramount.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Business Consultant
Bodock Zoho Partners
06.2019 - Current
- Offering compensation, employee benefits, accounting, and data processing services with focus on Managing agency financials with routine accounting and bookkeeping, allowing agencies to stay in control of their finances.
- Resource allocation, taxation strategies, budget projections, cash flow management, and commissioning
- Implemented Zoho products and Electronic Document management system personally developed for streamlining transition to paperless, aiming to deliver effective, user-friendly, and flexible solutions.
Operations Manager
Total Benefit Solutions Inc
Philadelphia , PA
06.2016 - 06.2019
- Built network of agent partners, by offering incentives and cross referrals, in three years contracting with 20+ new agents, increasing revenues from referrals and contract agents from $35,000 to $400k
- Streamlined enrollment process for supplemental benefits, by placing dental and vision enrollment forms on website, online revenues accounted for nearly $40,000 in additional commission with customers completing entire enrollment process.
- Regularly updated records, analyzed data, and presented reports
- Conducted commission analysis and remittance of payments within specified deadlines
- Resolved disputes with carriers and contacted appropriate parties for remittance
- Keeping processes efficient and mitigating process gaps
- Updating employee records as necessary, ensuring compliance and confidentiality
- Placed job ads to recruit new team members, conducted interviews, administered qualification exams, completed verifications, collaborated with managers in deciding and extending offers, oversaw onboarding process for agents and staff
- Implemented process to eliminate high interest debts, leverage credit properly, utilize tax credits more soundly, maximize taxable expenses, while increasing staff pay, benefits, and overall satisfaction.
- Trained new hires on their responsibilities, policies, and procedures
- Ensured Simple IRAs were implemented and administered
- Established industry partnerships in order to grow revenue through referrals.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow
Counselor & Unit Manager
Regency Drive Behavioral
Reading, PA
01.2012 - 01.2016
- Assisted transitioning youth to outpatient, family, or community placements
- Provided client care and resolved concerns for families
- Followed regulations and safety requirements
- Facilitating safe aftercare placements, providing access to transition care services, and participating in social activities with assistance of therapists, educators, and community members were included in this objective.
- Offered guidance and advice to help cultivate self-esteem and community involvement.
- Communicated closely with other counselors to devise programs and activities based on developmental and academic levels.
- With reunification/placement average of 15 months, significantly lower than typical 28 month transition for statewide average, thus improving both likelihood of long term success, as well as fiscal savings to counties, where average cost of such care exceeds $85,000 per year per client.
- Identified risk and resiliency factors within individual youth, peer group, family, school and community and developed strategies for intervention
- Led summer day treatment groups and therapeutic activities to teach functional living skills and address behavioral issues.
- Kept abreast of new and developing information in mental health field by attending professional conferences and workshops.
- Worked with prescribing professionals to get patients necessary medications.
- Arranged medication evaluations
- Offered expert testimony for legal consultations and court hearings.
- Provided emergency response in crisis situations to diffuse tensions and prevent violence.
- Developed goal-oriented psychoeducational and activity therapy groups to improve clients' level of functioning.
- Guided clients in developing skills and strategies for dealing with problems
Loan Processor & Credit Analyst
Wachovia Dealer Services
Fort Washington , PA
01.2007 - 01.2010
- Analysis of borrower's income, assets, credit history, and credit worthiness
- Interview of potential borrowers
- Compliance with bank lending standards and regulations in reviewing loan risks and extending credit
- Funded on average of $4 million/month
- Assist credit officers with complex loan management
- Checked information provided by customer to comply with company guidelines and conduct due diligence
- Awarded for having high success rate in detecting fraud as well as exceeding funding goals
- Specialized in nontraditional and subprime loans.
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
Commission Analyst
EMA Group Inc
01.2004 - 01.2007
- Analysis of sales data converting that data into payables and calculating commissions
- Responding to ad hoc requests
- Kept track of sales and commissions, sort, analyze, assess, integrate, and maintain various sources of information such as fees, ongoing carrier commissions, supplemental policy commissions, etc
- Collaborate with sales team on commission-related issues
- Compared data from internal sources with actual commissions
- Verified all client records were accurate, that CRM entries were made for onboarding, and that records were maintained in perpetuity
- Completed reports and updated records as needed
- Verified that commission data was summarized and submitted for supervision
- Ensured that incorrect data was reported on monthly basis
- Provided status of unpaid commissions
- Investigated and contacted carriers to resolve any delays caused by commission
- Requested prorated commissions when necessary
- Submitting contracting and "Broker Of Record" letters to carriers
- Informing sales staff about carrier-related issues, requirements, guidelines, and incentives
- Verified and collaborated with sales and partners regarding taxation and licensing, continuing education deadlines, and regulatory compliance and insurance requirements.
Education
M.Ed - Educational Psychology (Incomplete)
2013
BS - Education Special Education (Incomplete)
2008
Skills
- Strategic Vision
- Process and Procedure Refinement
- Strategy Realignment
- User Acceptance Testing (UAT)
- Organizational Systems
- Operational Procedures
- Financial Statement Review
- Document Organization
- Weekly Payroll
- Inventory Control Processes
- Workforce Management System Software
- Compensation Packages
- Financial Data Analyzation
- Client Rapport-Building
Affiliations
- Society of Human Resource Management
- Project Management Institute
- Ryan White Foundation Liason
- Philadelphia LGBTQ Chamber of Commerce
- Gift Of Life Donor Program Ambassador (Distinguished)
- Association of American Educators (AAE)
- Phi Beta Lambda Academic Business Fraternity
- FBLA National Competitors Alumnis
Certification
Excel Certification
Mouse Microsoft Certification
Zoho Business Advisor
Accounting and Bookkeeping ACAB Certification
Timeline
Business Consultant - Bodock Zoho Partners
06.2019 - Current
Operations Manager - Total Benefit Solutions Inc
06.2016 - 06.2019
Counselor & Unit Manager - Regency Drive Behavioral
01.2012 - 01.2016
Loan Processor & Credit Analyst - Wachovia Dealer Services
01.2007 - 01.2010
Commission Analyst - EMA Group Inc
01.2004 - 01.2007
Drexel University - M.Ed, Educational Psychology (Incomplete)
The Penns State University - BS, Education Special Education (Incomplete)
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