Payroll Administration, Benefits Administration, AR/AP, Bookkeeper
Resume:
Lisa Lavoie
Nashua NH 03060
**************@*****.***
Robert Half International
March 2022 –February, 2023
Full Charge Booker, AR/AP processing invoices, payments, journal entries, deposits and purchase orders, donations and time. Vacation tracking, stipend reporting. Updates to the general ledger, posting revenue and periodic reconciliation to the credit accounts and the deposit accounts. Payroll Administrator, processing payroll for multiple sites covering New England, with benefit administration and new hire enrollment, annual enrollment and 401K administration, enrollments, participant deductions and payroll reporting. Financial reporting to senior management on each payroll and bonus cycle processed. Calculate and process employee salary increases and corrections, adjustments and variances to earn time for the employees. Matlen Silver (Remote)
April 2021 to December 2021
ADP-Payroll Services Compliance Generalist
Auditing queues for State and Federal Tax Notices, updating and correcting employee accounts in multiple ADP systems, SAP, Totalsource & WFN Review and timely resolution of state and federal tax notices in multiple tax queues, calling the IRS and resolving the balance issue Provide support as a subject matter expert on the state recertifications to the recertification team, working to resolve and remove the IRS penalty Metrics LLC
7819 Gingerbread Lane, Fairfax Station, VA 22039
October 2019-February 2020 (Scheduled Start, Delayed and then Canceled) Audit the VA medical records at NH - Hooksett, Manchester Vet Center (0108V) Mike Phillips
Project Manager
*********@*******-***.***
Randstad
September 2018 to June 2019
ADP-Payroll Services, Salem NH
Auditing Regional Reports for Local Taxes, updating and correcting employee tax deductions, WFN & TotalSource Research and resolve state and local taxes
Batch set up and processing, corrections to taxes and amendments Work with the client on compliance issues and resolving the tax issues. Training new employees on systems and processes
Staff Hunters
January 2018-July 2018
Merchants Motors Hooksett NH, Accounts Receivable/Accounts Payable Analyst Review past due statements to resolve payments issues, create payment reallocation spreadsheets for vendors to correct billing errors and reduce past due fees. Research contracts, account history and prior payments with Salesforce. Process batches in Great Plains, Invoices processing for payments that require calculations i.e. IT Invoices, research and review data with smart lists and pivot tables
Contact for new enrollments to Dataserv, creating passwords and setting up new vendor accounts initial training and support. Robert Half International
March 2017 –December 29, 2017
Unitil-Billing Associate,
Support the launch of a new billing system, EnQuesta CIS Solution by Systems & Software. Review and validation of data on bills with net meter calculations, research investigation and correction to files. Preview the files prior to release and ensure the accurate and timely delivery of customer invoices. Research and identify errors, analyze the issue and implement a time sensitive resolution. Maintain the net meter banks, update and verification of the reads, billing debits and credits. June 2018-August 2018
ROC USA-Loan Servicing
Processing Tax Payments and Setting Up New Properties in Quickbooks Financial Statements and Monthly Reporting
Researching and Resolving Client Issues
AIG
Senior Facultative Collector-Financial Analyst
March 2008 – July 2015
Work to develop and maintain strong relationships with brokers and direct markets to insure clear communication and assure timely and accurate payment projections and hasten issue resolution. Work includes identifying and locating policies, certificates and premium support to verify coverage. Support and mentor new employees training Microsoft Office, Oracle, Cognos, databases, shared drives, internal and external. Collect and reconcile reinsurance recoverable balances with a goal of reducing over ninety day balances and avoid Schedule F penalties. Schedule and attend meetings and audits with brokers and direct markets to review and clarify complex issues and initiate and implement plans on resolution and collection strategies. Identify and resolve Reinsurance “leakage” issues that escalate to senior management and the profit center, including late notice, missing certificates, retention issues and expenses.
Asbestos billing expertise, daily research with confirmation of coverage and collection of collectible balances and clearing of commuted balances. Preparation of financial reports for our legal team and National Indemnity, of retained balances and the payment portion allocated to National Indemnity for their collected balances.
Keycase billing and collection, manual and machine billing of invoices comprising multiple losses including defense base act, toxic torts, workers compensation and asbestos claims.
The Lavoie Group
Small Business Specialist
2005 – 2008
Primary responsibilities include maintaining and promoting effective client relationships, financial reporting, problem resolution, time management, and travel planning.
Utilize MS Office Suite along with multiple databases and internet searches. Implementation of web based marketing strategies to increase our customer base. Customized and designed benefit plans and business plans based on individual needs. Affiliated with the National Association of the Self Employed (NASE), and Americans for Financial Success (AFS) Fidelity Investments
April 1998 – January 2005
Trading Specialist
Responsible for incoming calls placing accurate timely transaction's trading stocks and mutual funds during market hours licensed in fifty states. Tax and Retirement support, on rollovers, documents, limits and contributions, withdrawals, and tax forms. Top Performer Award 1998 & 1999. Performance and accuracy call reviews, providing one on one coaching and training for call center employees. Billing Specialist
Responsible for Health and Welfare administration of benefits for large corporation’s inactive population, (ie. Cobra, LOA, Retirement) Responsible for account research and resolution, research of payment issues and process of individual account corrections and close open work items. Analyze and review data files for Annual Enrollment, verification and correction to rate changes and plan changes. Health and Welfare technical analysis and data review as UAT (User Acceptance Team) liaison to support the transition to Oracle Financial. Financial License and Certification, Series 63, Series 6, Series 7, NIPR Producer # 9577005, Life, Accident & Health License # 2023350, AE Roberts COBRA Compliance Certification, Certificate Health Care Plans-International Foundation of Employee Benefit Plans, Brookfield WI, www.linkedin.com/in/lisa-lavoie-09a65662
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