Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
Work History
Encompass Systems Admin
Gershman Mortgage
06.2021 - 09.2023
Encompass Systems Help Desk – helping300+ users with any issues/customizations
Simple Nexus Admin
Writing business rules to automate system for users/system use
Building/Implementing custom forms
Building/Implementing custom reports
Trained employees in use of Encompass system, overseeing onboarding process and verifying trainee competence.
Prepared documentation on policies and procedures for operating Encompass software.
Researched and identified solutions to technical problems.
Created user accounts and assigned permissions.
Monitored system performance to identify potential issues.
Secondary Market Acctg/Systems Admin
First Western Mortgage
01.2012 - 06.2021
Accounts Receivable/Accounts Payable
Various weekly and monthly tracking reports
Journal entries and account reconciliations
Process loans – consisting of analyzing all documentation; ordering appraisals; verifying information for 6 loan officers
Gathered data and built financial models around key metrics.
Accountant/Office Manager
Dairy Farmers of America
01.2002 - 09.2011
Monthly forecasts and annual budgets
Various weekly and monthly tracking reports
Journal entries and account reconciliations
Review and analyze general ledger accounts
Coached new hires on company processes while managing employees to achieve maximum production.
Analyze cost savings on past and ongoing projects Responsible for designing various informational reports for Supervisors to help them track various projects and expenses
Major software (SAP) upgrade and became main go-to person for issues/problems.
Created, maintained and updated filing systems for paper and electronic documents.
Updated reports, managed accounts, and generated reports for company database.
Controlled finances to lower costs and keep business operating within budget.
Reported to senior management on organizational performance and progress toward goals.
Delivered performance reviews, recommending additional training or advancements for 3 employees
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Financial Secretary
Waukomis Public Schools
09.1996 - 05.2001
Handled confidential information in professional manner.
Account Payable/Accounts Receivable/Payroll
Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Transcribed phone messages and relayed to appropriate staff of 60.
Assisted in preparation of financial reports, budgeting and forecasting for executive office.
Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Received dues, fees and payments and provided transaction receipts
Performed control and balancing procedures to verify accuracy of drawers
Maintained accurate records of organizational finances and generated reports as requested
Financial Secretary
Kickapoo High School
09.1994 - 05.1996
Maintained accurate records of organizational finances and generated reports as requested.
Maintained confidentiality of information related to receiving, recording and depositing of funds.
Received dues, fees and payments and provided transaction receipts.
Set up, designed, and implemented Data Base to keep student financial transactions for approximately 1,200 students
Managed filing system, entered data and completed other clerical tasks.
Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Assisted coworkers and staff members with special tasks on daily basis.
Education
Some College (No Degree) - Accounting Classes
Drury College
Springfield, MO
Some College (No Degree) - Accounting Classes
Cuyahoga Community College
Cleveland, OH
Skills
Fundamental accounting knowledge
Encompass Admin with 2 years of experience
Efficient, detail-oriented, highly organized
Strong analytical and problem solving skills
Work well both independently and as a team member
Proficient in Microsoft Office, Excel, Access, Multiple accounting platforms