• Work closely with the Accounting Team to establish accounting policies and procedures for credit and collections, purchasing, payment of bills, and other financial obligations • Partner with the Accounting Manager for all accounts payable and accounts receivables related tasks for the company • Ensure the maintenance of appropriate financial records, prepares required financial reports, ensures audits are completed • Assist with the compilation and preparation of all invoices for Quest CE clients and ensure they are sent on a timely manner• Internal budgeting• Detect and reconcile discrepancies in financial records • Ensure timely payments of vendor invoices and expense vouchers• Assist with collection activities, to include sending follow-up inquiries • Help with the preparation of weekly A/P and A/R reports (to include cash flow analysis) and be part of the presentation of the findings and analysis to Senior Management, as needed

• Work closely with the Manager of Compliance on the training of all new Compliance Team members• Primary on processing Instructor and Course applications by working directly with clients/instructors• Process all types of daily correspondence to ensure timely response and appropriate prioritization from State DOIs, clients, etc. • Review Quest CE course and Client proprietary course content to ensure accuracy and regulatory compliance prior to submitting the course for State DOI and/or Designation Board approval. Conduct research as needed to assess eligibility for approval by States and Designation Boards• Work directly with instructors, answering questions regarding State applications, approval process, etc. • Responsible for researching various insurance websites, keeping current on changes in State insurance requirements and reporting all findings and trends to management.• Perform data entry of information to maintain database(s) through custom software. Responsible for accuracy, efficiency and retrieval of processed data.• Perform general clerical support duties for the Compliance Department, including word processing, faxing, proofreading, photocopying, filing course approval documents, etc. • Provide daily telephone support for the Compliance Team, as well as administrative and clerical support for the TPA team and Online team, as needed.

Assist the Accounting Department with invoicing and processing payments

Primarily responsible for processing instructor and course applications, daily correspondence, maintaining the Providership database and supporting the TPA and Compliance departments.• Primary on processing Instructor and Course applications and working directly with clients/instructors to resolve any issues• Process all types of daily correspondence to ensure timely response and appropriate prioritization from State DOIs, clients, etc. • Responsible for researching various insurance websites, keeping current on changes in State insurance requirements and reporting all findings/trends to management.• Perform data entry of information to maintain database(s) through custom software. Responsible for accuracy, efficiency and retrieval of processed data.

• Perform data entry of information to maintain the Quest CE database(s). Responsible for accuracy, efficiency and retrieval of processed data. • Input seminar attendees into Quest CE’s client database and update and correct database, as needed• Maintain the files for all Client Services departments on a daily basis, to include file retrieval and auditing

Managed operations for a class-based child care facility with the center’s ownerI worked with the owner of the center in development and implementation of center policies and handbooks, as well as ensured center procedures and classroom layout were in compliance with state of Wisconsin DCF 251 Licensing Rules for Group Child Care Centers. My responsibilities also included managing student and staff files, keeping this information organized and in compliance with state licensing, and managing student schedules, including maintaining balance of drop in and regular schedules to stay within licensing regulations.Additionally, I managed our customer billing, including regulation of billing cycles and payments for families using drop-in services. Billing procedures involved use of QuickBooks and MindBody.I also worked hard to develop and maintain positive customer relations through frequent face-to-face interactions, and by effectively answering questions in a timely manner and dealing with challenging customer situations constructively.I was also given the duty of creating and conducting a thorough orientation process for new staff members. I performed effectively in a supervisor role for these new teaching and support staff while promoting a positive working environment. I also effectively managed a classroom as a lead teacher or teacher’s aid as needed

Managed a classroom of up to 8 students, ages 3 months - 1.5 years oldCreated and implemented age appropriate curriculumEnsured the daily needs of students were met in addition to providing my students with frequent opportunities for learning and developmental enrichment, by studying parent provided information, materials on child development, and through personal interactions with the child.Ensured classroom set up, procedures, and student paperwork were in compliance with state of Wisconsin DCF 251 Licensing Rules for Group Child Care CentersCreated orientation materials and ran training for new staff members working with infants

Efficiently ran transactions and opened accounts for new customersCreated personalized customer service by actively listening to understand and assess customer needs; offered matching products and services when appropriate, and assessed success with a follow up planDeveloped rapport and trust with current and potential customers