Sandy Walter Email & Phone Number

Milwaukee, Wi, Us

Responsible for recording daily through annual financial activities in Fund Accounting/GL, and all reporting. Payables, Receivables, Payroll, Benefits., all Tax reporting, Workers Compensation, Budgets, Water and Tax billing, Investments, Loans, TIF's, etc. With Services of; Police, Fire, Ambulance, DPW, Water, Sewer/Wastewater, Library, Court System, Garbage, Recreation, Cemetary, Solar Farm, Vehicle Inspections, just to name a few. SOFTWARE: WorkHorse, Microsoft, and others.

Support Dealership needs: Sales, Parts, Service, Storage. Brand Ambassador! Accounting; Accounts Payable, Billing, Accounts Receivable/Collections, Customer Service, Inventory, POS, phones, banking, etc.

4 consecutive long-term contracts successfully completed, Sales, Service & Distribution of Specialized Medical devices. Keyholder, Daily Operations and Office Management of Regional/practicing Sales Manager and 3 Technicians for Wisconsin & U.P. of Michigan. Monitor and process emails, customer calls, coworkers needs, order, receive and ship product, processing all applicable paperwork, including billing, facilitate collections. Coordinate & schedule Technicians, coordinate with clients, order supplies, special projects & coordination as requested. Smaller offices, wear many hats, lots of self directed Financial and Operations "discovery" to figure things out, while maintaining operations. Audit, reconcile, and adjusting/reclassification Journal entries to correct. Prep existing data to electronically upload for migration to a new software. Accounts Payable, Receivable, Bank Rec's, Payroll, Cash flow. Production Reporting, Answer calls, customer/vendor needs, Multilocation, daily handling large amounts of cash, accept deliveries, Shipping Product, etc.

Monitor and administrate health screenings, facilitate temperature taking to maintain a health workforce and safe working environment - early morning shift.

Brookfield, Wisconsin, Us

Office Management, Sales, Scheduling and Administrative Support for 4 consistently Top Producing Agents of the Roth Team on the weekends. Office intake, prioritize, respond, facilitate, process, approve and resolve agency activities via phones and centralized email system for staff of 8 people (4 were internal support), Create detailed and accurate Offers to Purchase, Amendments, Counter Offers, along with scheduling showing and access, obtain approvals, access to properties, etc. Research Expired's, Prepare Marketing, Intro Packets, mailings. Answer phones providing exemplary Customer Service. Research and create detailed analytical financial Net Sheet/Proceeds calculations, and similar requests as needed. SOFTWARE: Shorewest Agent Pro, DocuSign, Showing Time, MLS, Vortex, SentriLock, Microsoft Office Suite; Email, Word, Excel, Centralized email system for 4 top producing Agents, etc. (*Ended Due to COVID Restructing)

Waukesha, Wisconsin, Us

Office & Business Manager for one person office, 2 businesses. Personalized customer service, answering phones, scheduling, billing, collections, operations and financial processing and reporting including job costing. Cash flow management, accounts payable, accounts receivable, payroll and benefits administration and more. A Jill of Many Skills! SOFTWARE: QuickBooks online, Intuit Payroll, Jobber CRM Customer Relations Management System, scheduling, GPS, Google Suite: Gmail, Spreadsheets, Calendar, etc.

Responsible for client care including advocacy, monitoring, communication, and administration of all medical, financial, dietary, spiritual, and other needs as changing circumstances required to meet and exceed Quality of Life client desires. Including oral, written, electronic communications, coordination, scheduling, support, research and continuous education on new, or possibly new issues of concern, including analysis of diagnosis, medications, therapies, treatments, with teams from multiple areas, Administration of ADL's - activities of daily living, along with purchasing, and transportation. Solution, quality provider, execution of legal and financial decisions, documents and activities coordinating and performing successful results implementation. Research, independently access options, prepare and conduct analysis and discussions, meetings communicating with customer, teams, and professionals to evaluate best solution to achieve short- and long-term goals, including sale of two properties, coordinating one out of state, relocation and transitioning to ever changing situations, adapting to new environments and routines for myself, client and the teams as needed executing nest next step decisions. Perform custom care solution utilizing critical listening, evaluation, interpretation, monitoring. Motivation, encourage, educate, perform therapy, empowerment, life/mind building challenges, medication, meals, activities of daily living and engagement for a healthy vibrant lifestyle. Networking, community outreach and operations, rehabilitate, restore and revitalize! Provide emotional and physical support on a daily basis with respect and integrity to improve and maintain quality of life. SOFTWARE: Microsoft Office 365 Business Essentials; Outlook Calendar Scheduling, Word, Excel. EPIC, and other medical software and research.

Meet, greet, explain, register and assist individuals in a variety of capacities. Facilitate, hospitality, setup, electronic media updates, community awareness, volunteer training, and other duties as requested or where there is a need. Working with diverse clientele, from newborn through retirement years! SOFTWARE: Microsoft Excel.

Accounts Payable, Billing, Accounts Receivable, Account Reconciliations, Administrative Support, Website and Newsletters creation and maintenance. Assist and coordinate massive manual mailings in a Non-Profit environment. SOFTWARE: Quick Books Enterprise 11.0, Northwoods Titan CMS (website administration), IMS, Lotus Notes, Microsoft Office Suite.

Milwaukee, Wi, Us

Responsible to learn product, services and operations of a Multi-Million dollar Medical Hard & Software Services company (out-of-state). Process 50% of daily activity, EOM's, including Revenue Recognition. Assisted with training and completion of software migration of newly acquired company in a very short time frame. SOFTWARE: Sage Intacct, Great Plains SAP- ERP, Microsoft Office Products.

Sussex, Wisconsin, Us

Full Cycle Accounting and Operational reporting. Analysis, research and reconciliation. Accounts Payable, Receivable, Billing, Collections, General Ledger, Financial Statements, Payroll, Benefit Administration, Office Coordination, Taxes, with extensive audit, reconciliation and troubleshooting, including software and implementation to create accurate, timely financial, production and management reports and statements for leadership team. Cash flow, software processes and implementation, documentation. Customer, vendor and service providers negotiation, facilities management, company event’s organizer. Training, and streamlining operations, member of Continuous Improvement and Management teams. SOFTWARE: ERP Epicor Vista, Vantage, Excel, Microsoft Office.

Daily processing, End of Month, and Year End General Ledger review, audit reconciliations, adjusting entries and closings for a completely in house food manufacturer, sales and distribution business. Including in-house created catalogs, storefront furnishings and online division. Create timely and accurate General Ledger account analysis, review and financial statements, with multi state/location, Sales Tax for over 25 states, and multiple business lines, adding a new retail location every 2-3 months! Assist during initial expansion, corporate office relocation, and cover extended medical leave.

Menlo Park, Ca, Us

Detailed, analytical Land/Real Estate Contract review, to record, monitor, and maintain records and data bases. Review, process and maintain Fixed Assets, other projects as requested, fill in for other Staff Accountants, PTO, etc. in preparation for ultimate sale of company. SOFTWARE: Microsoft Office, Excel and others.

Chicago, Il, Us

Review, process and record business transactions according to GAAP. Audit, review and provide Financial Statements with supporting documents for managing CPA's review, clients, tax reporting, etc. Review, record, monitor and provide details (including journal entries) for Fixed Assets of all clients. Personal Tax preparation with supporting documents, special projects/clients as assigned. Issue 1099/1096's for all clients.

Menomonee Falls, Wi, Us

Responsibilities similar to other positions, in a closely held, family owned and managed technical industry with multiple locations, and in 2 state business. Full employee benefits - insurance review and audit, update and routine approval as needed for a partially insured health insurance administration. Research and administrate the only company wide uniform change in over 25 years for 50+ technicians. Also responsible for vehicle and telecommunications needs company wide.

Start-up company! 3 partnering parent companies, at an abandoned, environmental clean-up site, "Bring Jobs to Milwaukee" multi-media open house, in addition to set-up, documentation of all processes and daily operations of a new start-up company, with onsite inspecting client, in an environmentally challenging industry.

New Berlin, Wi, Us

Extensive business review, financial organization, cost/dept'l accounting, documentation/audit for outside audit in addition to daily, weekly monthly and annual processing. Similar to/please see above.

Responsible for all daily, weekly, monthly, and annual financial transactions, including, tax, payroll, budgets, estimated, standards, to actual. Investigate all General Ledger variances. Reporting and processing of AP - Accounts Payable, AR - Accounts Receivable, including dispute resolution with clients and suppliers. PR - Payroll, Tax, union reporting, benefits and corporate insurance and workers Compensation audits, preparation and review. Inventory, job costing, all journal entries, reconciliations, audits, etc for all banking, cash management/flow, tax preparation for external annual audit. Cash flow, audit, reconciliation to create accurate, timely departmental, and financial reports and statements for management. Documentation, of standard office procedures. Training, record keeping and streamlining operations, member of Management team.

At corporate headquarters for 20+ Food Manufacturing Plants throughout the United States, I maintain accurate costs. Changing weekly based on chemical structure and weekly milk market, other environmental factors, and material and labor costs, etc. for all plants throughout the country. Successfully Research, Audit and reconcile Actual Costs to Standard Costs, and transactions based on blown-out BOM - Bill of Material, Inventory transactions, transfers, updates, forecasts, production, etc. working with all levels of the organization.

Business Management, * Accounting

Ongoing Education, Accounting, Software, Business, Law, Safety, Marketing, Cpr/Aed Continued Education, Personal Growth

Continued Education, On Going

* Business: Accounting, Marketing, Art & General Studies