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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Walden Place Cir
Elgin, SC Street Address
PHONE NUMBER AVAILABLE
EMAIL AVAILABLE
Areas of qualifications:
Leader on team Mergers and Acquisitions Projects
Marketing and Operations Six Sigma Certification
Experience with Staff Training, Development and Team Building/Leadership Skills
Six Sigma Green Belt Training from Villanova University
Project Management certificate from Midlands Technical College
Experience in creating process flow diagrams.
PROFESSIONAL EXPERIENCE:
Aflac Group (Randstad), Columbia, SC July 2016 Present
Sr. Account Implementation Project Coordinator
Coordinates enrollment set-up, communication and overall implementation timeline.
Partner with Account Relations Manager and Account Service Coordinator as a service team to support given cases. Work directly with the enrollment vendors to configure enrollments.
Perform monthly analysis identifying opportunities to reduce cost.
Engage through the account set-up, enrollment and post-enrollment phases and implementation activities.
Accountable for working with our pre-sales internal team to ensure that employee coverage is processed timely and accurately.
Executes electronic implementations to include: flight plan creations, test file mitigation, manages case build and site testing, facilitate 3rd party training as needed.
Facilitates the generation of custom marketing materials.
Obtains enroller information, commission splits and assists with contracting needs.
Audit new hire business submissions which include: electronic file feedback, premiums, first invoice escalations, deduction rates and re-solicitations.
Harriet Barber House (SERCO Non-Profit), Hopkins, SC September 2011 July 2016
Financial Manager
Annual, quarterly or monthly projections of income and expenses for the entire organization as well as of each of its divisions, departments, and branches.
Report cash flow - short and long term plus project fund-raising event revenue and expense.
Participate in organization events: oversee financials, set up displays, organizing and coordinating activities.
Aflac Group (Randstad), Columbia, SC October 2011 February 2012
Accounting Specialist II
Reconcile and balance invoices from small to large payroll accounts; reviews account payments to determine disposition of funds; identifies discrepancies or account variances and takes the necessary steps to resolve or escalate to the Team Lead or Supervisor.
Assist with the coordination of activities necessary to maintain balanced accounts; maintain effective and accurate electronic or manual filing systems, transactions, and accounting logs to provide a quick reference database; provide back-up coverage to other teams as required.
LPL Financial (Aerotek), Charlotte, NC June 2009 February 2010
Transition Analyst
My responsibility was to assist advisors, sales assistants and program partners transitioning business to LPL Financial. I supported transitioning advisors regarding registration, account conversion, system assistance/training, and problem identification/resolution. I also coordinate effectively with internal departments to facilitate the transition process.
Wachovia Securities (Wells Fargo), Charlotte, NC June 1998 - May 2009
Group Leader, Wachovia Securities, LLC Business Services Group
I was responsible for analyzing, managing, developing and tracking deficiencies of over 50 monetary maintenance functions for Individual Retirement and Brokerage Accounts. In this role I had to manage projects related to implementing new/updated technology and procedures throughout the project life cycle. I also was accountable for auditing, assigning, and prioritizing the daily workflow of 10-20+ employees ensuring that all procedures were followed according to the bank rules and regulations.
Manage merger and acquisition projects for implementing data into various systems.
Review and approve time sheets, plus interview, select, and place applicants for available positions within our group and/or department.
Participates in the UAT testing and reviews, plus approve test results.
Obtain business rules and processes by interviewing business personnel mining laws, regulations and policy documentation.
HReasy, Charlotte, NC December 1997-March 1998
HR Product Development
Assist HR Advisors with projects related to creating, analyzing, and editing scripts for automated interviews.
Paramount s Carowinds, Charlotte, NC December 1996-October 1997
Employment Associate, Human Resource Dept
Recruit associates on off-site locations and conduct one-on-one employment interviews
Enter associate data into Human Resource Information System.
Select, contact, and place applicants in available positions.
EDUCATION:
Winthrop University, Rock Hill, SC
Bachelor of Science in Business Administration
Concentration: Human Resources
BOARD MEMBERSHIPS
Harriet Barber House (SERCO)
Wachovia Securities (Retail Investment Group) Diversity Council
Touching Lives through Covenant (TLC) Non-Profit
Career Educational Learning Center Non-Profit
TECHNOLOGY:
Microsoft Windows Operating Systems, including Microsoft Project, Windows, Office, Access, Outlook, SQL, Rumba, QuickBooks, Excel, Word, SharePoint and PowerPoint. Oracle, Siebel, and BranchNet Commission systems experience. |
