CARLA J. NELSON*
**** ******** **** #***, **. Paul, MN 55117
Email: *********@*****.***
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More than ten years experience in progressive accounting. Proven ability
to take on more tasks and higher level duties through training, hard work
and dedication. Effective communicator with a talent for listening,
facilitating processes and fostering positive relationships. Highly
organized with the ability to flourish in a fast-paced, multi-faceted
environment.
EMPLOYMENT HISTORY:
10/06 - 05/10, Aeritae Consulting Group - St. Paul, Minnesota
Accounting & Admin Manager 04/09 - 04/10
The primary function is to evaluate, develop, implement and maintain
financial and administrative policies, procedures and activities, insuring
smooth back-office operations and that this IT Consulting company of 50
employees is in full compliance with applicable laws and regulations.
Continued duties of Bookkeeper (see below).
Calculate and process employee commission and bonus payments on
a monthly basis.
Prepare, generate, and analyze monthly financial statements,
budgets, employee resource reports, trending reports and sales
forecasts using QuickBooks, Excel and QuickArrow.
Work with independent contractors to ensure compliance with
Aeritae contractor policies and procedures.
Manage bank account (cash) levels, making deposits and
transfers as needed
Develop and maintain procedures, systems, and policies to ensure
smooth and adequate overall business administration.
Supervise administrative staff and all aspects of benefits and
payroll.
Process yearly 401K and Work Comp audits.
Frequently sought out as a "go to" resource by consultants,
sales staff and management.
Bookkeeper 10/06 - 04/09
The primary function of this job is to be responsible for the day-to-
day accounting functions of this privately held IT Consulting company.
Handle all Accounts Payable functions, using QuickBooks,
including issuing approximately 20 checks on a weekly basis,
paying employee expense reimbursements bi-monthly, processing
Sales & Use and Revenue tax payments quarterly and processing
yearly 1099 and 1096 forms.
Handle all Accounts Receivable functions using QuickBooks
including processing approximately 25 invoices on a weekly basis
for 50 clients, daily cash receipts, any collection issues and
processing the bank deposit.
Process bi-monthly payroll using ADP online for 43 employees,
verify correct data for W-2's and year-end taxes and maintenance
of employee files.
10/02 - 09/06, Morrell & Morrell, LP (a division of Morrell Companies - Elk
River, Minnesota
Bookkeeper
The primary function of this job is to be responsible for the day-to-
day accounting functions of one division (Flatbed) of a three division
Trucking company of 30 employees, as well as administer all aspects of
HR, driver files and payroll.
Handle all Accounts Payable functions including issuing
approximately 20 checks on a weekly basis, processing Sales &
Use tax, IFTA and Revenue tax payments quarterly and processing
yearly 1099 and 1096 forms.
Handle all Accounts Receivable functions including processing
approximately 25 invoices on a weekly basis for 20 clients,
daily cash receipts, any collection issues and processing the
bank deposit and managing cash flow.
Process bi-weekly payroll using ADP then Payroll Control Systems
for 30 employees, verify correct data for W-2's and year-end
taxes and maintenance of employee files.
Process initial financial reports and month-end reconciliations
for external CPA.
06/02 - 10/02, Lakeland Mechanical, Inc - Maple Grove, Minnesota
Bookkeeper/Office Manager
The primary function of this job is to be responsible for the day-to-
day accounting and office functions of this Plumbing and Pipe Fitting
company of 45 employees, as well as administer all aspects of HR,
union information and payroll.
Handle all Accounts Payable functions using QuickBooks including
issuing approximately 15 checks on a weekly basis, processing
Sales & Use tax, Revenue tax payments and payroll taxes
quarterly and processing yearly 1099 and 1096 forms.
Handle all Accounts Receivable functions using QuickBooks
including processing approximately 25 invoices on a bi-weekly
basis for 25 clients, daily cash receipts, any collection issues
and processing the bank deposit and managing cash flow.
Process bi-weekly payroll using QuickBooks for 45 employees,
verify correct data for W-2's and year-end taxes and maintenance
of employee files and union documents.
Process initial financial reports and month-end reconciliations
for external CPA.
Manage lien waivers/certificates of insurance and job costing.
06/01 - 06/02, Family Chiropractic - Monticello, Minnesota
Office Manager
The primary function of this job was to be responsible for all
operations in this 2-person Chiropractic office.
General office duties including answering phones, setting up
patient schedules, ordering office supplies, marketing
materials, and typing letters for lawyers and insurance
companies.
Handle all Accounts Payable, including issuing checks on a
monthly basis.
All Accounts Receivable including insurance and patient billing
bi-weekly, collections, auditing of patient accounts, daily cash
receipts and end of the day/week/month paperwork
10/99 - 06/01, Monticello School District - Monticello, Minnesota *
Resource Room Teacher 09/00 - 06/01
The primary function of the job was to work with small groups of 4th
and 5th Grade students who needed extra help in various subjects but
do not qualify for Special Education. I worked at two different
schools, rotated my time with each grade and class and kept a log of
my activities and progress.
Due to budget cuts this position was permanently eliminated.
Substitute Teacher 10/99 -09/00
The primary function of the job was to be on-call to fill in for any
teacher unable to work that day.
Occasional completion of lesson plans, calling of regular
Teacher for more information, and being ready to jump into any
situation.
Substituted in various classrooms from Kindergarten to High
School, in any subject.
(*Maiden name was Adamski.)
EDUCATION:
Avila College, Kansas City, MO, December 1992
B.S. Elementary Education
North Hennepin Community College, Brooklyn Park, MN, December 1989
A.A. Business
ADDITIONAL SKILLS:
Internet Microsoft Office 2003, 2007, 2010 (Word, Excel, Power
Point) MYOB Outlook Quick Books