Summary
Overview
Work History
Education
Skills
Websites
Languages
Hobbies and Interests
Timeline
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Jael Masi

Coon Rapids,MN

Summary

Experienced accounting professional with proven track record in accounting, business, finance, peer mentoring, case management, and community service. Collaborative team player committed to continuous learning and skill enhancement. Proactive leader who thrives in challenging situations. Knowledgeable with deep understanding of patient care coordination and support. Proficient in developing comprehensive care plans to ensure effective communication between healthcare providers and patients. Skilled at managing intricate caseloads and utilizing problem-solving abilities to enhance patient outcomes.

Overview

9
9
years of professional experience

Work History

Youth Care Coordinator

Volunteers of America
Blaine, Minnesota
10.2024 - Current
  • Served as case coordinator at a treatment center, overseeing youth care initiatives.
  • Developed and implemented milieu interventions in collaboration with program manager and clinical supervisor.
  • Tracked and managed data related to milieu interventions for effective service delivery.
  • Acted as primary contact for county and school providers regarding youth cases.
  • Facilitated QRTP assessments with county, maintaining strong communication with county workers.
  • Coordinated referrals from county and ensured attendance at court hearings for youth.
  • Provided timely updates to county workers and guardians on incidents or concerns.
  • Educated clients about available resources to enhance access to necessary services.

Residential Counselor

Volunteers of America
03.2023 - 10.2024
  • Provided intensive residential treatment for severely emotionally disturbed children and adolescents.
  • Supported implementation of individualized treatment plans, enhancing residents' personal growth and life skills.
  • Administered medication to residents, ensuring adherence to prescribed health protocols.
  • Conducted regular assessments of resident needs, facilitating appropriate support and resource allocation.
  • Mentored junior staff in effective counseling techniques, promoting a collaborative team atmosphere.
  • Led workshops on mental health awareness and crisis intervention strategies for staff development.
  • Maintained a safe residential environment, contributing to the overall wellbeing of at-risk individuals.
  • Coached residents in essential daily tasks, fostering independence in meal preparation and budgeting.

Payroll Tax Specialist

Accra Care
09.2022 - 12.2022
  • Payroll tax specialist working remotely, dedicated to enhancing payroll management practices.
  • Handled client inquiries via email while establishing unemployment accounts tailored to client needs.
  • Employed ADP for billing services, ensuring accurate tax setup for new hires and existing employees.
  • Facilitated remittance of payroll tax liabilities as well as quarterly and annual filings accurately.
  • Executed miscellaneous payroll transactions following federal, state, local standards, and company policies rigorously.
  • Ran detailed payroll queries to confirm data accuracy, investigate anomalies, and implement solutions effectively.
  • Prepared corporate tax returns while ensuring compliance with local regulations through thorough reviews.
  • Provided clients with insights on evolving tax legislation impacting their financial strategies.

Payroll Tax Specialist

SiteImprove
06.2022 - 09.2022
  • Partly remote payroll tax specialist.
  • Ensured accurate payment records and compliance with payroll laws for multi-state and Canadian payrolls.
  • Maintained up-to-date knowledge of jurisdictional payroll and tax laws.
  • Set up and verified employee payroll accounts, including direct deposit and deductions in HRIS.
  • Backed up payroll administrator for timely multi-state and Canadian bi-weekly payroll processing, record maintenance, and report production while conducting regular audits.
  • Prepared and audited monthly GL payroll entries.
  • Managed preparation of payroll allocation worksheets.
  • Reviewed quarterly reports, withholding taxes, unemployment rates, and tax deposits from payroll service.
  • Assured accuracy of W-2 returns, reconciliations, and annual adjustments.
  • Completed employment verifications for wage and title requests with external parties.
  • Software: Mastertax, Dayforce, Ceridian, Microsoft Office, Avalara, Salesforce.
  • Filed individual and corporate tax returns ensuring local compliance.
  • Maintained current understanding of applicable tax laws.

Tax Specialist

LoneOak Payroll
11.2021 - 05.2022
  • Partly remote tax specialist.
  • Prepared and reconciled federal, state, local payroll tax payments, returns, amendments for Lone Oak Payroll and clients to avoid penalties.
  • Reviewed legal documents to ensure accurate preparation of tax returns.
  • Balanced tax payments and researched resolutions for tax notices.
  • Managed calculations and schedules using MasterTax and TempWorks.
  • Collaborated with external parties on tax audits and resolved client tax issues with internal partners.
  • Software: Mastertax, Beyond, Tempworks, MicrosoftSQL, Microsoft Office, Avalara.

Billing Specialist

JAMF
04.2021 - 11.2021
  • Worked remotely as billing specialist.
  • Processed daily billings for accurate order fulfillment.
  • Enforced sales order acceptance standards and requirements.
  • Completed required vendor forms for customers.
  • Served as resource for sales and support on billing inquiries.
  • Performed month-end close tasks meeting deadlines.
  • Assisted with analysis, reporting, and sales tax compliance.
  • Supported annual audit processes and managed Credit/Rebills for exemptions.
  • Trained team members in billing practices and managed customer portal.

Data Entry/Analysis & Research

Enterprise Minnesota ISO
10.2020 - 04.2021
  • Performed data entry and analysis remotely, ensuring high accuracy in information management.
  • Conducted thorough research for Minnesota businesses to verify good standing and compliance.
  • Acquired essential business details, including contact information and Dun and Bradstreet registration numbers.
  • Maintained updated records by gathering NAIC codes and other critical data points.
  • Demonstrated self-motivation and personal responsibility in managing tasks effectively.
  • Thrived in fast-paced environments, adapting quickly to changing priorities and demands.
  • Collaborated with team members while also excelling in independent work settings.
  • Utilized various software tools to streamline data entry processes and enhance efficiency.

Building Mentor

City of Lake Forest
09.2016 - 01.2020
  • Collaborated with middle and high school students to organize engaging after-school events.
  • Executed campouts and educational trips, enhancing student experiences and community involvement.
  • Provided academic support and guidance for personal development to foster student growth.

Payroll/Dispatching

PEMO Trucking
08.2018 - 12.2019
  • Handled dispatch duties with paperwork, payroll, invoicing.
  • Executed bookkeeping tasks.

Student Center Worker/ Security

Lake Forest College
08.2016 - 06.2019
  • Provided security at school events including dinners, galas, and dances.
  • Managed game and equipment rentals for student organizations at Boomers center.

Education

Business Accounting - accounting, marketing, finance, pre-medicine

Lake Forest College
Lake Forest, IL
05.2020

High school -

Providence Academy
Plymouth, MN
06.2016

Skills

  • Google Ads
  • Google Analytics
  • Google Docs
  • Google Display
  • Microsoft Office
  • Case management
  • Documentation
  • Patient education
  • Organizational skills
  • Patient advocacy
  • Documentation proficiency
  • Multidisciplinary team collaboration
  • Goal setting
  • Scheduling
  • Care planning
  • Progress monitoring
  • Program oversight
  • Problem-solving
  • Time management
  • Multitasking and organization
  • Team collaboration
  • HIPAA compliance
  • Data entry
  • Client relationship management
  • Crisis intervention
  • Workflow management
  • Cultural sensitivity
  • Discharge planning
  • Treatment Planning
  • Needs assessment
  • Empathy and compassion
  • HIPAA guidelines
  • Critical thinking
  • Patient safety
  • Decision-making
  • Care delivery
  • Certified in CPR/AED
  • Wellness services
  • Heartsaver first aid CPR AED
  • Risk analysis
  • Healthcare delivery
  • Administrative staff supervision
  • Drug inventory management
  • CPR/AED
  • Multitasking
  • Excellent communication
  • Active listening

Languages

English
Swahili

Hobbies and Interests

  • Camping
  • Swimming
  • Singing
  • Listening to music
  • Dancing
  • Travelling
  • Tutoring
  • Reading
  • Art
  • Taking and being in photos
  • Looking at scenery
  • Spending quality time with family and friends

Timeline

Youth Care Coordinator

Volunteers of America
10.2024 - Current

Residential Counselor

Volunteers of America
03.2023 - 10.2024

Payroll Tax Specialist

Accra Care
09.2022 - 12.2022

Payroll Tax Specialist

SiteImprove
06.2022 - 09.2022

Tax Specialist

LoneOak Payroll
11.2021 - 05.2022

Billing Specialist

JAMF
04.2021 - 11.2021

Data Entry/Analysis & Research

Enterprise Minnesota ISO
10.2020 - 04.2021

Payroll/Dispatching

PEMO Trucking
08.2018 - 12.2019

Building Mentor

City of Lake Forest
09.2016 - 01.2020

Student Center Worker/ Security

Lake Forest College
08.2016 - 06.2019

Business Accounting - accounting, marketing, finance, pre-medicine

Lake Forest College

High school -

Providence Academy
Jael Masi