Richard Eugene Email & Phone Number

Somerville, Massachusetts, Us

ActBlue - Remote September 2019 – PresentSr. Financial Operations AssociateFinancial Operations AssociateQuickbooks/Netsuite Specialist● Spearhead day-to-day financial operations, including accounts payable, invoicing, cash flowmanagement, and reporting for an organization of approximately 300 employees.● Utilize QuickBooks/Netsuite to maintain financial records and generate financial statements, reducingprocessing time by 15%.● Manage the processing of an average of 90+ invoices weekly with a high accuracy rate.● Organize and process approximately 500+ physical mail and emails relating to bills Weekly.● Monitor and update QuickBooks/NetSuite for activities on 7 corporate credit cards.● Manage corporate charges in Expensify and process reimbursements for all staff into QuickBooks.● Prepare financial statements for executives, giving insights to expenses, profit and overhead.● Conduct thorough financial analysis to provide insights into forecasting and departmental budgets.● Collaborate with technical and nontechnical stakeholders across the organization to migrate fromQuickbooks to Netsuite and automate processes and improve efficiency.● Support the onboarding of and mentored new team members by training them on ActBlue policies andprocedures, providing documentation of processes, and providing growth opportunities.● Lead training sessions and created documentation to help staff accurately utilize our financialplatforms.

Boston, Ma, Us

Harvard Business School - Boston, MA January 2019 – August 2019Finance Office Assistant● Prepared monthly financial reports, budgets and expense reports for the CIO of Harvard BusinessSchool● Processed all vendor invoices in HCOM, stop/void check payments and check deposits as necessary● Created reimbursement packets for account payable and maintained financial documentation.● Served as the first point of contact for visitors to the building, provided administrative support, andmonitored the general IT Business Operations email mailbox● Improved file management by creating and maintaining files and contracts in Excel, SharePoint and/orother databases

Omni - Boston, MA April 2020- December 2022Customer Service Specialist● Welcomed and provided 200+ guests with a quick and comprehensive overview of hotel policies andamenities daily .● Upheld company standard of exceptional customer service, received Employee of the Month severaltimes throughout a brief tenure.● Achieved a 95% satisfaction rate based on guest surveys and reviews.● Processed thousands in cash, credit card, and other payment transactions daily with 100% accuracywhile in compliance with Omni Hotels’ policies and procedures.● Reduced check-in time by 20% by working with team members to streamline processes.● Assisted 350+ guests with room reservations and responded to their general inquiries daily.● Managed 500+ room inventory and worked with housekeeping to ensure readiness for guest arrivals.● Collaborated with staff to provide timely solutions for 60+ guest complaints and concerns daily.

New York, Ny, Us

JPMorgan Chase - Boston, MA July 2014 – April 2018Treasury Department, SupervisorFinancial AssociateIntern● Supervised and reviewed 200+ prospectuses/SAI updates quarterly from nine international teammembers.● Reviewed and prepared mutual funds’ income distributions for timely Ex-Date delivery.● Monitored daily funds’ activity for prompt processing of inter-fund lending ad-hoc requests.● Prepared thorough documentation for both internal and external auditing procedures.● Documented procedures and training offshore sites to maximize efficiency and achieve best practice.● Lead tester on broker commissions automation project for clients and improved efficiency by 80%.● Trained team for broker commissions reviews process & roll-out of testing methods/implementation.● Partnered with managers to execute department plans in order to retain clients with RFP.

New York, Ny, Us

• Lead tester on broker commissions automation project for clients and improved efficiency by 80%• Trained team for broker commissions reviews process & roll-out of testing methods/implementation• Partnered with manager to execute department plans in order to retain client with RFP

Plus One Health Management - Boston, MA August 2012 – June 2014Client Services● Checked-in 300+ members daily into the facility; addressed and resolved client questions or issues.● Achieved monthly-set enrollment growth goals by providing excellent customer service and support.● Managed high volume of daily reservations and requests from club members via phone and webmail.

Boston, Ma, Us

Harvard Business School - Boston, MA April 2008 - August 2012Operations Office Assistant● Verified invoice expense payments for accurate and timely payments to vendors and service providers.● Processed and securely organized HBS financials and contracts documentation for reference & retrieval.● Assisted 200+ students and faculty members with club ID’s, access keys, parking, and work orders.