Jill Baird Email & Phone Number

Wooster, Ohio, Us

Wooster, Oh, Us

Houston, Tx, Us

Hired by the CEO from temporary position. Responsible for all financial aspects of the company which included global subsidiaries. These responsibilities included the preparation of all consolidated financial statements, the preparation of the operation budgets, forecasts and cash flows. Also maintained financial ledgers and all accounting processes which included corporate payroll, all AP, and purchasing. Responsible for the timely production of statutory and internal financial reports. Assisted in Acquisition processes including helping with establishing letters of guarantee and working with the bank on new corporate loans and covenants. After acquisition also responsible for setting up and maintaining the corporation’s new risk management portfolio.

Responsible for day to day administration of defined benefit pension plans most having a 401(k) provision with a mix of daily, balance forward and compliance platforms. This included processing distributions and loans. Responsible for daily trades, quarterly statements, census review, contribution calculations, participant allocations, discrimination testing, government forms. Coordinated educational meetings with brokers, plan sponsor and participants. Used Sungard Relius Administration software. Used ASC 5500 online software. Worked with Nationwide, John Hancock, ING, Transamerica, and American Funds platforms.

Cleveland, Ohio, Us

Promoted to this position. Performing all duties as an Associate but with more responsibility and direct contact with clients. Working on bringing new client business in and finding cross serving opportunities with current clients. Working closely with clients to help make their accounting systems more efficient. Created managerial reports for clients. Meeting with retirement plan clients to help them create their plan document as they wish to run it and helping them understand the provisions and new regulations and how that affects their plan.

Cleveland, Ohio, Us

Responsibilities include performing plan administration duties which include year end plan accounting and preparing the Form 5500, contribution and distribution processing, mapping over documents into new documents. Working with clients, brokers, and fellow accountants to ensure that plan document was followed correctly to ensure qualification status. Also performed accounting duties such as tax preparation and financial statements preparation.

Started from the ground up. This company did not have accounting systems in place. Set up general ledger, created accounting procedures and internal controls. Set up cash management and costs analysis.Developed new procedures for accounting systems such as payroll, accounts receivable, accounts payable, inventory, cash management. Set up in-house general ledger and created monthly, quarterly, yearly procedures for closing, Audited balance sheet assets and liabilities and corrected as needed. Developed new burden rate for inventory calculation. Worked with new software program and developed new accounting procedures using that system.

Building business from the bottom up. Involves setting up systems, products, marketing which involves everything from web design to budgeting. Offering 401(k) administration for the small business owner, QuickBooks work, consulting, and training; tax preparation for businesses and individuals including payroll processing and payroll tax filing for the small business owner.Able to easily develop relationships with clients. Able to give full customer service meeting the client's needs.

Us

Responsible for high quality service of 401(k) profit sharing plans. Ensured their qualified status. This included valuing, reconciling, and testing the plans at end of each period, processing contributions and distributions, leading educational meetings for the client, and creating educational materials. Used a record keeping system (Datair), and prepared Form 5500s on a reporter program. Created client relationships and provided superior client service.Developed a standardization of reconciliation procedures for the department.Instrumental in bringing Form 5500 preparation in house, thus increasing profits for the department three hundred seventy five dollars per form.Instrumental in bringing balance forward record keeping in house, thus increasing profits for the department.Performed various accounting duties for the department such as fee analysis, cost/profit analysis, and projections which enabled the department to budget costs by plan. Also designed new projects, strategies, and efficiencies.Created educational PowerPoint slides for the 401(k) plan participants.Managed department during six month transition from Wayne County National Bank to National City Bank. Put in place all National City systems,Transferred and deconverted forty plans, Offered the client solutions, Coordinated all parties in conversion of plans.

Wooster, Ohio, Us

Promoted to position to prepare monthly managerial reports, reconcile banks statements, prepare Schedule P of the Annual Statement, and managed reinsurance accounting for six treaties among other accounting duties. Proficient in Freedom GL/Annual Statement/Payable package.Developed managerial accounting reports from files containing raw data using Access queries, reports, and macros.Organized treaty accounting methods between the claims, MIS, and accounting departments.

Wooster, Ohio, Us

Promoted to a position to reconcile general ledger accounts, post entries to the general ledger, process daily receipts, prepare statistical reports, among other general accounting duties.Participated on an interdepartmental team who implemented and tested a new claim system for the company.

Wooster, Ohio, Us

Provided information about billing to agents and insureds.

Bachelor'S Degree, B.A. Mathematical Sciences

Bachelor'S Degree, B.S. Business/Accounting

Education record

Education record

Various Accounting Courses