Genevieve Herkert Email & Phone Number

United States

Madison, Wisconsin, United States

Malibu, California, United States

Remote

Remote

Madison, Wisconsin Area

As the Controller for TruScribe, I am responsible for all core departmental functions including accounts receivable and payable, payroll administration and compliance, and administering period-end closing processes.

Tacoma, WA

As an Accounting Associate with BCRA, I assisted the Controller with key monthly activities such as monthly adjusting journal entries, maintained key account schedules, and administered payroll. In addition, was responsible for the monthly invoicing of a core set of Project Managers requiring careful documentation of cost transfers and clear communication.

Greater Minneapolis-St. Paul Area

As an Audit Associate with KPMG, I participated as part of the audit team executing on assigned tasks within the audit program. Key emphasis was given to following documented audit processes, evaluating audit evidence and clearly communicating findings with the appropriate workpapers.

Greater Minneapolis-St. Paul Area

As the Accounts Receivable and Payable Specialist with TruScribe, I was responsible for full-cycle accounting as part of the receivables process - from initial order establishment through final collections. On the payables side, I was responsible for timely and accurate codification of vendor invoices and expenses into the appropriate legal entity.

Edina, MN

Assisted a private practitioner in the Financial Planning services with administration of his financial planning practice including fielding customer inquiries, updating and drafting financial analysis, calendar management and various client research requests. This was a part-time position.

Greater Minneapolis-St. Paul Area

Aligned with field leadership team supporting approximately 250 advisors and staff. Coached on financial planning tools, tactics for increasing advisory fees, systems for tracking renewals and accounts receivable. Helped advisors define and implement client service models.

Greater Minneapolis-St. Paul Area

As a manager in the Advisor Business Development Group, I worked with my external partners to help advisors in the Southwest Territory to grow their practice in the areas of Financial Planning, Client Acquisition and Comprehensive Sales Strategies.

Greater Seattle Area

Created financial analyses utilizing NaviPlan, wrote final plans through Document Developer and advisory letters, tracked financial planning renewals and payments, assisted with data gathering process. In 2010, compiled ~160 plans. Advisor’s book experienced a 44% production growth.