Wendy Lauenstein
Maple,WI
Summary
I am applying for this job position at your company. Based on the posted description, I am confident that I am fully qualified for the position and would be a strong addition to your team. I am seeking an opportunity to succeed in an environment of growth and excellence.
Overview
30
30
years of professional experience
Work History
Treasurer
Village of Poplar
Poplar, Wisconsin
07.2024 - Current
- Managed financial planning and budgeting for local government operations.
- Reviewed accounts payable and receivable activities to ensure accuracy of financial transactions.
- Prepared monthly bank reconciliations and general ledger entries.
- Assisted with the preparation of annual budget reports and forecasts.
- Reconciled accounts with statements and invoices on monthly basis, investigating, and resolving discrepancies to maintain records accuracy.
- Created detailed financial statements for senior leadership review.
Project Site Admin
Burns and McDonnell Construction
Superior, WI
04.2022 - 04.2023
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Provided secretarial and office management support while building cooperative working relationships.
- Completed day-to-day duties accurately and efficiently.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Ensured compliance with company standards regarding quality control processes.
- Performed data entry into various databases used by the division.
Bookkeeper
Galitz Transportation
Dacono, Colorado
06.2018 - 12.2021
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Processed invoices and checks, and maintained daily cash logs and deposits.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Resolved balance errors using accounting software.
Store Manager
Beauty Boxx
Broomfield, Colorado
01.2014 - 07.2018
- Manage store, Customer Service, A/P,A/R, Taking, processing orders, Answering phones, Dealing with daily activities with various vendors, Process Taxes and reports.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Managed inventory tracking and physical inventory counts to minimize loss.
Financial Services Representative
Westerra Credit Union
Arvada, CO
10.2002 - 06.2012
- Processing applications for Auto, Personal, Credit Cards, and Home Equity Lines of Credit,
- Opening and closing Checking, Savings accounts, CD's, IRA's, Balance vault, Assist Branch Manager in daily activities
- Provide Member Service for Financial Service needs, Notary, Medallion Stamp
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Cross-sold bank products and services based on customer needs to boost sales.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
Office Manager
Gomez Metals Inc
07.1996 - 10.2002
- A/P, A/R, Processed Taxes, Preparing Quotes, Human Resources, Answering Phones.
- Managed office inventory and placed new supply orders.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Administered payroll and maintained proper documentation of employee personnel.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Prepared and made daily deposits and assisted with invoice processing and bank reconciliation.
Billing Coordinator
Laboratory of America
Englewood , CO
06.1996 - 09.2002
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked with cross-functional teams to achieve goals.
- Assigned drivers to appropriate routes based on customer needs.
- Processed large volumes of data accurately and efficiently using database software.
- Resolved billing discrepancies through effective communication with insurance companies.
- Coordinated with quality assurance to ensure label integrity and readability.
Education
Thornton High School
01.2000
GED -
Thornton High School
01.1988
Skills
- GED
- Attention to Detail
- Over 20 years of Customer Skills
- Accounting and financial experience
- Multitasking and Prioritization
- Team Leadership
- Safety Awareness
- Decision Making
- Verbal and Written Communication
- Microsoft Office
- Quality Control
References
REFERENCES Jennifer Myers jennifermyers@ 710@yahoo.com, Aundrea Mata Kaiser Permanante 720-371-7338 Franki Garcia North Suburban Email:gfranki50@yahoo.com Tel:3038597931
Timeline
Treasurer
Village of Poplar
07.2024 - Current
Project Site Admin
Burns and McDonnell Construction
04.2022 - 04.2023
Bookkeeper
Galitz Transportation
06.2018 - 12.2021
Store Manager
Beauty Boxx
01.2014 - 07.2018
Financial Services Representative
Westerra Credit Union
10.2002 - 06.2012
Office Manager
Gomez Metals Inc
07.1996 - 10.2002
Billing Coordinator
Laboratory of America
06.1996 - 09.2002
Thornton High School
GED -
Thornton High School