Experience

CS Partners

• United States
• Education Administration Programs
• 1 - 100 Employee

• Assistant Budget Manager

  • May 2021 - Present

  Within this role I will be working with the school leaders to help develop operating budgets for my assigned charter schools. This involves monitoring accounting activities through monthly financial statement preparation as well as ensuring the budget is in compliance with the Michigan School Accounting Practices. Within this role I will be working with the school leaders to help develop operating budgets for my assigned charter schools. This involves monitoring accounting activities through monthly financial statement preparation as well as ensuring the budget is in compliance with the Michigan School Accounting Practices.



CS Partners

• United States
• Education Administration Programs
• 1 - 100 Employee

• Account Payable

  • Jun 2019 - Nov 2019

  During this six month period I helped with a transition to new accounting software. This included with helping to set up the software, but also producing training material for internal and external users. During this six month period I helped with a transition to new accounting software. This included with helping to set up the software, but also producing training material for internal and external users.



Home

• Home - Howell, MI

• Stay at Home Mom

  • Jul 2015 - Jun 2019

  I am a mom to two beautiful children. For a few years I stayed home with them. They both have different food allergies so I’m staying sharp with my attention to detail and multitasking skills. I keep a budget for our family and update and review it monthly while also keeping our accounts balanced and everything accounted for. I do this all while enjoying the chaos that comes with having two little ones running around. I am a mom to two beautiful children. For a few years I stayed home with them. They both have different food allergies so I’m staying sharp with my attention to detail and multitasking skills. I keep a budget for our family and update and review it monthly while also keeping our accounts balanced and everything accounted for. I do this all while enjoying the chaos that comes with having two little ones running around.



CS Partners

• United States
• Education Administration Programs
• 1 - 100 Employee

• Account Payable

  • Jul 2013 - Jul 2015

  Within this role I processed invoices on a daily/weekly basis from my assigned clients. The invoices were coded to specific G/L accounts. To do this I worked closely with the Accountants and Budget Managers to ensure they were coded correctly to match approved budgets. I also processed the payments for the approved invoices for the week and mailed the checks accordingly. Within this role I processed invoices on a daily/weekly basis from my assigned clients. The invoices were coded to specific G/L accounts. To do this I worked closely with the Accountants and Budget Managers to ensure they were coded correctly to match approved budgets. I also processed the payments for the approved invoices for the week and mailed the checks accordingly.



Alerus

• United States
• Financial Services
• 400 - 500 Employee

• Account Analyst

  • Feb 2012 - Jul 2013

  As an analyst I am responsible for working with administrators to complete many tasks relating to retirement plans, mostly 401(k)'s. This includes assisting in the following: The completion of plan reconciliations for IRS Form 5500, determining eligibility for participants, running year end compliance tests, and verifying the integrity of census data. As an analyst I am responsible for working with administrators to complete many tasks relating to retirement plans, mostly 401(k)'s. This includes assisting in the following: The completion of plan reconciliations for IRS Form 5500, determining eligibility for participants, running year end compliance tests, and verifying the integrity of census data.



PensionTrend

• Client Service Administrator

  • Nov 2008 - Feb 2012

  Worked very closely with clients to identify administrative plan issues and worked to resolve them quickly. I processed loan and hardship applications which included calculating the amounts available for distribution, provided clients assistance for transmitting their payroll files. In this role I also analyzed eligibility and vesting schedules for current and future participants. Worked very closely with clients to identify administrative plan issues and worked to resolve them quickly. I processed loan and hardship applications which included calculating the amounts available for distribution, provided clients assistance for transmitting their payroll files. In this role I also analyzed eligibility and vesting schedules for current and future participants.



Qualcomm

• United States
• Telecommunications
• 700 & Above Employee

• Accounting Processor II

  • Jan 2007 - Sep 2008

  In this role I processes high volumes of invoices for a fast paces deadline oriented environment. Other responsibilities include: communicating with internal and external customers, resolving customer difficulties, account reconciliation on problem resolution maintenance, maintained excel spreadsheets for self audits and internal resolution, worked in Oracle Applications and Mark View Applications. In this role I processes high volumes of invoices for a fast paces deadline oriented environment. Other responsibilities include: communicating with internal and external customers, resolving customer difficulties, account reconciliation on problem resolution maintenance, maintained excel spreadsheets for self audits and internal resolution, worked in Oracle Applications and Mark View Applications.