Finance & Operations Compliance Specialist
Resume:
Pamela Jordan
Warren, MA ***83
*********@*****.***
SUMMARY
Seasoned finance and operations professional with experience driving compliance, payroll, and process improvement across manufacturing, engineering, and insurance sectors. Adept at leveraging Microsoft Suite, QuickBooks, Excel, and project management tools to deliver measurable cost savings and regulatory excellence.
SKILLS
Extensive experience in office management, compliance, financial reporting and human resources. Proficient in Microsoft Suite, QuickBooks and Excel. Strong time management and prioritizing skills. Excellent negotiating and problem resolution skills. Quick learning curve of new software.
WORK EXPERIENCE
Secretary/Bookkeeper
Ironcraft Fabricating, LLC - N. Grosvenordale, CT
July, 2021 to March, 2022
On-boarded new clients and vendors achieving 100% data accuracy.
Managed full-cycle Accounts Payable/Receivable, maintained GAAP compliance and supported monthly GL closes.
Produced month-end and ad-hoc financial reporting and analysis utilizing QuickBooks and Excel.
Reported and billed AIA Contracts, including time reconciliation and mandated employee reporting.
Directed HR functions overseeing on-boarding of new hires and managing employee terminations.
Administered multi-state weekly Payroll, processed payroll tax payments.
Reconciled Banking for multiple companies.
Created standard office procedures for start-up company.
Office Manager
CSM Engineering-Stuart, FL
February, 2010 to June, 2012
Managed daily operations of civil engineering office.
Executed end-to-end Accounts Payable and Receivable, ensuring compliance with GAAP principles.
Assisted outside Accountant with monthly GL closes.
Managed weekly payroll, bank reconciliation and collections.
Created detailed proposals and contracts with a 99% on-time deliverable.
Provided daily client customer service.
Pamela Jordan
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Director of Contracts & Compliance
Massachusetts Mutual Life Insurance Company-Springfield, MA
June, 1985-August, 1994
Managed health insurance compliance for 50 states, achieving 100% regulatory adherence and preventing $0 in fines.
Developed new products in conjunction with various teams, such as Underwriting, Claims & Marketing.
Drafted contract language and filed with State Insurance Departments in 50 states.
Managed a $30M annual budget and 29-person team, delivering on time 98% of the time.
Negotiated the drafting and production of group insurance contracts and employee benefit booklets for Fortune 500 and other companies.
Led a $58M automated document production system.
EDUCATION
1989B.S.B.A- in Business Administration (Business School Student of the Year)
American Internation College-Springfield, MA
1979 Paralegal Certification
Becker College-Worcester MA
CERTIFICATIONS/APPOINTMENTS
Massachusetts Notary
FLMI (Fellow of the Life Management Institute) Certification
HIA (American Health Insurance Plans- formerly Health Insurance Association of America) Certification
Certifications from Computer Training of America in QuickBooks, Advanced QuickBooks, Basic, Intermediate and Advanced Excel, Microsoft Word and Outlook
Member of The Executive Office of Elder Affairs Consumer Directed Care Workforce Council
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