Monica Jurgens
Watertown,SD
Summary
experienced individual bringing over 30 years of experience with attention to detail bringing structure and focus to to streamline tasks. Dedicated Chief Financial Officer familiar with financial decision making and company-wide policy development. Talent for overcoming operational issues and driving proactive improvements. Offering 32 years' experience in financial leadership.
Overview
33
33
years of professional experience
Work History
Finance Manager
Freimark & Associates
Watertown, South Dakota
2023.Jan - Current
- Manage all financial duties such as A/P, payroll, preparing financials and reconciling all accounts for the insurance company and separate property corporation.
- Import and reconcile carrier commission statements ensuring all commissions are being paid on numerous insurance policies .
- Create reports detailing insurance carrier breakdowns of policy types and commissions received and not received.
- Proven ability to learn quickly and adapt to new situations.
- Self-motivated, with a strong sense of personal responsibility.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Identified issues, analyzed information and provided solutions to problems.
- Passionate about learning and committed to continual improvement.
- Answer phones and greet clients coming into the business and assist them with their needs or direct them to the individual they need to see.
Hygiene Coordinator
Family Dental Center
Watertown, SD
10.2022 - 01.2023
- Greeted patients and checked them in for their appointments. Scheduled appointments for Hygiene, following up with patient to confirm appointment the day prior to scheduled appointment .
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
- Proved successful working within tight deadlines and a fast-paced environment.
Chief Financial Officer
Pro-Tec Roofing
Watertown, SD
03.1994 - 07.2022
- Over 30 years of experience with processing Payroll, managing accounts payable and Accounts receivable, filing workman's comp claims, OSHA 300 forms, handling Health insurance renewals, General liability, auto, company umbrella insurance renewals, which includes searching for best prices and benefits
- Analyze operational issues and implement corrective action plans to improve profitability and efficiency.
- Oversee project job costing, office management and HR duties
- Owner of Pro-Tec Roofing for almost 20 years until July of 2019 when selling to Tecta America, National roofing company
- Continue to work for the company to fulfill 2 year contract which will be complete end of July 2022.
Property Manager Office Administrator
Roby Property Management
Watertown, South Dakota
04.1992 - 03.1994
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Managed 30 properties for owners, including leasing out and organizing required maintenance
- Completed weekly payroll for 6 employees.
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
Bookkeeper
Helland Realty
Watertown, South Dakota
05.1990 - 04.1992
- Maintained and processed invoices, deposits and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Prepared property listings and closings and filed required paperwork and distributed commissions to realtors
Education
Bachelor's degree - accounting
Lake Area Technical Institute
Watertown, SD 05.1990
Skills
- General Ledger Accounting
- Financial Statement Preparation
- Bank Reconciliation
- Accounts Payable and Accounts Receivable
- Financial Analysis
- Account Reconciliation
- Payroll
- Risk Management
- Sage and Navision accounting software
- Correspondence Writing
- Business Administration
- Analytical and Critical Thinker
- Adaptable and Flexible
- Executive Leadership
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Serve on the local United Way board of Directors and the local City Development company
Have served on the United Way board since 2019. Help in making decisions on which entities to donate to, look over and approve financials, serve on the promotions committee to develop and promote the annual drive kickoff.
Serving on the Watertown Development company board, I attend the board meetings where we approve financials and make decisions and vote on providing TIF loans to new companies we recruit to the area . The company strives to provide lucrative career and business opportunities and affordable housing to continue the growth of the city of Watertown attracting new individuals to our community.
Timeline
Finance Manager
Freimark & Associates
2023.Jan - Current
Hygiene Coordinator
Family Dental Center
10.2022 - 01.2023
Chief Financial Officer
Pro-Tec Roofing
03.1994 - 07.2022
Property Manager Office Administrator
Roby Property Management
04.1992 - 03.1994
Bookkeeper
Helland Realty
05.1990 - 04.1992
Bachelor's degree - accounting
Lake Area Technical Institute