Kathleen Manoussakis
Kettering, OH 45429
Phone: 937-***-**** (Home)
Phone: 937-***-**** (Cell)
Email address: ****@***.**.***
Linked In address: http://www.linkedin.com/in/kathleenmanoussakis
CUSTOMER SERVICE REPRESENTIVE/ACCOUNT MANAGER PROFESSIONAL
. Managed web store interface with large customer.
. Processed and managed all purchase orders via Citrix Four51 system
with strict time demands and made sure they were processed
accurately and on time.
. Worked directly with all customers in the Cincinnati and Northern
Kentucky region via telephone and email correspondence.
. Problem solving on a daily basis as well as Administrative Support.
Testimonials
"It is an honor and pleasure to recommend Kathi Manoussakis for a position
with your organization. During her tenure with United Graphics, she has
proven herself as a responsible, reliable, and professional CSR/Account
Manager. She managed a large customer's web store interface and worked
directly with all customers in the Cincinnati and Northern Kentucky region
via telephone and email correspondence. It is only due to a consolidation
of our company's resources that it was necessary to reduce her position".
Larry McIntosh, Director of Sales, United Graphics Printing Group
"It is my pleasure to recommend Kathi Manoussakis for a position at your
organization. I worked with Kathi both as a Partner of the firm and Manager
of the Retirement Plan Administration Department. Her responsibilities
included retirement plan reporting, testing and various projects that were
assigned to her. She worked closely with our clients and the participants
of the plans. She was dependable and dedicated to her position at Pohlman
and Talmage CPAs, Inc. and would be an extremely positive asset to your
organization." - Victoria Prenger, Partner and Manager of Retirement Plan
Administration Dept., Pohlman and Talmage CPAs, Inc.
Professional Experience
United Graphics of Cincinnati
Cincinnati, OH
Worked for Director of Sales as his customer service representative/account
manager processing all print orders and all that entails for a client base
of 86 customers.
Customer Service Representative/Account Manager
12/2012 through 06/2014
Responsibilities and accomplishments include:
. Managed web store interface with Rumpke Waste & Recycling, placing orders
for approximately 75 items and making sure they were delivered on time
and accurately.
. Processed and managed all purchase orders via Citrix Four51 Presentation
System on strict time demands assuring that printed items were completed
correctly.
. Prepared business card templates and emails for 13 customers, as well as
following up to make sure proofs were prepared and approved by customers
prior to final printing.
. Worked directly with all customers in the Cincinnati and Northern
Kentucky region via telephone and email correspondence..
. Problem solving on a daily basis.
. Administrative Support for Director of Sales.
Nationwide Insurance Company
Cincinnati (Blue Ash), OH
Analyze client retirement plan administration emails for this national
insurance company that provides retirement plan administration, life
insurance, auto insurance, homeowners insurance and health insurance.
Plan Administrator
05/2012 through 09/2012
Responsibilities and accomplishments include:
. Received and answered retirement plan emails for over 200 clients.
. Assisted in call center during peak hours.
. Answered questions about periodic valuations, compliance testing, and
participant benefit statements.
. Worked with auditors who were analyzing large plan 5500s and provided
documentation when necessary.
. Managed correspondence and effectively resolved questions and concerns to
ensure compliance with IRS and SEC regulations.
Pohlman & Talmage, CPAs, Inc.
Dayton, OH
Managed and analyzed client retirement plan administration for this public
accounting firm founded in 1992 that provides accounting, tax, payroll and
plan administration.
Senior Allocator
11/1997 - 08/2010
Responsibilities and accomplishments included:
. Administered and managed periodic valuations, compliance testing,
participant benefit statements, and determined benefit amounts and
prepared participant loan documents and developed amortization and
repayment schedules.
. Reviewed, analyzed and reconciled fiscal year-end payroll, dates of hire
and termination to identify eligibility and vesting for retirement
including; 401(k) and profit sharing plans to accurately complete Form
5500 and schedules.
. Prepared and processed Retirement Plan Tax Form 5500 and supporting
schedules and forms, to support clients and ensure compliance with IRS.
. Conducted and managed non-discrimination testing including; ADP and Top
Heavy to ensure plan requirements upheld.
. Analyzed and audited documents to accurately process employee 401(k) and
profit sharing retirement plans and ensured compliance with IRS and SEC
regulations.
. Managed and submitted semi-monthly, quarterly and annual earnings report
and processed more than 100 year-end pension and profit sharing plan
allocations within strict time demands.
. Managed and processed semi-monthly, quarterly and annual participation
reporting to support client financial statements and IRS regulations.
. Managed correspondence and effectively resolved questions and concerns to
ensure compliance with IRS and SEC regulations.
. Administered, processed and reported pension plan allocation schedules
utilizing Excel for more than 100 clients and ensured accurately
completed within strict time demands.
. Directed, trained and mentored new hires with retirement plan
administration processes and procedures to ensure accuracy and
compliance.
. Analyzed and audited distribution documentation prior to final submission
to ensure accuracy and customer satisfaction.
. Selected team member with creating and implementing Smith Barney client
online filing system from paper statements that increased accuracy,
proficiency and job performance by more than 50%.
. Managed and implemented Relius software upgrades to increase proficiency
and administer reporting accurately.
Zellerbach, A Mead Company
Miamisburg, OH
Transferred from Mead Corporation Headquarters to this newly acquired paper
distribution company in 1989 to increase proficiencies, streamline
processes and provide Human Resources and payroll administration support
for more than 4,000 employees nationally.
Senior Human Resources & Payroll Administrator
08/1976 - 05/1997
Responsibilities and accomplishments included:
. Managed and processed weekly, bi-weekly, semi-monthly union and non-
union, multi-state payroll including; exempt and non-exempt for more than
4000 employees accurately and ensured compliance with state and federal
laws in strict time demands.
. Researched, analyzed, reconciled payroll discrepancies including; direct
deposit and reported governmental state and federal tax deductions within
strict time demands.
. Administered and processed monthly commission, bonus and manual checks
and ensured appropriate tax deduction accurately recorded.
. Administered and processed W-2 and 1099 forms and reported employee
payroll income and withholding taxes in compliance with IRS and state and
federal laws.
. Managed and processed payroll deductions including; quarterly 401(k) and
benefit contribution adjustments to ensure appropriate deductions
recorded.
. Managed multiple bank accounts and ensured appropriate funds wired
transferred for payroll processing.
. Administered and processed inter-company transfers, promotions,
terminations, sick-time, vacation and leave of absence to ensure accuracy
and compliance with state and federal laws.
. Reconciled and processed employee wage garnishments and transferred
appropriate funds into account and ensured compliance court order debt
and state laws.
. Developed and streamlined policies and procedures with management that
identified training gaps and provided appropriate training tools to
improve accuracy and performance.
. Identified training gaps and co-created formal and informal training
curriculum to effectively train more than 40 Payroll Administrators with
payroll procedures and processes including; compliance with state and
federal regulations that increased accuracy rate from 89% to 98%.
. Lead team member with analyzing payroll processes and procedures and
identified and implemented best practices that effectively centralized
and integrated payroll systems.
. Created and implemented payroll processes and procedures manual to
effectively train Payroll Administrators.
Education
Miami Jacobs Business College
Dayton, OH
Associates in Business Degree
Skills & Certifications
PC Proficient: Microsoft Windows, Word, Excel, Outlook, Lotus Notes, Lotus
123 and various databases including; Citrix Four51, Relius Plan
Administration, Corbel plan documents and FT Williams 5500.
American Society of Pension Professionals and Actuaries - Certified &
Associate Member
American Payroll Association - Member
Personal Interests
Mighty Fortress Lutheran Church Council - President - 2010 - 2012
Mighty Fortress Lutheran Church Council - Vice-President - 2008 - 2010
Mighty Fortress Lutheran Church - Sunday School Teacher & Vacation Bible
School Crew Leader & Teacher
Mighty Fortress Lutheran Church - Choir Member
American Cancer Society - Volunteer