Experience

Trean Corporation

• United States
• Insurance
• 1 - 100 Employee

• Staff Accountant II

  • Mar 2020 - Present

  Wayzata, Minnesota, United States

• Staff Accountant

  • Jun 2017 - Mar 2020

  Wayzata, MN Processes general ledger transactions and batches by gathering financial data and using appropriate systems Maintains Accounting Archive for internal and external audit support and meeting SOX requirements Prepares advanced account and/or bank reconciliations as well as research and resolve reconciliation discrepancies and outstanding items to maintain proper up-to-date supported account balances Utilizes standard reporting tools as well as validates new reporting tools… Show more Processes general ledger transactions and batches by gathering financial data and using appropriate systems Maintains Accounting Archive for internal and external audit support and meeting SOX requirements Prepares advanced account and/or bank reconciliations as well as research and resolve reconciliation discrepancies and outstanding items to maintain proper up-to-date supported account balances Utilizes standard reporting tools as well as validates new reporting tools as needed Assists with the annual audit requests



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• End of Lease Analyst

  • Jan 2012 - Jun 2017

  Marshall, MN 56258 • Exceeded realized residual goal of 180% by over 38% in 2016. • Total proceeds in sales of $1,875,849 in 2016. • Converted potential net loss of $220,000 on an account to a net gain of $181,653. • Reconciled asset reports from clients and remarketers to ensure reports were in agreement. • Analyzed data from remarketers in regards to assets returned by clients. • Communicated with clients concerning missing and damaged assets by providing accurate data. • Efficiently… Show more • Exceeded realized residual goal of 180% by over 38% in 2016. • Total proceeds in sales of $1,875,849 in 2016. • Converted potential net loss of $220,000 on an account to a net gain of $181,653. • Reconciled asset reports from clients and remarketers to ensure reports were in agreement. • Analyzed data from remarketers in regards to assets returned by clients. • Communicated with clients concerning missing and damaged assets by providing accurate data. • Efficiently managed $40 million end of lease portfolio for national bank institute. • Performed system, regression, functional and internal control testing on multiple software conversions and upgrades using manual testing methods. • Documented software issues, provided insightful solutions and validated that databases follow internal control matrixes and security protocols. • Edited existing user manuals ensuring all regulations were accurately documented. • Trained seven employees Excel functions such as vlookups, payment function, and use of pivot tables.

• End of Term Analyst

  • Jul 2010 - Jun 2017

  Marshall, MN • Developed and processed multiple macros for asset management reducing staff time on data entry. • Reviewed asset portfolio on expiring leases to determine schedules requiring additional collection. • Met or exceeded monthly delinquency requirements while maintaining high level of customer service. • Reconciled vendor shipping programs with asset received reports. • Analyzed and problem solved any discrepancy to confirm reports were accurate.

• Collections

  • Mar 2009 - Jun 2017

  Marshall, MN • Handled early default collections on new accounts in nonpayment status. • Communicated with customers to resolve cause of delinquency. • Lowered early default accounts by 25%. • Team lead on auto dealer project during 2009-2010 automotive industry crisis. • Decreased accounts in delinquency by over 30%.



Staffing Specialists, inc

• Customer Service Agent

  • Dec 2008 - Mar 2009

  Marshall, MN



Floor To Ceiling

• Design Services
• 1 - 100 Employee

• Professional Sales Representative

  • Mar 2008 - Dec 2008

  Marshall, MN Provided customers with information concerning different types of flooring from carpet to tile along with assisting customers in cabinet design purchases. Completed home visits to measure flooring area and cabinets.



Schwan's Company

• United States
• Food and Beverage Manufacturing
• 700 & Above Employee

• Warehouse Associate

  • Nov 2007 - Mar 2008

  Marshall, MN Transported finished goods through the facility including unloading frozen food product from semis into warehouse freezers and loading frozen food from warehouse freezers into delivery trucks. Used material handling equipment such as carts conveyer belts fork lifts and pallet jacks.



ACS Incorporated

• Support Desk Coordinator

  • Jan 2006 - Oct 2007

  Edina, MN Provided online technical support for Northwest Airlines. Used multiple communication processes including email, phone and instant messages with customers in order to provide support for technical issues. Ran hourly reports to determine what methods customers were using and to monitor response times.