Summary
Overview
Work History
Education
Certification
Timeline
Generic

Shannon Rottach

Altamonte Springs,FL

Summary

Thorough financial manager with several years of experience in bank reconciliation, accounts payable and billing dispute resolution. Detail-oriented administrator with experience in benefits coordination for employees. Motivated collaborator with superior organizational and interpersonal skills paired with outstanding work ethic. Careful, fast-learning worker dedicated to accuracy.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Financial Manager/Benefits Administrator

Sieg & Ambachtsheer, Inc.
DeLand, FL
11.2009 - 09.2024
  • Managed accounts receivable and payable processes to ensure accurate reporting of financial transactions.
  • Collaborated with auditors during periodic reviews of corporate accounts and records.
  • Ensured compliance with all relevant accounting principles when preparing financial statements.
  • Calculated and prepared checks for utilities, taxes and other payments.
  • Prepared year-end financial statements, and developed year-end audit book for CPA firm to reduce and control audit costs.
  • Interacted with internal and external auditors to help complete audits and resolve issues.
  • Developed and administered employee benefit programs, including health, dental, vision and life insurance.
  • Analyzed existing benefits policies and recommended changes to improve cost efficiency or increase coverage options.
  • Researched various providers of employee benefits to identify the most competitive plans for employees.
  • Conducted orientation sessions to explain the details of employee benefits packages to new hires.
  • Managed open enrollment processes by providing guidance on available benefits and answering questions from employees regarding their options.
  • Coordinated annual renewals for all group medical, dental, vision, life insurance policies as well as other voluntary programs such as flexible spending accounts.
  • Responded promptly to inquiries from employees regarding their benefits coverage or eligibility status.
  • Oversaw enrollment of new employees and company-wide yearly enrollment period.
  • Checked accuracy and completeness of benefits applications and documents.
  • Saved costs by analyzing and modifying compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements.

Math Tutor

AEC Educational Services
Altamonte Springs, FL
10.2008 - 10.2009
  • Assisted students with understanding mathematical concepts such as algebra, geometry, and calculus.
  • Provided individualized tutoring sessions to help students enhance their math skills.
  • Instructed students on proper techniques for solving problems in mathematics.
  • Reviewed textbooks, notes, homework assignments, quizzes, and tests with students.
  • Encouraged positive attitudes towards mathematics among all learners.

Private Math Tutor

Self-employeed
Apopka, FL
08.2005 - 08.2008
  • Assisted students of varying skill levels with understanding and excelling in mathematical studies.
  • Asked key questions prompting specific student responses to assess tutoring session progress.
  • Reviewed class materials and discussed reading assignments, boosting comprehension.
  • Motivated students using feedback and encouragement.
  • Designed individual tutoring plans for students of different levels.
  • Utilized positive reinforcement techniques to encourage and motivate students.
  • Delivered successful math tutoring for students based on current needs and upcoming course materials.
  • Established high level of proficiency advanced math concepts.

Lead Benefit Specialist

Health Insurance Specialists
Rockville, MD
10.1999 - 08.2003
  • Developed relationships with insurance companies to ensure competitive rates and comprehensive coverage for clients.
  • Negotiated policies, premiums, and coverages with carriers to secure the best value for clients.
  • Provided customer service by responding promptly to inquiries from clients regarding policy information or changes.
  • Prepared detailed proposals outlining coverage options, cost estimates, and other pertinent information for prospective customers.
  • Resolved complex customer issues through effective communication, negotiation, problem-solving skills, and follow-up actions.
  • Upsold products to policyholders and potential new clients.

Education

Bachelor of Science - Mathematics

University of Central Florida
Orlando, FL
05-1996

Certification

  • Notary Public Commission, State of Florida, Expires 2028
  • Certified Notary Signing Agent, 2020

Timeline

Financial Manager/Benefits Administrator

Sieg & Ambachtsheer, Inc.
11.2009 - 09.2024

Math Tutor

AEC Educational Services
10.2008 - 10.2009

Private Math Tutor

Self-employeed
08.2005 - 08.2008

Lead Benefit Specialist

Health Insurance Specialists
10.1999 - 08.2003
  • Notary Public Commission, State of Florida, Expires 2028
  • Certified Notary Signing Agent, 2020

Bachelor of Science - Mathematics

University of Central Florida

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Shannon Rottach