Experience

Northwester Mutual Life Ins Co

• United States
• Insurance
• 100 - 200 Employee

• Accounting/Project Assistant

  • Jun 2016 - Present

  Manage, forecast and reconcile budgets for Diversity and Inclusion Department. Setup requisitions and purchase orders in Peoplesoft and Sharepoint. Code and submit invoices for payment, and track and reconcile expenses to budget. Analyze and report on variances. Process credit card payments and reconcile monthly. Train on department budgeting and accounting practices. Provide data analysis. Assist with administrative support as needed. Manage, forecast and reconcile budgets for Diversity and Inclusion Department. Setup requisitions and purchase orders in Peoplesoft and Sharepoint. Code and submit invoices for payment, and track and reconcile expenses to budget. Analyze and report on variances. Process credit card payments and reconcile monthly. Train on department budgeting and accounting practices. Provide data analysis. Assist with administrative support as needed.



Interstate Partners Management Services LLC

• Waukesha, WI

• Accounting Assistant I

  • Nov 2007 - Mar 2016

  Assisted Controller in accounting functions for three-state real estate development firm with a portfolio including office, warehouse and retail properties. Duties included A/P and A/R, General Ledger entries, bank deposits, processing management fees, mortgage loans, distributions, intercompany bill-backs, credit card and bank reconciliations, expense reports, ACH transfers, monthly financial reporting, CAM Reconciliations, budget preparation, 1099 preparation and submittal, ad hoc reports. Researched internal and external questions and resolved descrepancies. Trained support staff in use of Peachtree, Yardi and Skyline software. Assisted with administrative support.



Legacy Property Management Services, LLC

• Regional Property Manager

  • Nov 2005 - Apr 2006

  Managed daily operations of 150,000 sq. ft multi-tenant commercial property and 151 unit residential property. Managed staff and setup contracts with vendors for property improvements and maintenance. Setup annual budgets and compiled variance reports.

• Executive Assistant

  • Aug 2003 - Nov 2005

  Assisted CFO with accounting operations for residential, commercial and condominium developments. Duties included A/P and A/R, annual tenant and CAM reconciliations, annual budgets, maintenance of employee files, backround checks, benefit management and payroll processing. Designed a employee manual and helped to develop new property policies, procedures and forms. Assisted company owners, property managers and staff with a variety of tasks, training and problem-solving.

• Property Manager

  • Aug 1997 - Aug 2003

  Managed daily operations, marketing, leasing and tenant relations for 112-unit apartment complex. Oversaw and extensive renovation project. Maintained occupancy consistently over 95%. Composed a quarterly newsletter.