Anne Poehl
Muskegon,MI
Summary
Results-driven lead bookkeeper with extensive experience in financial reporting and compliance. Skilled in accounting software and employee training, contributing to enhanced financial processes that streamline operations and support organizational goals.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Lead Bookkeeper
Virtue Strategy Group
Muskegon, MI
04.2024 - Current
- Supported preparation of budgets and forecasts for client projects, contributing to informed financial planning.
- Trained junior staff on bookkeeping practices and software utilization.
- Partnered with management to streamline financial processes, enhancing operational efficiency.
- Monitored compliance with generally accepted accounting principles.
- Maintained accurate transaction records within the accounting system.
- Performed daily accounting functions, including journal entries and account reconciliations.
- Analyzed past results to identify trends in revenues and expenses.
- Deployed new accounting systems, facilitating improvements in financial operations efficiency.
Bookkeeper
Gray Fox Strategic
Muskegon, Michigan
2021 - 2024
- Prepared monthly financial reports for franchise owner, providing insights for strategic planning and operational adjustments.
- Managed accounts payable and receivable, optimizing cash flow and contributing to financial stability.
- Maintained accurate financial records for franchise operations, ensuring compliance and facilitating informed decision-making.
- Processed invoices, receipts, and payments in accounting software systems.
- Reconciled bank statements to ensure consistency with financial records.
- Conducted monthly bank reconciliations.
- Ensured accuracy in all accounting entries and records.
Education
High School Diploma -
Fruitport High School
Fruitport05-1986
Associate of Arts - Education
Muskegon Community College
MuskegonSkills
- Financial reporting
- Accounting software proficiency
- Process optimization
- Employee training and development
- Nonprofit accounting expertise
- General ledger management
- Confidentiality maintenance
Certification
- Quickbooks Certification 2023
- Certified Minister, Assemblies of God, 2017
Timeline
Lead Bookkeeper
Virtue Strategy Group
04.2024 - Current
Bookkeeper
Gray Fox Strategic
2021 - 2024
High School Diploma -
Fruitport High School
Associate of Arts - Education
Muskegon Community College