Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jessica Lindblom

Olathe

Summary

Accomplished Senior Accountant with a proven track record at Creative Planning LLC, adept in QuickBooks Online and account reconciliation. Excelled in enhancing financial accuracy and fostering client relationships through meticulous attention to detail and effective communication. Demonstrated expertise in financial statement preparation and general ledger review, contributing to significant process improvements.


Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Accountant

Creative Planning LLC
08.2023 - Current
  • Ensured accuracy and compliance in month-end close activities completed by staff accountants.
  • Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
  • Prepared monthly journal entries and reconciliations.
  • Fostered strong client relationships through open communication and meticulous attention to detail.

Staff Accountant

Creative Planning LLC
01.2021 - 07.2023
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.


Bookkeeper

Lengemann & Associates, PC
04.2018 - 04.2021
  • Handled payroll processing for client employees, ensuring timely payment and adherence to tax regulations.
  • Completed monthly reconciliations and prepared financial statements for a diverse range of clients.
  • Collaborated with CPAs to finalize year-end book tie-outs and adjust journal entries.

Education

No Degree - General Education

Metropolitan Community College
Omaha, NE

No Degree - General Education

University of Nebraska At Omaha
Omaha, NE

Skills

  • QuickBooks Online Pro Advisor
  • Account reconciliation
  • General ledger review
  • Accounts payable/receivable
  • Financial statement preparation

Certification

  • QuickBooks ProAdvisor Certification – Intuit QuickBooks.

Timeline

Senior Accountant

Creative Planning LLC
08.2023 - Current

Staff Accountant

Creative Planning LLC
01.2021 - 07.2023

Bookkeeper

Lengemann & Associates, PC
04.2018 - 04.2021

No Degree - General Education

Metropolitan Community College

No Degree - General Education

University of Nebraska At Omaha
Jessica Lindblom