Ron Patel, Mba Email & Phone Number

Chicago, IL, US

Carmel, Indiana, United States

• Manage the benefits accounting process: funding, reporting, expense tracking, and vendor payments
• Administration of 401K and non-qualified plans for home office and field personnel (~3,400 employees)
• Provide customer service to current and former employees regarding all benefits-related concerns
• Prepare funding wires for payroll and benefit plan contributions.
• Partner with vendors/plan recordkeepers and payroll to ensure plan compliance
• Main point of contact for 401k audit in 2021 and 2022

Elk Grove Village, Illinois, United States

• Retirement plan TPA for a case load of 60 plans of varying size and complexity
• Census review, trust accounting, eligibility calculation, and compliance testing for each client
• Preparing signature ready form 5500’s, 1099-R’s, and other government fillings using FT Williams
• Processing of employee deferrals, contributions, distributions, loans, and hardship withdrawals
• Speaking with plan administrators/participants and service providers to resolve escalated issues
• Working with outside auditors and providing them with requested plan information

Bensenville, Illinois

• Bank reconciliations, account reconciliations, and intercompany accounting
• Post all cash receipts and intercompany payments
• Handle credit and collections for all 4 companies including follow up on invoices
• Prepare and post journal entries
• Month end account reconciliations using Blackline

Deerfield, Illinois

• Handled collections of most complex invoices
• Analyzed cash and collections trends/variances and reported KPI’s to senior management
• Made suggestions to improve DSO, CEI, and overall departmental efficiency
• Pulled DNB reports and analyzed customer financial statements
• Applied credits and debits using Microsoft Dynamics GP
• Prepared monthly A/R reserve file for US and International entities

Trevor, Wisconsin, United States

• Handled operations for small motel
• Front desk, maintenance, and room cleaning responsibilities

Greater Milwaukee Area

• Processed retirement education to plan participants
• Updated customer accounts and achieved a high level of 1st call resolution
• Exceptional calls scores (4.75-5.0 average)
• Handled escalated calls
• Expert in explaining retirement plan enrollment and concepts
• Processed mutual fund transactions

Greater Milwaukee Area

• Negotiated settlements, payment arrangements, and set up payments over the phone.
• Obtained and analyzed personal financial information regarding income, expenses, and assets.
• Gathered information and prepared statistical / narrative reports using Microsoft Excel
• Utilized strong negotiation and problem solving skills to assist consumer with paying the debt
• Member of diversity committee

Master Of Business Administration (Mba), 3.89 Gpa

Completed the MBA program with distinction.

Bachelor Of Business Administration (B.B.A.), Finance, 2.55 Gpa