Kelly Wojtan, MBA

Accountant at Charter Choices, Inc.
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Accountant
      • Jul 2021 - Present

      Glenside, Pennsylvania, United States Manage multiple charter school clients’ chart of accounts; Prepare and post payroll JEs; Reconcile banks statements; Reconcile credit card statements; Prepare and analyze financial statements and projections; Create and analyze Budgets; Assist with tax preparation; manage accounts payable transactions. Programs used: Microsoft Suite Products, Bill.com, Quickbooks Desktop and Online, and Adobe reader.

    • United States
    • Pharmaceutical Manufacturing
    • 700 & Above Employee
    • Staff Accountant
      • Jun 2019 - Jun 2021

      Plymouth Meeting, Pennsylvania Maintain, analyze and post journal entries for Prepaid and Fixed Asset schedules; Reconcile monthly activity in QuickBooks Online; managed user data in Personal Data Keeper; Create and analyze Purchase Orders; Post payroll journal entires for multiple subsidiaries; Ad Hoc projects; I work with various company subsidiaries with different currencies; Assisted with NetSuite system transition as well as setting up a GL mapping system.

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Staff Accountant
      • Feb 2018 - Jun 2019

      Malvern, Pennsylvania Reconcile monthly revenues & post to the GL; Create & Implement internal controls Manage & audit users, projects, clients, timesheets and expense reports in OpenAir; Create, adjust and send out invoices monthly; Prepare & analyze internal Financial Statements; Create reports for clients; Provide detailed analyses and explanations of transactions; Communicate effectively with upper level management. Great Plains, Netsuite- OpenAir & SharePoint

    • United States
    • Accounting
    • 1 - 100 Employee
    • Accounting Assistant
      • Aug 2016 - Jan 2018

      Radnor, PA Regular input of monthly and yearly financial reports, Maintained Quicken accounts; Reviewed reports for accuracy; Maintained A/R and A/P records for multiple trust’s Oil and gas accounts. Prepared tax returns for individuals, trusts and small business clients.

    • Administrative Assistant
      • May 2015 - Aug 2016

      Greater Philadelphia Area Schedule and coordinate meetings, appointments, and travel arrangements for supervisors and managers; Maintains utmost discretion when dealing with sensitive topics; Types documents such as correspondence, drafts, memos, and emails and completes investor applications; Assists with general accounting functions; maintained journals and handled A/P and A/R. Provided telephone support; investigated and resolved billing problems for the mortgage division group.

    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • Expeditor
      • Oct 2014 - May 2015

      Radnor, PA Expedites assigned purchase orders to ensure requirements specified in the purchase order are accomplished with regard to data supply, timely inspection and on time delivery. Facilitates timely flow of information and services to and from Suppliers, Site Managers, Vendors and Procurement team members. Reviews Purchase Orders for terms and conditions regarding materials procured. Handles any delivery inconsistencies or delays and alert management. Deal directly with vendors to ensure prompt and… Show more Expedites assigned purchase orders to ensure requirements specified in the purchase order are accomplished with regard to data supply, timely inspection and on time delivery. Facilitates timely flow of information and services to and from Suppliers, Site Managers, Vendors and Procurement team members. Reviews Purchase Orders for terms and conditions regarding materials procured. Handles any delivery inconsistencies or delays and alert management. Deal directly with vendors to ensure prompt and accurate delivery of goods to appropriate locations Show less

    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Administrative Assistant
      • Dec 2014 - Apr 2015

      Greater Philadelphia Area Organizes and provides documents, reports and information to department and external clients in a useful and well-organized manner. Handles material requests for information and data for employees and members. Fulfills general clerical duties including screening telephone calls, photocopying, fax and mailing.

    • United States
    • Retail Art Supplies
    • 1 - 100 Employee
    • Fashion and Machine Sewing Lead Counselor & Site Director
      • Jun 2014 - Aug 2014

      Greater Philadelphia Area Supervised specialty counselors, junior counselors, CIT's, and volunteer summer camp staff. Instructed the campers regarding sewing and craft activities such as pattern making and embroidery. Established set of rules and regulations that all have to follow while safely using the supplies. Determined the interests of each participant and tailored projects accordingly

    • United States
    • Wholesale
    • 1 - 100 Employee
    • Social Media Intern
      • Jan 2014 - May 2014

      Greater Philadelphia Area Manage all social media content for Clarisse and PromGirl; Perform quality assurance inspections for garments worn in the showroom, exchanged, and returned; Provide service to customers in the showroom by giving styling advice guidance to ensure the dress is right.

    • Jordan
    • Higher Education
    • 1 - 100 Employee
    • Resident Assistant
      • Jan 2013 - May 2014

      Greater Philadelphia Area Manages a residence hall floor of 75 freshman Maintains all bulletin boards and fliers with accurate, up-to-date, and useful information Counsels students on various personal and academic issues Enforces University and Residence Life rules and regulations resulting in a safe, orderly and enjoyable living environment

    • Recreational Facilities
    • 1 - 100 Employee
    • Server/ Bartender
      • Jun 2013 - Aug 2013

      Washington D.C. Metro Area Followed all establishment rules and procedures accurately; Provided excellent service and wait staff at an upscale private country club diner; Provided prompt and courteous dining experience for banquet functions, resulting in a satisfied experience for customers

    • United States
    • Restaurants
    • 100 - 200 Employee
    • Server
      • Jun 2011 - Aug 2012

      Provided a casual family-friendly environment of approximately 200 guests by creating a welcoming and upbeat atmosphere Delivered fast and friendly service to the guests, consistent with the restaurant's guest mission Consistently earned high tips based on efficient service and customer satisfaction

    • United States
    • Religious Institutions
    • Childcare
      • Nov 2008 - Aug 2010

      Cared for five to ten children, ages 0-6, in a small, intimate, child-friendly atmosphere Interacted with children while their parents attended services Created age-appropriate activities fitting of the children’s' attention span

Education

  • Arcadia University
    Master of Business Administration (M.B.A.), International/Global Studies
    2014 - 2016
  • Philadelphia University
    Bachelor of Science, Fashion Industry Management, Economics
    2010 - 2014
  • Paul VI HS
    High School, Regular/General High School/Secondary Diploma Program
    2006 - 2010
  • Paul Vi Catholic High School
    HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES
    2006 - 2010

Community

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