Tammy Macgregor Email & Phone Number

Kingston, Ontario, Canada

As a Team Lead, I focus on fostering collaboration and ensuring clear communication within the team. While I don't directly manage staff, I coordinate tasks, facilitate meetings, and support my teammates to achieve our goals. I use my problem-solving skills to overcome challenges and create a positive, productive work environment.I'm committed to maintaining compliance and operational integrity through effective auditing procedures. I prioritize clear communication and training to ensure everyone understands and follows the processes. I monitor compliance through regular audits and use findings to drive continuous improvement.When the team is short-staffed, I step in to help maintain workflow and keep projects on track. I stay flexible and hands-on, supporting my teammates wherever needed.Ultimately, as a team lead, I’m here to remove obstacles, support my peers and manager, and ensure everyone has what they need to succeed.

Kingston Ontario

-Ensured all banking transactions met with company audit controls by using the specific banking agreements with the appropriate bank, retained those transactions/confirmations for audit purposes based on regulatory and company retention guidelines. When problems arose applied communication and analytics skills to work with the bank and or stakeholders. - Synchronized outgoing & incoming bank reports for payments generated from multiple company specific systems from across different lines of business within bank specific time frames.​ - Managed wire payments in a timely manner after it was confirmed that the request met Corporate controls. Investigated any wires that were not received by stakeholders.- Processed intercompany bank transfers, this also included manual cheque preparation if certified cheques were required. - Ensured that vendor payments and employee reimbursements were made in an accurate and controlled manner from start to finish. This included cross referencing the payment approval provided by referencing the signing authority database. For EFTs payments, confirmed it was accepted, when it wasn’t, investigated and reissued, For cheques that were not received as intended, processed cheque inquiries, applied a stop payment on the bank side and initiated fraud investigations when needed. - Ensured adequate cheque stock was available at all times and ordered more when required.- Coordinated the American Express corporate card program​ ​which involved reviewing and setting up new applications, performing periodic audits to ensure the card holder is adhering to company guidelines and maintained an accurate database of active, canceled and delinquent American Express cards- Participated in projects and business initiatives as assigned- Provided backup to the team and supported other business units as required.

Kingston, On

- Primarily prepared monthly line of business financial reports within a short period of time which included coordination of completion and/or preparation of statement adjustment entries as required.- Collaborated with other analysts to obtain, complete with accuracy the companies monthly & quarterly financial reports for the Board of Directors, shareholders, senior management and external agencies, sometimes with little or no advance notice.- Assisted with the quarterly and the annual completion & submission of Life-1 and LICAT (Life Insurance Capital Adequacy Test) statutory financial statements. This included meeting a submission deadline with several agencies across Canada.- Worked independently with internal & external auditor's requests through our company computer network and the PwC (PricewaterhouseCoopers) website. With everything needed online, I kept the information secure, confidential and done with the highest attention to detail/accuracy. - Supported and implemented financial reporting changes whether it was internal or external.

Kingston, On

- Used my extensive knowledge and research skills, I was responsible for determining the eligibility of and payment amounts for disability and rehabilitation earnings all while complying with Insurance Treaty's, Policyowner contracts and government legislations.- I utilized my collaborative skills to work with Canada Pension Plan, Workplace Safety & Insurance Board, Workers Compensation Board, lawyers and other third parties that may be involved with a claim. - I clearly and effectively communicated financial decisions to claimants, while respecting the confidentiality of the individual's concerns.- On a weekly, monthly and yearly basis I was responsible for compiling, balancing and remitting Provincial and Federal taxes on the behalf of the Group Life and Disability department and produce the T4A, Releve 1 and T1198 slips to the Canada Revenue Agency & Revenue Quebec. Time management and attention to detail were crucial.- I jointly built, revised and had managed 5 excel and access databases ~ reinsurance, subrogation, accounts payable/receivable and one regarding claims in a rehabilitation program. The databases supplied information to auditors, directors, internal and external departments and our reinsurers, as such accuracy was critical. - Monthly I was required to reconcile 7 ledgers and prepare reinsurance billings for all the long-term and subrogation claims which were reviewed by the department director and Senior Actuarial Analyst. - In a month I processed anywhere from 1 to 2.5 million dollars in accounts payable and receivable for our department while keeping very organized ledgers and supporting documents.As exciting as my primary role was, I enjoyed project work as well. I worked on 3 major projects which affected the entire company, not just my own department. Individually and as a team, I had developed manuals to coincide with the projects and revised procedures right down to training staff on the new systems or processes.

Kingston, On

- Organizational skills and the ability to prioritize multiple tasks were essential as I worked with 6 group sales offices located across Canada. - New group policy applications needed to be proof read for errors and/or omissions which takes strong skills of attention to detail and accuracy. When items were missed or for further clarification was needed; clear written (90% of which was via e-mail) and verbal communication was vital.- In order to build the Group, division, Class Benefit, Class-Benefit, and Certificate cards, the Employee Benefit Administration system was used. To generate the policy contracts, employee booklets in order to issue kits the Calligo system was used. Both of these systems are proprietary to Empire Life, therefore, I had to learn new technology quickly and thoroughly. - I provided accurate and clearly completed Client Benefit Outline forms for each case to our Pharmacy Benefit Manager for system set up of the clients Health and Dental drug cards.- I used my customer service skills to guide our clients through the Plan Administrator Web site in order for them to update and enter new certificates.

Kingston, On

- Knowledge of Group Benefits was essential as I had to review and analyze data to determine benefit eligibility and gather contract provision information for exclusions and guidelines prior to entering short and long term claims into the Employee Benefit Health Claims systems with accuracy. - I adapted my customer focus and service standards to help administer claims for those with illnesses and/or disabilities. - I provided ongoing and timely communication with internal and external customers based on department protocols; provided claim status updates, requested information and addressed general inquiries.- Prepared memos and correspondence as requested by team members.- Compiled documentation for Lawyers and Canada Pension Plan disability office.

Kingston, Ontario

- Organized and directed effective communication (via phone, email and mail); acting as a liaison between the school staff, parents, students, community agencies and the general public.- Provided administrative assistance to the Principal and/or Vice Principal- Maintained the school database, as well as preparing Ministry, LDSB and other reports as requested by the Principal- Processed staff vacation requests, leave requests and casual pay sheets

Canadian Forces Base Edmonton, Alberta

- Maintained a secure cash office with a cash flow of $165,000 plus- Administered source accounting documents, verified policy compliances with accuracy and integrity- Managed computerized accounting functions which included accounts payable, receivable, and base requisitions- Ensured security and pertinent documents are done correctly and in compliance with base regulations when military staff change over staff with regards to their accounting books. - On a yearly basis I reviewed and briefed military units regarding the state of their unit’s financial affairs and budgets.- Oversaw non public fund fixed assets held by each unit within my scope.- Prepared memos and correspondence monthly for base Financial Officer

Canadian Forces Base Edmonton, Alberta

- Compiled and balanced the Non Public Fund master card statements for the Canadian Arm Forces- Reviewed, authorized and generated manual cheque requisitions in accordance with legal guideline for all bases across Canada- Reconciled vendor statements and liaison negotiations between military units and external vendors- Maintained financial supporting documentation archives

Canadian Forces Base Petawawa, Ontario

- Greeted visitors and provided clear direction with a friendly welcoming approach.- Monitored users of the facility for proper conduct and mediated high stress situations while maintaining privacy and confidentiality.- Provided departmental administrative support to 2 facilities from one location. - Handled cash and process journal ledger entries into a manual bookkeeping journals.- Created and maintained reports, announcements and letters. - Coordinated boardroom bookings and organized meeting for 5 to 250 people.

Canadian Forces Base Kingston, Ontario

- Handled clearing documentation of all incoming and outgoing civilian/military members for the licensing section, monitored visitors, answered inquiries and provided back-up for the dispatcher.- Reviewed military licenses (404s,Department of National Defense driver's license) to confirm qualifications met the Department of National Defenses regulations and standards. In order to ensure individuals had the required qualifications I had to have knowledge of the different vehicles specialized to the military. - Organized and booked civilian/military members on required courses to maintain or obtain qualifications for a wide range of military vehicles. - Issued the 404's in the Fleet Management System which is proprietary to the Canadian Forces, approximately 2500 records.- Worked directly with a diversified customer base with outstanding customer service and often in a hectic office.- I had to be dependable, organized and extremely efficient as I was left to manage the office sometimes in short notice and for prolonged periods of time.- I reorganized the archived 404's in a new online database. This included tracking down and researching old records of retired and relocated civilian/military members to securely forwarded their records to them within and outside of Canada.

Canadian Forces Base Kingston, Ontario

- Established nature of business of those entering the facility and provided clear direction to the appropriate area or person with a positive customer focused attitude- Handled payments for an new memberships, day passes and booked the facility spaces for civilian/military programs.- Patrolled the facility and enforced the rules concerning the conduct and use of equipment.- During this time, I was able to complete my practicum for my Fitness Leadership certificate with a specialization in Group Fitness and was able to instruct some of the classes offered.

Canadian Forces Base Shilo, Manitoba

- Required to learning and retain direction very quickly as this was an on-call position. - Provided front office duties for a staff of 7, booking appointments, recording phone calls and visitors.- Acted as liaison for staff with military members and their families , community agencies and the general public.- Balanced accounts payable and receivable in a manual bookkeeping journals at the end of each day.- Responsible for delivering daily deposits to the local bank when required.

The Associate, Life Management Institute Designation, Products And Operations Of Life Insurance Companies

Medical Administrative/Executive Assistant And Medical Secretary

Accounting