Summary
Overview
Work History
Education
Skills
After Hours.
Timeline
Hi, I’m

WANDA HANSEN

Clearwater,Florida

Summary

Accounting professional with experience as an Account Transfer Specialist and Lead. Applies excellent comprehensive knowledge and service in time of critical situations. Ability to seek out and recognize opportunities for improvement and take on new challenges to meet the needs of a company and it’s employees. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

24
years of professional experience

Work History

Raymond James & Associates

Management Fee Specialist
01.2018 - Current

Job overview

  • Process Consulting Fees for both RJA (Raymond James & Associates) and RJFS (Raymond James Financial Services)
  • Post daily multiple incoming batch ACH deposits via recordkeepers from clients 401(k) plan accounts
  • Process payments for Financial Advisor’s fees matching statement dollar to dollar.
  • Research management fee issues independently
  • Help resolve inquiries from Financial Advisors regarding fees
  • Research and resolve transaction issues: Commission adjustments and Journal Entries
  • Build relationships and communicate with branches, associates and members specializing in billing inquiries regarding fees, agreements, and procedures
  • Create Queries in Microsoft Access
  • Process RJ Deduct Accounts for Financial Planning Fees
  • Participated in team projects, demonstrating collaboratively and team building effectively.

Robert Half, Randstad, Ultimate Staffing, & Adecco USA, County

Accounts Payable and Receivable Specialist
04.2012 - 12.2017

Job overview

  • Reviewed vendor invoices for appropriate documentation and validity prior to payment
  • Maintained accurate and complete records to document transactions and support decision-making
  • Matched invoices to purchase orders for proper documentation and to facilitate payment
  • Performed daily bank reconciliations, detecting, and resolving discrepancies between bank statements and company records
  • Input 350-400 invoices weekly
  • Provided financial support to other departments to improve operations
  • Managed collections and follow-up on past-due accounts to speed up payments and minimize risk
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Prepared vendor invoices and processed incoming payments
  • Assisted with annual audit, confirming accurate reconciliation of all accounts

Aegon – St

Quality Assurance Specialist
03.2006 - 11.2009

Job overview

  • Fixed identified issues to increase productivity and boost workflows
  • Monitored product standards and quality-control programs
  • Trained 25 employees on specific QA standards and confirmed maintenance of standards
  • Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies
  • Implemented process improvements to increase productivity in quality assurance operations
  • Analyzed quality and performance data to support operational decision-making
  • Developed and implemented procedures to meet product quality standards
  • Collected and analyzed data to measure effectiveness of quality control processes.

Aegon

Accounting Technician III
04.1999 - 03.2006

Job overview

  • Recorded deposits, reconciled monthly bank accounts, and tracked expenses
  • Applied over 5,000 - 15,000 premiums from Lockbox bank, incoming premiums, and wires weekly or monthly.
  • Maintained account accuracy by reviewing and reconciling checks monthly
  • Coded 20-30 batches to general ledger accounts
  • Collect data for preparing various reports, cash transactions and billing
  • Posts batches in Oracle System and balances to general ledger
  • Prepared manual checks as needed
  • Researched and resolved unidentified payments received

Education

University of Phoenix
Clearwater, Florida

Associate of Science from Finance and Business Management
12.2011

Eckerd College
St. Petersburg, FL

Some College (No Degree) from Finance and Business Management

Skills

  • Accounts Receivable & Payable
  • Windows XP, Windows 7, 8, & 10, Microsoft Office 2016 (Word, Excel, Power Point, Outlook, Access) Document Direct, Citrix, Advisor Access,
  • Highly communicative
  • Customer service skills
  • Planning and Coordination
  • Training and Development
  • Problem-Solving
  • Training Junior Team Members
  • Critical Thinking
  • Word Processing
  • Financial Transactions
  • Typing and 10-Key Entry
  • Coordinate Training
  • Biweekly Payroll Processing
  • Billing and Payment Processing
  • Production Operations

After Hours.

I am the youngest of 13 children. I come from a family that plays outdoor sports as well as indoor sports and games.  I am an outgoing, social person, who loves to hang out with her friends meeting them for lunch or going on retreats, as well as hanging out with my son and daughter in law and two granddaughters, either swimming in our pool,  shopping, or vacationing at my timeshare. I love to entertain and make people laugh. I have a huge heart.

Timeline

Management Fee Specialist

Raymond James & Associates
01.2018 - Current

Accounts Payable and Receivable Specialist

Robert Half, Randstad, Ultimate Staffing, & Adecco USA, County
04.2012 - 12.2017

Quality Assurance Specialist

Aegon – St
03.2006 - 11.2009

Accounting Technician III

Aegon
04.1999 - 03.2006

University of Phoenix

Associate of Science from Finance and Business Management

Eckerd College

Some College (No Degree) from Finance and Business Management

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WANDA HANSEN