Jennifer Abbate
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Jennifer Abbate Email & Phone Number

Accounting & Finance Professional at Summit Wealth Management, Inc.
Location: Ashville, New York, United States 5 work roles 4 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Role
Accounting & Finance Professional
Location
Ashville, New York, United States
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Who is Jennifer Abbate? Overview

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Jennifer Abbate is listed as Accounting & Finance Professional at Summit Wealth Management, Inc., a with 5 employees, based in Ashville, New York, United States. AeroLeads shows a matched LinkedIn profile for Jennifer Abbate.

Jennifer Abbate previously worked as Staff Accountant/Payroll clerk at Summit Wealth Management, Inc. and Contract Researcher at Revistamed.Com. Jennifer Abbate holds Bachelor Of Science - Bs, Accounting from State University Of New York College At Plattsburgh.

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Email format at Summit Wealth Management, Inc.

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Summit Wealth Management, Inc.

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Profile bio

About Jennifer Abbate

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!

Current workplace

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Summit Wealth Management, Inc.
Summit Wealth Management, Inc.
Accounting & Finance Professional
jamestown, new york, united states
Website
Employees
5
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5 roles

Jennifer Abbate work experience

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Staff Accountant/Payroll Clerk

Current

■ 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.

Jan 2022 - Present

Contract Researcher

Revistamed.Com

■ 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.

Apr 2021 - May 2022

Business Administrative Internship

Upmc Chautauqua

■ 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.

Jan 2017 - May 2017

Human Resources And Production Associate

Cummins Inc.

Jamestown, New York Area

Additionally 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.

May 2012 - Aug 2012
Team & coworkers

Colleagues at Summit Wealth Management, Inc.

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4 education records

Jennifer Abbate education

Associate Of Science

Jamestown Community College

Independent Study

High School Diploma

Panama Central School
FAQ

Frequently asked questions about Jennifer Abbate

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What company does Jennifer Abbate work for?

Jennifer Abbate works for Summit Wealth Management, Inc..

What is Jennifer Abbate's role at Summit Wealth Management, Inc.?

Jennifer Abbate is listed as Accounting & Finance Professional at Summit Wealth Management, Inc..

Where is Jennifer Abbate based?

Jennifer Abbate is based in Ashville, New York, United States while working with Summit Wealth Management, Inc..

What companies has Jennifer Abbate worked for?

Jennifer Abbate has worked for Summit Wealth Management, Inc., Revistamed.Com, Upmc Chautauqua, Chautauqua Institution, and Cummins Inc..

Who are Jennifer Abbate's colleagues at Summit Wealth Management, Inc.?

Jennifer Abbate's colleagues at Summit Wealth Management, Inc. include Luke Buehler, Aif®, Myron Nordin, Douglas Schutte, Emily Mierzwa, and Jacob Buehler.

How can I contact Jennifer Abbate?

You can use AeroLeads to view verified contact signals for Jennifer Abbate at Summit Wealth Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Jennifer Abbate attend?

Jennifer Abbate holds Bachelor Of Science - Bs, Accounting from State University Of New York College At Plattsburgh.

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