Erik Steele Email & Phone Number

Puyallup, Washington, United States

Tumwater, Washington, United States

Tacoma, Washington, United States

Greater Seattle Area

Seattle

•Creating up to 50+ activities daily to track costs associated with city projects averaging $1-5 Million•Coordinated with financial analysts & managers to adjust and maintain capital buffers for projects•Transferring costs to different activities to balance the excess cost report & to reflect financial accuracy in Peoplesoft•Assisted in implementation of Peoplesoft 9.2 and worked alongside consultants to correct process errors related to budget tracking•Used pivot tables to locate cost discrepancies in municipal projects then reallocated cost to appropriate funds

Greater Seattle Area

•Reconciled hundreds of thousands of dollars of daily deposits by researching where to apply customer payments in PeopleSoft•Trained new employees on division processes and had direct oversight to their progress; Developed their professional goals & provided feedback for improvement•Created 2000+ monthly invoices and customer profiles using PeopleSoft, while manually offsetting any credit balances•Collaborated with different divisions within SDOT to develop accurate refund requests, and coordinated further action with my team to meet weekly deadlines•Managed communication with debt collecting agencies involving insolvent customer payments and forwarded customer details to assist in collecting

Seattle Wa

. Maintained and managed the vendor accounts . Handled the stop pays and voided checks . Researched invoices in PeopleSoft . Monitored KeyBank lock box website for activities . Performed bank reconciliations for assigned accounts . Resolved customer needs by providing solutions or options . Communicated with the IRS to settle discrepancies

Lynnwood, Wa

. Managed the Medicare claims project cross functionally . Evaluated the transition to the SharePoint platform and Electronic Funds Transfer program . Supported claims adjusters with administrative tasks and research . Rotated departments to gain a broader understanding of insurance . Provided a world class customer experience at every touch point

Educational Specialist (Eds), School Psychology

Leadership Master In Business Administration

Bachelor'S Degree, Finance

Associate Of Arts (Aa), Accounting And Business/Management