Entry Specialist Data
Resume:
TASHA STEWART
Alexandria, VA 22306
adu8so@r.postjobfree.com
Overview: A highly efficient and professional Wealthcare consultant, Tax Preparer, A/P processer and Notary professional with a verifiable record of accomplishments. Well organized and self sufficient individual who need little to no supervision. Areas of strength include:
Accounts Payable
Wealthcare Seminars
Organizational Skills
Computer Literacy
Work as a Team Player
Data Entry
Notarize Documents
Communication Skills
Time Management Skills
Research Abilities
Professional Experience
01/08 – 04/12 H&R Block Alexandria, VA
Tax Professional (seasonal):
Prepare individual, married and self employed tax returns. Replied to customer inquiries, filing, faxing and assisted office manager as needed.
4/05 – Current LTLCS Services Alexandria, VA
Wealthcare Consultant:
Provide financial protection products to all income level consumers in the metropolitan area. Participate in educational seminars on wealthcare products, specialize in employee benefits for small and large groups, key-man insurance, buy-sell agreements for individuals in partnership, assist with retirement planning and provide financial needs analysis.
6/99 – 4/04 ($10m budget) Trout Unlimited Arlington, VA
Accounting Assistant:
Accounts Payable
View and data entry invoices for weekly payments to vendors and employees using Blackbaud Non-profit accounting software
Reconcile Account Payables once a month using Aged Accounts and General Ledger reports
Process high dollar invoices by electronic fund transfer.
Research, communicate all Accounts Payable issues with staff & vendors
Maintain in-house postage account
Process annual rebate and EAS checks for chapters & councils
Distribute monthly metro-cards to appropriate employees
Prepare and process monthly journal entry for prepaid travel account
Process annual 1099’s for contractors and consultants
Process monthly journal entries for Flexible Spending Account
Reconcile and Process 403b account monthly
Human Resources – 65 employees
Orient all new hires
Distribute and maintain new hire information packets
Process all healthcare, vision, dental, COBRA and retirement paperwork, and where applicable corporate credit card applications
Maintain employee benefit records for vacation, sick and personal leave
Maintain personnel files and database using PeopleTrak software
Created, designed and maintain monthly HR newsletter
Maintain relationship with all benefit plan providers
Update employee handbooks, as needed
Payroll
Process semi-monthly payroll using ADP software
Obtain new hire(s) information; offer letter, w4 and I9 forms
Input necessary payroll changes as requested by senior staff
Process SUI & State withholding forms for new states added to payroll system
Report new states to Adams & Son Insurance Company for Worker’s Compensation policy purposes.
Provide monthly employment information to the Department of Labor for the state of Wyoming.
Input semi-monthly payroll journal entries into Blackbaud Accounting System.
Reconcile quarterly salary information using General ledger, State Deposit reports (941’s) and Wage & Tax Register provided by ADP
Forward all SUI, Federal, Local state tax payment notices to outsourced payroll provider
Process journal entries for state tax adjustments from ADP
Reconcile and process journal entries for TU’s investment accounts with Fidelity Investments
9/98 to 6/99 Groveton Elementary (FCPS), Alexandria VA
Parent Liaison:
Bridge communication gap between school and parents
Assisted teachers and principal with school activities, and class assignments
Prepared memos, fliers and students weekly packet
Maintained school clothes closet
6/98 to 8/98 INOVA Hospital, Alexandria VA
Accounts Payable Specialist:
Processed weekly invoices for vendors, employees and hospital departments
Assisted the Payroll Department as needed with bi-weekly payroll
Processed employee credit card payments and distribute new corporate cards as needed
Assisted the Accounts Payable supervisor as needed with special projects
8/94 – 6/98 Information Network Systems (Virginia)
Junior Analyst
Contract Analysis
Financial reconciliation of old government contracts for NAVSUP
Assisted Division Director with payroll and powerpoint spreadsheets
Researched and provided copies of contracts for Senior Analyst
Note: Started as Data Entry Specialist 8/89 – 6/91 promoted to Administration Assistant in 7/91-7/94, Information Network Systems.
5/88 – 5/89 The Door Store (District of Columbia)
Data Entry Specialist:
Keyed sales receipts from numerous store locations
Process sales reports
Filing and assisted Computer manager with special projects
Education
Graduated 1985, Spingarn HS
Business course 1986-1987, Jefferson Business College
Accounts Payable essentials 2000-2003 - .18 CEUs
Finance: The Basics (How To Read & Understand Balance Sheets, Income and Cash Flow Statements) 2002- 8.00 CEUs
Employee Handbooks 2003 – 6.5 CEUs
Accounting Fundamentals course 2003, NOVA Community College – 24 hours
How to Manage Payroll 2003 2 day seminar
Certified VA Notary Public 1999- current
Professional Life, Health and Annuity License 2005 – current
Professional Tax Preparer, H&R Block 2009 - current
References given upon request
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