Monika Lund

Monika Lund Email and Phone Number

San Diego, CA, US
Monika Lund's Location
San Diego, California, United States, United States
About Monika Lund

*Ambitious* CPA Candidate offering an unstoppable get-it-done attitude for all things accounting and business management!Multi-faceted professional with progressive experience in various facets of accounting, finance, general ledger work, and financial reporting. CPA candidate actively pursuing CPA licensure. Ambitious accountant that is passionate about using data, numbers, and research to support financial goals. Highly skilled in collaborating with all members of the organization to achieve business and financial objectives. Instrumental in optimizing cash flow, streamlining financial processes, enhancing productivity levels, introducing process improvements, and implementing technology solutions. Adept at navigating financial frameworks, translating objectives into actionable plans, building relationships with business partners, and capitalizing on opportunities to produce extraordinary results while taking on new challenges.*Uber-organized and passionate about using data, numbers, and research to support financial goals*Possess deep understanding of the impact a strong budget makes on corporate decision making*Attained both Bachelor of Science in Accounting and a Master of Science in Professional Accounting while raising a young family*Have lived and worked in US, Hungary, and England; speak conversational HungarianAccounting interests include: Advisory, Budgeting, Advanced Excel, Financial Analysis, Project Management, Account Reconciliations, Reporting Requirements, Financial Statement Preparation, and the Month-end Processing and Closing Golden Key Honor Society Member since March 2016QuickBooks Online Certified ProAdvisorMasters GPA: 4.0Undergraduate GPA: 3.96

Monika Lund's Current Company Details
North Star Financial Solutions, LLC

North Star Financial Solutions, Llc

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Owner
San Diego, CA, US
Monika Lund Work Experience Details
  • North Star Financial Solutions, Llc
    Owner
    North Star Financial Solutions, Llc
    San Diego, Ca, Us
  • Fpi Management
    Portfolio Accountant
    Fpi Management Apr 2023 - Present
    Folsom, California, Us
    In addition to all the duties as a Property Accountant, trouble shooting and resolving more complex issues and supporting our team as needed.
  • Fpi Management
    Property Accountant
    Fpi Management Jan 2020 - Apr 2023
    Folsom, California, Us
    • Effectively communicate and collaborate with accounting and operations departments as well as clients on a prompt and continual basis• Oversee accounting activities, produce preliminary reports for review and distribute approved financials for up to 15 properties• Review financial statements to ensure that expenses are in budgeted accounts and balance sheet items tie to source documents; research and resolve discrepancies as needed• Perform bank reconciliations and work with the operations and AR departments to resolve discrepancies• Manage cash flow by creating holdout schedules to include with the weekly AP Agings• Process weekly check run for approved payments• Wire distributions, mortgage and insurance payments; process payroll, management fees, property tax payments and intercompany reimbursements; true up security deposits• Record monthly journal entries for accruals, prepaid expenses, depreciation and amortization, market rent, vacancies and loss to lease• Responding to inquiries regarding expense and budget variances• Record annual closing entries in the equity accounts• Facilitate audits by sending requested statements and reports, recording year end audit entries, researching and providing explanations• Complete ad hoc tasks as needed
  • North Star Financial Solutions, Llc
    Owner
    North Star Financial Solutions, Llc Sep 2021 - Present
    I TRANSFORM business & personal finances for results-driven entrepreneurs!Massive Clarity, Aligned Action & the Reverse Engineering of your Dreams!

Monika Lund Education Details

  • Colorado State University Global
    Colorado State University Global
    2019
  • Colorado State University Global
    Colorado State University Global
    Accounting
  • Colorado State University Global
    Colorado State University Global
    Accounting

Frequently Asked Questions about Monika Lund

What company does Monika Lund work for?

Monika Lund works for North Star Financial Solutions, Llc

What is Monika Lund's role at the current company?

Monika Lund's current role is Owner.

What schools did Monika Lund attend?

Monika Lund attended Colorado State University Global, Colorado State University Global, Colorado State University Global.

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