Interface with regulatory representatives to complete accurate filings and maintain compliance.• Reorganized finance and accounting departments to improve efficiency and cut excess spending.• Network within communities to identify and capitalize on business opportunities.• Create and enforce company-wide controls regarding revenue and expenses in concerted effort to protectorganization's assets.• Using Paycom payroll system, oversee all payroll functions for all W-2 employees and 1099 contractorsto ensure all are paid in a timely and accurate manner.• Compile operational and risk reports detailing financial metrics to help management make proactivedecisions.• Establish guidelines for budget and forecast preparation and prepare the annual budget in consultationwith the Executive Director and Treasurer and/or Finance Committee.• Maintained and organize all Accounts Payable, Petty Cash, Purchase Orders, and general files foraccounting.• Set up client domains, email accounts and multiple applications for clients to use.

• Oversee talent acquisition processes of entering all new hire information in HRIS system, backgroundcheck, I-9 process, and all new employee orientation activities for all 6 entities.• As Accounting Manager assists CEO with rebuilding the finance function, implemented formal budgeting,forecasting and a reporting system to measure and communicate results internally, to the board of directorsand investors.• Responsible for all payroll transactions for all 6 entities and a total of 60 employees using ADP payrollsystem including processing, escalations, resolutions, reporting, and modifications of employee profiles.• Partners with Lead of Facilities on budget development providing all necessary reports related to YOYexpenses.• Directly responsible for the supervision of the facilities staff’s day to day operations as well asadministering corrective action, payroll, performance management, and benefits explanations.• Work directly with vendor management to negotiate all facilities contracts such as HVAC, Plumbing etc.• Ensures facility follows facility related federal and OSHA laws.• Serve as a business partner and point of contact for compensation, training, organizational development,employment, systems, and HR planning and development.• Devise and implement HR practices to support and improve daily based operations.• Conduct employee relations investigations, including safety complaints, harassment, and civil issues.

-Process invoices accurately and in a timely manner.-Matching invoices with purchase orders and packing slips-Reviewing purchase order for proper general ledger account code.-Entering invoices into the accounts payable module of Blackbaud * Generate and distribute checks-Generating checks timely based on invoice due date-Submitting checks to management for approval and signature-Preparing checks for disbursement to vendors/employees -Preparing month-end invoice accruals to ensure invoices are recorded in the correct period-Reconciling AP to the general ledger on a monthly basis -Maintain vendor files-Ensuring proper documentation is received for new vendors (i.e. W-9, proof of insurance)-Assist the Chief Financial Officer-Providing administrative high-level support to the CFO/Director of Operations-Providing support to the direct reports of the CFO/Director of Operations to include research and fact finding, coordination of project activities and planning-Retrieving information from files when needed-Organizing and prioritizing large volumes of information and calls-Responding to regularly occurring requests for information-Acting as a liaison with other departments and outside agencies and vendors-Working independently and within a team on special nonrecurring and ongoing projects-Acting as lead for special projects, at the request of the CFO/Director of Operations, which may include planning and coordinating meetings, disseminating information and mailings-Assisting the CFO/Director of Operations in monitoring budgets for office and facility related items-Maintaining property rental agreements by negotiating and enforcing leases, collecting rents and security deposits and forecasting requirements of leases. Coordinate maintenance of property, resolving tenant complaints and enforcing rules of occupancy-Cover Lower School reception in the absence of LS Receptionist (weekly lunch rotation)-Perform any other duties as assigned

-Coordinate Accounts Payable for the school and duties related to A/P-Assist CFO in daily duties-Manage and supervise the facilities staff and all of the duties related to facilities-Provide operational support for ongoing activities and special events.-Edit and Assists the CFO in managing and supervising the Facilities Audit-Assists CFO and the lead of facilities in development of facilities budget.-Coordinate, schedule and supervises routine preventative building maintenance and summer projects.-Organize, schedule and supervise all facilities related outside vendors and their employees while they are on-site.-Coordinate, schedule and supervise all outside vendors (Grounds, HVAC, Plumbing, etc.)-Coordinate activities with other departments as necessary. -Ensure compliance with contractual agreements and budgetary restrictions.-Negotiate best prices and service from facilities vendors.-Work with CFO to negotiate, plan and manage all externally sourced facilities contracts and projects.-Coordinate and keep current all required building related inspections.-Develop, maintain, and report to administration on all required environmental, health, safety, and maintenance standards as required by law.-Ensure the School is in compliance with facility related federal and state laws, safety standards and regulatory standards and reporting, including but not limited to OSHA, as these impact the School.-Ensure all safety and security equipment is in working order. -Actively participate in crisis management and emergency procedures.-Maintain inventory of supplies, materials, and equipment needed for maintenance and custodial work.-Other duties as assigned by the CFO or by the Head of School.-Schedule, manage and coordinate all renters for the building.

-Responsible for distributing purchase orders and maintaining log for purchase orders.- Established lines of credit for each department from prospective vendors.-Responsible for all vendor’s physical W-9s and maintained a log for all potential vendor’s W-9.- Ordered all supplies for Accounting and Payroll.- Maintained and organized all Accounts Payable, Petty Cash, Purchase Orders and general files forAccounting.-Perform clerical duties such as filing, organizing, mailing and faxing.- Answer telephones and handle in an appropriate manner.-Set up client domains, email accounts and multiple applications for clients to use.-Implement and maintain spreadsheet for all credit accounts.-Create, update and customize events on client’s business websites.-Ran any general errands requested by department, including lunch orders.-Added account codes to overall movie project budget.-Independently working on extensive multiple projects with strict deadlines.-Act as a liaison between our clients and their customers to ensure open and clear communication.-Entered vendors into the PSL system for Accounts Payable.-Assisted Payroll Department with preparing checks, organizing new starts, providing new startpaperwork and preparing extras casting paperwork.

-Maintained multiple calendars for numerous clients.-Schedule and book extensive travel for clients, while providing detailed itineraries.-Coordinate with car services, airlines and airport greeters to facilitate easy travel.-Coordinate meetings, consultations and conferences with potential sponsors, donors, governor’s office and clients.-Create and transcribe meeting notes and documents.-Perform clerical duties such as filing, organizing, mailing and faxing.-Answer telephones and handle in an appropriate manner.-Troubleshot and solved system issues for client having difficulty with their email, calendars and applications.-Set up client domains, email accounts and multiple applications for clients to use.-Implement and maintain Client Relationship Management systems for clients.-Create, update and customize events on client’s business websites.-Reconcile expenses and receipts from travel and providing expense reports.-Independently working on extensive multiple projects with strict deadlines.-Act as a liaison between our clients and their customers to ensure open and clear communication.-Prepare and disseminate weekly status reports to clients on completed and ongoing projects.-Proof and edit documents for accuracy and consistency.

-Maintains clients records of financial transactions by establishing accounts and posting transactions.-Maintains subsidiary accounts by verifying, allocating, and posting transactions.-Balances subsidiary accounts by reconciling entries.-Prepares financial reports by collecting, analyzing, and summarizing account information and trends.-Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.-Compute taxes owed by following tax code, and prepare or assist in preparing simple to complex tax returns for individuals or small businesses.-Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.-Uncover potential deductions and credits, advise against potential tax liabilities and ensure clients do not pay unnecessary taxes.-Review financial records such as income statements and documentation of expenditures.-Interview clients to get a thorough picture of financial situation.-Creates and revises systems and procedures by analyzing operating practices, record-keeping systems, forms control, office layout, and budgetary and personnel requirements; implementing changes.-Resolves administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions.-Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques.-Provides information by answering questions and requests via inbound calls.-Executes Marketing campaigns to brand events (Jay Gray and Honeypot).-Provide coordination and project management to ensure event success.-Build brand awareness

-Analyzed and reviewed claims for accuracy, completeness and eligibility. -Performed daily policy error resolution to ensure quality in client distributed data.-Provided customer service by accurately recording all pertinent first report information via telephone and written correspondence from the insured, claimant, or their representative. -Documented and maintained case details. -Responsible for other miscellaneous duties such as maintaining claims logs, subrogation files, and dispatching.-Collected information required for evaluating a claim.-Effectively reviewed and evaluate claims based on information received.-Using results of the evaluation, determined an appropriate resolution to the claim based on the policy provisions.-Maintained accurate records of all customer interactions and transactions; record details of inquiries, complaints, and comments as well as actions taken.-Maintained and updated proprietary information in databases including SISDAT, e-Comply, FOCUS, and RSKCo -Responsible for running monthly error reports from all systems to analyze and resolve all issues for clients.-Completed group projects and individual projects in a timely manner-Responsible for the policy and location configurations during client implementations.

-Interpreted data, analyzed results using statistical techniques and provided ongoing reports from e-Comply-Developed and implemented data collection systems and other strategies that optimize statistical efficiency and data quality-Acquired data from primary or secondary data sources and maintain databases/data systems such as SISDAT, e-Comply, FOCUS, and RSKCo-Identified, analyzed, and interpreted trends or patterns in complex data sets-Filtered and “cleaned” data, and reviewed computer reports, printouts, and performance indicators to locate and correct code problems.-Developed select training materials for new hires as well as current employees to help build colleagues’ knowledge, skills and abilities. This includes training new employees as well as continuing education for existing employees.-Conducted follow-up studies to determine effectiveness of training programs by evaluating both content and resulting job performance; recommend changes as required.-Provided phone support to answer tax-related phone calls regarding solicitation of B-Notice and 1099s-Responsible for running monthly error reports from e-Comply

-In addition to providing administrative support services, acted as Corporate Event Planner and Corporate Travel Counselor.-Assisted booking flights, with negotiations for space contracts and book event space, arrange food and beverage, order supplies, equipment and signage, and ensure appropriate décor to meet quality and Brand expectations. -Proposed new ideas to improve the implementation process. -Served as liaison with vendors on event-related matters. -Worked with media and public affairs team to coordinate press events and messaging is timed and released to effectively promote events-Assisted with managing on-site production and clean up for events as necessary. -Prepared nametags, materials, notebooks, packages, gift bags, registration lists, seating cards, etc.-Assisted with preparing budgets and provide periodic progress reports to staff directors for each event project. -Kept track of event finances including check requests, invoicing, and reporting. -Coordinated appointments and scheduling of events on the calendar. -Acted as the point of contact at smaller events as needed.-Acted as Project Manager for special projects, which may include: planning and coordinating multiple presentations, disseminating information, coordinating direct mailings, creating brochures.-Scheduled and organized complex activities such as meetings, travel, conferences and department activities for all members of the department. -Established, developed, maintained and updated filing system.-Drafted written responses or replies by phone or e-mail when necessary and responded to regularly occurring requests for information.-Acted as a liaison with other departments and outside agencies, including high-level staff.-Typed and designed general correspondences, memos, charts, tables, graphs, business plans, etc. Proofreads copy for spelling, grammar and layout, making appropriate changes. • Responsible for accuracy and clarity of final copy.

-Processed claims such for Worker’s Compensation, General & Auto liabilities as well as Property Losses -Provided customer service by accurately recording all pertinent first report information via telephone and written correspondence from the insured, claimant, or their representative. -Documented and maintained case details. -Responsible for maintaining claims logs, subrogation files, and dispatching.-Processed EOB’s and assisted with provider maintenance in the navigation department -Processed escalated calls in accordance with client procedures and handle special event and general inquiry calls appropriately.-Received and processed loss assignments according to client instructions.-Met center standards on quality assurance call reviews.-Provided excellent customer service to all internal team members and external customers.-Maintained a working knowledge of the USP&C organization.-Assisted with special projects or performs other duties as requested.