Joanna Zwolinski
Orland Hills,USA
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
19
19
years of professional experience
Work History
Financial Processing Coordinator/Event Accountant Associate
Convention Data Services (CDS)/ Maritz
Fenton, MO
10.2023 - Current
- Responsible for various procedures related to the financial aspect of registration for conference and tradeshow events including the financial and non-financial components of registration.
- Working with clients daily, setting up online payment processing, resolving payment-related registrations, auditing and balancing daily, weekly and month-end reports.
- Establish and and collect signed documents for client’s financial gateway used for payment processing.
- Verify the financial gateway interface for assigned events, facilitate merchant testing to make sure correct payment gateway account is linked to the event database and settling in the bank.
- Perform various gateway account reconciliations and resolve payment discrepancies (Paypal, Authorize.net, CyberSource, Stripe, BluePay, BlueSnap, CardPointe).
- Manage client refunds, voids, cancellations, adjustments requests.
- Deliver required monthly reports to clients.
- Monitor and balance registration batches, credit cards and checks processed to registration database and revenue reports. Troubleshoot payment issues and resolving discrepancies. Perform audits as necessary.
- Researched and resolved credit card inquiries from internal Customer Service.
- Maintaining accurate financial records, securities and controls and adhering to compliance policies. (SSAE18/SOC1 and PCI Compliance.)
- Communicate financial activity, issues and critical deadlines as appropriate.
- Coordinate with and assist Project Managers on financial matters related to assigned project.
- Perform database QC and attend all event team meetings for assigned events. (Events internal and clients meetings if FP required, product/event development meetings).
- Monitor and report financial activity and/or problems to OSM when an event is onsite. Provide on-site assistance and support during events.
- Provide financial reporting/database training to client staff.
- Work in a team environment.
- Perform other duties and participate in special projects if needed.
Business Manager/Bookkeeper and Coordinator
OMGC
Homer Glen, IL
08.2021 - 09.2023
- Perform day-to-day bookkeeping functions which include but are not limited to: Review received invoices, process payments to vendors, obtain proper support documentation like receipts and authorization and approvals for any financial transactions and complete the posting process in the accounting system.
- Reconcile and balance all accounts monthly, manage and review bank accounts, credit cards, online deposits, and merchant services transactions.
- Oversee day-to-day operations, record weekly collections and other cash receipts in the accounting records/program, maintain accurate financial/accounting records and vendor files, maintain required property and insurance records.
- Research and resolve billing and collections/deposit disputes.
- Draft monthly financial summaries and reports, enter general ledgers if corrections are needed and distribute financial reports to authorized members and management.
- Provide timely responses to financial inquiries.
- Prepare, administer, and review the annual budget.
- Perform balancing and close-out of the fiscal year and calendar year.
- Maintain accurate 1099 vendor forms and issue annual 1099s.
- Attend, participate in administration meetings.
- Perform human resources; administer salaries and benefit programs for employees. Maintain accurate employee records to ensure all eligible employees are enrolled in benefit plans health/dental/life, pension plans, 403b plans, all background checks, etc. as required. Review, verify all employee time cards.
- Prepare and submit payrolls. Maintain, update, and record all sick and vacation days for all employees.
- Calculate and electronically submit monthly contributions to pension plans.
- Manage following software: PDS, ParishSoft, and Paylocity.
- Solicit and review maintenance agreements, bids, and quotes, negotiate contracts.
- Ensure all federal, state, and local taxes are paid in accordance with regulations.
- Assist and direct determining priorities and ordering supplies.
- Assure compliance with safety, security, and environmental regulation and practices.
Financial Processor/Operations Coordinator
CompuSystems Inc
Lisle, IL
01.2015 - 08.2021
- Oversee over 50+ trade shows/conference financial and statistical reports including SEMA and CES (world’s largest trade shows).
- Deliver all required reports to clients per contract agreement.
- Void/Refund test transactions making sure correct payment gateway account is linked to the event database.
- Processed credit card payments and refunds through PayPal/CyberSource/Chase/authorize.net and/or WorldPay.
- Generated and balanced financial and statistical reports for trade show registrations on daily, weekly, and monthly.
- Prepared and submitted check deposits to banks.
- Followed and enforced PCI compliance rules regarding credit card information.
- Attended meetings to gather client expectations.
- Contributed at weekly staff meetings regarding procedures and policies.
- Participated in show meetings and client conference calls including providing a recap Key Performance Evaluation Measures.
- Detailed and communicated financial discrepancies to Show Managers.
- Supported field technicians in troubleshooting financial issues.
- Researched and resolved credit card inquiries from internal Customer Service.
- Worked with Customer Service to contact individual registrants to verify and/or correct incomplete registrations or payments.
- Convert post-show reports from PDF to Excel format and prepare hard copy booklets.
- Worked closely with Financial Operations Manager on high profile shows.
- Prepared and executed sql’s to create tables and to problem solve.
- Meeting deadlines established by show schedule for reports to the client as well as badge and production request mailings.
- Maintained inventory of badge stock ensuring there is enough for daily production and on-site.
- Processed output of credentials such as badges, labels, and tickets.
- Assisted team members with show badge production to ensure all coding within the badge has correct information imbibed into the QR code or 1D barcode.
- Mentored and trained new hires.
Personal Banker/Teller
PNC Bank
Tinley Park, IL
01.2007 - 01.2015
- Assisted with the preparation and review of reports for the monthly financial balancing; attend and participate in monthly financial review meetings with management.
- Processed routine bank’s transactions promptly, accurately and in compliance with bank regulations.
- Interacted with clients, making recommendations and cross-sell banking services and products to help clientele with financial needs.
- Solved the queries of the customers and providing accounts status.
- Opened and closed the bank on assigned days.
- Acting supervisor during the absence of current teller supervisor which includes activities like handling vault and money shipments, pulling and organizing various reports, and overseeing the activities of the other employees.
- Coordinated with independent auditors to facilitate a successful audit and provide documentation requests as necessary.
- Helped other coworkers find outages and mistakes.
- Awarded a regional winner of 'Circle of Excellence' in 2013 for exceeding all personal banking goals and delivering exceptional customer service.
- Promoted to Universal Banker in February of 2014. Responsibilities include closing and opening new accounts, filling out applications for credit cards and loans, and servicing accounts.
- Mentored and trained new hires, mentor for over four years.
Education
Associate in applied science - Business Administration Associate
Moraine Valley Community College
Palos Hills, IL01.2010
Skills
Attention to detail
Organizational skills
Multitasking
Task prioritization
Self-management
Time management
Deadline management
Communication skills
Problem solving
Report generation
Financial reporting
Payment processing
Merchant testing
Bookkeeping
Document management
Data reconciliation
Basic accounting
Workflow coordination
Team collaboration
Software proficiency: Microsoft Office Suite and O365
Database validation
Compliance awareness
Interpersonal skills
Customer service and banking
Tradeshow industry expertise
References
References are available on request.
References
References available upon request.
Timeline
Financial Processing Coordinator/Event Accountant Associate
Convention Data Services (CDS)/ Maritz
10.2023 - Current
Business Manager/Bookkeeper and Coordinator
OMGC
08.2021 - 09.2023
Financial Processor/Operations Coordinator
CompuSystems Inc
01.2015 - 08.2021
Personal Banker/Teller
PNC Bank
01.2007 - 01.2015
Associate in applied science - Business Administration Associate
Moraine Valley Community College
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