Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Jenny Wagner

Bonduel

Summary

Experienced accountant known for delivering precise financial reporting and thorough reconciliation processes. Committed to ensuring compliance and fostering client relationships, ready to leverage expertise to enhance organizational financial performance.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Accountant

Baker Tilly
Appleton
12.2022 - Current
  • Manages 60+ clients with bookkeeping projects and supports tax team and their client needs.
  • Oversee and train junior staff in accounting processes through client projects
  • Prepared financial statements and reports, enabling informed client review and analysis.
  • Conducted bank reconciliations to ensure accurate financial records.
  • Monitored balance sheets and income statements to evaluate financial performance.
  • Utilized accounting software to enhance data entry and reporting efficiency.
  • Communicated with clients to resolve discrepancies and address inquiries promptly.
  • Executed monthly closing entries, ensuring timely and accurate financial reporting for multiple companies.
  • Performed general ledger reconciliations consistently and accurately.
  • Assisted in tax return preparation by organizing client documentation, facilitating efficient an efficient filing process.

Accounting Assistant

Shawano County Highway Department
Shawano
12.2015 - 07.2022
  • Managed general ledger system to ensure precise transaction recording and financial integrity.
  • Processed bills promptly for timely payments and accurate financial records.
  • Recorded invoices in financial system to facilitate monthly billing cycles.
  • Accurately entered time sheets into payroll system to assist with payroll processing.
  • Maintained vendor relationships through proactive communication and timely issue resolution to ensure seamless operations.
  • Gathered and analyzed data and documentation to support accurate and efficient budget preparation.
  • Collaborated with team members to ensure adherence to accounting policies.
  • Organized documents to provide administrative support during audits.

Accounting Assistant & Teller

Premier Community Bank
Marion & Pulaski
09.2009 - 12.2015
  • Managed daily bank transactions and reconciled accounts to ensure precision.
  • Maintained cash drawer operations, balancing daily transactions effectively.
  • Processed customer transactions with high accuracy and efficiency.
  • Reviewed account discrepancies and resolved issues promptly to maintain integrity.
  • Prepared detailed reports on account activity, facilitating informed decisions for senior management.
  • Ensured compliance with banking regulations and internal policies.
  • Assisted in auditing processes by providing necessary documentation to support evaluations.
  • Promoted bank products to enhance customer financial services and engagement.

Education

Bachelor of Science - Accounting

University of Wisconsin - Green Bay
Green Bay, WI
12-2024

Associate of Science - Accounting

Northeast Wisconsin Technical College
Green Bay, WI
05-2015

Skills

  • Financial reporting and analysis
  • Financial statement preparation
  • Full-cycle accounting practices
  • GAAP compliance
  • Revenue recognition standards
  • Variance analysis techniques
  • Reconciliation processes
  • Payroll management
  • Year-end close procedures
  • Management accounting principles
  • Project and cost accounting
  • Accounting software proficiency
  • Microsoft Excel proficiency
  • Data analysis techniques
  • Audit support expertise
  • Problem-solving abilities
  • Time management strategies
  • Client communication skills

Certification

QuickBooks ProAdvisor

Affiliations

Safe Haven Board Member, 2026

Timeline

Accountant

Baker Tilly
12.2022 - Current

Accounting Assistant

Shawano County Highway Department
12.2015 - 07.2022

Accounting Assistant & Teller

Premier Community Bank
09.2009 - 12.2015

Bachelor of Science - Accounting

University of Wisconsin - Green Bay

Associate of Science - Accounting

Northeast Wisconsin Technical College
Jenny Wagner