Michele Litman Email & Phone Number

Columbus, Ohio, United States

Examines, analyzes & audits accounting records, financial statements, or other financial reports to assess accuracy, completeness & conformance to reporting & procedural standards: coordinates, monitors & performs a variety of fiscal management & control activities for specialized fiscal sections; researches & analyzes obligations, purchases, expenditures & payments; assists with monitoring fiscal aspects of federal & special grants; determines coding for transactions & analyzes transaction errors; monitors & analyzes accounts payable & accounts receivable, account allocation planning & payroll budget activities; conducts complex reconciliation of records; performs additiona routine accounting duties for the division; monitors division's travel expenses; assists with construction project fiscal transactions.Processes complex division fiscal transactions (e.g., track division payroll/head count costs, process invoices, payment cards, general expenditures processing, Mine Subsidence Insurance claims): posts & reconciles revenue receipts, disbursements, encumbrances; escrow agreements, payments, and reconciliations; prepares budget transfers related to project cost accounting; uses the Ohio Administrative Knowledge System (OAKS-FIN), COGNOS, & other applications to verity payments, program balances & encumbrance balances; researches, analyzes & resolves transaction errors.Prepares, analyzes, &/or maintains preparation & maintenance of variety of fiscal &/or budgetary reports, records, studies &/or correspondence (e.g., fiscal accounting reports, payroll projections, budget out-lay projections, prepares weekly, monthly, quarterly & annual financial reports, analyzes division expense for budgetary needs progress reports and funding information); reviews fiscal aspect of grant proposals; prepares fiscal reports & ad hoc reporting; serves as backup for routine fiscal services in the absence of other staff members; completes other duties as assigned.

Columbus, Ohio

• Prepare and/or review financial statements and perform an initialreview of SEC filings• Review and/or update vendor information and payment instructions for fund expenses• Respond timely to internal and external client inquiries• Complete training sessions to increase industry knowledge• Complete training sessions to increase knowledge in leadership• Work on special projects, other regulatory filings and ad hoc requests as assigned• Assist with audits and provide support as necessary• Assist with team building events and activities• Continually look to create ways for the team to be more efficient

Columbus, Ohio

• Write and review current procedures and evaluate how to make them more efficient and effective• Lead initiative for team to go paperless for corporate action packets, resulting in saving an estimated 16000+ pages/year• Research and create suspended securities report daily for John Hancock• Testing in UAT environment prior to PrEM (Pricing Exception Management) updates being implemented to production• Price holdings held in mutual funds for several clients, manually and through PrEM, to accurately calculate daily NAV• Work closely with business partners and Fund Accounting colleagues and clients to answer questions and resolve issues they have• Train and assist incoming colleagues on daily tasks and procedures• Checker role for manual and PrEM pricing packets

Columbus, Ohio Area

✣ Subject Matter Expert and Trainer for all of Morgan Stanley’s performance reporting tools and statements for the field.✣ Subject Matter Expert and Trainer for Stratigic Client Reporting✣ Provide core performance reporting assistance as well as custom performance reporting solutions to a field of more than 17,000 Morgan Stanley Financial Advisors✣ Recommend and review performance, allocation, and risk reports to Financial Advisors based on the needs of their client or prospect.✣ Provide system overviews and walk throughs to Financial Advisors and their Assistants seeking an in-depth overview of reporting options.✣ Assist with performance tool concepts, navigation, calculations, and troubleshooting issues.✣ Present FAs with performance capturing and consolidation options. ✣ Recommend customized performance solutions based on needs, such as total portfolio, asset level, and class.✣ Work hand-in-hand with the Performance Operations team to ensure all performance concerns are efficiently resolved.✣ Knowledge of market risk reporting for account, household, and book of business level.✣ Statements side of the Graystone Concierge Service Team. We provide white glove service for all issues.✣ Level 1 Gain/Loss assistance.✣ Training new team members on all aspects they will be receiving calls about.

Columbus, Ohio Area

✣ Provide Level 2 Tech Support for online billpay, Quicken, manual online registration and One View✣ Worked on special projects with High Net Worth clients✣ Provide excellent customer service to clients and investment representatives regarding banking and cash service assistance, account linking, placing check and debit card orders✣ Assist clients with technical issues relating to Morgan Stanley internet site, ClientServ✣ Assist clients with technical issues relating to Morgan Stanley Secure Email server

✣Trainer for new employees✣Attend meetings and relay information to other employees✣Created schedules for all Customer service employees✣Customer Service✣Sorts and files sensitive documents✣Researches and locates data✣Puts in work orders for having maintenance done on appliances✣Cash Handling, Processing deposit and withdrawal transactions✣Attended training courses to further my career✣Performs clerical duties (answering multi-line phones, take and relay messages, in coming and out going mail, copies, scans and faxes information

✣Review and analyze Loss and Profit reports monthly✣Organize and oversee store inventory twice a year✣Organize and design case displays ✣Communicate with store managers on a daily basis ✣Input and check case counts daily ✣Receive and send shipments✣Organize and update inventory

General Studies

Activities and Societies: Cheerleader for Basketball

Education record

Activities and Societies: Skanda - School Yearbook Committee, Marching and Concert Bands