Aletha Petersen

Senior Accountant at WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees)
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Contact Information
us****@****om
(386) 825-5501
Location
Middleton, Wisconsin, United States, US

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Experience

    • Senior Accountant
      • May 2022 - Present

    • United States
    • Farming
    • 1 - 100 Employee
    • Senior Finance Analyst
      • Jun 2021 - May 2022

      - Asist with selecting financing options- Forecast Cash Flow - Review company tax return

    • Accountant III
      • Jan 2017 - May 2022

      - Perform monthly accounting tasks and maintain general ledger- Calculate and file sales and use tax for multiple states - File personal property tax returns for properties in various states- Prepare backup reports for outside auditors for yearly audit - Maintain fixed asset listing, recording additions and disposals - Prepare monthly comments on variance to budget for balance sheet and SG&A accounts- Process wholesale orders and provide customer service

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Senior Accountant
      • Nov 2016 - Jan 2017

      Provide temporary accounting help in Madison area companies. Provide temporary accounting help in Madison area companies.

    • United States
    • Real Estate
    • 200 - 300 Employee
    • Senior Lodging Accountant
      • 2015 - Nov 2016

      - Prepare monthly financial statements- Analyze and explain budget variances on monthly financials- Provide accounting support to hotel general managers- Calculate sales and use tax for hotels- Assist with drafting budgets for hotels - File personal property tax returns for properties in various states- Assist with training of new lodging accountants - Prepare consolidated monthly financial reports for lodging division- Perform internal audits of hotels

    • Staff Accountant
      • Dec 2012 - Sep 2015

      - Prepare monthly financial statements for eight hotels- Analyze and explain budget variances on monthly financials- Provide accounting support to hotel general managers- Calculate sales and use tax for hotels- File personal property tax returns for properties in various states

  • Accounting Workshop SC
    • Stevens Point, WI
    • Staff Accountant
      • Jan 2007 - Oct 2011

      - Prepared financial statements for multiple clients - Prepared bank reconciliations for multiple clients - Filed sales tax returns for multiple clients - Filed personal property tax returns for multiple clients - Maintained depreciation schedules for multiple clients - Assisted in the preparation of individual, partnership and corporate tax returns - Performed preliminary work on reviews and audits - Prepared financial statements for multiple clients - Prepared bank reconciliations for multiple clients - Filed sales tax returns for multiple clients - Filed personal property tax returns for multiple clients - Maintained depreciation schedules for multiple clients - Assisted in the preparation of individual, partnership and corporate tax returns - Performed preliminary work on reviews and audits

    • Painter
      • Jun 2003 - Sep 2006

      Summer job - Sanded and base coated statues - Traveled with and assisted in delivery of large out of town orders - Tracked paint shop custom orders to ensure they were completed timely Summer job - Sanded and base coated statues - Traveled with and assisted in delivery of large out of town orders - Tracked paint shop custom orders to ensure they were completed timely

Education

  • University of Wisconsin - Stevens Point
    Bachelor of Science (BS), Managerial Accounting and Business Adminstration
    2003 - 2007

Community

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