Jody Birdsall Email & Phone Number

Elk River, Mn, Us

Elk River, Mn, Us

Elk River, Minnesota, United States

Summary: Provide a variety of administrative support for the Chief Financial Officer, Senior Controller and Controller including preparing reports, correspondence, meeting schedules, and minutes. Communicates effectively and respectfully with all points of contact.Duties include: Clerical support services for the Finance Department, including preparing reports, correspondence, meeting schedules, minutes, ordering office supplies, and other duties as assigned.Perform data entry of Accounts Payable for the bank’s expenses disbursed and posts to appropriate ledgers. This includes obtaining vendor W9 and electronic ACH payment information and investigating problems that vendors have with obtaining payment for bills.Compute and submit quarterly sales tax, 945 withholding, IOLTA and RE trust account interest.Reconcile bank statements daily and general ledger accounts with various registers. Extract general ledger information from Jack Henry to complete month-end financial reports and graphs using Profitstar.Prepare and maintain company financial and corporate documents in Synergy for appropriate archival retention purposes.Provide support to the President and CFO for board and ALCO meetings by obtaining various departmental reports.

Duties included: Review of CIP, Beneficial Ownership, Holds, ADD, CDD, Privately Owned ATMs, High Risk NAICS codes, DDA Denials, Online Applications, Money Instrument Logs, HIDTA/HIFCA, CRA Public File, and more.Backup for Accounts Payable.

Duties included: Organize and distribute campaign materials for five offices, event management, supplies management, inventory management, proofread marketing materials, mail merges, balance advertising budget, balance donations budget, new product and services research/development, write procedures, website updates, process donation requests, accounts receivable, accounts payable, photographer, work with a variety of vendors, monitor department email.

Duties included: Prepare reports for board of directors, property management, collections, investigative research, follow-up with vendors, prepare legal documents, accounts payable, accounts receivable, balance general ledger accounts, administrative support for legal consultant, website content management, create forms, write procedures, order appraisals, order title work, meet with customers, arrange delivery and/or drop off of documents.

Duties included: Prepare disclosures, follow-up with customers and vendors, prepare legal documents, accounts payable, accounts receivable, balance general ledger accounts, create forms, write procedures, order appraisals, order title work, meet with customers, send out application packets, arrange delivery and/or drop off of documents, calculate rates, update rate sheet, upload documents to underwriter, work with customer insurance companies and employers

Duties included: Prepare orders for printing companies, organize and distribute campaign materials for eight offices, create supporting materials for promotions, create new marketing literature, proofread brochures, mail merges, balance general ledger accounts, prepare reports for executive committee, new product and services research /development, support/training for new products and services, write procedures, website updates, process donation requests, gather and organize attendees for chamber/community events and fundraisers, organize and participate in bank sponsored events, accounts receivable, accounts payable, branch visits, budget tracking, photographer, monitor department email.

Associate In Science Degree, Business Management

Education record

Education record