Trista Schafer
- Role
- Senior Family Accountant at Waycrosse, Inc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Experience
Senior Family Accountant
Jun 2021 — Present
Maintain financials and prepare journal entries for individuals, trusts, and related entities • Prepare and update individual annual cash flow statements, including projected budgets • Forecast and manage family cash requirements • Provide support for day-to-day requests directly from family members and back-up to advisors • Review quarterly financial statements, cash flows, tax estimates and market value schedules • Assist family advisors with preparing the annual client books by coordinating materials needed, implementing changes, updating schedules, and necessary printing • Assemble client charitable contribution summaries • Compile tax information for tax estimates and returns • Review tax returns and estimates for completeness and accuracy for assigned list of clients • Review trust financial statements and implement required updates • Calculate quarterly trust distributions to beneficiaries • Prepare trust journal entries for necessary fund transfers • Bill payment, deposits, and coding for clients and related entities • Involvement in various ad hoc projects
Skills
- Banking
- Customer Service
- Commercial Lending
- Leadership
- Microsoft Office
- Credit
- Loans
- Credit Analysis
- Financial Analysis
- Powerpoint
- Consumer Lending
- Teamwork
- Research
- Microsoft Word
- Commercial Banking
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