Michele Kaspar Email & Phone Number

Portland, Or, Us

Portland, Oregon, United States

- Worked in AP/AR, organizing vendor and client funding for large scale interior design projects.- Entered purchase orders in Quickbooks with consistent accuracy.- Reviewed invoices from vendors, checking for errors, resolving issues, reconciling with purchase orders, and prepping them for payment in Bill.com according to their specific terms.- Worked directly with project managers to reconcile incoming invoices and resolve payment issues.- Responded to accounting questions from vendors and clients via email.- Created invoices for clients in Quickbooks.- Maintained the AR spreadsheet, recording new invoices that were created, and updating when payments were received.

Westlake, Ohio, United States

- Worked directly with relationship managers and contra-firms to facilitate smooth transition of incoming asset transfers of precious metals.- Collaborated with contra-firms to determine if transfer requests were received in good order, and worked to resolve any issues.- Reviewed and reconciled cash and In-Kind transfers to ensure all funds were received, and followed up with contra-firms when discrepancies were identified.- Logged new client applications and opened new accounts using Innovest and Express systems.- Responsible for onboarding and training new hires.

Greater Seattle Area

- Solely responsible for receiving, posting, and reconciling multi-million dollar contributions paid by employers every month, analyzing large data files in Excel, ensuring money and hours are applied with precision so that employees receive their corresponding health insurance and pension benefits. - Review union contracts to ensure contributions were applied accordingly.- Maintain a positive relationship with employers and unions, answering questions via email and phone with regard to hours reported, rates, and insurance coverage.- Collaborate with independent auditors on payroll audits for 100+ employers. Create system downloads of hours and contributions. Notify and engage with clients about their audits. Bill and credit clients when discrepancies were identified.- Prepare quarterly audit reports for the Board of Trustees.- Restructured job procedures and documentation methods to facilitate a paperless work environment.

Greater Seattle Area

- Review disability claims and work with members, employers, and providers to determine and process premium waivers (to maintain health insurance while disabled).- Liaison between the Claims and Eligibility departments to identify problems, determine the correct coding, and manually add eligibility so that claims can be processed. - Recruited by the Pension department to take over the sorting, coding, research, and resolution of their Excel™ exceptions reports.- Maintain a thorough understanding of eligibility rules and processes in order to answer phone calls from members via a phone queue.

Greater Seattle Area

- Answer phone calls via a high-volume phone queue. - Quote benefits to members and providers, problem solve claims issues, and work with adjustors to have claims reprocessed.

Bachelor Of Arts (B.A.), Environmental Biology

Middle Eastern Studies

Selected to study abroad, focused on the culture and ancient history of the Middle East. Lived in Jerusalem, Israel, for 4 months.

High School Diploma

Activities and Societies: French club and Yearbook staff