Experience

Alula

• United States
• Security Systems Services
• 1 - 100 Employee

• Staff Accountant

  • Jan 2020 - Present

  Process payroll for 100+ employees on a bi-weekly basis. Research and resolve state agency notices. Process manual and purchase order invoices, expense reimbursement and cell phone reimbursement. Prepare payments to vendors using ACH, wire or check payment method. Assist with Accounts Receivable collections. Review and post daily cash transactions. Process payroll for 100+ employees on a bi-weekly basis. Research and resolve state agency notices. Process manual and purchase order invoices, expense reimbursement and cell phone reimbursement. Prepare payments to vendors using ACH, wire or check payment method. Assist with Accounts Receivable collections. Review and post daily cash transactions.



PFB Law, Professional Association (f/k/a Peterson, Fram & Bergman, P.A.)

• United States
• Legal Services
• 1 - 100 Employee

• Accountant

  • Aug 2018 - Dec 2019

  Process payroll for staff and attorneys Reconcile GL and bank accounts Prepare month-end journal entries and financial statements File quarterly MN Sales and Use Tax return File quarterly state payroll withholdings Handle various HR duties for employee benefits Process payroll for staff and attorneys Reconcile GL and bank accounts Prepare month-end journal entries and financial statements File quarterly MN Sales and Use Tax return File quarterly state payroll withholdings Handle various HR duties for employee benefits



Jones Sign Co., Inc.

• United States
• Construction
• 200 - 300 Employee

• Accounting Coordinator

  • Jun 2018 - Jul 2018

  Prepared customer invoices for national accounts, following company policies and procedures Prepared monthly GL account reconciliation reports for assigned accounts Prepared weekly time sheets in excel format, and submitted to Payroll/HR Coordinator to process (temporarily until employees were trained on new system) Prepared Work in Process, job payment status report, inventory count and various other reports for Jones Sign management team during the transition phase from Walker Sign



Lawrence Sign

• United States
• Facilities Services
• 1 - 100 Employee

• Senior Accountant

  • Jan 2013 - Jun 2018

  Detail oriented individual who provided a range of general clerical and accounting support. Served as subject matter expert on all Accounts Payable and Accounts Receivable inquiries. Entered vendor and subcontractor invoices and routed to appropriate operation managers for payment approval. Prepared daily checks for payment to suppliers and subcontractors following company payment terms. Prepared month-end closing duties including journal entries and account reconciliations using Quickbooks. Reviewed balance sheets and income statements to ensure transactions were recorded in their appropriate accounts. Prepared individual job costing report for each completed sign project, and circulated the report to multiple operation leaders to provide feedback on the results of the project. Prepared the Minnesota Sales and Use tax report. Prepared customer invoices for service calls and work order projects. Built strong relationships with sales team, suppliers and external customers.



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Customer Service Consultant

  • Jan 2011 - Jul 2012

  Responsible for supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, customer service and technical support. Saved the company $132,000 from a fraudulent cash transfer by following specific procedures and guidelines. Act as liaison to WellsTrade Customer Service Representatives and various other departments to answer customer account specific questions or general processing questions. Direct client contact to resolve outstanding issues with documentation. Responsbile for accurately processing various asset movement requests such as IRA Contributions and Distributions, Incoming Account Transfers, ACH's, and journals.



Wells Fargo Investments, LLC

• Minneapolis, MN

• Account Transfers Specialist

  • Oct 2005 - Jan 2011

  Perform a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems. First point of contact for the team, operational departments, and upper management on outgoing transfer escalations. Lead trainer for all new employees. Effectively communicated with sales force, contra firms and other departments within WFI using telephone, e-mail and report systems to resolve issues and/or further expedite transfers. Review all DTC gifting requests to ensure 95% same-day delivery. Review and process estate and trust disbursements, ensuring that transfers are completed in a timely matter and meet established service level agreements. Review escalations received from Customer Service Representatives to resolve any issues within established service level agreements. Ensured all department procedures are current and in compliance with government regulations and company policies.