Tracey Parrish, Mba Email & Phone Number

Milwaukee, WI, US

Milwaukee, WI, US

• Developed and implemented systems to help streamline the MPSF programs for effective business operations and back-office management functions. Provided high level executive support to the Executive Director and.
• Managed primary office management functions such as annual accounts payable, accounts receivable, audit preparation, banking and accounting reconciliation, budget, requisitions, inventory, contract and vendor relations.
• Developed and maintained key databases to ensure complete data collection and tracking and established follow-up procedures and controls for the office.
• Managed volunteers and interns to ensure high quality data entry.
• Provided special event support with oversight of vendors and logistics.
• Maintained, coordinated, and supported the executive level needs – collateral development, meeting follow up and project support, monthly calendar of events, prepared communications and correspondence, and worked with.

Milwaukee, WI, US

• Provided high level executive support to the Chief Operating Officer and the Senior Director of Facilities and Maintenance. Developed and implemented systems to help streamline programs and functions. Worked on office.
• Created monthly board items for School Board meetings utilizing the electronic school board system.
• Organized, prepared responses, and created tracking system for the School Board for constituent concerns, information requests, and records requests.
• Interviewed potential new hires and trained district staff on standard operating procedures.
• Developed and implemented new office and record-keeping procedures involving filing systems, forms, portal information, and internal controls.
• Maintained the Chief Operating Officer’s monthly calendar of events and worked with Senior Directors and Directors to monitor tasks and coordinate workflows.

Milwaukee, WI, US

• Analyzed and prepared formal bids, Requests for Proposals (RFP), and contract extensions in response to customers' specifications and requirements. Interpreted customer terms and conditions and product specifications.
• Developed and prepared detailed pricing and product quotes for technology partners and multi-year quotes for customers and distributors.
• Maintained pertinent bid information in various systems and departmental files.
• Investigated daily bid service notices for upcoming bids and advised Sales and/or Distributors of potential opportunities.

Cork, Ireland, IE

• Managed overall development and proposal process for the Public Private Partnerships (P3) and Global WorkPlace Solutions (GWS) teams. Worked with cross-functional teams including Solution Development Directors, Subject.
• Nominated for 2012 Merit Award for Global Growth for our team’s innovative solution for a renewal opportunity.
• Secured largest P3 win to date with a contract value of $503M over a 30-year term.
• Created P3 brochure with Marketing Communications team to display on our corporate website and support sales efforts.
• Coached employees during implementation of SharePoint and Office 365 Suite (knowledge sharing technology platform) as member of the global Office 365 Change Network Team.
• Co-chaired 2014 Wisconsin Humane Society Fundraiser to raise over $4,000.

Charlotte, North Carolina, US

• Developed, analyzed and managed proposal efforts from inception to completion in order to increase company profits. Created an efficient and effective proposal process resulting in winning proposals.
• Closed multimillion-dollar government and corporate contracts which included seven statewide and two federal deals. Commended by CEO, President, Director of Marketing, and Sales Director.
• Communicated organization’s products and services to high end customers including government entities and higher education, healthcare, and commercial facilities. Successfully sold products and services to two accounts.
• Increased efficiency by instituting a new organization system for filing and tracking proposals. Developed premium tracking report for CEO and key shareholders.
• Identified federal opportunities and increased national visibility as part of General Services Administration (GSA) federal contract team.

Charlotte, North Carolina, US

• Analyzed monthly loss ratio projection and reported on ongoing portfolio performance. Reviewed company records to determine amount and types of equipment on existing accounts and evaluated possibility of losses..
• Created weekly reports to advise CEO, COO, CFO, and Underwriting Manager of weekly loss changes and how they would impact the overall book of business. Determined impact large deletions had on accounts.
• Evaluated submissions to determine degree of risk to promptly issue quotations, policies, and endorsements.
• Effectively communicated with various departments to determine appropriate coverage levels on high-dollar equipment or equipment components.
• Reviewed and processed claims for large state account for Claims Department.

Charlotte, North Carolina, US

• Managed billing, collections, accounts receivable, travel expenses, agent commissions, and month-end-closings. Performed monthly bank reconciliations. Analyzed and reconciled monthly reports for insurance partners.
• Increased the collection of past due invoices for delinquent accounts.
• Assisted in implementation of new billing system which increased efficiency and decreased errors.

Oak Creek, Wisconsin, US

• Processed and audited semiweekly payroll and 401(k) benefit spreadsheets for 120+ employees. Ensured that all sales and use tax returns were filed timely and accurately. Reviewed daily cash balances, previous day’s.
• Collaborated with IT, Claims and Policy departments to create sales and use tax reporting procedures. Trained Accounting Manager and backup employee on newly designed procedures.
• Analyzed and advised CFO on weekly and monthly sales reports.

• Issued new policies, policy renewals, additions, and deletions. Calculated itemized policy breakdowns. Reviewed and processed claims.
• Investigating and solved client and agent inquiries, complaints, and problems.
• Requested to manage high-profile and large accounts.

• Provided support to underwriters and independent agents to stay within compliance in respects to regulatory requirements and internal service standards. Analyzed applications and screened applicants based on certain.
• Worked on Large Accounts Team.

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Science (Bs), Social Work

Bachelor Of Arts (Ba), Psychology And Sociology