Wendy Schoen Email & Phone Number

Waukegan, Il

Cash management/treasury - implemented structure for cash management and cash flow production cycle.Brought payroll in house for +1500 employees resulting in significant annual savings. Process improvement and implemented automated payroll system to drive efficiency. Documented and strengthened internal controls over multiple financial operations.Improved billing system reducing invoice time by 5 days; DSO reduced by 10 days.

Greater Chicago Area

Chandler, Az

Oversee the profitable operations of cloud-based accounting firm serving 50 micro-businesses in multiple states insuring that clients were satisfied and the firm met goal.Managed the preparation of tax-basis ready financial statements, payroll for multiple states, cash flow management, accounts receivable and accounts payable. Managed remote accounting processors in multiple states, to include hiring, firing and training. Duties included client review meetings and close… Show more Oversee the profitable operations of cloud-based accounting firm serving 50 micro-businesses in multiple states insuring that clients were satisfied and the firm met goal.Managed the preparation of tax-basis ready financial statements, payroll for multiple states, cash flow management, accounts receivable and accounts payable. Managed remote accounting processors in multiple states, to include hiring, firing and training. Duties included client review meetings and close client contact under GM. Aided GM in reviewing profitability of accounts.Implemented Project Management DatabaseCreation of Internal Process Manuals for employee use. Show less

Corvallis, Oregon Area

Managed financial operations including billing, preparation of financial statements, accounts receivable, accounts payable, payroll and contracting with clients. Hired, fired and trained office personnel. Under my accounts receivable system, customers balances over 90-days aging dropped from 75% to less than 30% Implemented new billing process to increase revenue 30%

Corvallis, Or

Managed Operations and Financial Control of a 38 bed 24hr Assisted Living Facility.Responsible for maintaining facility state licensing standards, budgets, reporting. Staff hiring, firing and training and scheduling of 35 active staff. Facilitated resident level of care meetings, resident contract management. In charge of marketing facility, patient transfers from hospitals or care facilities. Certified Assisted Living Administrator for the State of Oregon.

Albany, Or 97321

Contract with County to implement financial control system for grant funds issued. Reviewed and advised director on grant balances and best practices to request funds. Found new revenue stream creating $ 40,000 in additional income annually for department

Corvallis, Or

Produced tax-basis financial statements. Produced GAAP-basis financial statements for NPOs ready for audit. Managed payroll department and office personnel. Worked as a liaison between clients and governing agencies in payroll or worker’s compensation audits. Certified Individual Tax Preparer for State of Oregon Prepared 200 personal tax returns a year. Consistently billed three times wage.