Summary
Overview
Work History
Education
Skills
References
Work Availability
Work Preference
Timeline
Open To Work
Hi, I’m

Alisha Beltz

Management
Hopkins,MN
Alisha Beltz

Summary

Results-driven accounting and office management professional with extensive experience in financial and clerical services. Proficient in various office and accounting software and systems, ensuring accuracy and efficiency. Demonstrates strong organizational and leadership skills, contributing to streamlined operations and team success.

Overview

12
years of professional experience

Work History

Farnam Street Financial, Inc.
Hopkins, MN

Associate Accountant
09.2018 - 04.2025

Job overview

  • Collaborated across departments on AR/AP policies, procedures, and day-to-day tasks.
  • Managed and performed month-end, quarterly, and year-end account-closing procedures.
  • Maintained and refined SOPs to ensure document compliance with federal law.
  • Completed 1099 vendor tracking, processing, and document management.
  • Tracked asset inventory and maintained accurate records to support financial billing and reporting.
  • Posted financial transactions accurately, and on time.
  • Efficiently managed multiple CRM systems and accounting programs to increase transparency, and provide up-to-date financial information.
  • Established vendor relationships, and vendor management policies and procedures.
  • Entered journal entries, bank reconciliations, account analysis, and other month-end close activities.
  • Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
  • Supported external audits by providing necessary documentation and reports.
  • Participated in special projects related to process improvement initiatives within the finance department.

AMERICAN CHEMICAL, INC.

Operations Manager
08.2017 - 06.2018

Job overview

  • Returned to all job duties and responsibilities of the Purchasing & Logistics Coordinator (below).
  • Managed daily operations to ensure efficiency and compliance with industry standards.
  • Coordinated cross-departmental communication to streamline workflow and improve collaboration.
  • Trained staff on operational procedures and best practices for performance improvement.
  • Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
  • Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
  • Directed operations staff by providing guidance, training, and support in order to meet company objectives.
  • Coordinated with other departments including sales, marketing, finance, human resources. to ensure efficient operations.
  • Collaborated with management team on long-term strategic planning initiatives for the organization.
  • Analyze and monitor internal, economic, and consumer trends to forecast sales and inventory requirements.
  • Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
  • Produced SOPs to document workplace procedures and optimize productivity through standardization.
  • Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
  • Performed AR/AP accounting tasks.
  • Coordinated with sales staff on all payroll and commission issues, including salary, benefits, commission structure, and commission payments.
  • Reconciled monthly credit and bank statements.
  • Returned a non-operational business to operational status within two days of rehire, and reached efficient daily operations within two weeks.

PEOPLE READY, INC - SAGE COMPUTER SOLUTIONS

Bookkeeper
02.2016 - 05.2017

Job overview

  • Managed accounts payable and receivable using accounting software systems.
  • Processed accounts payable and receivable transactions.
  • Performed basic accounting, payroll and bookkeeping services to manage business operations.
  • Conducted monthly bank reconciliations.
  • Entered deposits, credit card charges and sales entries to facilitate cash management.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing, and collections.
  • Managed financial transactions and recordkeeping with precision, ensuring accuracy in ledgers and accounts.
  • Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.

AMERICAN CHEMICAL

Purchasing & Logistics Coordinator
06.2013 - 06.2015

Job overview

  • Coordinate and manage all activities during the purchasing process, such as creating purchase orders, monitoring transportation, and invoice entry and payment follow-through.
  • Analyze and monitor internal, economic, and consumer trends to forecast sales and inventory requirements, and act accordingly.
  • Collaborated with suppliers to streamline procurement processes and enhance logistics efficiency.
  • Coordinated daily transportation activities including scheduling, routing, tracking and documentation.
  • Developed and maintained relationships with vendors, carriers and customers to ensure efficient shipping of goods.
  • Managed inventory levels to ensure timely delivery of goods while minimizing storage costs.
  • Implemented and oversaw compliance with safety and handling procedures for all shipments.
  • Negotiated contracts with shipping and freight companies to secure lower transportation costs.
  • Coordinated daily logistics operations, including shipment scheduling and tracking.
  • Liaised with suppliers and customers to resolve any shipping or receiving issues promptly.
  • Facilitated cross-functional team meetings to align logistics activities with broader business objectives.
  • Loaded, unloaded, moved and sorted materials to keep items flowing to correct locations.
  • Maintained records of damaged goods, backorders and applicable regulatory reporting.
  • Oversaw transportation logistics to ensure safe handling of hazardous materials.
  • Implemented process improvements to enhance overall supply chain effectiveness and reduce delays.

AMERICAN CHEMICAL

Inside Sales
06.2013 - 08.2013

Job overview

  • Compiled client and prospect profiles, resulting in the development and execution of daily sales team processes and procedures, increasing client satisfaction and organizational coherence.
  • Designed and managed communication schedules via Outlook, Constant Contact, Survey Monkey, and telephone.
  • Coordinated sales efforts between multiple departments including field sales, inside sales, logistics and marketing teams.
  • Participated in training programs designed to enhance skillsets related to global inside sales roles.
  • Created weekly reports detailing sales figures, labor costs, inventory levels.
  • Participated in sales presentations, explaining and showcasing positive features and advantages of products or services.
  • Collaborated with other departments such as sales, marketing, finance, in order to provide comprehensive solutions for customers.
  • Performed inside sales and services for prospective customers.

Education

MINNESOTA SCHOOL OF BUSINESS
Elk River, MN

Bachelors of Science from Business Management

MINNESOTA SCHOOL OF BUSINESS
Elk River, MN

Associate in Applied Science from Business Administration

Skills

  • Peachtree
  • Microsoft Suite
  • QuickBooks
  • CRM software
  • POS software
  • Vendor management
  • Data entry and management
  • General ledger
  • AR/AP
  • Commissions and expense management
  • Period-end closing and documentation
  • Project accounting
  • Payroll coordination
  • Compliance documentation
  • Inventory control
  • Cross-department collaboration
  • Problem solving
  • Effective communication
  • Attention to detail
  • Time management
  • Process improvement
  • Collections and invoice processing
  • Procedure improvement
  • Workflow management
  • Client relations
  • Interdepartmental collaboration
  • Project Support
  • Business processes and procedures

References

References available upon request.
Availability
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Work Preference

Job Search Status

Open to work

Work Type

Full TimePart TimeContract WorkGig Work

Location Preference

On-SiteRemoteHybrid

Salary Range

$50000/yr - $75000/yr

Timeline

Associate Accountant

Farnam Street Financial, Inc.
09.2018 - 04.2025

Operations Manager

AMERICAN CHEMICAL, INC.
08.2017 - 06.2018

Bookkeeper

PEOPLE READY, INC - SAGE COMPUTER SOLUTIONS
02.2016 - 05.2017

Purchasing & Logistics Coordinator

AMERICAN CHEMICAL
06.2013 - 06.2015

Inside Sales

AMERICAN CHEMICAL
06.2013 - 08.2013

MINNESOTA SCHOOL OF BUSINESS

Bachelors of Science from Business Management

MINNESOTA SCHOOL OF BUSINESS

Associate in Applied Science from Business Administration
Alisha BeltzManagement