Genevieve Herkert

Genevieve Herkert Email and Phone Number

Director of Outsourced Accounting Services @ Yaeger Advisory
United States
Genevieve Herkert's Location
United States, United States
Genevieve Herkert's Contact Details

Genevieve Herkert personal email

Genevieve Herkert phone numbers

About Genevieve Herkert

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

Genevieve Herkert's Current Company Details
Yaeger Advisory

Yaeger Advisory

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Director of Outsourced Accounting Services
United States
Genevieve Herkert Work Experience Details
  • Yaeger Advisory
    Director Of Outsourced Accounting Services
    Yaeger Advisory
    United States
  • Yaeger Advisory
    Director Of Outsourced Accounting Services
    Yaeger Advisory Oct 2024 - Present
    Madison, Wisconsin, United States
  • Orfium
    Senior Accounting Manager
    Orfium Nov 2023 - Sep 2024
    Malibu, California, United States
  • Orfium
    Accounting & Finance Process Manager
    Orfium Nov 2022 - Dec 2023
    Remote
  • Orfium
    Senior Accountant
    Orfium Aug 2021 - Nov 2022
    Remote
  • Truscribe
    Controller
    Truscribe Apr 2018 - Aug 2021
    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.
  • Bcra
    Accounting Associate
    Bcra Jul 2017 - Jul 2018
    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 both internally and externally.
  • Kpmg
    Audit Associate
    Kpmg Sep 2016 - Apr 2017
    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.
  • Truscribe
    Accounts Receivable/Payable Specialist
    Truscribe Jan 2016 - Sep 2016
    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.
  • Ameriprise Financial Services, Inc.
    Planning Assistant
    Ameriprise Financial Services, Inc. Feb 2013 - Jun 2014
    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.
  • Ameriprise Financial Services, Inc.
    Regional Advice Consultant
    Ameriprise Financial Services, Inc. Dec 2011 - Nov 2012
    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.
  • Ameriprise Financial
    Regional Sales Manager
    Ameriprise Financial Dec 2010 - Dec 2011
    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.
  • Ameriprise Financial
    Financial Planning Specialist
    Ameriprise Financial Apr 2007 - Nov 2010
    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.

Genevieve Herkert Skills

Accounting Financial Advisory Retirement Planning Finance Financial Planning Financial Analysis Marketing Strategy Financial Services Mutual Funds Strategy Leadership Business Development Marketing Consulting Retirement Series 7 Customer Acquisition Fixed Annuities Client Acquisition

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?

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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.

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