JoAnn
Experienced Bookeeper  CRYSTAL Minnesota Status: Offline
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Summary

Business Professional with extensive experience in Human Resources, Operational and Financial management. Utilizes strong organizational, planning, and communication skills towards improving operational efficiency.

Experience

PROFESSIONAL EXPERIENCE

ACCOUNTEMPS &ndash Temp. assignment at Peters, Revnew, Kappenman & Anderson, P.A., Edina, MN April 2020 &ndash Jan 2021

Firm Administrator

Managed physical operations, Bookkeeping, Payroll, AP and A/R, Reporting as requested by Managing Shareholder

CHOICE WOOD COMPANY, St. Louis Park, MN May 2015 &ndash July 2019

Office Manager / Bookkeeper

Managed physical office operations, Human Resources, Payroll, Tax Reporting, Financials, AP and A/R

KADEE LLC, (DBA: House of 365) Wayzata, MN Mar 2015 &ndash Apr 2015

Office Manager/ Bookkeeper

Managed all aspects of physical office operations, financial activities, and manufacturer contact. Temporary Position

GUARDIAN LIFE INSURANCE COMPANY, Bloomington, MN 2013 &ndash 2014

Office Manager/ Bookkeeper

Provided clerical support to the President, managed all aspects of physical office operations and financial activities, including:

  • Assisted representatives with securities applications
  • Supervised on-boarding of brokers/agents
  • Liaison with corporate compliance
  • All required Bookkeeping processes

WADDELL & REED, Plymouth, MN 2011 &ndash 2013

Independent Financial Advisor

Provided Financial Planning and Risk Management Services to clients in Minnesota. (Series 7 and 66)

  • Licensed to sell insurance and annuities in the state of Minnesota,
  • Financial Plans in accordance with client goals

Provided Risk Analysis for prospective clients

BARR ENGINEERING, Edina, MN 20077 - 2010

Project Account Administrator

Worked directly with 20+ Project Managers to provide accurate invoicing of charges to the client and budget tracking.

· Provided project specific invoicing monthly, at times totaling over $1M per month

· Assisted other key personnel with work overload

B.S. Technical Management (Accounting), DeVry University

A.A. Business Administration, North Hennepin Community College, Brooklyn Park, MN


Details

  • Salary:
  • Date: March 26 2021
  • Location: CRYSTAL, MN

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