James Lee Email & Phone Number

Seattle, Washington, United States

Seattle, Wa

Troubleshoot billing issues with vendors & subcontractors to identify solutions that keep projects on schedule and on budgetAct as employee advocate and liaison with management to ensure the needs of both the employee and company are being metOnboard new employees and train them on internal processes and the company HRIS system

Seattle, Wa

Accounts Payable• Managed over 600 accounts including invoice entry, payments, contract terms, and taxes• Managed and reconciled all lines of revolving credit and corporate accounts• Prepared annual 1099 Forms to be submitted to applicable vendors and transmitted to IRS• Proficient in QuickBooks and Sage MAS accounting systemsPayroll• Processing, and review of bi-weekly payroll for 50-60 employees• Tracked and reconciled various payroll accounts including employee PTO• Ran reports and submitted payments for quarterly payroll taxes• Performed 401k administrator duties including match • Proficient in the ADP payroll portal HR Administration• Responsible for all new hire and terminated employee paperwork• Acted as Benefits Administrator (Medical/Dental/Vision/Life/401k)• Employee Records Compliance• Review and reconcile healthcare accounts• Responsible for annual open enrollmentRegulatory Compliance• Maintained records for Certificate of Authority for 15 states • Prepared and filed annual reports to comply with state and Federal regulations

Honolulu, Hi

• Directly supervised a staff of 5 and managed a total of 10• Maintained 5 complex calendars that housed the schedules of our real estate school, internal company meetings, seminars, and private functions• Supported/supervised an agent base of over 120 associates, including but not limited to billing, marketing, and compliance with real estate law• Successfully redesigned the company head quarters to improve staff synergy and agent camaraderie, boosting productivity by 50%• Maintained a MS Exchange server that consisted of 16 computers• As the central billing person, my QuickBooks skills were utilized and developed by maintaining the company’s account receivables and accounts payables

Kirkland, Wa

Executive Assistant to the Chief of Orthopedics Maintained daily office order while supervising a staff of threeWorked with insurance companies, and attorneys to authorize procedures and verify patient benefits, eligibility, and coverageCultivated professional relationships with various hospital administrators, vendors, insurance companies, and nursesProcessed in office patient payments, and prepared AR/AP, utilizing QuickBooks and QuickenWorked with patients, vendors, and hospitals in the planning of proposed surgeriesPrepared and authorized all surgeries to be sent for billing