Traci Romer Email & Phone Number

Akron, Oh, Us

Hudson, Oh

• Supports Director of Financial Operations in meeting department performance goals• Provides quality control in the tracking and recognition of investment account activity• Assists in the quarterly reconciliation of investment accounts and statement preparation by following specific processes for review and resolution• Processes the daily withdrawal report for funds coming from the investment accounts and reviews for accuracy• Process interfund transfers for new and existing accounts• Process journal entries for various accounts• Processes cash gifts received and move to appropriated investment account• Prepares the daily stock prices report• Monitors complex asset distributions and process any new gifts received• Track new investment activity and record initial deposits into the system• Prepares the weekly investment report for operations management team• Train team members on departmental processes

• Review equipment needs per submitted hardware requests• Obtain quotes from vendors for hardware needs and review for lowest cost• Create purchase orders for equipment requests and hardware/software renewals• Maintain IT software/hardware contracts • Work with vendors on contract renewals• Receive equipment and cross reference to corresponding POs• Maintain inventory control for all IT equipment• Maintain equipment spreadsheets used for budgetary purposes• Compare monthly IT cost with accounting for accuracy and budgetary purposes. • Analyze and approve IT invoices for appropriate charges• Review IT billing for correct entries• Responsible for the company’s 200 wireless devices and wireless accounts• Analyzed wireless invoices for the appropriate charges

250 N. Cleveland Massillon Rd

-• Configure over 2,000 call plans for 100 various clients• Configure routing plans for over 20,000 toll free numbers• Provide paperwork for transferring toll free numbers between carriers• Purchase and/or order new toll free numbers• Work with account staff and call centers to troubleshoot telephony issues• Created documentation for various toll free number and routing plan setups• Configure the setup for multiple outbound campaign onto the IC servers• Monitor the company’s wireless accounts and equipment• Maintain the company’s caller ID inventory• Work with various Interactive Intelligence programs• Monitor and reboot II systems• Troubleshoot audio and IC server issues in the call centers

250 N. Cleveland Massillon Rd-

-• Analyze telecom invoices for correct billing rates• Contact vendors regarding rate discrepancies• Review circuits for current need• Ran reports to determine high usage on circuits• Submit disconnect orders for circuits no longer needed• Track credits associated with rate adjustments and circuit removals• Prepare billing spreadsheets for specific clients• Prepare and maintained monthly telecom budget spreadsheet • Supplied the accounting dept. with monthly telecom costs• Responsible for the company’s 200 wireless devices and wireless accounts• Analyzed wireless invoices for the appropriate charges• Maintained caller ID and remote call forwarding inventory

250 N. Cleveland Massillon Rd

• Configure toll free numbers for routing purposes• Configure call flows on 22 IC servers• Used various application programs for TFN and calling routing setups• Work with account staff and call centers to troubleshoot telephony issues• Work with caller ID vendors to obtain local numbers for display• Maintain caller ID inventory for current usage (dips), text updates and deletions• Work with Remote Call Forwarding vendor to obtain local number for transfer purposes

350 Springside Dr.

• Process over 300 invoices, check requests, and expense reports weekly• Reconcile past due accounts• Produce monthly and quarterly finance reports for upper management• Complete quarterly sales/use tax forms• Responsible for customer telephone inquiries and problem resolution• Enter invoices into fixed asset program and print reports• Process MasterCard and American Express credit card statements• Complete credit card missing receipt logs and reminder statements• Process telecom invoices, reports, and bank statements• Complete advance accounts spreadsheets