Janice Spitz

Streamwood, IL *****

ad468p@r.postjobfree.com

https://www.linkedin.com/in/janice-spitz-8a4b61a/

SUMMARY

Resourceful Administrative Professional with experience in finance, administration, and customer service. Trustworthy, candid individual with a track record of being recognized by management and customers for building relationships. Excellent time management, customer service and initiative. Received A.A.S.-Business Administration-Financial Management

SKILLS

• QuickBooks / ERP system • Financial Management

• Microsoft Office Suite • Strong Attention to Detail

• Strong Organizational Skills • Financial Statements Interpretation

• Multi Project Management • Process and Procedure Development

• Identifying & Solving problems • Excellent Client Service Skills

PROFESSIONAL EXPERIENCE

Momentum Beverage Team

Accounts Payroll Specialist March 2022 – December 2023

Reviewing, sorting, and matching invoices and check requests, ensuring proper approval

Comparing purchase orders, pricing, and terms of payment

Review freight costs and allocate to POs accurately with high attention to detail

Researching and resolving complicated invoice discrepancies

Ensure accurate warehouse counts match invoices

Setting up invoices for payment via checks, ACHs, and wires

Entering accounting data into the ERP system

Verifying vendor accounts through monthly reconciliation and related transactions

Monitoring accounts to ensure timely payments

Maintaining accurate files and documentation in accordance with company and legal policy

Corresponding with vendors and responding to inquiries- approx. 50-100 daily emails

Managing high-volume invoicing - approx. 100-150 weekly

Participating in month-end closing processes

Providing support to other members of the accounting team.

Dependable Building Services

Bookkeeper / HR Manager December 2020 - June 2021

Accounts Payable / Accounts Receivable

QuickBooks entries / reporting

Insurance processing/auditing

Obtain primary financial data for accounting records

Compute and record numerical data

Check the accuracy of business transactions

Mentor Office Manager on optimal changes in Processes and Procedure Development

Auditing current and setting up new HR procedures and policies

Generating official HR documents

Converting physical business files to digital

Onboarding efforts and employee termination process

LaSalle Network, Schaumburg, IL

Bookkeeper (St. Michaels Church) January 2020 - April 2020

Processed accounts payable and accounts receivable in QuickBooks and multiple financial online service systems

Reconcile multiple bank statements, audit multiple credit card accounts, resolve inconsistencies with multiple financial programs

Created and processed invoicing for preschool utilizing QuickBooks

Prepared payroll 25+ employees

Created financial reporting-Balance Sheet, Income Statement

Performed data entry in spreadsheets

Accounting Assistant (Sears Centre Arena) March 2019 - June 2019

Processed incoming mail, prepared, coded, and processed vendors invoices for check run

Reconciled monthly credit card expense reports, matched up purchase orders/receipts

Performed data entry in spreadsheets

Completed general administrative activities such as filing, scanning, sorting, copying

Liaison for accountant while on medical leave

Ameriprise Wealth Financial Advisory Practice Sweet & Associates, Barrington, IL 2002 - 2017

Financial Administrative Assistant / Client Service Manager

Prepared and assembled financial information and extensive presentation reports for client meetings focusing on account service and planning discussions which promoted sales growth

Coordinated projects for changes in office processes

Initiated and followed-up with clients, home office and/or 3rd party for consistent thorough services and product sales

Screened, guided, and prioritized incoming calls, confidential and sensitive e-mail communications and regular mail

Scheduled and coordinated appointments for multiple advisors with complex activities including meetings and travel

Maintained files and documentation records in accordance within the financial industry compliance regulations

Coordinated project of transfer paper file system of practice to digital filing system resulting in 16 hours per month less payroll time

Maintained monthly / weekly practice financial reports, managed/reconciled office expenses, order supplies, manage and maintain office equipment, event planning, practice growth presentations

Management experience with training, support, AR / AP reporting, payroll

EDUCATION

Harper College, Palatine, IL -

Associate in Applied Science in Business Administration

Financial Management 2018 - 2019

Project Management & Communication courses

Courses on Effective Office Management

Truman University, Kirksville, Missouri – Medical Office Assistant

AWARDS/COMMUNITY INVOLVEMENT

School District 54 District Citizens` Advisory Committee (DCAC) 2019

Young Hearts For Life Volunteer ECG screener 2018 - 2021

Leadership Awards & Affiliation Boy Scouts of America 2008 - 2021

oUnit Den Leader, Unit Assistant Scoutmaster

oDistrict Vice-President Membership, Council Committee Membership

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