Jonathan Freitag Email & Phone Number

Rochester, Ny, Us

Identify client needs and propose out of the box solutions to achieve their goals.Design, develop, implement and train clients and peers on custom solutions to convert and transfer data between various applications using Excel (VBA); for purposes of importing electronic files according to specification requirements, merging and analyzing data, auto generating emails based on custom requests and other data reformatting needs.Coordinate and facilitate meetings with multiple internal departments and external venders on the new client load process to ensure accurate and on-time processing of deliverables.Report directly to zone and district managers on the status of new client progression.Train internal partners and clients on in-house products and procedures for various unique solutions.Create simple descriptive and interactive PDF forms to assist internal personnel on procedures.

Rochester, Ny, Us

Prepare and conduct training sessions for internal and external personnelResearch, document, and resolve various requests Software application testing, quarterly and year-end return generation and evaluationDesign and review training materials for company wide distributionCreate complex reports as requested

Rochester, Ny, Us

• Direct point of contact for over 150 clients, accounting for over $1.7 million in annual company revenue; point of contact for representatives in other hubs nationwide• Researched and developed detailed procedures/training material on company related operations, and created numerous custom reports for Paychex and business partners• Mentored new employees, conduct presentations for clients at Paychex facility and at client locations• Coordinator of software testing, reviewed and documented concerns for corporate review• Promptly and accurately managed entire payroll process for multiple clients (26), established and maintained general ledgers, worked in conjunction with accounts receivable

Boston, Massachusetts, Us

Delivery and retrieval of classified informationResponsible for high inventory accuracy

Canandaigua, Ny, Us

• Responsible for accurate customer transactions• Maintained documentation of daily activities• Promoted company products to customers

• Assisted with inventory control• Responsibilities included high levels of customer service and accurate financial transactions

• Responsible for all ticket operations passing through the front office• Created computer programs to increase efficiency with office work• Customer service: delivery of tickets and other accommodations• Managed interns• Assigned and lead group projects

Orchard Park, Ny, Us

• Responsible for accurate inventory count• Promotion of team paraphernalia • Retail opening and closing responsibilities

Bs Business Administration, Business Management & Sport Management

Education record

Education record