2009 resume

ISABELLE C. WOZNIAK

*** ********* ***** • Mechanicsburg, PA 17050 • 717-***-**** • ********@*******.***

SUMMARY OF QUALIFICATIONS

• Distinguished track record of over 20 years of exceptional service.

• Provide complete accounting and payroll services customized to employer’s need.

• Expertise in accounts payable, accounts receivable, bank/investment reconciliation, general ledger maintenance, payroll processing, taxes and reporting, budget preparation and review, financial reporting.

• Developed sustained business relationships based on knowledge, trust and confidentiality.

• History of reducing costs and improving efficiency.

• Outstanding analytical, problem-solving and reporting abilities.

TECHNICAL SKILLS

QuickBooks Pro • Sage MIP Fund Accounting (Modules: AP, AR, EFT, Budget, Bank Rec.)

Peachtree • One-Write Plus

Microsoft Excel • Microsoft Word

ADP • Paychex • Paytime

PROFESSIONAL EXPERIENCE

FMA ADVISORY, INC. August 1998—Present

Accountant Harrisburg, PA

An independent investment firm that provides asset management for individuals and businesses.

• Coordinated accounting system conversion from One-Write Plus to QuickBooks Pro; taught self and trained six staff members in new accounting software.

• Process accounts payable and accounts receivable on a bi-weekly basis.

• Process semi-monthly payroll, payroll taxes and reporting for 8 employees.

• Reconcile bank/investment accounts.

• Assist external auditors during annual audit of financial statements.

AMERICAN LUNG ASSOCIATION OF THE MID-ATLANTIC April 1994—January 2009

Finance Department Accountant Camp Hill, PA

A non-profit corporation comprised of 12 regional offices that promotes lung health through research, education and advocacy with an annual budget of $11 million.

• Implemented accounting system conversion to Sage MIP Fund Accounting without any interruption of accounting operations and trained nine staff members in accounting software.

• Maintained and reconciled 200+ general ledger accounts.

• Coordinated semi-monthly payroll functions for 60+ employees.

• Developed Excel spreadsheet macros to ease the financial reporting requirements for 16 federal/state grants.

• Reconciled bank/investment accounts and consolidated 25+ accounts down to 15 bank/investment accounts.

• Assisted with merger of four state Lung Associations into the Mid-Atlantic; reconciled general ledger accounts for each entity prior to merger to ensure accuracy of account balances before incorporating them into the accounting system.

• Created memorized transactions for adjusting journal entries which reduced input time by 50%.

• Designed budget templates and aided staff in preparation of 100+ program and special event budgets.

• Provided program staff with budget information and narratives for grant proposals.

• Supplied auditors with accurate year-end reports and assisted in completion of annual audit in record time.

• Selected by CFO for special departmental assignments that required timely completion.

• Trained all new staff in accounting software.

JEWISH FAMILY SERVICE September 1998—October 2006

Accountant Harrisburg, PA

A non-profit organization that provides professional counseling, social work and educational services to individuals and families with an annual budget of over $1 million.

• Maintained and reconciled 100+ general ledger accounts.

• Recommended conversion of manual accounting system to QuickBooks Pro; trained four staff members in new accounting software.

• Processed accounts payable and accounts receivable on a bi-weekly basis.

• Reconciled 5 bank/investment accounts.

• Processed semi-monthly payroll, payroll taxes and reporting for 14 employees.

• Prepared financial statements and presented them at monthly board meetings.

• Prepared agency-wide and program budgets.

• Created and posted adjusting journal entries.

• Worked with CEO to develop an Organization-wide Policies and Procedures manual needed for accreditation.

• Assisted auditors during annual audit of financial statements.

EDUCATION

STATE UNIVERSITY OF NEW YORK 1979—1983

Bachelor of Science—Business Administration Buffalo, NY

Concentration in Management Information Systems

OTHER EXPERIENCE

UNITED STATES PEACE CORPS April 1986—October 1988

Volunteer Business Advisor Wundanyi, Kenya

• Advised small business development efforts in rural Kenya.

• Provided training in management, planning, production, marketing and accounting.

• Identified potential ventures, conducted feasibility studies and developed business plans for funding in collaboration with international development agencies.

References available upon request.

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