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Joshua Kaplan

Alumni of Rochester Institute of Technology
Highly motivated and enthusiastic leader with exceptional work ethic who strives for excellence. Gives 110% effort on a daily basis. Displays a positive attitude and performs well in both individual and team-related environments. Trustworthy, moral, ethical and honest in all personnel and decision-making situations. Enjoys taking on challenges and stepping outside of comfort-zone. Excels at Leadership, Employee Engagement and Development, Culture Shaping, Relationship Building, Interviewing, Research, Analysis, Reporting, Written/Verbal Communication, and Networking. I have experience in both leadership and individual contributor roles, both in the Risk Management (10 Yrs.) and Customer Service (17 Yrs.) related fields. I am a very fast learner and thrive on continuing to gain knowledge to help me grow both personally and professionally. Currently lead a team of 12 employees responsible for managing the Accounts Receivable function at Paychex, Inc. This includes ensuring outstanding service is provided to our clients with billing-related questions and disputes, past due receivables are collected timely utilizing strong negotiation techniques, performance metrics are met, personal and professional development opportunities are readily available and communicated, and strategic initiatives are implemented and executed successfully. Additional Career Highlights: Current President of the Western NY Chapter of the Association for Financial Professionals (Member since Fall 2012 - Board Member since Fall 2013) Recently earned my Executive MBA from the Rochester Institute of Technology (RIT). During the program I was enrolled full time while also working full time (August 2015 - November 2016). National Honor Society of Phi Kappa Phi (March 2017 - Present) International Honor Society of Beta Gamma Sigma (April 2017 - Present) Certified Paychex Culture Shaping Champion (May 2016 - Present)
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Joshua Kaplan graduates from RIT

Joshua Kaplan graduated from RIT at the end of the fall 2016 semester with an MBA in business administration-executive. Congrats, Joshua! Rochester Institute of Technology is home to leading creat...

March, 28 2017 - Verified by Rochester Institute of Technology
Joshua Kaplan Inducted into The Honor Society of Phi Kappa Phi

Joshua Kaplan of Rochester, New York, was recently initiated into The Honor Society of Phi Kappa Phi, the nation's oldest and most selective all-discipline collegiate honor society. Kaplan was ini...

February, 14 2017 - Verified by The Honor Society of Phi Kappa Phi
Risk Management Supervisor at paychex
• Supervise department for all receivables; schedule work flow and staff to ensure key indicator report standards are met. • Recruit, interview, select, hire and evaluate performance of personnel to ensure all department needs are handled appropriately. Perform HR functions, including on-boarding, termination, and documentation requirements, as needed. • Coach, counsel and develop staff for personal and corporate success through career development, training programs and other resources as required for professional advancement. • Coordinate communication with external parties, including banks, tax authorities, insurance partners, collection agencies, staffing agencies, law enforcement regulatory agencies, and auditors to ensure quality service. • Provide expertise to employees, internal and external partners to solve problems regarding client and branch issues, ensuring quality service is provided. • Make recommendations to Managers regarding the development of department culture, employees, policies and procedures. • Assist in the development of process and system enhancements for the department. • Develop and maintain knowledge of regulatory and legal environments through involvement in external industry activity. • Utilize department data to drive policy changes necessary for the business, assisting in the mitigation of financial losses for the company. • Resolve escalated issues involving internal and external partners. Perform authorizations, payments, or termination decisions up to $500K. • Maintain engagement of staff, and quality relationships with internal and external business partners.
April 2014 - Present

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