Karen Wegelin 480-***-****
***** * **** **, *******, AZ 85086 **************@*****.***
Summary
A highly organized and self motivated professional with over 30 years combined experience in the professional workplace. I have a strong background in the accounting, insurance and the hospitality industries.
Experience
Dick & Fritsche Design Group
July 2016 – Present Office Manager Phoenix, AZ
Full charge bookkeeper using Ajera; responsible for accounts payable, account receivable, monthly reconciliations and all miscellaneous accounting duties
Payroll processing, employee set up, check processing, tax reporting
HR management, benefit processing, 401k, dental, health and HSA
Front Office management
Darcy’s Ristorante
October 2009 – Present General Manager/ Bookkeeper Scottsdale, AZ
Daily Restaurant Management front and back of house
Accounts Payable using Quickbooks, G/L coding, maintain vendor accounts, check processing
Payroll processing, employee set up, check processing, tax reporting
Accounts receivable, posting of daily cash receipts and credit card processing
Monthly sales tax and annual tax preparation, handling of Audit
Reconcile bank accounts, cash flow forecasting, floor management and hiring, HR management
Troon Golf Staff Accountant Scottsdale, AZ
October 2010 – July 2016
Accounts payable, G/L coding, check processing, monthly reconciliations and budgeting, managing cash flow
Accounts receivable, daily cash receipts, ACH processing, credit card processing, monthly statement processing
Maintain member accounts, member administrator and sales contact
Purchasing, HR management, audit preparation
Automatic Data Processing
October 2004 – September 2009 Manager – Risk Management Roseland, NJ
Financial analysis for multimillion dollar Captive
Budgeting, prepared and distributed global insurance allocations for multiple corporate entities around the world and preparation of cost of risk
Assessed ADP’s risk and liability exposure and put controls or insurance in place to mitigate or eliminate the exposure
Prepare insurance application renewals, audit preparation and day to day Broker relations, worked with all lines of insurance
International liability policy placements and maintenance, reviewed client and vendor contract and M&A analysis
Karen Wegelin 480-***-****
35211 N 12th St, Phoenix, AZ 85086 **************@*****.***
Novartis Pharmaceuticals
March 1999 – Oct 2004 Treasury/ Risk Management Analyst East Hanover, NJ
Processed payables and provided training offsite for accounting system change over to shared accounting format
Preformed all treasury related functions, including wire transfers, banking relations, journal entries, budgeting, forecasting and account analysis
Preparation of the insurance budget, actuarial forecast and premium allocations
Loss analysis, manage large loss claims, participated in creating and maintaining company’s risk mapping
Supervised claim handling and analysis for all lines of insurance and managed large loss claims
Education
Fairleigh Dickinson University
2004Bachelor of Arts
General Studies/ Business
Graduated Phi Omega Epsilon/ Dean’s List
Middlesex County College
1985Associate Degree in Computer Science
Computer Programming
Certifications
Currently pursuing CPCU designation
Associate in Risk Management – ARM
Associate in Claims - AIC
Certified Workers’ Compensation Professional – CWCP
Certificate in Employment Law Compliance