Lori Walsh Email & Phone Number

Port Orange Fl

United States

Port Orange, Florida

Provide high level support and analytical services to the COO.Oversee special projects including implementation, documentation and training of operational staff.

Financial and Operational AssessmentsProject Management Specializing in Third Party Administration and Employee Benefit Solutions

Ormond Beach, Florida

Sr Manager for satellite office of 9 employees. Delivered COBRA and retiree services for 30,000 partcipants (former employees of Public Sector employers). Direct oversight for business unit that generated $1.7M in revenue. Primary focus of operational team was accurate data entry of enrollment (new and annual open enrollments), payment collection and posting, premium remittance to providers, and electronic transmission of benefit eligibility to insurance providers. Ensured 24 hour response time for all client and participant inquiries.

Ormond Beach Fl

Integral member of Senior Management team of Third Party Administrator of Health benefits for Self Funded Insurance Plans. Supervised a team handling all aspects of the accounting needs of this division: A/R; A/P;GL; Fund Accounting; Reinsurance filing and recovery; claims auditing, and reconcilations for bank accounts and general ledger. Other responsibilities included:* budgeting* month end close and preparation of monthly/ quarterly and annual financial statements* prepared for and was interface for annual financial audit*. Prepared management reports and made recommendations based on financial results to the Sr Leadership*. Human Resource liaison between profit center and Corporate HR* Strategic Planning* Integral part of team that handled conversion of software platforms* responsible for acquisition due diligence and integration

United Benefits Profit Center Daytona Beach Fl

During course of employment, I held numerous positions in various areas of the company. Position listed was position held from 1995-2003. Responsible for* budgeting* oversight of accounting dept including GL/ AR and AP and reinsurance* month end close and preparation of monthly/ quarterly and annual financial statements* prepared for and was interface for annual financial audit*. Prepared management reports and made recommendations based on financial results to the Sr Leadership*. Human Resource liaison between profit center and Corporate HR* Responsible for acquisition due diligence and integrationOther positions held:1993-1995 Corporate Controller1991-1993 Corporate Staff Accountant1987-1991 Insurance Company Payable Specialist1983-1987 Personal Lines CSR1982-1983 Personal Lines File Clerk

Bachelor'S Degree, Accounting, Magna Cum Laude

Education record