Yvonne Winbush, MAFM

Staff Accountant at MISSION INVESTMENT FUND OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Janna Montgomery

I had the pleasure of having classes with Yvonne while enrolled at Truman State University. Yvonne demonstrated a strong work ethic and an unmatched dedication, both in her studies and her extra-curricular activities. She always carried herself in an upstanding manner, inside the classroom as well as out. Her professionalism, as well as her sparkling personality, made her an obvious standout among our peers. Based on these attributes, she was offered entrance to our sorority, during my time as chapter president, where she further exemplified our core values, which include scholarship and service. I am proud to know Yvonne as a colleague, a friend, and as a sister.

Ron Cimo

Yvonne has worked as a student finance analyst for over three years. Her attention to detail and her ability to tackle very difficult financial issues is refreshing and astonishing. Critical and time sensitive projects were assigned to Yvonne. Her approach was organized and detailed. She has become a leader in her area and has become a key asset in the organization.

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Credentials

  • Zeta Organizational Leadership
    Zeta Phi Beta Sorority, Inc. - Official
    Jun, 2022
    - Nov, 2024
  • Not-for-Profit Certificate: Core Concepts
    AICPA
    Jul, 2017
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Staff Accountant
      • Oct 2016 - Present

      Prepare monthly general ledger and bank reconciliations for 3 non-profit organizations Auditor liaison for the Episcopal Church Building Fund (ECBF) Prepare financial statements for 2 non-profit organizations Process Rent and Debt Reduction payments Create and distribute Real Estate reports and statements Reconcile Real Estate Sub Ledger Prepare monthly general ledger and bank reconciliations for 3 non-profit organizations Auditor liaison for the Episcopal Church Building Fund (ECBF) Prepare financial statements for 2 non-profit organizations Process Rent and Debt Reduction payments Create and distribute Real Estate reports and statements Reconcile Real Estate Sub Ledger

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Senior Accountant
      • Sep 2013 - Oct 2016

      Prepare monthly account reconciliations and journal entries.Perform monthly accounting functions for Title IV funding including maintenance of regulatory compliance.Manage the escheatment process for unclaimed property with compliance to all state regulationsPrepare annual 90/10 calculations to ensure federal compliance with Title IV fundingProvide subject matter expert advice concerning Title IV funding information.

    • Sr. Student Finance Analyst
      • Nov 2010 - Sep 2013

      Developed Federal Work Study presentation for campus utilizationStudent Finance Operations Representative for DeVry and Chamberlain Implementation TeamWork with DeVry's Delta team on new processes related to the Financial Analysis TeamSpearheading the process of Carrington Colleges Group reconciliation of federal grants and loans

    • Finance Analyst I
      • Apr 2009 - Nov 2010

      Reconciled receipt and disbursement of federal loans and grantsLead team to complete annual FISAP processReconciled tuition postingSpearheaded process for consistency and accuracy among federal work study representativesMentored student finance internDeveloped process to determine taxable imputed income for independent contractorsPerformed monthly analysis of budget vs. actual departmental expenditures

    • Student Finance Rep
      • Dec 2003 - Apr 2009

      Reviewed student accounts for potential refundsApplied tuition discounts/scholarships to student accountsMaintained productivity records.Reconciled tuition posting Updated procedure documents Handled issues concerning student direct deposit transactions

Education

  • Keller Graduate School of Management of DeVry University
    Graduate Certificate, Project Management
    2006 - 2007
  • Keller Graduate School of Management of DeVry University
    Masters, Accounting Finance Management
    2005 - 2007
  • Truman State University
    BS, Accounting
    1997 - 2001

Community

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