Jodi Schmitz
Moorhead,MN
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
13
13
years of professional experience
Work History
Client Relations/Accountant(PT)
FM Taxman
01.2024 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and review income and expense data, net worth, and assets.
- Gathered financial information, prepared documents, and closed books.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
Senior Accountant
Lund Companies
10.2016 - Current
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Provided timely and accurate financial reporting to the company owner and external banks, enabling informed decision-making based on reliable data.
- Managed quarterly and annual sales and payroll tax filings for the company, ensuring timely submissions and compliance with regulations.
Senior Accountant
DMS Health Technology
01.2019 - 01.2021
- Maintained general ledger and prepared monthly journal entries to ensure accurate financial reporting.
- Reviewed and verified monthly revenue and expense transactions, enhancing financial accuracy and compliance.
- Maintained depreciation, capital lease, and debt schedules, contributing to effective asset management.
- Prepared comprehensive monthly financial statements and supporting schedules, facilitating informed decision-making.
Accountant
Nugget Investments
01.2018 - 01.2019
- Ensured accurate recording and documentation of all accounting allocations, enhancing financial integrity.
- Processed and analyzed project financial statements, presenting insights to management for informed decision-making.
- Reconciled intercompany transactions and managed cash functions, improving operational efficiency.
- Produced periodic financial reports, contributing to transparent communication with internal and external stakeholders.
Staff Accountant
Clinical Supply Management
01.2015 - 01.2016
- Supported the Finance Department by maintaining the general ledger and conducting internal audits.
- Prepared monthly journal entries, financial statements, and supporting schedules to ensure accurate reporting.
- Assisted in the preparation of the annual budget and audit work papers, enhancing financial transparency.
- Maintained and reconciled cash accounts, improving cash flow management and financial accuracy.
Accountant
Network Technology Solutions
01.2013 - 01.2015
- Managed daily and monthly accounting tasks, ensuring accuracy in financial reporting.
- Conducted comprehensive reconciliations of balance sheet accounts and bank statements.
- Streamlined bi-weekly payroll processes, enhancing efficiency and compliance.
- Presented monthly financials to the board of directors, facilitating informed decision-making.
Education
BA - Accounting
National American University
Roseville, MNSkills
- Accounting and bookkeeping
- Accounts payable and receivable
- Account reconciliation
- Financial statement preparation
- Data analysis
- Payroll administration
Software Experience
4 years, 4 years, 3 years, 2 years, 10+ years, 4 years, 10+ years, 7 years
Timeline
Client Relations/Accountant(PT)
FM Taxman
01.2024 - Current
Senior Accountant
DMS Health Technology
01.2019 - 01.2021
Accountant
Nugget Investments
01.2018 - 01.2019
Senior Accountant
Lund Companies
10.2016 - Current
Staff Accountant
Clinical Supply Management
01.2015 - 01.2016
Accountant
Network Technology Solutions
01.2013 - 01.2015
BA - Accounting
National American University
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