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Jorge Sanchez Email & Phone Number
Financial Operations Associate III at Human Interest
at
Human Interest
1 work email found
@humaninterest.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Financial Operations Associate III at Human Interest
Location
Miami, Florida, United States
Company size
Who is Jorge Sanchez? Overview
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Quick answer
Jorge Sanchez is listed as Financial Operations Associate III at Human Interest at Human Interest, a company with 786 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at humaninterest.com and a matched LinkedIn profile for Jorge Sanchez.
Jorge Sanchez previously worked as Financial Operations Associate III at Human Interest and Operations Associate II at Human Interest. Jorge Sanchez holds Bachelor'S Degree, Accounting from Florida International University - College Of Business.
Company email context
Email format at Human Interest
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{first}.{last}@humaninterest.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jorge Sanchez. Compare company email patterns before reaching out.
Profile bio
About Jorge Sanchez
Helping companies in planning strategies to improve daily processes in financial operations to increase productivity and have better outcomes.
Current workplace
Jorge Sanchez's current company
Company context helps verify the profile and gives searchers a useful next step.
Human Interest
5 roles
Jorge Sanchez work experience
A career timeline built from the work history available for this profile.
Financial Operations Associate Iii
Current- Solve difficult escalated cases affecting cash recon/distributions with analytical thinking.
- Oversee trades and 401(K) transactions (distributions, loans, roll-overs, 402(G)/EACA/ADP refunds, and RMD) to ensure processors and reviewers follow compliance laws and regulations.
- Planning solutions to minimize technical issues causing cash recons, vesting cliff calculations, 1099-r corrections, buybacks, and reissues.
- Single handedly developed quarterly audit process that validates the Financial Operations performance against nine internal SOC controls.
- Ensure processes and practices for distributions, loans, incoming rollover, cash recon, fund recon, exchange discrepancies, quarterly rebalance, and 3(16) plans align with designated SOC controls.
- Identify areas where processes require better development to be aligned with the Internal language of each control.
Apr 2022 - Present
Operations Associate Ii
Reconcile cash recon to maintain good position within Trust/Custodial account.Oversee trades and 401(K) transactions such as distributions, loans, roll-overs, 402(g)/EACA/ADP refunds, Hardships, QDROS and RMDS to maintain appropriate documentation required by Internal audits.Investigate and give solutions to difficult escalated cases affecting cash recon.
Mar 2021 - Apr 2022
Operation Specialist
Managed and tracked employees investments, while recording/reviewing 401(k) transactions (distributions, loans, roll-overs, 402(g)/EACA/ADP refunds, RMDS, QDROs, and hardships.Reconciled cash recon on a daily and quarterly basis to maintain good position within Trust/Custodial.Reconciled Assets Under Management fees every quarter to evaluate Present Value.
Dec 2018 - Mar 2021
Accounts Payable Analyst
Managed the full accounts payable cycle from receipt of invoices to payments.Recorded monthly accounts payable journal entries and reconcilations.Managed vendor relations and built effective partnership.Solved discrepancies associated with purchase orders and invoices.Processed cash receipts and maintenance transactions from accounts receivable.Resolved a.
Jun 2017 - Nov 2018
Team & coworkers
Colleagues at Human Interest
Other employees you can reach at humaninterest.com. View company contacts for 786 employees →
BB
Briana Brundage
Colleague at Human Interest
Gilbert, Arizona, United States, United States
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DM
Danielle Maenza
Colleague at Human Interest
Rochester, New York Metropolitan Area, United States
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CM
Clara Marie Ortega
Colleague at Human Interest
Quezon City, National Capital Region, Philippines, Philippines
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TK
Thomas Kiesling
Colleague at Human Interest
San Francisco, California, United States, United States
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WS
William Seniura
Colleague at Human Interest
Grand Rapids, Michigan, United States, United States
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NS
Nikhil Sabharwal
Colleague at Human Interest
San Francisco, California, United States, United States
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JS
John Speakman, Mba, Aif®
Colleague at Human Interest
Greater Philadelphia, United States
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JC
Jennifer Conway
Colleague at Human Interest
San Francisco Bay Area, United States
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CB
Candice Bergeron
Colleague at Human Interest
Cypress, Texas, United States, United States
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SH
Sam Haskins, Qka
Colleague at Human Interest
Naples, Florida, United States, United States
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Briana Brundage
Colleague at Human Interest
Gilbert, Arizona, United States, United States
View →
DM
Danielle Maenza
Colleague at Human Interest
Rochester, New York Metropolitan Area, United States
View →
CM
Clara Marie Ortega
Colleague at Human Interest
Quezon City, National Capital Region, Philippines, Philippines
View →
TK
Thomas Kiesling
Colleague at Human Interest
San Francisco, California, United States, United States
View →
WS
William Seniura
Colleague at Human Interest
Grand Rapids, Michigan, United States, United States
View →
NS
Nikhil Sabharwal
Colleague at Human Interest
San Francisco, California, United States, United States
View →
JS
John Speakman, Mba, Aif®
Colleague at Human Interest
Greater Philadelphia, United States
View →
JC
Jennifer Conway
Colleague at Human Interest
San Francisco Bay Area, United States
View →
CB
Candice Bergeron
Colleague at Human Interest
Cypress, Texas, United States, United States
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SH
Sam Haskins, Qka
Colleague at Human Interest
Naples, Florida, United States, United States
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2 education records
Jorge Sanchez education
Bachelor'S Degree, Accounting
Florida International University - College Of Business
Associate'S Degree, Accounting
Miami Dade College
FAQ
Frequently asked questions about Jorge Sanchez
Quick answers generated from the profile data available on this page.
What company does Jorge Sanchez work for?
Jorge Sanchez works for Human Interest.
What is Jorge Sanchez's role at Human Interest?
Jorge Sanchez is listed as Financial Operations Associate III at Human Interest at Human Interest.
What is Jorge Sanchez's email address?
AeroLeads has found 1 work email signal at @humaninterest.com for Jorge Sanchez at Human Interest.
Where is Jorge Sanchez based?
Jorge Sanchez is based in Miami, Florida, United States while working with Human Interest.
What companies has Jorge Sanchez worked for?
Jorge Sanchez has worked for Human Interest, Ingham Retirement Group, and Avianca.
Who are Jorge Sanchez's colleagues at Human Interest?
Jorge Sanchez's colleagues at Human Interest include Briana Brundage, Danielle Maenza, Clara Marie Ortega, Thomas Kiesling, and William Seniura.
How can I contact Jorge Sanchez?
You can use AeroLeads to view verified contact signals for Jorge Sanchez at Human Interest, including work email, phone, and LinkedIn data when available.
What schools did Jorge Sanchez attend?
Jorge Sanchez holds Bachelor'S Degree, Accounting from Florida International University - College Of Business.
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