Lanesha D. Mohip

Round Lake, IL ***** acv2uc@r.postjobfree.com 773-***-****

Driven and organized Financial Professional with many years of experience in multiple industries in addition to experience with tax preparation, investments and corporate accounting.

PROFESSIONAL EXPERIENCE

WACHS WATER SERVICES BUFFALO GROVE, IL February 2016 – April 2016

Wachs Water Services is the leading provider of water distribution system asset management solutions that significantly improve efficiency and network control.

-PROJECT ACCOUNTANT: temp role helping the Controller transition Project Accounting to new owners Pure Technologies, Inc

Duties included month end close journal entries for the business & reconciliations, payroll & HR functions, financial statement generation and review, AP management, review of client AR balances per contracts, Cash Forecast reporting, allocation of project expenses across COGS & SGA P&L accounts, system integration from QuickBooks to Microsoft Dynamics AX.

THE SANFORD ORGANIZATION WAUCONDA, IL October 2015 – Jan 2016

The Sanford Organization (TSO) is a fully accredited association management company dedicated to offerings high-quality and reliable association management services to a diverse and growing base of association clients at a reasonable cost.

-INTERIM CONTROLLER: temporary role helping small business owner while they continue their search for a FTE

Duties include month end close for the business & two clients, payroll & HR functions, financial statement generation and review, bank reconciliations, cash management, review of client funds per contract, reconciliation of royalty revenues, staff time, PTO tracking to client billable hours reconciliation review.

PFS INVESTMENTS February 2015 – Present

Help families get the protection they need, invest for the future and get out of debt.

-LICENSED FINANCIAL COACH

Life & Health Insurance protection, pre-& after-tax retirement plan analysis/setup, debt elimination plans, mutual fund investments, budget review, estate planning. I teach families, students, business owners & staff fundamental financial principles that aren't taught in school, to transform their financial future & reach their goals.

HSBC BANK US, N.A, METTAWA, IL October 2013 – April 2015

An international subsidiary of UK-based HSBC Holdings plc. that provides commercial banking products and services to individuals, corporations, institutions, and government agencies.

-SR. ACCOUNTANT (FQ) North American finance team was downsized, my position location moved to Elmhurst.

Role focused on a large 50-person team dealing with month end close, reconciliation, consolidation reporting, management financial software for all US Finance teams to access & request financial data across teams including KPMG audit requests.

BANKERSACCUITY, Skokie, IL June 2012 – October 2013

An international leader and provider of global payment routing data, AML screening data, software and professional services that allow organizations, across multiple industries, to maximize efficiency and facilitate compliance of their transactions.

-ACCOUNTANT Left role to seek senior accountant level opportunities.

Role focused on small 3-person team under Controller on month end close foreign contracts, contract review of appropriate revenue recognition in various currencies, IFRS focused, Fx journal transaction, deferred revenue recognition for UK & US contracts, backup AP & Cash Applications Accountant during PTO schedules.

Lanesha D. Mohip

Round Lake, IL 60073 acv2uc@r.postjobfree.com 773-***-****

MATHER LIFEWAYS, Evanston, IL September 2008 – June 2012

A non-profit company providing services to older adults including upscale, luxury senior residences, cafes, programs, research and information.

-ACCOUNTANT PROMOTED (The Mather Location) 10/09 – 06/12

-ACCOUNTING COORDINATOR (Corporate location) 09/08 –10/09

AMERICAN LIBRARY ASSOCIATION, Chicago, IL October 2007 – August 2008

The oldest and largest non-profit library association with a mission to provide leadership for the development, promotion, and improvement of library and information services.

-ACCOUNTING / FINANCE INTERN

EDUCATION & LICENSING

BACHELOR OF SCIENCE IN ACCOUNTING 2008

NORTHEASTERN ILLINOIS UNIVERSITY Chicago, IL

MBA, PUBLIC ADMINISTRATION & NONPROFITS 2011

KELLER GRADUATE SCHOOL OF MANAGEMENT Chicago, IL

GRADUATE CERTIFICATE IN HUMAN RESOURCE MANAGEMENT 2011

KELLER GRADUATE SCHOOL OF MANAGEMENT Chicago, IL

Licensed Illinois Life Producer 2015

Series 6 Licensed Investment Company Products/Variable Contracts Limited Representative 2015

Series 63 Licensed Uniform Securities Agent 2015

Notary Commissioned 2015

Series 65 NASAA Investment Advisers Law, In Progress 2016

Series 26 Investment Company and Variable Contracts Products Principal, In Progress 2016

SOFTWARE

Proficient in Microsoft Office Suite, QuickBooks, Sage/Peachtree, Jet Reports, Microsoft Dynamics Navision, Microsoft Dynamics AX, SAP, Silverware POS System, Kronos, Cognos Reporting, PeopleSoft, Saracen, Essbase, SmartView, Lotus Notes, Citrix & Oracle, Sage (peachtree), Ultratax CS, SalesForce, Run ADP, YM Membership platform.

PROFESSIONAL ASSOCIATIONS / COMMUNITY INVOLVEMENT

* WyzAnt, Chicagoland area (current) PT Tutor - Accounting, QuickBooks, Advanced Excel, Tax Prep & Series 6 & 63 test prep

*Seasonal Tax Preparer 2007, 2009, 2012 Liberty Tax Service, Inc. & Quick Refunds, Inc.

*Member & Open Arms Database Team Volunteer Torch Church, Lake County, IL

*HLDC Hispanic & Latin Diversity Committee, Former HSBC Employee Member

*Mather LifeWays Staff Fun Squad Former Employee Member

Contact this candidate