Teresa Whalen
Freeport,IL
Summary
Proven Staff Accountant with a track record of enhancing financial processes at Lucas Group Financial Planners through accurate tax filings and efficient bookkeeping, including Quickbooks proficiency. Excelled in credit collection at Newell Brands Inc., leveraging strong negotiation skills and a methodical approach to exceed financial targets. Expert in bank reconciliation and adept at fostering client relationships.
Overview
17
17
years of professional experience
Work History
Staff Accountant
Lucas Group Financial Planners
09.2023 - Current
- Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Slowly learning the payroll process through ADP
- Processed all Tax Returns for the year 2023
- Quickbooks training for bookkeeping
Credit Collection Specialist
Newell Brands Inc.
05.2007 - 09.2023
- Researched delinquent accounts to identify key contact details, current phone numbers and email addresses.
- Notify customers of delinquent accounts with attempt to collect outstanding amounts past due.
- Process credit card payments
- Developed collection methods to achieve or exceed company financial goals.
- Located and monitored overdue accounts using billing systems to begin collection process.
- Effectively managed a high-volume of inbound and outbound calls.
Education
Cosmetology Education
John Amico's School of Hair Design
Sterling, IL06.1991
High School Diploma -
Freeport High School
Freeport, IL05.1989
Skills
- Bank Reconciliation
- Monthly Account / Bank Reconciliation
- Monthly Journal Entries
Timeline
Staff Accountant
Lucas Group Financial Planners
09.2023 - Current
Credit Collection Specialist
Newell Brands Inc.
05.2007 - 09.2023
Cosmetology Education
John Amico's School of Hair Design
High School Diploma -
Freeport High School
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