Karina Spaeth
Milton
Summary
Business-minded Accountant promoting more than 7 years of expertise overseeing transactions and reconciling general ledger accounts. Highly collaborative individual with track record of effectively training and coaching staff members. Processed payroll, budgets, reports, audits, journals, expenditures and payments. Offering confidence, team contribution and decision making skills.
Overview
7
7
years of professional experience
Work History
Interim Finance Business Partner/Financial Analyst
America's Credit Unions
09.2023 - Current
- Enhanced financial decision-making by providing accurate data analysis and insightful recommendations to executive leadership.
- Implemented cost-saving measures through careful monitoring of expenses and identification of unnecessary expenditures.
- Ensured compliance with financial regulations and internal policies, mitigating risk and maintaining a strong control environment.
- Played an integral role in revised budget preparation by coordinating input from various departments and consolidating data into comprehensive forecasts aligned with company strategy.
- Liaised with budget holders to evaluate financial performance and offer financial management data, analysis and advice.
- Identified personal development needs and embarked on additional training and education to optimize business outcomes.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Balanced monthly general ledger accounts to accurately record cost and month end accruals.
- Prepared financial statements, accruals and journal entries and maintained reconciliations to summarize current and projected figures of company financial position.
Associate Manager - Accounting Operations
Credit Union National Association
08.2022 - Current
- Supported department objectives by participating in cross-functional projects with other departments as needed.
- Maintained compliance with federal, state, and local tax laws by staying informed about changes and filing all required forms accurately and promptly.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Handled day-to-day accounting processes to drive financial accuracy.
- Prepared and filed tax forms to meet needs of customers.
- Trained new employees on accounting principles and company procedures.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Supported payroll processing and review
Accountant
Stateline Boys And Girls Club
01.2022 - 08.2022
- Review accounting structures and procedures on regular basis to identify areas in need of improvement.
- Complete daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Conduct P&L statement analysis to improve daily operations, increase revenue and reduce costs.
- Direct budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Worked closely with audit team to prepare accounts and documentation as well as conduct audits according to all regulatory requirements.
- Offered advice to other executive leaders on strategies to improve financial growth.
Property Accountant
Robert Half Staffing Agency
11.2021 - 12.2021
- Dealt with tenant invoices, balances and payments for tenants in properties.
- Prepared portfolios of assets, funds and escrow accounts for individuals buying houses and advised on budgeting purchases and overall financials.
- Reviewed financial statements for accuracy and determined compliance with generally accepted accounting principles.
- Performed electronic banking transactions and completed bank reconciliations to obtain comprehensive picture of organization bank accounts.
Staff Accountant
E.H Wolf & Sons
12.2019 - 06.2021
- Reduced liabilities by accurately managing statements, mailings, journal entries, payments and transfers
- Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts
- Identified and investigated variances to financial plans and forecasts
- Collected and arranged financial information and entered details into Great Plains financial management system
- Completed end-of-year financial audits by collaborating with various coworkers
- Reconciled financial statements and bank accounts and recovered accounts receivable
- Prepared and organized documents and financial records to deliver successful audits
- Maintained employee confidence and protected payroll operations by keeping information confidential
Financial Technician
United States Marine Corps
08.2010 - 12.2013
- Processed final payment claims for service members leaving the military
- Worked in person and over the phone with Marines to correct any payment discrepancies
- Entered necessary journal entries to report changes to each members account
- Trained newly hired employees on accounting processes and procedures
- Provided financial support by processing invoices, as well as dispersing payments and military entitlements.
Education
Master of Arts - Business Administration
Lakeland College
Plymouth, WI08.2020
Bachelor of Arts - Accounting
Lakeland College
Plymouth, WI05.2017
Bachelor of Arts - Business Administration
Lakeland College
Plymouth, WI05.2017
High School Diploma -
W.T. Clarke High School
Westbury, NY06.2010
Skills
- Monthly / Quarterly / Year End Reports
- Problem Anticipation and Resolution
- Generally Accepted Accounting Principles
- Budgeting & Variance Analysis
- Payroll
- Superior attention to detail
- Written and interpersonal communication
- Financial Internal Controls
- Department Oversight
- Leadership and People Development
- Integrity and Transparency
- Accounts Payable and Accounts Receivable
- Account and Ledger Reconciliations
- Operational Excellence
Timeline
Interim Finance Business Partner/Financial Analyst
America's Credit Unions
09.2023 - Current
Associate Manager - Accounting Operations
Credit Union National Association
08.2022 - Current
Accountant
Stateline Boys And Girls Club
01.2022 - 08.2022
Property Accountant
Robert Half Staffing Agency
11.2021 - 12.2021
Staff Accountant
E.H Wolf & Sons
12.2019 - 06.2021
Financial Technician
United States Marine Corps
08.2010 - 12.2013
Master of Arts - Business Administration
Lakeland College
Bachelor of Arts - Accounting
Lakeland College
Bachelor of Arts - Business Administration
Lakeland College
High School Diploma -
W.T. Clarke High School
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