Tara Wielert
Fenton,MO
Summary
Professional with strong background in accounting, equipped to drive financial accuracy and efficiency. Skilled in financial analysis, budgeting, and reporting. Known for reliable collaboration with teams and adaptability to changing needs. Excels in delivering results through strategic planning and problem-solving. Eager to leverage expertise to support organizational goals and drive financial performance in a dynamic environment.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Finance Supervisor
Concordia Plan Services
03.2023 - Current
- Oversee bi-monthly payroll for 170+ staff, ensuring accurate and timely processing.
- Address employee inquiries regarding pay issues promptly, fostering positive relationships between management and staff members.
- Process monthly journal entries, maintaining an accurate record of financial transactions within the general ledger system.
- Generate precise monthly financial statements and provide budget variance narratives for two legal entities.
- Support management with budget analysis by providing detailed reports on expenditure trends related to six accounting units.
- Collaborate with organizational leaders in preparation of annual payroll and non-payroll operating budgets.
- Ensure accurate financial reporting with regular account reconciliation of 150+ balance sheet accounts.
- Assist external auditors to facilitate timely completion of annual audits, resulting in clean audit opinions.
Accountant I
Concordia Plan Services
02.2022 - 03.2023
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered financial information, prepared journal entries, and generated monthly financial statements for four legal entities.
- Reconciled accounts and reviewed expense data.
- Maintained accurate schedules of fixed assets, depreciation, and prepaid expenses.
- Reported monthly expense variances and explanations for four accounting units.
- Assisted employees with expense reporting system.
- Ensured payment accuracy with meticulous invoice review.
Unemployment Tax Team Lead
Equifax Workforce Solutions
05.2021 - 02.2022
- Audited state unemployment tax accounts to ensure accurate tax rate assignments for five key clients with 2,000+ active accounts.
- Prepared annual tax rate forecasts, assisting clients with budgeting activities.
- Consulted clients on unemployment tax compliance matters, including mergers and acquisitions.
- Coached and trained new and existing team members in techniques and areas of knowledge necessary to complete job tasks.
- Developed and updated departmental procedures.
- Provided team desk coverage and quality control work as needed.
Quality Control Analyst
Equifax Workforce Solutions
10.2019 - 05.2021
- Assessed all client deliverables for completeness and accuracy prior to final presentation.
- Prepared state business registration and transfer paperwork, ensuring compliance with state regulations.
- Performed Unemployment Tax Consultant duties for three key clients.
Unemployment Tax Consultant
Equifax Workforce Solutions
06.2009 - 10.2019
- Audited state unemployment tax accounts, ensuring accurate tax rate assignments.
- Forecasted annual unemployment tax rate assignments.
- Consulted on unemployment tax compliance issues and provided superior customer service.
Education
Bachelor of Science - Accounting And Accounting Information Systems
Maryville University
St. Louis, MO05-2010
Skills
- Financial Analysis and Reporting
- Budgeting and Forecasting
- Account Reconciliation
- Attention to Detail
- Critical Thinking
- Effective Communication
Certification
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
Timeline
Finance Supervisor
Concordia Plan Services
03.2023 - Current
Accountant I
Concordia Plan Services
02.2022 - 03.2023
Unemployment Tax Team Lead
Equifax Workforce Solutions
05.2021 - 02.2022
Quality Control Analyst
Equifax Workforce Solutions
10.2019 - 05.2021
Unemployment Tax Consultant
Equifax Workforce Solutions
06.2009 - 10.2019
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
Bachelor of Science - Accounting And Accounting Information Systems
Maryville University
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