Rayleen Aguirre

Experience

• 

  New England Financial, A MetLife Company

  Sept 2007 - Sept 2013

  Financial Representative

  • Assets under management of 5 million dollars• Provide financial planning and investment advisory services• Research and present investment strategies• Develop and execute retirement planning socializing in P.E.R.A.• Implement risk management and tax planning strategies• Manage client relationships• Identify and cultivate new clients• Develop and grow a book of business• Open, transfer, and manage client accounts• Prepare financial policy and procedure documentation• Identify financial process improvement• Generate and process paper and electronic documents Show less

• 

  Serenity Star, INC

  Sept 2013 - Aug 2016

  Founder/CEO

  • Provide leadership in developing program, organizational, and financial plans and execute on the policies authorized by the Board• Plan, actively manage, and oversee the organization’s operations, programs, fundraising, and operations • Lead, manage, and guide the organization programs and services to include implementation of the National Wraparound Services• Actively engage in complex fiscal management • Attend all Board meetings and provide reports and updates on current work, project timelines, and project and organizational progress• Establish goals, objectives, and operational plans in collaboration with the Board of Directors• Effectively represent the organization and promote a positive organizational image to ensure adequate community representation• Organize, motivate, and mentor public on mission and values of the program • Contribute to the strategic plan and drive its implementation• Perform general management duties ensuring the successful operations of the organization Show less

• 

  Employbridge

  Oct 2016 - Oct 2022

  • Controll and maintain all payroll back-end and funding processes regarding franchise operations using CRM, Lawson, ICD, Comdata NACHA writer, and DocumentExpres45• Financial analysis of funding needs and request weekly and daily wire transfers • Balance ACH processed files, and shared workbooks to ensure accurate payroll funding as well preventative measures for errors. • Manage payroll funding for 51 Franchise Branches with over 10,000 AOA, and 6 million dollars • Create and maintaining accurate back-office records for associate funding • Reconcile weekly and monthly ach transactions, weekly positive pay for checks issued• Monitor payroll ticket queue with 24-hour resolution turnaround • Collaborate with third party vendor regarding payroll and invoice discrepancies, direct deposit inquiries, and associate account issues. • Process voids, reimbursement, and overpayment repayments• Coordinate with appropriate departments to ensure correct GM reporting and account postings. Show less • Process multi-state bi-weekly payroll, and process off-cycle payroll daily for 10-15 branch locations with up to 500 AOA’s• Gather payroll data, audit, balance, and reconcile batch prior to upload using TMT, excel, and LPM • Ensure all associate pay is compliant with Wage and Hour requirements • Identify and articulate complex issues and offer resolutions for process improvement• Extensive communication with assigned branches regarding all time data, as well as pay and bill error reduction • Manage weekly reporting at end of the payroll cycle, participate in driving new technology, projects, and processes to ensure efficiencies in payroll and time collection Show less

  • Banking Supervisor

    Jul 2017 - Oct 2022

  • Time Collection Coordinator

    Oct 2016 - Jul 2017
• 

  CSAA Insurance Group, a AAA Insurer

  Oct 2022 - Sept 2023

  Insurance Claims Adjuster
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  Motion Recruitment

  Sept 2023 - now

  Finance Compliance Specialist