Cassie Uebelacker Email and Phone Number

- Receiving purchase requests from staff of the Monroe County Department of Human & Social Services, Office of Mental Health, and Children's Detention Center- Collecting quotes for purchase requests from various vendors and determining the most cost-effective option(s)- Creating purchase orders in a timely and accurate manner- Ensuring orders are successfully executed and all requested products and services are received/completed through continuous communication with both staff and vendors- Receiving invoices for executed purchase orders and processing goods receipts to initiate payment to vendors- Tracking, receiving, and paying monthly bills (e.g. utilities, leases, recurring services, contracts, etc.) and various payables in a timely manner- Problem solving and investigating issues that arise throughout the purchasing process (e.g., returns, undelivered items, errors in invoicing, etc.)- Managing multiple tracking spreadsheets in order to provide transparency and detailed recordkeeping of purchase orders (requests, creation, receipt, payment, etc.), expenditures, and inventory- Remaining attentive and mindful of departments' budgets and how purchasing decisions and expenditure patterns affect budgets; working with staff and management to stay on-budget throughout the year- Processing travel requisitions for clients and staff- Processing internal requests for birth certificates: compiling and distributing necessary documentation when staff must retrieve clients' birth certificates from Vital Records offices in other cities/states- Conducting weekly audits for vendors receiving child-care benefits, ensuring documentation on file with DHS matches that of Rochester’s Child Care Council- Reviewing and auditing monthly NYS Medicaid Spend Down Reconciliation reports and generating reimbursements for qualified clients

- Receiving orders and purchase requests from staff of Monroe County DHS/DSS, Office of Mental Health, Office for the Aging, and Children's Detention Center- Collecting quotes for purchasing requests from various vendors, determining the most cost-effective option(s), and creating purchase orders in a timely and accurate manner- Ensuring orders are successfully executed and all requested products and services are received/completed through continuous communication with both staff and vendors- Receiving invoices for executed purchase orders and processing goods receipts to initiate payment to vendors- Tracking, receiving, and paying monthly bills (e.g. utilities, leases, recurring services, etc.)- Problem-solving, investigating, and resolving issues that arise throughout the purchasing and AP process (e.g. returns, undelivered items, errors in invoicing, etc.)- Managing multiple tracking spreadsheets in order to provide transparency and detailed record keeping of purchase orders (request, creation, receipt, payment, etc.); budget expenditures; and inventory- Remaining attentive and mindful of departments' budgets and how purchasing decisions and expenditure patterns affect budgets; working together with staff and directors to stay on-budget throughout the year- Closing out open purchase orders and determining the need for any encumbrance/liability reserves come year-end- Processing internal requests for birth certificates; compiling and processing necessary documentation when staff must retrieve clients' birth certificates from Vital Records agencies in other cities/states- Performing monthly reconciliations for Medicaid Spend Downs; determining which clients are eligible for Medicaid Spend Down reimbursements and then processing and distributing reimbursements to clients and representative payees

The Institute for Social Entrepreneurship LLC (ISE) is a for-profit organization which provides consulting and training services that design and develop ventures to generate profit, social impact, and sustainability.As the Document Editor & Expeditor, I receive drafts of various venture proposals, plans, reports, and related documents from ISE's President and CEO, David Dey. I review, edit, and prepare the documents for final presentation to clients, ensuring the highest degree of consistency, clarity, and precision with regard to appearance, grammar/spelling/punctuation, and communication of key ideas/outcomes/deliverables. These tasks are completed with quick turnaround in order to meet contracted deadlines and provide timely service to clients.

- Preparing various reports for the Treasurer on a monthly and as needed basis- Tracking fixed assets and maintaining a district-wide fixed asset database - Collecting and depositing cash/checks - Processing monthly BOCES invoices as well as employee reimbursements for expenses related to conferences, mileage, etc. (in accordance with State and District policies)- Managing district cell phone accounts

With this promotion, responsibilities entail not only those detailed in the Office Account Clerk position, but managing DHS’s cash receipts as well, which includes: • Collecting overpayments from clients and vendors (through mail and in-person meetings) • Recording the receipt of cash, checks, and money orders each day • Depositing checks through remote scanning on a daily basis, and preparing cash to be picked up once a week • Establishing and enforcing controls to ensure money is kept safe and accounted for

• Processing and approving shelter, foster care, adoption, and county contract payments in an accurate and efficient manner, while also meeting a variety of deadlines for each. Payments are made to thousands of clients and vendors in Monroe County on a weekly and/or monthly basis.• Manually preparing checks to be mailed to clients and vendors each Wednesday and Thursday• Responding promptly to calls and emails from clients, vendors, and colleagues• Investigating checks that are not received by payees and stopping, canceling, and reissuing lost checks• Conducting weekly audits for vendors receiving child-care benefits, ensuring documentation on file with DHS matches that of Rochester’s Child Care Council• Initiating investigations into fraudulently cash checks and referring suspect check activity to the department's Special Investigations Unit

• Actively attended to children’s emotional, social, and intellectual well-being, communicated children’s progress to parents, and established safe classroom environments in order to deliver a warm, trusting, and caring customer experience • Completed and filed classroom attendance, health, and cleaning paperwork each day in order to meet licensing and accreditation requirements • Regularly collaborated with fellow teachers in executing lesson plans and incorporating learning standards into curriculum in an energetic, hands-on, and creative manner