Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Anna Amis

Saratoga Springs,UT

Summary

Professional financial specialist with robust experience in managing accounts and financial records. Demonstrates strong ability to collaborate within teams and adapt to changing business needs while consistently achieving results. Skilled in accounts payable/receivable, financial reporting, and reconciliation. Known for reliability, efficiency, and strategic problem-solving in financial operations.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Freelance Bookkeeper

Self-Employed
05.2025 - Current
  • Completed Bookkeeper Launch, a comprehensive training program for virtual bookkeeping.
  • Gained hands-on experience in QuickBooks Online, Excel-based workflows, AP/AR, and reconciliations.
  • Managed mock accounts and real-life invoicing projects for a small equine business.
  • Applied training to client communication, monthly tracking, and financial reporting.
  • Actively growing a freelance bookkeeping business and seeking new clients.

Business Manager / Bookkeeper / Riding Instructor

Southern Belle Riding
01.2020 - Current
  • Manage monthly invoicing, financial recordkeeping, and client communications using QuickBooks.
  • Track lesson revenue, board payments, and horse-related expenses with a focus on accuracy.
  • Assist with operational decision-making, scheduling, and junior staff mentorship.
  • Support ongoing improvements in bookkeeping workflows to ensure business efficiency.

Section Manager – National New Accounts Servicing Team

Morgan Stanley Wealth Management
09.2021 - 03.2025
  • Led a high-performing service team using trends in quality, engagement, and compliance.
  • Conducted monthly 1:1s and call reviews to coach associates and manage accountability.
  • Oversaw scheduling, cross-training, and team development to meet service-level demands.
  • Managed escalations, internal reporting, digital tool adoption, and policy adherence.
  • Recognized for a balanced leadership style and fostering a culture of growth.

Operations Processing Control & Validation Specialist

E*TRADE Financial
05.2020 - 05.2021
  • Reconciled high-volume equity, options, and fixed-income trades.
  • Resolved unmatched trades and validated corrections across internal systems.
  • Produced compliance reports and mitigated transactional risk.

Senior Operations Associate

Morgan Stanley Wealth Management
11.2014 - 11.2018
  • Processed client account transactions and supported fraud prevention.
  • Handled escalated client issues and ensured regulatory compliance.
  • Trained new associates and was awarded for accuracy and productivity.

Education

Bachelor of Science - Equine Studies: Business Management

Post University
Waterbury, CT

Associate of Science - Business Management

Western Governors University
Salt Lake City, UT

Skills

  • Team Leadership & Coaching
  • Performance Management
  • Workflow Optimization
  • Client Communication
  • Compliance & Risk Mitigation
  • Escalation Management
  • Accounts Payable & Receivable
  • Bank Reconciliations
  • Financial Reporting
  • QuickBooks Online
  • Microsoft Office Suite
  • Data Analytics & Reporting
  • JIRA / JIVE / SharePoint / MSSN
  • Training & Development
  • Bookkeeping
  • Accounts receivable
  • Accounting and bookkeeping
  • Quickbooks
  • Invoice processing
  • General ledger management
  • Expense tracking
  • Bank statement reconciliation

Certification

  • Bookkeeper Launch – Graduate | Completed May 2025
  • Trained in QuickBooks Online, Excel workflows, client onboarding, AP/AR, reconciliations, and reporting
  • Focused on remote-friendly systems and small business bookkeeping best practices
  • QuickBooks Online – Level 1 Certified
  • Digital Bookkeeper Association – Member (Since 2025)
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 99 – Operations Professional

Timeline

Freelance Bookkeeper

Self-Employed
05.2025 - Current

Section Manager – National New Accounts Servicing Team

Morgan Stanley Wealth Management
09.2021 - 03.2025

Operations Processing Control & Validation Specialist

E*TRADE Financial
05.2020 - 05.2021

Business Manager / Bookkeeper / Riding Instructor

Southern Belle Riding
01.2020 - Current

Senior Operations Associate

Morgan Stanley Wealth Management
11.2014 - 11.2018

Associate of Science - Business Management

Western Governors University

Bachelor of Science - Equine Studies: Business Management

Post University

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Anna Amis