Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

SPENCER O'NEIL

200 Craiwell Avenue, West Springfield,MA

Summary

Business Administration and Accounting major with 7+ years in cross-functional team environments. Specializing in client communication, revenue optimization, and process improvement, with a focus on delivering exceptional customer service and fostering long-term client relationships. Skilled in billing, reconciliation, contract management, and new client onboarding, adept at identifying and implementing strategies to enhance brand loyalty and drive revenue growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Controller

CheckWriters Payroll
11.2023 - Current
  • Streamlined month-end closing procedures, reducing processing time and enhancing accuracy.
  • Managed finance operations, collaborating with Sales, Customer Support, Tax, and Client Onboarding teams to deliver tailored solutions to over 4,000 clients.
  • Spearheaded inter-departmental initiatives to decrease client support call queue time by 20%, boosting retention and satisfaction rates.
  • Partnered with Bank Cash Management, IT Department, and Risk Management to mitigate fraud risks and ensure secure transactions.
  • Conducted weekly and monthly bank reconciliations and facilitated the yearly audit process with CFO and external auditors.
  • Orchestrated ACA and W2 billing for 4,000+ clients and managed monthly sales tax filings for Connecticut and Massachusetts.

Revenue Cycle Analyst / Payroll Processer

Viability, Inc.
05.2021 - 11.2023
  • Led billing and collections efforts for 75+ clients, ensuring accurate and timely payment for services rendered.
  • Acted as a primary liaison between clients, directors, and program managers to resolve billing discrepancies and optimize funding allocation.
  • Utilized data analysis tools to transform financial data into actionable insights, facilitating compliance with regulatory standards.
  • Generated comprehensive reports for internal stakeholders and external auditors to ensure regulatory adherence and financial transparency.
  • Managed deductions including 403b, health, dental, loans, and wage garnishments, ensuring compliance with legal requirements.
  • Produced payroll reports for internal purposes, supporting insurance renewals, census reporting, and premium verification processes.

Property Estimator

Infraware
02.2018 - 05.2021
  • Spearheaded onboarding process of 15+ independent insurance clients while working directly with front-line adjusters and program managers to ensure seamless contract implementation and customer satisfaction.
  • Proposed and implemented certification program to assist in developing employee skills and measuring Key Performance Indicators, including scheduling follow-up assessments to measure progress toward company goals.
  • Resolved twenty claims / client issues per day amounting to over 150,000 property content items processed per year.
  • Contributed to company success by consistently meeting or exceeding target turnaround times on awarded projects.

Strategic Business Solutions Intern

Waste Management
12.2016 - 08.2017
  • Resolved average of 500 inquiries per week serving as liaison between National Account clients and their haulers.
  • Built and distributed weekly reports for email and post-call survey quality results to find areas for immediate improvement and develop corrective actions to be implemented.
  • Utilized enterprise resource planning systems to track and process customer calls, ensure compliance with requirements, on-time delivery, and push data-driven decision making.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.

Education

Master of Science - Accounting

Southern New Hampshire University
Hooksett, NH
05.2022

BBA - Operations and Information Management

Isenberg School of Management At UMass Amherst
Amherst, MA
12.2017

Associate of Science - Business Administration

Holyoke Community College
Holyoke, MA
05.2015

Skills

  • People-oriented
  • Verbal / written communication
  • Client engagement
  • Workflow processes
  • Strong organizational skills
  • Contract management
  • Microsoft Excel and SAP
  • Financial reporting and analysis

Certification

  • Six Sigma (Yellow Belt)
  • Programming Foundations with JavaScript, HTML and CSS

References

Tedd Cecchetelli

Telecommunications Account Manager - New England, Altec Industries.

(413)-426-0182

tedd.cecchetelli@yahoo.com


Timeline

Controller

CheckWriters Payroll
11.2023 - Current

Revenue Cycle Analyst / Payroll Processer

Viability, Inc.
05.2021 - 11.2023

Property Estimator

Infraware
02.2018 - 05.2021

Strategic Business Solutions Intern

Waste Management
12.2016 - 08.2017

Master of Science - Accounting

Southern New Hampshire University

BBA - Operations and Information Management

Isenberg School of Management At UMass Amherst

Associate of Science - Business Administration

Holyoke Community College
SPENCER O'NEIL