Experience

Boeckermann Grafstrom & Mayer

• United States
• Accounting
• 1 - 100 Employee

• Client Services Associate

  • Oct 2022 - Present



CBIZ MHM, LLC

• United States
• Accounting
• 300 - 400 Employee

• Financial Statement Processor

  • Mar 2019 - Sep 2022

  • Proactively identifies needs, plans and prioritizes projects based on repetitive events to support recurring business needs.• Tracks client mailings; sorts, scans, and files client information.• Sorts incoming mail, and filters/resolves mail prior to distribution to employees.• Maintains private customer files, lists, and monitors for due date system; maintains accurate account details.• Has experience as staff-level tax preparer during tax season. • Performs special projects as needed• Regularly works in Microsoft Word, Excel, PowerPoint, QuickBooks, CCH tax software, and other accounting software.



E.T. Kelly & Associates, LLC

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant

  • Jan 2013 - Mar 2019



Friendship Village of Bloomington

• Waitstaff

  • Jan 2005 - Dec 2012