Barbara Wood, CMA

Corporate Accountant at Covenant Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Lombard, Illinois, United States, US
Skills

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Credentials

  • Leadership Silver Level
    IMA | Institute of Management Accountants
    May, 2016
    - Oct, 2024
  • Leadership Bronze Level
    IMA | Institute of Management Accountants
    Jul, 2015
    - Oct, 2024
  • Leadership Pewter Level
    IMA | Institute of Management Accountants
    May, 2015
    - Oct, 2024
  • Certified Management Accountant
    Institute of Management Accountants
    Sep, 2011
    - Oct, 2024

Experience

  • Covenant Trust
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Corporate Accountant
      • Oct 2019 - Present

      Use Oracle NetSuite to prepare: General Ledger Journals Accounts Receivable Invoices and Payments Accounts Payable Invoices and payments that aren’t done through SAP concur Reconcile balance non bank sheet accounts Prepare investment account reconciliation and journals. Use SAP Concur: for preparing invoices for approval routing, keep invoices moving when approvers are out of office. Expense reports and payment to employees. Other: Manage charitable gift annuity reporting Prepare expectancy reporting to affiliated charities Show less

  • Covenant Trust Company
    • Financial Services
    • 1 - 100 Employee
    • Financial and Accounting Administrator
      • May 1999 - Oct 2019

      Perform all corporate accounting functions including Financial Statement Preparation, Accounts Payable, Accounts Receivable, General Ledger Prepare monthly management reports Prepare Liability Reports for Charities receiving distributions from our clients Cost Basis Research Sage 50 (Peachtree) Accounting from 1999 - 2011 Sage 300 ERP (Accpac) Accounting 2012 - present Charitable Gift Annuity Accounts State compliance reporting. Perform all corporate accounting functions including Financial Statement Preparation, Accounts Payable, Accounts Receivable, General Ledger Prepare monthly management reports Prepare Liability Reports for Charities receiving distributions from our clients Cost Basis Research Sage 50 (Peachtree) Accounting from 1999 - 2011 Sage 300 ERP (Accpac) Accounting 2012 - present Charitable Gift Annuity Accounts State compliance reporting.

  • North Park University
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Accountant II
      • Sep 1991 - May 1999

      Accounts ReceivableGeneral JournalPrepared Audit work papersBank ReconciliationsDeveloped system to account for grant income and expense reporting

    • Payroll Clerk/Manager
      • Mar 1990 - Sep 1991

      Prepared paychecks for salaried and non-exemptpersonnel

  • Moody Bible Institute
    • United States
    • Non-profit Organizations
    • 500 - 600 Employee
    • General Ledger
      • Jul 1979 - Jan 1990

Education

  • North Park University
    MBA
    1994 - 1996
  • North Park University - School of Business and Nonprofit Management
    1996, MBA
    1994 - 1996
  • North Park University
    BA, Accounting
    1991 - 1993
  • North Park University
    BA, Mathematics
    1976 - 1979
  • Westfield State College
    None
    1975 - 1976
  • Westfield High School
    1971 - 1975

Community

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