Tracy Jones

Freelance Finance Freelancer & Financial Planner

Location:Richmond, Virginia, United States
2 Skills
Tracy M. Jones

A professional with more than 6 years of managerial and human resources experience and over 14 years experience in accounting and customer service with a focus on administration. The range of experience includes:

Financial Management
Human Resources Management
Project Management
Administration Management
Facility Management

November 2003 – Present MAXIMUS Richmond, VA
Virginia Enrollment Broker and Education Services
Human Resources / Administrative Services Manager (2007 – Present)
Project financial forecast and reconcile variance analysis
Processes accounting adjustments
Acting Project Manager
Acting Operations Manager
Health plan affairs liaison
Report operation standards in MOTS database
Manage temporary staff
Calculate and report quarterly employee bonuses
Report quarterly SWAM spending
Create annual human capital plan
Manage and train on federal, corporate and project human resources regulations, policies and procedures
Investigates and resolves human resource complaints from staff
Administers warnings and corrective action plans to staff
Coordinate hiring process, including resume review, execute panel interviews and run background checks on new hires.
Evaluate employee turnover, training cost and report quarterly employee life cycle
Communicates with corporate office to resolve any financial, human resource or administrative issues

Administrative Supervisor (2005 – 2007)
Processed and assigns GL codes to invoices
Performed month end reconciliation
Generate invoice for state contract
Assisted with the interviewing process
Completed new hire paperwork and administered benefit information
Processed staff’s medical leave requests
Purchased office supplies
Maintained personnel records
Tracked billable, vacation, sick and FMLA hours for staff
Performed various administrative task in support of Project operations

Enrollment Service Representative (2003 – 2005)
Enrolled and educated VA Medicaid recipients into the VA Medicaid, Managed Care Program
Administered Health Status Assessments
Trained new representatives on their assigned responsibilities
Received 97% satisfactory feedback on customer service

January 2011 – April 2011 Liberty Tax Service Richmond, VA
Certified Tax Preparer
Prepared complex and simple tax returns for individuals and small business
Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
Used all appropriate adjustments, deductions, and credits to minimize client's tax liability
Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns
Furnished taxpayers with sufficient information and advice for tax form completion
Maintained up to date knowledge of tax laws

December 2002 – October 2003 Todays Staffing Richmond, VA
Enrollment Service Representative – ACS, Inc. / MAXIMUS
Enrolled and educated VA Medicaid recipients into the VA Medicaid, Managed Care Program
Administered Health Status Assessments

June 2000 – January 2003 Central Data Processing Richmond, VA
Manuscript Processor
Processed edited manuscripts for publication

April 1999 – September 1999 Accountemps Richmond, VA
Assistant Bookkeeper – Integrated Computer Systems
Billing / Accounts Receivable / Accounts Payable
Performed quality assurance and reconciled discrepancies on bank statements

August 1998 – April 1999 Lason, Inc. Richmond, VA
Office Manager
Supervised office staff of 30 employees
Processed client invoices totaling more than one million dollars
Provided staff with human resource policies and procedures
Prepared benefit packages
Managed month end reports
Processed payroll
Calculated commission for Sales Associates
Maintained accounts payable and accounts receivable
Maintained personnel data

1991 – 1993 Livingstone College Salisbury, NC
Business Administration Major
Skills (2) Rating
Financial Planning