Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

MELISA HAJEK

Crown Point

Summary

Professional with strong expertise in financial operations management, focusing on risk mitigation through enhanced internal controls and team development. Proven track record in formulating financial strategies that drive significant organizational growth. Extensive background in public and private accounting, covering tax, audits, financial reporting, and general ledger functions.

Overview

13
13
years of professional experience

Work History

Operations Manager

TRUE WEALTH ADVISING GROUP
Crown Point
11.2024 - Current
  • Oversaw operations team to enhance productivity through efficient processing of financial service sales tasks.
  • Collaborated with COO and Operations team on processing paperwork for business placements.
  • Managed all pending cases by coordinating submissions, follow-ups, and expediting outstanding business.
  • Communicated with clients to gather information regarding case processing requirements.
  • Partnered with COO on broker-dealer compliance procedures, standards, and electronic file management.
  • Completed all projects in collaboration with Operations Team to achieve operational goals.

Controller (Contracted)

REDKEY COMMERCIAL, INC
Crown Point
01.2012 - 11.2024
  • Developed and maintained financial operations for diverse portfolio of commercial buildings.
  • Oversaw daily activities of small team to ensure efficient operations.
  • Overhauled Rent Manager Software to enhance fiscal functions and operational business aspects.
  • Created Tenant and Owner Portals to facilitate accounting tasks, including document retrieval and payment processing.
  • Approved and supervised daily Accounts Receivable and Accounts Payable transactions, including loans and distributions.
  • Prepared payroll checks and managed monthly, quarterly, and yearly filings.
  • Reviewed all financial statements to assist with year-end tax preparation alongside external firm.
  • Maintained comprehensive project documentation from inception to completion, including bids and loan draws.

Education

Master of Science - Accounting

Maryville University
St. Louis, MO

Bachelor of Science - Accounting

University of Indianapolis
Indianapolis, IN

Skills

  • Inventory management
  • Regulatory compliance
  • Team leadership
  • Financial reporting
  • Financial statements
  • Quickbooks expertise
  • Accounting and bookkeeping
  • Payroll administration
  • Compliance management
  • Payroll processing

References

References available upon request.

Timeline

Operations Manager

TRUE WEALTH ADVISING GROUP
11.2024 - Current

Controller (Contracted)

REDKEY COMMERCIAL, INC
01.2012 - 11.2024

Master of Science - Accounting

Maryville University

Bachelor of Science - Accounting

University of Indianapolis

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