JODENE MOENCH, CPA (Inactive)

*** * ******** ********* **********, MN 55337 605-***-**** acqj2z@r.postjobfree.com

CONTROLLER / FINANCE MANAGER

Seasoned accounting professional with 23+ years of experience in public and private accounting, seeking a management position that offers new challenges and growth potential. Dedicated leader with proven track record of successfully managing team members, projects, and client relationships. Highly motivated and analytical individual with excellent interpersonal, team building, and multi-tasking abilities.

With demonstrated strengths and accomplishments in:

Retail Accounting

Financial Statements & Reporting

Leadership / Team Building

Staff Training & Development

Payroll

Accounts Payable / Receivable

General Ledger

GAAP

Process Improvement

Financial Analysis

Audits & Taxation

Inventory Control

PROFESSIONAL EXPERIENCE AND SELECTED ACHIEVEMENTS

PARTNERS IN EXCELLENCE – Burnsville, MN 2014-2015

Autism therapy center that offers treatment programs for children diagnosed with an Autism Spectrum Disorder.

Finance Manager, Direct accounting functions, including monthly/yearly financials for owners various entities, accounts receivable, accounts payable and payroll verification. Perform revenue reconciliations between our billing software and financial software. Manage the billing department which consists of 2 billing and collections specialists and an accounting coordinator. Perform staffing functions and coaching of staff.

Produced 4 months of financials within 6 weeks of being hired.

Improved efficiencies on procedures that needed evaluation and streamlining.

Initiated contact with new insurance brokers to provide better employee benefits

Worked with our Payroll company to export all our information into our software and outside benefit vendors

BIRCHWOOD CASEY, LLC. – Eden Prairie, MN 2012-2014

Distribution Company that sells sporting goods directly to national retailers.

Finance and Administration Manager, Direct accounting functions, including monthly/yearly financials, various state tax reporting, inventory control, accounts receivable, accounts payable and payroll. Integral part of a management team that was part of selling the company after the split from the parent company. Preparing financial information and attending management presentations to prospective buyers. Manage an accounting team, perform staffing functions, provide new hire and ongoing employee training, and serve as HR contact for benefits information.

Facilitated startup of subsidiary company (Birchwood labs) at new location to create a smooth transition to a standalone company from the parent company.

Arranged for the smooth transition of all new insurance contracts, retirement plans and HSA savings accounts.

Initiated contact with Banks, vendors and state agencies to establish our own accounts.

House of Glass, Inc. – Aberdeen, SD 2008-2012

Manufacturing/retail company specializing in custom commercial and residential projects.

Controller, Direct all accounting functions, including monthly/yearly financials, payroll for 40+ employees, sales/excise tax reporting, inventory control reporting, accounts payable, accounts receivable, vendor setup, and contract billing.

Manage accounting and sales teams, perform staffing functions, provide new hire and ongoing employee training, and serve as HR contact for benefits information, 401k, and performance reviews. Implement and enforce accounting-related procedural changes.

Facilitated transfer of 401k plan to new plan administrator, attending meetings with financial advisors and company owner, and completing all required financial and legal paperwork.

Initiated documentation of all company policies and procedures to streamline operations and for cross training purposes.

Managing transition in inventory process from annual physical count to a cyclical counting system that entails entering and maintaining all inventory data electronically.

Expetec Corporation – Aberdeen, SD 2006-2008

Technology services offered by independently owned franchises and partner members across U.S. and Canada.

Controller / Compliance Manager, Oversaw all accounting and reporting functions at corporate headquarters. Received and analyzed financial information from franchisees on monthly basis, performing debt ratios and monitoring royalty collections. Participated in biannual training sessions as part of management team, and educated new and current franchisees on accounting package and integration of CRM application with accounting software.

Collaborated with corporate attorney to resolve all compliance and legal issues, enabling the sale of franchises in all 50 states and in Canada.

Analyzed and prepared financial statements and reports for major audit following company acquisition, and worked closely with accounting firm throughout audit process.

Contributed to complete overhaul of existing franchise business model, participating in regular management meetings and providing accounting perspective. Facilitated implementation of new franchise financial model and marketing plan.

Presentation College – Aberdeen, SD 2004-2006

Private four-year college with campuses located in Minnesota and South Dakota.

Accounting Supervisor, Managed all student accounts and general ledger, and completed sales tax returns for campus bookstore. Supervised team of two, overseeing accounts payable function and payroll for 60+ faculty members. Attended College’s Board of Directors meetings and frequently presented financial information.

Achieved record low in College’s accounts receivable through persistent collection of outstanding tuition and book charges, and settlement of other bad debts and accounts.

Implemented accounting software package (Great Plains) and student accounting software (CAMS), and led training sessions for accounting staff.

Eide Bailly, LLP – Aberdeen, SD 1986-1996

One of top 25 CPA firms in the nation; also offers business advisory services.

Certified Public Accountant, Interviewed and prepared tax returns and tax documents for clientele comprised of individuals, corporations, and partnerships.

Led government agency audits as accountant in charge, visiting schools K-12 and reviewing financials, preparing documentation, reviewing and clearing comments, and submitting finalized compilation reports.

PROFESSIONAL ASSOCIATIONS

South Dakota CPA Society

EDUCATION AND RELEVANT SKILLS

South Dakota State University – Brookings, SD

B.S. Health, Physical Education, and Recreation

Northern State University – Aberdeen, SD

Emphasis in Accounting

Technical Proficiencies: Microsoft Suite (Word, Excel, PowerPoint, Outlook), QuickBooks, RFMS, Great Plains, CAMS, Service CEO Software, IBM AS400, BNA

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