Genevieve Herkert Email and Phone Number
Genevieve Herkert work email
- Valid
- Valid
- Valid
Genevieve Herkert personal email
- Valid
- Valid
Genevieve Herkert phone numbers
Business professional with 16+ years experience, beginning with financial services before a mid-career pivot to accountancy.While working, I obtained my Bachelor's Degree in Accounting, graduating Magna Cum Laude in May 2016 with an institutional GPA of 3.95 and a discipline GPA of 4.0. Exiting my college career, I entered into a track at KPMG when the birth of my son necessitated a shift in priorities.For the past 8 years, I’ve thrived in smaller accounting teams, where my hands-on involvement has enriched my technical skills. Whether it’s optimizing payroll workflows or refining A/R and A/P processes, I enjoy diving into the operational side of accounting. One of my hidden passions is payroll, where I ensure that every detail is meticulously handled. I’ve also found satisfaction in the challenges of month-end close—balancing the predictable structure with the inevitable surprises that keep me engaged. Tax and compliance, though less frequent, are processes I truly enjoy as they allow me to apply my regulatory knowledge to ensure full compliance.What truly drives me, however, is building and developing strong accounting teams. I believe that great teams are built on a foundation of thorough training, trust, and strong relationships at every level of the organization. A strong leader will instill skills and traits in their team that will far outlast their professional relationship. Management is truly a noble profession. My professional focus for the next few years will be obtaining my CPA designation and continuing to refine my skills around financial reporting and management. Skills Include: • Month-End Close• Balance Sheet Reconciliation• Payroll Processing & Compliance• General Ledger Management• Tax Reporting and Filing• Process Documentation• Management & Team Development
-
Director Of Outsourced Accounting ServicesYaeger AdvisoryUnited States -
Director Of Outsourced Accounting ServicesYaeger Advisory Oct 2024 - PresentMadison, Wisconsin, United States -
Senior Accounting ManagerOrfium Nov 2023 - Sep 2024Malibu, California, United States -
Accounting & Finance Process ManagerOrfium Nov 2022 - Dec 2023Remote -
Senior AccountantOrfium Aug 2021 - Nov 2022Remote -
ControllerTruscribe Apr 2018 - Aug 2021Madison, Wisconsin AreaAs 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. -
Accounting AssociateBcra Jul 2017 - Jul 2018Tacoma, WaAs 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 both internally and externally. -
Audit AssociateKpmg Sep 2016 - Apr 2017Greater Minneapolis-St. Paul AreaAs 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. -
Accounts Receivable/Payable SpecialistTruscribe Jan 2016 - Sep 2016Greater Minneapolis-St. Paul AreaAs 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. -
Planning AssistantAmeriprise Financial Services, Inc. Feb 2013 - Jun 2014Edina, MnAssisted 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. -
Regional Advice ConsultantAmeriprise Financial Services, Inc. Dec 2011 - Nov 2012Greater Minneapolis-St. Paul AreaAligned 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. -
Regional Sales ManagerAmeriprise Financial Dec 2010 - Dec 2011Greater Minneapolis-St. Paul AreaAs 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. -
Financial Planning SpecialistAmeriprise Financial Apr 2007 - Nov 2010Greater Seattle AreaCreated 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.
Genevieve Herkert Skills
Frequently Asked Questions about Genevieve Herkert
What company does Genevieve Herkert work for?
Genevieve Herkert works for Yaeger Advisory
What is Genevieve Herkert's role at the current company?
Genevieve Herkert's current role is Director of Outsourced Accounting Services.
What is Genevieve Herkert's email address?
Genevieve Herkert's email address is ge****@****ibe.com
What is Genevieve Herkert's direct phone number?
Genevieve Herkert's direct phone number is +120685*****
What are some of Genevieve Herkert's interests?
Genevieve Herkert has interest in Civil Rights And Social Action, Environment, Economic Empowerment.
What skills is Genevieve Herkert known for?
Genevieve Herkert has skills like Accounting, Financial Advisory, Retirement Planning, Finance, Financial Planning, Financial Analysis, Marketing Strategy, Financial Services, Mutual Funds, Strategy, Leadership, Business Development.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial