Robert Geisler
Gainesville
Summary
Dynamic Compliance/Billing Manager with extensive experience at the Sheet Metal Workers' National Pension Fund, excelling in billing operations and cross-functional collaboration. Proven track record in developing compliance & billing procedures and training staff, enhancing operational efficiency and accuracy. Skilled in data analysis and effective communication.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Compliance Manager
Sheet Metal Workers' National Pension Fund
Falls Church
12.2022 - 03.2025
- Oversaw the operations of the Billing, CBA & Compliance Departments.
- Facilitated communication between departments regarding compliance-related matters and updates.
- Trained staff on compliance procedures and best practices to ensure understanding.
- Collaborated with the Funds legal team to ensure that operational activities are compliant with the Funds policies.
- Assisted the Funds audit department with any audit discrepancies.
- Developed compliance procedures that aligned with the Funds Collection Policy.
Billing Manager
Sheet Metal Workers' National Pension Fund
Falls Church
01.2018 - 11.2022
- Managed billing operations to ensure timely invoicing and payment processing.
- Oversaw accurate data entry into the Funds billing systems for efficiency.
- Collaborated with cross-functional teams to resolve billing discrepancies and inquiries.
- Trained and mentored junior staff on billing procedures and best practices.
- Implemented process improvements to enhance overall billing accuracy and efficiency.
- Ensured compliance with the Funds policies.
- Oversaw the allocation and distribution of Reciprocity contributions to the Funds Pension & 401k Plans.
- Processed customer refunds promptly upon request.
- Worked with customers to resolve billing disputes in a timely manner.
- Investigated unapplied payments or credits to determine appropriate application method.
- Developed Fund audit reports detailing the contributions received.
Lead CBA Analyst
SMW National Benefit Funds
Fairfax
05.2014 - 12.2017
- I assist a team of four analysts in reviewing Local Union Collective Bargaining Agreements, as well as finding any issues with their agreements.
- I assist and maintain both the Local Union and National Fringes in our DRG database.
- I maintain all the Canadian Local Union Contracts and Employers for the SMART Headquarters (Sheet Metal, Air, Rail & Transportation).
- I assist the IPS (Internet Payment Site) Manager & Local Unions with all Local Union transitions into the 'One Stop' program.
- I send monthly billing remittance reports to all Signatory Employers.
Billing Clerk
SMW National Benefit Fund
Fairfax
02.2013 - 05.2014
- I received Union Sheet Metal Contractor payroll reports, and verified that the contractors were paying on the correct contribution rates for the various National Funds.
- I assisted the management in training the Billing employees on how to use the new DRG reporting system.
- In addition I assist in solving computer and database issues.
CBA Analyst
SASMI Trust Fund
Alexandria
06.2008 - 02.2013
- I review local union contracts and rate sheets to verify the information comports with SASMI’s Trust Documents.
- I match these contracts with current collective bargaining agreement rates in the SASMI's Oracle database so processors can match contract rates when processing worker’s payroll reports.
- I prepared the raw data files for import into SASMI’s Oracle database.
- I assisted the billing clerks in processing the remittance reports for Sheet Metal Contractors, to ensure union members receives their proper benefits.
- In addition, I assist in solving computer and printer issues.
Education
High School -
West Springfield High School
Springfield, VA06.2003
Skills
- Microsoft Word
- Excel
- PowerPoint
- Outlook
- Windows Platforms
- HIPAA
- Billing operations
- Data analysis
- Cross-functional collaboration
- Effective communication
- DRG Database
- Relationship building
- Internal auditing
- Quality controls
- Document reviews
- Data gathering and reporting
- Audit support
- Staff training
- Delegation
- Team leadership
References
- Walter Shaw, Director of Collections at SMWNBF, 703-739-7000
- Cindy Grochala, Collection Department Supervisor at SASMI Trust Fund, 571-264-2702
- Dan Haggerman, Manager at American Eagle Outfitters, 540-850-3535
- Minh Luu, Friend/co-worker (12 years), 703-853-8140
- Louis Huttenbach, Friend/co-worker (12 years), 571-228-3528
Certification
International Foundation of Employee Benefit - 401k Plans
Timeline
Compliance Manager
Sheet Metal Workers' National Pension Fund
12.2022 - 03.2025
Billing Manager
Sheet Metal Workers' National Pension Fund
01.2018 - 11.2022
Lead CBA Analyst
SMW National Benefit Funds
05.2014 - 12.2017
Billing Clerk
SMW National Benefit Fund
02.2013 - 05.2014
CBA Analyst
SASMI Trust Fund
06.2008 - 02.2013
High School -
West Springfield High School