Michelle Mish
Milwaukee,WI
Summary
Dedicated candidate aiming for positions that encourage personal and professional growth, leveraging skills to enhance overall success of the organization
Overview
17
17
years of professional experience
1
1
Certification
Work History
Analyst Financial Retirement
Milwaukee County Retirement Plan Services
Milwaukee, WI
01.2023 - Current
- Process vendor invoices accurately and promptly for timely payments. Manage the check register to facilitate payment approvals, and secure necessary signatures.
- Reconciled and recorded bank activity for two accounts, including receipts, disbursements, and interest earned, utilizing a detailed spreadsheet. Posted corresponding journal entries to ensure accurate financial reporting.
- Submit reconciliation documentation to internal audit for review.
- Post cash disbursement journal entries to the SAGE Intacct general ledger.
- Review monthly ACH returned payment reports and process voided payments in the V3locity system, ensuring timely communication with the operations department through established workflows.
- Post journal entries for the investment activity from the custodial bank reports into the general ledger accounting system, SAGE Intacct.
- Prepare monthly investment financial statements.
- Extract county-paid expense data from the Infor system, and record journal entries for multiple expense categories.
- Assist with the preparation of the pension fund budget.
- Manage the processing of monthly tax levies, including verification, calculation, and disbursement, maintaining 100% compliance with regulations.
- Reconcile member payments, and verify the accuracy of 1099 data before submission.
- Assisted in the implementation and testing process of the new accounting system.
Retirement Analyst
Milwaukee County Retirement Plan Services
Milwaukee, WI
05.2022 - 01.2023
- Calculated pension benefits utilizing V3lociity, microfiche, and payroll records.
- Prepared and mailed various calculations and deliverables to members.
- Researched, resolved, and explained pension calculations to members via phone, email, and in person.
- Notified other retirement systems, requesting verification of service credits for members via email and fax.
- Reviewed to ensure the member's retirement application is complete.
- Utilized V3locity workflow management tools to revise data, and conduct research.
Senior Housing Assistant -Accounting Assistant
Housing Authority of the City of Milwaukee
Milwaukee, Wisconsin
03.2021 - 05.2022
- Processed and reconciled monthly owner and utility payments for housing choice vouchers, project-based programs, homeownership, and RAD programs.
- Reconciled monthly rent roll using Excel spreadsheets, Yardi, and other specialized housing industry software.
- Scanned and processed receivables into Yardi.
- Audited various monthly reports to ensure accurate HUD reporting.
- Created monthly invoices to various housing authorities for portability residents.
- Entered vendor repayments in housing software.
- Maintained and enrolled EFT requests, utilizing Yardi.
- Investigated and resolved discrepancies regarding vendor and housing authority payments.
- Handled vendor overpayment letters.
- Requested stop payments, and reissued missing and returned vendor and housing authority checks, and ACH deposits.
- Maintained and processed tax levies and garnishments.
- Maintained vendor files to ensure accuracy for 1099s.
- Maintained and reviewed vendor W9 documents to ensure accuracy.
- Communicated with vendors via email or phone to verify information and follow up on various issues.
Administrative Assistant II - Accounts Receivable
Milwaukee County Housing Division
Milwaukee, Wisconsin
12.2020 - 03.2021
- Scanned and processed weekly receivables into Yardi software.
- Reconciled monthly credit card statements, utilizing Excel.
- Received and processed address requests from vendors via email and phone.
- Communicated with vendors, employees, and residents to answer questions and provide a resolution to an issue via email and phone.
- Received and processed payments for various housing programs within the Housing Division, with a high degree of accuracy.
- Responsible for the accurate and safe handling of weekly bank deposits.
- Communicated with various departments within Milwaukee County.
- Managed the procurement of office supplies and equipment through Office Depot and the County’s intranet marketplace, ensuring timely delivery and cost efficiency.
- Reconciled the monthly rent roll to ensure payments are processed accurately.
Senior Housing Assistant-Accounting Assistant
Housing Authority of the City of Milwaukee
Milwaukee, Wisconsin
03.2015 - 12.2020
- Processed and reconciled monthly owner and utility payments for housing choice vouchers, project-based programs, homeownership, and RAD programs.
- Reconciled monthly rent roll using Excel spreadsheets, Yardi, and other specialized housing industry software.
- Scanned and processed receivables into Yardi.
- Audited various monthly reports to ensure accurate HUD reporting.
- Created monthly invoices to various housing authorities for portability residents.
- Entered vendor repayments in housing software.
- Maintained and enrolled EFT requests, utilizing Yardi.
- Investigated and resolved discrepancies regarding vendor and housing authority payments.
- Handled vendor overpayment letters.
- Requested stop payments, and reissued missing and returned vendor and housing authority checks, and ACH deposits.
- Maintained and processed tax levies and garnishments.
- Maintained vendor files to ensure accuracy for 1099s.
- Maintained and reviewed vendor W9 documents to ensure accuracy.
Office Assistant III
Housing Authority of the City of Mil
Milwaukee, WI
11.2013 - 03.2015
- Planned meetings and prepared conference rooms.
- Entered a high volume of resident payments, utilizing specialized housing industry software.
- Maintained calendars for seven recertification specialists.
- Scheduled appointments for staff to keep office operations smooth and efficient.
- Communicated with vendors, residents, and employees to answer questions and explain information.
- Received and screened a high volume of internal and external communications, including email and mail.
- Made copies, sent faxes, and managed all incoming and outgoing correspondence.
Administrative Assistant
PS Companies/Housing Auth City of Milwaukee
West Allis, Wisconsin
11.2011 - 11.2013
- Planned meetings and prepared conference rooms.
- Entered a high volume of resident payments, utilizing specialized housing industry software.
- Maintained calendars for seven Recertification Specialists.
- Scheduled appointments for staff to keep office operations smooth and efficient.
- Communicated with vendors, residents, and employees to answer questions and explain information.
- Received and screened a high volume of internal and external communications, including email and mail.
- Made copies, sent faxes, and managed all incoming and outgoing correspondence.
Customer Service Representative
PS Companies/Milwaukee Co Courthouse
Milwaukee, Wisconsin
06.2011 - 10.2011
- Operated a computer terminal to enter, retrieve, and edit information.
- Assisted the staff manager on several projects.
- Answered employee questions regarding retirement benefits via phone.
- Assisted in all areas of administrative work, including data entry, file organization, research, and development.
- Prepared and drafted all outgoing correspondence on time.
Office Manager/Bookkeeper
MSM Motorcars LLC
New Berlin, WI
09.2008 - 09.2010
- Developed new customer relations through telephone contact and sales activity.
- Processed biweekly payroll, paid taxes, and assisted in the Collision and Service Department.
- Managed inventory and purchase of supplies for office operations.
- Entered, posted, and scanned accounts receivable documents into the QuickBooks software program.
- Prepared and uploaded the monthly accounting file for the company’s CPA to review and approve.
- Reached out to vendors and customers to resolve account problems.
- Maintained open lines of communication regarding financial files, addressing any discrepancies, and ensuring timely updates.
Education
Bachelor of Science - Accounting
Upper Iowa University
Fayette, IA05-2016
High School Diploma -
West Allis Central
West Allis06-1991
Skills
- Invoice processing
- Data entry
- Accounting software
- Vendor management
- Account reconciliation
- Problem solving
- Effective communication
- Microsoft office
- Attention to detail
- Decision-making
- Time management
- Team collaboration
- Financial reporting
- Data analysis
- Investment reporting
- Document management
- Compliance auditing
Certification
- Eligible to sit for the FAR CPA Exam, scheduled for November 15, 2025 at 8am.
Timeline
Analyst Financial Retirement
Milwaukee County Retirement Plan Services
01.2023 - Current
Retirement Analyst
Milwaukee County Retirement Plan Services
05.2022 - 01.2023
Senior Housing Assistant -Accounting Assistant
Housing Authority of the City of Milwaukee
03.2021 - 05.2022
Administrative Assistant II - Accounts Receivable
Milwaukee County Housing Division
12.2020 - 03.2021
Senior Housing Assistant-Accounting Assistant
Housing Authority of the City of Milwaukee
03.2015 - 12.2020
Office Assistant III
Housing Authority of the City of Mil
11.2013 - 03.2015
Administrative Assistant
PS Companies/Housing Auth City of Milwaukee
11.2011 - 11.2013
Customer Service Representative
PS Companies/Milwaukee Co Courthouse
06.2011 - 10.2011
Office Manager/Bookkeeper
MSM Motorcars LLC
09.2008 - 09.2010
Bachelor of Science - Accounting
Upper Iowa University
High School Diploma -
West Allis Central
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