TRAVEL EXPENSE ASSOICATE | Trumpf Inc - Farmington, CT 01/2025 - Current Contract
- Processed expense reports in compliance with internal audit procedures using Certify/Emburse tool.
- Automated weekly file uploads into ADP for efficient expense reimbursement payroll processing.
- Managed weekly data transfer runs for accurate data tracking. (SAP via Windshuttle)
- Maintained sample checks of expense reports to facilitate internal audit preparation.
- Generated monthly AMEX reports, reconciled rental car expenses, and recorded monthly accruals (SAP).
- Oversaw year-end tasks related to expense reports, AMEX, and treasury/purchasing cards.
- Utilized Emburse to automate the creation of expense reports and ensure compliance with travel policy.
- Reconciled treasury card transactions, verifying accuracy and supporting documentation while resolving
discrepancies.

ACCOUNTING ASSISTANT | Conveyco Technologies - Bristol, CT < 1 year Contract
Responsible for vendor invoice management, sales order management, customer invoicing, and sales tax
tracking.
- Reviewed purchase orders for onsite projects from vendors using accounting software (SalesPad).
- Investigated and resolved discrepancies.
- Approved invoices for sales order and submit to finance.
- Catalogued invoices and update status for processing (Sharepoint).- Distribute billing to clients.
- Compiled data and created monthly reports for tax filing by creating pivot tables in excel.

OFFICE ASSISTANT AND BILLING SPECIALIST | Untapped Potential - Canton, CT Flexreturn
Responsible for Accounts Receivable and Accounts Payable.
- Provided support to the assistant controller for invoice processing, administrative functions and data entry.

CLIENT SERVICE COORDINATOR AND MARKETING | Cormier Financial Partners at Ameriprise Financial - Farmington, CT < 1 year Contract
Assisted three financial advisors with scheduling clients for portfolio management.
- Preparation of client portfolio data for meeting between financial advisor and clients.
- Updated client information as necessary.
- Contact clients and summarize detailed needs and prepared relevant material for Advisor Meeting.
- Built relationships with wholesalers for fundraising to support client appreciation events.
In charge of Event Planning for client appreciation events.
- FINRA SEC Compliance record keeping for events.

ACCOUNTS PAYABLE | Modern Woodcrafts - Plainville, CT < 1 year Contract
- Entered up to 100 invoices a week into the accounting software.
- Coded job costing.
- Paid and managed monthly credit card statements for 12 senior members.
-Resolved the aging report and contact past due vendors.

COST TYPE BILLER | Raytheon Technologies - Remote | < 1 year Contract
- Submitted invoices, verifying with terms of classified contracts (SAP).

STAFF ASSISTANT | West Hartford Public Works Department, West Hartford, CT 2.5 years
Administrative support and office management functions for the Department of Public Works serving the town of West Hartford and its residents. Liaison with the state.
Customer Service
• Answered inquiries and helped resolve complaints and concerns requiring research and interpretation.
• Collected and recorded revenue.
• Utilized GIS mapping and Mobile 311 to research and report.
• Oversaw scheduling of block party permits, processing rear yard waste collection applications and trash hauler permits.
• Assisted with banner reservations.
Bookkeeping & Office Management
• Scanned, entered and processed invoices into accounting software (MUNIS).
• Tracked expenditures on the department credit card and performed monthly audit.
• Assisted in the preparation and maintenance of policies and procedures manuals.
• Updated and maintained several department reports using Excel spreadsheets and MS Office.
• Provided seasonal logistics support for the collection programs and snow removal efforts.
• Ordered office supplies, and scheduled meeting room reservations and classes for employees.
• Sorted and delivered incoming daily mail for department managers.

REALTOR, OFFICE TECH CHAMP | Berkshire Hathaway HomeServices - Newington, CT 7 Years
• Researched property values analyzing data and creating reports to present findings.
• Marketed properties through online databases, media and grassroots means.
• Prepared for showings and open houses.
• Wrote contracts and negotiated offers.
• Maintained relationships with key partners: attorneys, mortgage officers, contractors, town hall employees, home inspectors.
• Regularly attended classes for continuing education.
• Tech Champ duties included helping associates with basic technology needs in all programs and apps.
• Maintained social media accounts for the office.

CUSTOMER SERVICE | Chubb Insurance Simsbury, CT <1 year Contract
Handled customer calls and responded to emails.
• Communicated with claims examiners, law firms and auditors to research responses.
• Documented calls on Excel spreadsheet.

POLICY PROCESSOR/S RENEWALS | Connecticut Underwriters, Inc. - Middletown, CT 3 years
- Amended, cancelled and reinstated insurance policies.
-Bound and processed half of all contract policies.
- Served as liaison between agents and companies.
- Learned several facets of the company to serve to serve as primary back-up

CASE AUDITOR | UniteCT at Capital for Change - Wallingford, CT < 1 year Contract
- Audited submitted applications for the state of CT's Emergency Rental Assistance Program; UniteCT.
- Ensured submission contains all necessary documentation and information needed
- Annotated in detail all case activity using Yardi and other systems.
- Confirmed and verified authenticity of tenant and landlord financial and property information.
- Handled highly personal tenant and landlord information.
- Verified business & property information through Geographic Information Systems (GIS) portal
- Input and verified monetary information aligned with tenant ledgers.
- Identified and prevented fraudulent applications.