Tara Pelletier
Sanford
Summary
Dynamic Financial Benefits Specialist with a proven track record at Unum, excelling in policy interpretation and benefits administration. Demonstrated expertise in financial analysis and client verification, while effectively training new hires. Recognized for strong analytical thinking and exceptional communication skills, ensuring accurate reporting and enhanced team performance.
Overview
29
29
years of professional experience
5
5
years of post-secondary education
Work History
Financial Benefits Specialist
Unum
Portland
09.2000 - Current
- Conducted comprehensive financial analysis of disability claims.
- Analyzed different income sources to determine their effect on the insured's monthly benefit.
- Ensured accurate reporting of earnings information through detailed verification of client feeds
- Collaborated with employers to resolve financial discrepancies
- Checked accuracy and completeness of benefits applications and documents.
- Analyzed financial statements to ensure accuracy of reported information regarding employee benefits.
- Guided numerous new hires through comprehensive training on essential procedures and calculations
Accounts Payable/Accounts Receivable Specialist
Lyn-Flex Industries
Saco
08.1997 - 09.2000
- Handled accounts payable and receivable, including invoicing and payment processing.
- Managed Accounts Payable system ensuring accuracy of payments made to vendors.
- Processed invoices for timely payment and accurate record-keeping.
- Posted journal entries into the general ledger related to Accounts Payable and Receivable activity.
- Performed financial calculations for amounts due, interest charges and balances.
- Managed vendor communications to resolve discrepancies and ensure satisfaction.
- Reconciled accounts regularly to maintain financial integrity and accuracy.
- Reviewed and approved payments for all vendors within the organization's policy guidelines.
- Investigated any discrepancies between invoices received from vendors and purchase orders.
- Problem-solved accounts payable questions on behalf of internal team members, management and vendors.
- Verified, classified, computed, posted and recorded accounts payable data and reconciled daily totals to confirm proper accounting.
Education
Bachelor of Science - Business Administration
University of Southern Maine
Portland, ME 08.1992 - 03.1997
Skills
- Financial analysis
- Data verification
- Proficient in Excel, Word, Outlook
- Excellent written and oral communication
- Critical thinking and Organizational skills
- Analytical thinking
- Attention to detail
- Teamwork
- Time management
- Multitasking Abilities
- Task prioritization
- Self motivation
- Interpersonal skills
- Training and development
- Mentoring peers
- Leadership skills
Affiliations
I enjoy volunteer work, and currently volunteer weekly at a local animal shelter
Timeline
Financial Benefits Specialist
Unum
09.2000 - Current
Accounts Payable/Accounts Receivable Specialist
Lyn-Flex Industries
08.1997 - 09.2000
Bachelor of Science - Business Administration
University of Southern Maine
08.1992 - 03.1997