Winda Roets Email and Phone Number
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Winda Roets personal email
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Winda Roets is a Finance Director at Hearth Connection at Hearth Connection. She possess expertise in payroll, budgets, microsoft excel, invoicing, microsoft word and 2 more skills.
Hearth Connection
View- Website:
- hearthconnection.org
- Employees:
- 3
-
Finance DirectorHearth Connection Oct 2022 - PresentSt Paul, Minnesota, United States -
Finance Partner AnalystThrivent Nov 2020 - Sep 2022 -
Tax AccountantThrivent Oct 2016 - Nov 2020625 Fourth Ave S., Minneapolis, Mn 55415 -
AccountantLawrence University Apr 2016 - Sep 2016• Primary daily duties include cash balancing from the bank to our General Ledger, reviewing all Cashier’s entries from prior day, managing credit card revenues and properly assign each of them to departments, and preparing and making cash journal entries.• Monitoring and managing all online cash transactions via CashNet: making sure the daily transaction totals are transferred to the bank, processing refunds, voiding transactions, assigning accounting codes for each category/product, and administrating all user accesses.• Extensively use Microsoft Excel for data tracking, storing and running reports.• Supervising student workers, distributing and assigning tasks according to their best abilities.• Reviewing and researching all requests and inquiries for revenue transfers between departments before making the journal entries.• Weekly duties include balancing the ATM machine withdrawals and deposits, reviewing the Health benefits account and making the necessary journal entries.• Internal Payroll auditing that includes reviewing Payroll every two weeks for unusual amounts and documenting the findings.• Monthly reconciliation duties include bank; credit card; Payroll and Accounts Payable check; Health, Dental and Health Spending accounts; Student Accounts Receivable; Federal and State taxes; and Retirement accounts.• Review, prepare and create month-end journal entries and miscellaneous transfer entries.• Prepare and process monthly Sales taxes to the State of Wisconsin.• Analyzing international payments for international employees (Payroll) and international vendors (Accounts Payable) for eligibility, treaties, and related State and Federal taxes.• Prepare and mail Form 1042-S (Foreign Person’s U.S. Sourced Income Subject to Withholding) at calendar year end.• Assist with preparation of the Financial Statement at fiscal year-end.• Audit duties include preparing FAS 106 audit, Retirement accounts audit, Payroll audit, and Financial Statement audit. -
Payroll AccountantLawrence University Oct 2012 - Apr 2016Appleton, Wi• Processed bi-weekly payroll for students, faculty and staff.• Extensive use of Microsoft Excel and Word (mail merge) on daily basis for reports and analysis.• Prepared quarterly and annual tax filings with multiple states and the Federal.• Tracked Federal Work Study grants used to fund students who worked for outside non-profit organizations.• Prepared W-2s and 1042-S and assist with questions received later.• Regularly researched and updated the policies and procedures based on current laws and regulations.• Assisted with benefit administration during open enrollment and also the changes that occur throughout the year.• Assisted with preparing data for the annual audits, such as payroll audit, retirement benefits audit, flexible spending account audit and worker’s compensation audits. -
Client Billing SpecialistIod Incorporated Jan 2012 - Oct 2012Green Bay, Wisconsin Area• Prepared clients’ monthly invoices, reimbursements, and statements using Microsoft Excel and Word.• Conducted research for payments and applied them to the correct accounts and invoices.• Reviewed contracts for billing or reimbursement requirements and clarified questions arise. -
Billing SpecialistPitney Bowes Aug 2011 - Jan 2012Appleton, Wi• Work in a high-pressure work environment while keeping the customer satisfied.• Ability to multi-task and attention to details. -
Student Congregation Council TreasurerLuther College Sep 2010 - May 2011Decorah, Ia• Kept financial records for the Congregation using Microsoft Excel.• Handled deposits, offerings, billings, and wrote check requests for the Congregation.• Reported financial updates to the Council twice a month. -
Resident AssistantLuther College Sep 2009 - May 2011Decorah, Ia• Solved different situations with the best solution for all parties involved.• Planed and advertised for community building events successfully with a given budget.
Winda Roets Skills
Winda Roets Education Details
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Accounting And Business Management -
Economics, English, Theater Arts
Frequently Asked Questions about Winda Roets
What company does Winda Roets work for?
Winda Roets works for Hearth Connection
What is Winda Roets's role at the current company?
Winda Roets's current role is Finance Director at Hearth Connection.
What is Winda Roets's email address?
Winda Roets's email address is wi****@****ent.com
What is Winda Roets's direct phone number?
Winda Roets's direct phone number is +192063*****
What schools did Winda Roets attend?
Winda Roets attended Luther College, Pearson College Uwc.
What are some of Winda Roets's interests?
Winda Roets has interest in Social Services.
What skills is Winda Roets known for?
Winda Roets has skills like Payroll, Budgets, Microsoft Excel, Invoicing, Microsoft Word, International Tax, Social Media.
Who are Winda Roets's colleagues?
Winda Roets's colleagues are Nichelle Jones, Julie Grothe, Louisa Montague, Margaret King, Msw, Sarah Koschinska (She/her), Sofia-Bella Vitale-Gill, Katrina Josephson.
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