Tanya N. Petersen
Jefferson City,MO
Summary
Professional accountant with proven track record in managing property financials, ensuring accurate reporting, and maintaining compliance with industry standards. Skilled in financial analysis, budgeting, and reconciliations, with strong focus on team collaboration and achieving results. Reliable and adaptable, consistently meeting changing needs and priorities. Recognized for effective problem-solving and clear communication in high-stakes environments.
Overview
14
14
years of professional experience
Work History
Senior Property Accountant
Fairway Management
Columbia, MO
09.2024 - Current
- Manage Accounting and Financial reporting for a Portfolio of 30+ properties
- Prepare, review and finalize monthly financial statements
- Complete bank reconciliations, journal entries and general ledger reviews
- Complete month end close and maintain financial reporting deadlines
- Support USDA RD and MHDC compliance reporting requirements
- Process Funding requests and replacement reserves requests based on RD or MHDC guidelines
- Analyze financial data and resolve account discrepancies
- Coordinate with Property manage and internal teams on financial matters
- Assist Auditor with year end closing
Senior Accountant
Boone Health
Columbia, MO
03.2024 - 09.2024
- Prepare and post journal entries related to month end close
- Find and prepare prepaids for reclassification and set up recurring journal entries for them
- Find and prepare journal entries for monthly accruals
- Monthly Reconciliations of prepaids, accruals and purchasing cards and ad hoc recs as needed
- Maintain and oversee the Purchasing card program for both individual and fleet cards
- Assist with other accounting duties as needed
Accountant I
Jefferson City Medical Group
Jefferson City, MO
03.2021 - 02.2024
- Performing basic accounting procedures, e.g. A/R, A/P, G/L, tax payments and inventory control
- Preparing financial statements, e.g. monthly and quarterly financial reports
- Month end and quarterly closing (divisional income statements, physician productivity statements and company-wide income statement and balance sheet)
- Analyzing and reconciling general ledger accounts and investment transactions in conjunction with preparing monthly reports for management
- Assisting the Assistant Director with annual financial and 401K audits by assisting with the liaison functions of the department
- Communicating with divisional managers and shareholders regarding any financial statement’s questions
- Producing financial data for management team upon request and assisting with other special accounting projects from time to time
- Performing analysis of operations on a monthly basis
Accounting Specialist I
Providence Bank
Jefferson City, MO
04.2019 - 05.2021
- Enter and Process AP Invoices using a web-based AP system
- Verify and Process Expense Reports
- Reconcile and maintenance monthly Prepaids
- Daily Reconciliation of Public Fund Reports
- Daily Reconciliation of Interest Income fluctuations
- Merged into First Mid Bank and Trust
Universal Banker II
Providence Bank
Jefferson City, MO
05.2018 - 04.2019
- Open a variety of accounts for new and existing customers
- Answer customer queries in all manner of banking questions
- Follow up with customers in a timely manner as needed
- Conduct quality assurance check backs on all new accounts for the branch
- Conduct Audits or assist in audits when assigned or as necessary
Teller Supervisor
Missouri Credit Union
Jefferson City, MO
05.2016 - 05.2018
- Trained and Coached over 10 new tellers
- Created schedules for the entire branch
- Maintained and balanced the vault, two cash dispenser machines and 2 Personal teller machines on a weekly basis
- Developed a weekly schedule to cover all Teller Supervisor Duties
- Implemented new procedures for better member service interactions
- Responsible for Opening and Closing the branch and making sure the branch was balanced
- Continue doing all teller duties as well
Teller
Missouri Credit Union
Jefferson City, MO
05.2015 - 05.2016
- Provided Excellent Member service
- Deposit, withdrawal from members accounts
- Update member account information
- Improved skills in selling products to members
- Provided members with information on helpful services
Administrative Office Support Assistant
Department of Social Services- DFAS-Procurement Unit
Jefferson City, MO
09.2013 - 12.2013
- Enter and File Child care, foster care, Adoption and Guardianship contracts
- Make sure LIHEAP Contracts were valid and with in service dates
- Did any phone, filing or contract project as assigned or initiated
Account Clerk II
Department of Social Services-MO HealthNet-Financial Services
Jefferson City, MO
10.2012 - 09.2013
- Open incoming participant mail for 3 MO Healthnet programs
- Enter, Scan and maintain record of checks received
- Do morning deposits for 3 MO HealthNet Programs: pull reports, pull checks listed on reports, calculate and run tapes so that deposit amounts match reports total balance, endorse and hand deliver deposit bag to mail carrier
- Maintain and update log of all retained checks in the safe, return checks as needed, and enter direct deposit information into the system
Education
Bachelor's in Applied Science - Accounting and Business Administration
Columbia College
Associates in Applied Science - Business and Computer Specialist
Metro Business College
Skills
- Experienced with data entry in accounting software
- Adept at 10-key input accuracy
- Proficient with General Ledger entries, Reconciliations, Financial Statements
- Proficient with Microsoft office Excel, Word, Outlook
- Experience with Microsoft PowerPoint and Access
- Excellent Customer Service with internal and external clients
- Experience with updating and maintaining reports and spreadsheet
- Organized and Time efficient
- Accounts receivable
- Accounts payable
- Audit support
- Fixed asset management
- Budget preparation
- Variance analysis
- Income statement analysis
- General ledger journal entries
- Year-end close
- Property accounting
Timeline
Senior Property Accountant
Fairway Management
09.2024 - Current
Senior Accountant
Boone Health
03.2024 - 09.2024
Accountant I
Jefferson City Medical Group
03.2021 - 02.2024
Accounting Specialist I
Providence Bank
04.2019 - 05.2021
Universal Banker II
Providence Bank
05.2018 - 04.2019
Teller Supervisor
Missouri Credit Union
05.2016 - 05.2018
Teller
Missouri Credit Union
05.2015 - 05.2016
Administrative Office Support Assistant
Department of Social Services- DFAS-Procurement Unit
09.2013 - 12.2013
Account Clerk II
Department of Social Services-MO HealthNet-Financial Services
10.2012 - 09.2013
Associates in Applied Science - Business and Computer Specialist
Metro Business College
Bachelor's in Applied Science - Accounting and Business Administration
Columbia College