High School Insurance

PEGGY ANN COOK

**** ***** *** ****** • Columbus, Ohio 43231 • 614-***-**** • ********@*******.***

PROFESSIONAL SUMMARY

Highly motivated and organized individual experienced in independently working in a fast-paced office setting. Trustworthy, ethical, and committed to the job at hand. Confident and poised, prepared to work independently or in a

team environment. Detail oriented and very capable of multi-tasking.

ATTRIBUTES

• Determined

• Excellent Computer Skills

• Accounts Payable Experience

• Administrative Assistance Experience

• Extremely Organized

EXPERIENCE/RESPONSIBILITIES

St. Francis DeSales High School August 2009 – December 2009

Institutional Advancement Assistant Columbus, Ohio

• Worked closely with the director of Institutional Advancement determining major donors and contacting companies for possible donations

• Recorded all donations in a timely manner on a specified database

• Maintained an accurate balance of all donations by using excel spreadsheet

• Assisted in successfully reaching 100 % faculty/staff participation for Annual Fund drive through informational events, regular correspondence, and company incentives

St. Francis DeSales High School November 2002 – July 2009

Finance Manager Columbus, Ohio

• Prepared checks, through Quick Books, for payment of all school invoices

• Balanced all school checking account statements on a monthly basis

Counted all monies and made bank deposits for all school functions, such as class fundraisers, athletic events, prom, and

tuition payments

• Responsible for reporting payroll information to payroll company, such as hours, insurance or pension changes, substitute pay for teachers, pay rate changes

• Determined correct insurance rates and pension plan rates for all employees

• Completed all necessary paperwork to enroll or terminate an employee in the insurance or pension plans

• Established tuition rates and payment plans for over 900 students

• Made sure all financial aid, grants, and scholarships were credited in a timely manner to each student

• Kept very close watch on all tuition accounts that were delinquent, requiring written or verbal correspondence to the family

• Worked very closely with the principal, institutional advancement director, and parishes regarding tuition

• Addressed delinquent accounts in a very timely manner, working closely and with strict confidentially to help the family rectify their financial situation with the school

• Prepared a number of reports to be sent to the Diocese each month, plus Worker’s Compensation reports, and monthly and quarterly pension reports

Major Accomplishments

• Completely reorganized the Finance Department, designing a new filing system by which paid invoices and all reports could be located in a timely and organized manner

• Discovered and corrected errors that had been made regarding employee’s insurance rates and LTC rates. Also, recognized that some employees had not been entered into the pension plan at the proper time and made all adjustments necessary to correct this situation

• Extended an open door policy to all faculty, staff, parents, and students for any questions or problems they may have had regarding a financial situation

• Kept unpaid tuition, at year end, at a lower dollar amount, due to constant correspondence with families struggling with their tuition payments

St. Francis DeSales High School October 1996 – November 2002

Office Secretary Columbus, Ohio

• Distributed a daily report to all teachers showing any absences or tardies for that particular day.

• Contacted any parent who had not notified the school of their student’s absence for that day, and followed up on any possible truancy

• Kept records of all demerits received by a student and notified the student of any detentions that may have resulted from the demerits

• Assisted in answering office telephones, operated all office equipment, such as postage machines, facsimile machines, copy machines, and credit card machines

• Welcomed and assisted all visitors and parents that entered the main office of the school

SOFTWARE & COMPUTER SKILLS

• Quick Books

• Microsoft Word

• Excel

REFERENCES

• Available upon request

Contact this candidate