● KATHLEEN M. ERICKSON

**** ******** *****, *****, **** 45040 513-***-**** ad15pl@r.postjobfree.com OBJECTIVE

Offer superior deductive reasoning and research skills, the initiative to improve business processes, a readiness to accept additional responsibilities, and the discipline to complete all work within budget and deadlines. Draw upon knowledge from current business classes to strengthen the workplace. Bring a can-do attitude and a high level of self-motivation to immediately create successful outcomes. SPECIALIZED SKILLS: Oracle, PeopleSoft, 401(k) and Pension Plan Record Keeping Systems, HRIS systems, Microsoft Office

PROFESSIONAL EXPERIENCE

Honeywell Intelligrated Mason, Ohio 2018-Present Sr. Project Analyst

● Mentor and train new associates within the department in the US, Mexico and European Union in the creation, management and execution of invoices for the group. Answer questions from colleagues about processes and tasks that they are unsure of how to complete. At this time the billing department has 8 associates.

● Create and maintain process documentation for the billing department. This includes day to day billing processes, client specific processes, and specialized tasks that are done infrequently. Ensure that directions are step by step, clear and concise and include screenshots for reference.

● Work with auditors on SOX audits. This includes pulling all of the requested information and answering any questions the auditors might have.

● Create invoices for projects related to all major systems, LSS and software services for Honeywell Intelligrated installations, including main project billing, as well as invoicing separately for both freight and parts.

● Account manager for major clients including Home Depot and Walmart, as well as supporting other analysts with their clients

● Partner with the project management team on project billing schedules to ensure invoices go out after work has been completed or hardware delivered. Make necessary changes to billing amounts and schedules based on information from Project managers.

● Partner with collections group to obtain payment for past due invoices. This includes attending meetings with clients to answer questions on invoices and making necessary corrections at customer’s request.

Conduent (Formally Xerox) Cincinnati, Ohio 2013 – 2018 Project Analyst

● Created and maintained process documents for assigned clients. This included day to day tasks and vendor specific instructions.

● Conducted training sessions for associates in the US and India. Answered questions on processes and set up refresher training sessions as needed. Training sessions conducted were for groups up to 50.

● ● Assisted in implementing new clients. Worked with Systems Group to ensure client records transferred seamlessly to a new platform. Tested all processes end to end to make sure any changes did not break another process. Ensured plan rules were enforced in the HRIS system. Coordinated with vendors on data transfer dates and contact information. Partnered with clients to draft communications to participants for a seamless transition. Worked with the call center on guides to address potential questions.

● Administered Health and Welfare for multiple clients ranging from 2,000 to 100,000+ participants. Responsibilities included multiple medical, dental, and vision plans as well as life insurance, H.S.A., FSA, and COBRA plans plus retiree plans as applicable.

● Coordinated with vendors to ensure participant information was correct and coverage started and ended appropriately. Contacted vendors for urgent updates to add participants to coverage. Review error reports and made corrections necessary.

● Administered defined benefit (pension)plan. Calculated pension benefits for estimates and retirement packets. Calculated death benefits for beneficiaries and coordinated with Trustees to start and stop pensions appropriately.

Unified Capital Solutions Cincinnati, Ohio 2011 – 2013 Office Manager

● Researched potential clients to determine if the company was a good fit for services provided. Assembled stats and contact information for the sales team to use when contacting potential clients.

● Set up meeting and presentation times between the sales group and potential/current clients. Created presentations, customized brochures and information packets for the sales team to utilize during client presentations.

● Routed inbound telephone calls and ordered supplies for the office. Main point of contact for building issues and repairs.

Cincinnati Bell Technology Solutions Cincinnati, Ohio 2007 – 2010 Associate Accountant

● Created detailed SOX instructions for commission processing. Worked with auditors to pull requested information and answer any questions they may have had.

● Calculated sales representative commissions and audited monthly invoices from Internal Technical Commission Report System. Reviewed all invoices for sold hardware, maintenance agreements, and professional services to gauge gross profit and margin parameters.

● Utilized the Great Plains Accounting System to research invoice cost and revenue. Identified issues and communicated with inside sales representatives, project managers, and installation technicians.

● Submitted commission amounts to payroll and resolved sales representative questions

● Tracked sales and created pivot tables to report and analyze sales goal compliance Macy’s Mason, OH 1997 – 2007 Senior Retirement Benefits Coordinator

● Supervised up to 5 associates assigned to me. This included handing out weekly job duties, training them on processes, and writing up and giving monthly/yearly reviews. Reviews were based on accuracy of work and personal goals. Tracked accuracy of work on a monthly basis and provided information to associates. Kept records of achievements and learning opportunities to review each month. Achievement review helped keep employee satisfaction up to keep turnover low. Learning opportunities were reviewed and worked with associates to make sure they understood the correct action to take in the future. Training refreshers were set up if necessary.

● Created and maintained process documents for the department. This included working with the legal department to make changes when an interpretation of the business rules changed.

● Worked with auditors to pull requested information and answer questions they may have had.

● Demonstrated initiative, error-free work, and diligence in several roles: Commission Coordinator (1998-1999), HR Coordinator (1997-1998), and Senior Benefits Coordinator (1999-2007).

● Calculate pension benefits for Federated Department Stores/Macy’s. Transfer terminated employee records between PeopleSoft and the 401(k) Pension Plan Record Keeping System.

● •Produce associate termination reports and delegate weekly assignments to other associates in the department based on skill level. Review employee termination records for missing information via microfiche, original salary books, and direct contact with the Social Security Administration.

● Use pension business rules to determine the correct pension benefit and translate that into a lump sum payment and monthly annuities. This included manual calculation pension benefits as well as producing rates out of Great Plains. Rate of accuracy for this process was consistently at 99%.

● Research and correct commissions for sales associates in the Macy's East store region. Communicate with management and access Point-of-sale records to drive resolution of sales discrepancies and potential fraud.

● Answer Macy’s East stores’ payroll, benefits, and vacation questions using the PTIA HR system via a multi-line phone system. Support store managers in the allocation and scheduling of PTO.

EDUCATION

Bachelor of Science in Business Administration 2012 Thomas More College

Crestview Hills, Kentucky

Completed college courses at University of Cincinnati, which transferred to Thomas More College towards completion of Bachelor of Science in Business Administration.