Judith W. Email and Phone Number
TALENTED, CREATIVE AND RELIABLE FINANCIAL ANALYST with exceptional experience collecting and compiling data from various sources to generate standardized monthly analytics and marketing performance reportsKEY SKILLSTime Management: Manage multiple tasks in timely manner.Communication: Determined team player who is reliable, knowledgeable, understanding, and has superior communication skills. Enjoy working with others. Flexibility: Multi-task effectively; responded to phone calls, emails, instant messages, office personnel; managed and organized information supporting project goals and deadlines. Customer Service: Well-rounded customer service representative; answered incoming calls, assisted with customer’s inquiries.Work Ethic: Trustworthy with confidential material and matters. Dependable and punctual.Computers: Microsoft Office (Word, Excel, PowerPoint, Access, Outlook); Fiserv Reporting Systems (Navigator, Director, Prologue).Specialties: account reconciliation, banking, budgeting, credit, customer relations, customer service, documentation, financial, focus, general ledger, marketing, microsoft money, reports, staff training,
Massachusetts General Physicians Organization (Mgpo)
View- Employees:
- 104
-
Cash Reconciliation Financial AnalystMassachusetts General Physicians Organization (Mgpo) Dec 2019 - PresentSomerville, Massachusetts, United States* Daily work in the Database to reconcile transactions to identify any discrepancies in a timely manner.* Daily reconcile the data imported into the Fiserv/Frontier system with source files to ensure accuracy and completeness. Independently research and resolve any discrepancies in a timely manner and identify any issues that need to be escalated.* Ensure that data uploaded to the Fiserv/Frontier system is bucketed correctly and making corrections when appropriate.
-
Staff AccountantMiddlesex Federal Savings Mar 2019 - Nov 2019Somerville, MaPrepare and post daily entries to general ledger accounts.Maintain and monitor balancing of general ledger accounts.Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.Prepare reconciliations for internal and external bank accounts.Verify wire transactions, ensuring internal controls are met. -
Reconciliation SpecialistAdmirals Bank Mar 2013 - Jan 2019Boston, Ma• Reconciled and monitor loan related deposit and general ledger accounts on a daily and monthly basis.• Ensured that all outstanding items are thoroughly researched and documented.• Reviewed, scheduled and process yearly unclaimed property reports for delivery to the states in accordance with their requirements.• Performed as backup for Incoming and Outgoing Domestic and International Wires.
-
Finance Control - ConsultantBank Of America Jun 2010 - Sep 2010Boston,MaGLOBAL WEALTH AND INVESTMENT MANAGEMENT MERRILL LYNCH TRANSITION • Evaluated and inspected invoices as a result of the Columbia Management divestiture• Communicated; diagnosed delinquent payments with the Line of Business • Maintained and audit database to ensure accurate management reporting -
Intermediate Financial AnalystBank Of America May 2005 - Jun 2009Boston, MaGLOBAL WEALTH AND INVESTMENT MANAGEMENT • Analyzed and maintained 80 general ledger accounts reconciliation’s for the Retirement and Alternative Investment Group• Collected and prepared monthly financial metrics used for management reporting • Validated expenses reports that take in-depth look at Travel and Entertainment, Marketing and Subscription Services by each business unit
-
Senior Project Analyst I, Customer Account AnalysisFleet Bank Jun 2000 - May 2005Malden,MaCUSTOMER ACCOUNT ANALYSIS • Monitored and tracked department monthly financial analysis explaining budget variances and addressing misapplied expenses • Consolidated monthly reports (metrics) to ensure existing performance indicators are consistently met with established customer service and production standards • Directed the departmental Employee Response Team for three years. Improvements were realized in the area of Productivity, which has launched new initiatives • Facilitated staff training efforts by increasing focuses on staff learning and career advancement opportunities -
Senior Credit AdministratorBankboston May 1994 - Jun 2000Compiled, recorded, and reconciled overdrawn customer accounts by means of RMDS/Mobius.Acted as a liaison regarding money wire transfers between the bank and its customers. -
Financial Control Analyst IBank Of Boston Jan 1993 - May 1994Assessed documentation for new and existing client deposit accounts insuring that they were accurate and up-to-date. Distributed monthly exception report. Oversaw the receipt of exceptions and reviewed follow-up documentation.
-
Senior Records Control ClerkBank Of Boston Dec 1988 - Dec 1992Administered the placement/release of holds for International Private Banking accounts pledged as collateral for credit facilities. Reviewed and maintained and monitored all documentation related to credit facilities.
Judith W. Education Details
-
Business Administration And Bookkeeping -
Business Administration; Management
Frequently Asked Questions about Judith W.
What company does Judith W. work for?
Judith W. works for Massachusetts General Physicians Organization (Mgpo)
What is Judith W.'s role at the current company?
Judith W.'s current role is Cash Reconciliation Financial Analyst at Massachusetts General Physicians Organization (MGPO).
What schools did Judith W. attend?
Judith W. attended Millennium Training Institute, Western New England College.
Not the Judith W. you were looking for?
-
5hamiltoncpa.com, hamiltoncpa.com, hamiltoncpa.com, ht2cpa.com, ht2cpa.com4 +185848XXXXX
-
2partners.org, lahey.org
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial