Hi, I’m
Haley Frombach
Stratford,WI
Summary
Dynamic and results-driven professional with expertise in financial management and process improvement, complimented by a positive attitude, high level of attention to detail with strong communication skills.
Overview
10
years of professional experience
Work History
Edgar Building Supply LLCEdgar, WI
Owner/Administrative Bookkeeper
01.2022 - Current
Job overview
- Oversaw the daily operations of the business, including hiring and managing staff.
- Managed financial records, including budgets, cash flow, invoicing, and payroll.
- Directed financial activities to fund operations and maximize investments.
- Reviewed financial statements to measure productivity and goal achievement.
Frombach Construction LLCStratford, WI
Owner/Administrative Bookkeeper
08.2020 - Current
Job overview
- Coordinated communication among the customer, title company, and bank to complete the construction draw process from start to finish.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Generated invoices for clients and tracked payments received from customers.
- Developed processes and procedures related to accounts payable operations.
Curt DeLeske / Northwestern MutualMarshfield, WI
Associate Wealth Management Advisor
04.2017 - 12.2021
Job overview
- Implemented financial plans and insurance strategies tailored to the client's financial goals.
- Monitored investment performance, making adjustments to ensure portfolio growth.
- Processed and serviced life insurance, disability insurance, long-term care insurance, and investment account applications.
- Collaborated with senior management to develop strategies for improvement and growth.
Forward BankMarshfield, WI
Credit Analyst
05.2015 - 04.2017
Job overview
- Reviewed and analyzed financial statements of potential borrowers to determine credit worthiness.
- Participated in credit committees to answer questions related to the analysis of the credit proposal.
- Reviewed and updated credit and loan files to ensure accuracy and completeness of documentation.
Education
University of Wisconsin - La CrosseLa Crosse, WI
Bachelor of Science from Finance
05-2015
Skills
- Communication skills
- Teamwork and collaboration
- Process improvement
- Time management
- Microsoft office proficiency
- Goal setting and achievement
Timeline
Owner/Administrative Bookkeeper
Edgar Building Supply LLC
01.2022 - Current
Owner/Administrative Bookkeeper
Frombach Construction LLC
08.2020 - Current
Associate Wealth Management Advisor
Curt DeLeske / Northwestern Mutual
04.2017 - 12.2021
Credit Analyst
Forward Bank
05.2015 - 04.2017
University of Wisconsin - La Crosse
Bachelor of Science from Finance
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