Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

ANNA MORGAN

Peoria,IL

Summary


Accounting professional with comprehensive experience in financial management and team leadership. Proven expertise in streamlining accounting processes and enhancing financial reporting accuracy. Known for fostering collaborative environments and adapting to evolving business needs while maintaining high standards. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Paraprofessional

Dunlap Community School District #323
01.2021 - Current
  • Assist students with unique learning needs, enhancing engagement and academic success.
  • Collaborate with teachers to implement effective educational strategies.
  • Utilize diverse techniques to support student social development.
  • Facilitate a positive learning environment, promoting measurable student progress.

Accounting Assistant

Our Lady of Mercy Catholic Church
09.2015 - 09.2018
  • Managed parishioner database, ensuring accurate records for 3500+ members.
  • Collaborated with volunteers to process and record cash donations efficiently.
  • Posted collections and issued accurate year-end tax statements for donors.
  • Assisted in organizing and coding invoices, maintaining financial accuracy.
  • Created and maintained manuals for cash collections and posting ensuring consistency and accounting compliance.


Assistant Accounting Manager

Freedman Anselmo Lindberg LLC
09.2006 - 02.2015
  • Assisted CFO in projects to ensure compliance and improve financial reporting.
  • Investigated and resolved monthly bank reconciliation issues for over 30 IOLTA accounts.
  • Managed billing and accounts receivable.
  • Maintained Accounts Receivable Aging Report and performed collections on default accounts.
  • Reviewed client contracts, calculated commissions, ensuring compliance.
  • Coded and posted payments to debtor accounts.
  • Prepared daily cash/check bank deposits.
  • Remitted collected funds via wire and ACH.
  • Represented firm during client audits.
  • Managed client accounts, ensuring timely collections and accurate reporting.
  • Pioneered use of software capabilities to boost productivity in billing integrating automations functions of the program to increase productivity.
  • Developed sophisticated Excel reports using advanced functions (v-look up and pivot tables) for data-driven decisions.
  • Created and maintained operations manuals and procedures for the department.
  • Cross trained staff in different areas of the department.
  • Created and administered performance appraisals .
  • Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all time.
  • Conducted interviews with participants to assess eligibility.

Education

BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, ACCOUNTING

DeVry University
01.2022

Skills

  • Analytical problem solving
  • Proficient in managing multiple tasks
  • Operational efficiency enhancement
  • Compliance auditing
  • Invoice processing
  • Effective team leadership
  • Client support
  • Detail-oriented data management
  • Advanced Excel skills
  • Volunteer management
  • Collection oversight
  • Accounts receivable management
  • Bank statement analysis
  • Accounting platform administration
  • Accounts payable management
  • Bank reconciliation
  • GAAP
  • Training and mentoring
  • Talent acquisition
  • Employee onboarding
  • Time and attendance management
  • Teamwork and collaboration

Accomplishments

  • Developed a Process and Procedure Manual to facilitate cross-training within the department.
  • Utilized Microsoft Excel together with Collections Software to automate processes, leading to improved efficiency in the accounting department.

Certification

  • Paraprofessional Certification, Present
  • Substitute Teaching Certification, Present
  • Driver's License, Present
  • Life Insurance License, 05/25 to 12/26
  • Series 63, 11/24 to 11/25
  • Series 6, 10/24 to 10/25

Languages

Polish

Timeline

Paraprofessional

Dunlap Community School District #323
01.2021 - Current

Accounting Assistant

Our Lady of Mercy Catholic Church
09.2015 - 09.2018

Assistant Accounting Manager

Freedman Anselmo Lindberg LLC
09.2006 - 02.2015

BACHELOR OF SCIENCE - BUSINESS ADMINISTRATION, ACCOUNTING

DeVry University

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