Renee Gans (Petelis)

*Responsible for supporting the administration and billing of the Federal Work Study Program *Provided assistance in the transfer from the Great Plains system to Quickbooks *Managed 30-45 accounts that represent student wages *Supported the reconciliation of past invoices for active and inactive off-campus FWS accounts to ensure posted balances are correct *Processed returns and moved balances to appropriate accounts

* Automated spreadsheets by editing cell columns, utilizing excel functions, and creating summaries to efficiently track progress on client data * Assisted with pension benefit calculations for multiple parent companies * Prepared Form 5500's to provide the Internal Revenue Service and DOL with information about plan operations and compliance with government regulations * Utilized Tableau and R in order to increase efficiency of tasks * Researched trends within the Health and Welfare as well as Retirement sectors of assigned clients

*Reviewed quarterly financial results for US Life and Health insurance companies *Assisted analytical staff with gathering necessary information for Rating Committee Packages *Provided analysis of companies by gathering information and providing brief write-ups to support the research *Interpreted the financial aspects of solvency related to companies *Monitored trends within the financial, insurance, and health care sectors

*Assisted in the organization of charts *Used Excel skills in order to arrange patient logs *Analyzed trends within the Health Insurance Industry *Assisted in the cleanliness of the office and created a welcoming atmosphere