Jennifer Abbate Email and Phone Number
Hi, I'm Jennifer Abbate, a detail-oriented and results-driven accounting professional with over six years of experience in financial management and analytics. I'm passionate about helping organizations streamline their financial processes and achieve accuracy in record-keeping and data analysis. I specialize in payroll administration, accounts payable/receivable, and financial documentation, with proficiency in tools like QuickBooks and Excel for optimized financial operations.My expertise extends to handling complex financial tasks, ensuring compliance with industry standards, and supporting organizational initiatives. I excel at analyzing financial data, reconciling accounts, and financial report generation.I am committed to delivering high-quality work and contributing to the success of accounting and finance teams. Feel free to reach out at jabbate2012@gmail.com!
Summit Wealth Management, Inc.
View- Website:
- summitwmi.com
- Employees:
- 5
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Staff Accountant/Payroll ClerkSummit Wealth Management, Inc. Jan 2022 - Present■ Manage bi-weekly payroll, oversee accounts payable/receivable, reconcile financial statements, and prepare tax and audit documentation, ensuring accurate financial tracking using QuickBooks and Paychex Flex Online.■ Provide oversight to bi-weekly payroll for 15 employees, ensuring accurate withholdings and deductions via Paychex Flex Online, while overseeing payroll-related cash flow using QuickBooks to maintain financial accuracy.■ Process payments via credit card, ACH transfer, and check while managing invoices and statements in QuickBooks, for accurate billing and timely financial transactions.■ Manage accounts payable by collecting and documenting bills in QuickBooks, prioritizing payments, and contributing to timely bill payments aligned with cash flow and due dates.■ Supervise accounts receivable by recording payments in QuickBooks, documenting payment records, and depositing funds, ensuring accurate financial tracking and timely deposits.■ Collect and organize general ledgers, balance sheets, profit and loss statements, and tax documents for the tax preparer, fostering efficient and accurate tax season preparation.■ Process adjusting journal entries for tax preparers; prepare, and file 1099s for the company and clients.■ Oversee collection and documentation of audit information for insurance providers, for compliance and accuracy. ■ Reconcile bank statements for all accounts, loans, and credit cards.■ Utilize Emoney software to enter financial data, including loans, mortgages, and assets, enabling planners to accurately forecast clients' finances and support effective financial planning decisions. -
Contract ResearcherRevistamed.Com Apr 2021 - May 2022■ Researched medical real estate, gathering property information for accurate entry into the Revista database.■ Utilized online resources to gather detailed information, including square footage, addresses, photos, current owners, contact details, and company executives, fostering accurate property records for effective analysis.■ Inputted and organized large datasets in Excel for efficient data management and accessibility.■ Continuously updated and revised Excel spreadsheets, maintaining accuracy as information expanded or changed.
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Business Administrative InternshipUpmc Chautauqua Jan 2017 - May 2017■ Facilitated calculation of Relative Value Units (RVUs) for hospital physicians by applying the Medicare Reimbursement Formula for accurate assessment of physician services provided in alignment with healthcare payment standards.■ Documented Relative Value Units computations in Excel, fostering accurate records and easy reference.■ Assisted in the hospital's New Uniform Initiative by creating and distributing a standardized form, gathering the necessary information for implementation, and ensuring uniformity across the organization.■ Received and performed various minor tasks as assigned, providing support to hospital department heads effectively.
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Ticketing AgentChautauqua Institution Jun 2016 - Aug 2016 -
Human Resources And Production AssociateCummins Inc. May 2012 - Aug 2012Jamestown, New York AreaAdditionally employed the summers of 2013, 2014, 2015.■ As an Associate, managed timesheets for employees, oversaw store inventory using Maximo, collaborated on hiring initiatives, and facilitated HR paperwork, events, and newsletter creation to support company operations.■ Managed company store inventory using the Maximo application system, efficiently distributing internal supplies, parts, and PPE orders to teams, ensuring smooth operations and timely resource allocation.■ Gathered and entered timesheets for approximately 800 employees, ensuring accuracy in the timekeeping system.■ Served on the hiring committee to identify talent and characteristics to serve the organization’s mission.■ Assisted in planning and executing “Bring Your Kids to Work Day, managing schedules, overseeing setup and teardown, and hosting participants throughout the day for a seamless experience.■ Facilitated in the creation of company newsletter by gathering specific topics from dept. and distributing instructions. ■ Partnered in a team environment to oversee HR records organization and filing.■ Collaborated effectively in a team setting to consistently meet and exceed daily and weekly engine build targets. ■ Defined 5-step organizational system and lean manufacturing principles to minimize waste and boost productivity.
Jennifer Abbate Education Details
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Jamestown Community CollegeAssociate Of Science -
Panama Central SchoolHigh School Diploma
Frequently Asked Questions about Jennifer Abbate
What company does Jennifer Abbate work for?
Jennifer Abbate works for Summit Wealth Management, Inc.
What is Jennifer Abbate's role at the current company?
Jennifer Abbate's current role is Accounting & Finance Professional.
What schools did Jennifer Abbate attend?
Jennifer Abbate attended State University Of New York College At Plattsburgh, State University Of New York At Fredonia, Jamestown Community College, Panama Central School.
Who are Jennifer Abbate's colleagues?
Jennifer Abbate's colleagues are Myron Nordin, Douglas Schutte, Jacob Buehler, Emily Mierzwa, Noah Weinstein, Cfp®, Luke Buehler, Aif®.
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