Trish Jansing work email
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Accomplished, committed and multifaceted financial professional with a 13+ year comprehensive background of Accounting and Retirement Plan experience across multiple industries. Skilled at strategic analysis, focusing on collaboration and communication to meet personal and team goals and outcomes. Outstanding written and oral communication skills. Team success mentality with an exceptional work ethic and reputation for providing accurate and timely data.• Data Analysis• Account Reconciliation• Mentoring• Problem-solving• Excel, Access, Word • Collaboration• Adaptable• Organized• Detail-oriented
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AccountantUc Blue Ash CollegeCincinnati, Oh, Us -
AccountantUc Blue Ash College Mar 2022 - PresentBlue Ash, Ohio, United States -
Client Relationship ManagerNiles Lankford Group Feb 2018 - Apr 2021Cincinnati, Oh -
Associate Account ManagerOhio National Financial Services Aug 2016 - Dec 2017Cincinnati Area, Ky• Provide administrative and compliance services for employer sponsored retirement plans with focused knowledge of plan documents and product contract provisions.• Manage 25 Retirement Plans with $15.25M in assets, including: o Verifying plan and IRS contribution limits o Calculate and allocate basic employer contributions (safe harbor), employer match (fixed, discretionary) and profit sharing (prorated, integrated, per capita) o Prepare government filings, i.e. Form 5500, 5500-SF and Form 5558, as required by IRS and DOL o Prepare basic nondiscrimination and compliance testing o Calculate and review benefit calculations to ensure that all distributions are properly calculated and meet service standards o Trouble shoot and make any necessary corrections related to contributions, distributions, and loans according to procedure• Prepare reports for qualified and nonqualified defined contribution plans within service standards• Reconciliation of asset statements and preparation of quarterly benefit statements• Combine work ethic, team orientation and perseverance to maintain the highest level of client service -
Assistant Account ManagerOhio National Financial Services Jun 2014 - Aug 2016Cincinnati, Oh• Promoted to Associate Account Manager based on reputation for plan knowledge, detailed analysis, collaboration, clear communication, and continuous learning• Conducted new hire mentoring and was deemed the “go to” person for newly hired Assistant Account Managers and Retirement Plan Technicians; providing mentoring, training and problem-solving assistance on a daily basis• Organized and maintained a process for preparing, tracking and ensuring timely submission of Government Forms 5500, 5500-SF and 5558• Documented procedures for Government Forms preparation and submission• Teamed with two colleagues to support eight Account Managers who managed 500 Retirement Plans
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Retirement Plan TechnicianOhio National Financial Services 2012 - 2014Cincinnati Area, Ky• Supported Retirement Plan Administration team to ensure client’s plans were handled accurately and professionally• Quickly gained knowledge of retirement plans, exceeded expectations, and was promoted to Assistant Account Manager – Retirement Plan Services• Requested, followed-up, and obtained annual employee census from assigned clients, audited and compared to prior year data to verify accuracy, resolving any discrepancies. Imported the census into Relius Administration.• Reconciled asset statements and prepared quarterly benefit statements• Prepared government filings, i.e. Form 5500, 5500-SF and 5558, as required by IRS and DOL• Prepared client invoices for all services rendered, followed up with client to ensure all outstanding fees were collected. Cancelled services if timely payment not received
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Budget AnalystHilltop Research, Inc Nov 1996 - Feb 1999Loveland, Oh• Analyzed and maintained annual budgets created in Excel for 12 pharmaceutical clinical research sites.• Ongoing communication, interaction and budget assistance with the individual clinical research site managers.
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Staff AccountantHilltop Research, Inc. 1994 - 1996Cincinnati Area, Ky• Timely and accurate preparation of monthly journal entries and Profit & Loss Statement utilizing Great Plains accounting software.• Corporate liaison for Quicken software to all clinical sites, which involved trouble-shooting and training as needed.• Detailed advertising analysis prepared monthly for clinical sites.• Reconciliation of clinical site bank statements, Corporate/Cash Management bank statement and Payroll account monthly.
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Staff AccountantHj Heinz Jun 1991 - Nov 1994Newport, Ky• Prepared monthly Balance Sheet, Profit & Loss Statement, and supporting schedules to those Financial Statements for Star-Kist Samoa, one of two Star-Kist Tuna plants, with annual gross sales of $192 Million.• Performed inter-company accounting and reconciliation for both of Star-Kist’s tuna plants monthly, including billing and reconciliation of inter-company accounts.• Increased timeliness of Star-Kist Samoa’s monthly close for Profit & Loss items from 5 days to 3 days.• Received Finance Outstanding Employee Award.
Trish Jansing Skills
Trish Jansing Education Details
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Accounting
Frequently Asked Questions about Trish Jansing
What company does Trish Jansing work for?
Trish Jansing works for Uc Blue Ash College
What is Trish Jansing's role at the current company?
Trish Jansing's current role is Accountant.
What is Trish Jansing's email address?
Trish Jansing's email address is tj****@****ion.com
What is Trish Jansing's direct phone number?
Trish Jansing's direct phone number is +151377*****
What schools did Trish Jansing attend?
Trish Jansing attended University Of Cincinnati College Of Business.
What skills is Trish Jansing known for?
Trish Jansing has skills like Accounting, Financial Analysis, Account Management, Microsoft Excel, Budgets, Financial Reporting, Process Improvement, Customer Service, Accounts Payable, Microsoft Office, General Ledger, Finance.
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