Customer Service Sales
Resume:
CECELIA GILBERT McCAUGHN
Morton, Mississippi 39117
***************@********.***
EXPERIENCE
Military Personnel Services Corp., Falls Church, VA
Financial Technician
1/2010 - current
. Under contract with United States Property & Fiscal Office of the
Mississippi Army National Guard assisting the Travel Section processing
travel vouchers.
. Knowledge of Department of Defense Travel Regulations.
. Completed training through DTS.
ALUTIIQ, LLC, Anchorage, Alaska
Management Analyst I
6/2009 - 9/2009
. Under contract with United States Property & Fiscal Office of the
Mississippi Army National Guard assisting military pay in preparation for
the implementation of Defense Integrated Military Human Resources System
(DIMHRS).
. Research errors in reservists pay and benefits using DFAS & SIDPERS
systems.
. Provide data cleansing; determine data accuracy; and submit missing data
elements to military pay.
. Assist in comprehensive review of soldiers pay accounts. Contact units
and soldiers to gather data and forms.
. Knowledge of Department of Defense Financial Management Regulation.
. Completed training through the ARNG Financial Services Center on DJMS-RC
MMPA, DJMS-AC MMPA Interpretation, Debts Training, and BAH Training.
OFFISOURCE, INC., Jackson, Mississippi
Accounting Assistant
7/2006 - 6/2009
. Responsible for accounts payable/accounts receivable, payroll, billing, &
customer service. Reconcile bank accounts daily and credit card accounts
monthly. Assist with collections and customer requests.
. Handle weekly & bi-monthly payrolls, employee benefits, cafeteria plan,
COBRA, etc. Maintain personnel records.
HOSPITAL HOUSEKEEPING SYSTEMS, Jackson, Mississippi
Office Manager
9/2004 - 6/2006
. Responsible for payroll, maintain personnel records, and edit time card
punches daily. Screening potential employees, interviewing, conducting
orientation meetings & employee safety meetings.
. Handle accounts payable, obtain quotes, assist with purchasing
housekeeping supplies, and order office supplies.
SECURITY BALLEW, INC., Jackson, Mississippi
2/2003 - 8/2003
Pension Plan Consultant / Pension Plan Document Specialist
. Prepared pension plan documents and administration forms.
Responsible for ERISA & IRS compliance.
. Prepared reconciliation & cash flow analysis for pension plan
assets and performed compliance testing.
AmSouth Bank, Jackson, Mississippi
11/1994 - 12/2002
Trust Officer / Trust Retirement Services Consultant
. Drafted plan documents. Setup spreadsheets to calculate
contributions. Handled plan mergers and terminations.
. Oversaw retirement plan administration by gathering census data,
analyzing participant accounts & assets, and preparing trust
account reconciliation, reviewing non-discrimination testing, and
annual reports & IRS filings.
. Organized and conducted participant enrollment meetings and
employee education meetings.
. Established new plans. Conducted periodic account reviews and
evaluated investment performance.
. Supervised my team; handled personnel disciplinary issues; and
conducted annual evaluations.
. Handled investment trades, contribution calculations & allocation,
fee negotiations, invoicing, collections, and investment election
transfers. Managed workflow and deadlines. Assisted clients with
IRS audits.
. Managed sixty plus relationships. Responsible for customer
retention, building relationships, and visiting customers.
. Responsible for finding trust sales opportunities and cross-selling
bank products. Met monthly sales referral goals and quarterly
trust sales goals. Top sales awards in 2000 and 2001 in retirement
services. Second in sales for 2002.
Payne's Flying Service, Inc., Brandon, Mississippi
5/1993 -4/1994
Administrative Assistant / Bookkeeper
. Responsible for payroll, AP/AR, general ledger, billing,
collections, inventory, bank & tax deposits, and reconciliations.
Handled employee benefits, enrollment documentation, and medical
claims. Setup and maintained personnel records and files on
database.
. Prepared company bids. Organized office, purchased office supplies
& chemicals, and maintained computer software.
Martin, Martin, Randall & Associates, Jackson, Mississippi
4/1992 - 4/ 1993
Associate Administrator
. Handled all phases of pension plan administration including
gathering employee census information, analysis of plan assets,
data input, and compliance testing. Prepared Restatements, Plan
Adoption Agreements, and SPDs.
. Prepared IRS Forms 5500 and required schedules on DC & DB plans;
monitored all related deadlines; filed needed extensions; responded
to IRS letters and requests. Researched IRS Code. Handled
customer questions.
Horne CPA Group, Jackson, Mississippi
8/1990 - 4/1992
Pension Administrator
. Analyzed plan assets, prepared trial balance, AP/AR, cash flow,
calculated deductible contributions, calculate matching
contributions, post loans, allocate contributions & earnings,
determine hardship, corrective, & minimum required distributions,
run anti-discrimination testing, post investment election changes,
and make asset transfers.
. Prepared allocation reports, participant statements, IRS Forms
5500, and Forms 1099-R.
. Assisted other administrators with diverse computer system
problems; generated complex LOTUS spreadsheets.
. Prepared retirement and cafeteria plan documents, amendments, and
required notices.
Stevens, Dowd & Company, jackson, Mississippi
8/1987 - 8/1990
Pension Administrator
. Responsible for plan administration including gathering census
information, data input, and trust analysis.
. Prepared allocation and participant statements, IRS Forms 5500 and
various forms for both DC & DB plans. Drafted Board Resolutions,
Adoption Agreements, & SPDs. Backup for accounts receivable and
client billing.
EDUCATION
. Belhaven College - Business Management coursework.
. Hinds Community College, completing various Banking and Finance courses
(including Accounting I & II). Maintained at 4.0 GPA.
. Draughon's Business College, completed Word Processing/Clerk Typist
program in December 1985. Completed accounting, payroll accounting, and
computer programming courses. Maintained 3.75 GPA.
. Graduate of Pisgah High School, Sand Hill, Mississippi, in May 1982.
OTHER TRAINING
Completed the Retirement Services program at Cannon Financial Institute &
earned CRSP (Certified Retirement Services Professional), Passed American
Society of Pension Actuaries Pension Administrator's Course PA-1, and
attended Mississippi Bankers Association, PPD & McKay Hochman Retirement
Plan seminars & Buck Berley Sales training seminars. Completed Novell
Netware Administration Course and MicroAge & Sungard software training
courses.
SKILLS
Extensive knowledge of policies, procedures and governmental regulations
imposed by ERISA, DOL and IRS. Good understanding of the Department of
Defense Financial Management Regulations. Proficient working knowledge of
Windows, Word, WordPerfect 6.1, LOTUS 1-2-3, Excel, PowerPoint, Datair,
Docman, Reluis AutoDoc, Omni, Oasys payroll system, Quickbooks & Peachtree
Accounting software, Ensite Pro, DFAS, SIDPERS, Oracle 10g and various
other software packages. Excellent account reconciliation, communication,
supervisory, customer service, and sales skills.
Contact this candidate