Trust Accountant

Judy is responsible for general accounting for the University of Colorado Health and Welfare Trust. Responsibilities include preparing invoices for the member employers and collecting premiums from said employers; creating and entering journal entries into the Trust finance system; paying vendors; and preparing the annual IRS Form 5500 Annual Return/Report of Employee Benefit Plan filings to the Department of Labor.

Facts

  • Worked in municipal government as Payroll and Financial Operations Manager for 12 years.
  • Prior work experience includes accounting and payroll management positions in various private corporations including investment, biomedical, and manufacturing firms.
  • Graduated with a BA in Management from University of Phoenix
  • Accounting Certificate and inactive CPP (Certified Payroll Professional)
  • Colorado Notary