Colleen Schoen

Colleen Schoen

Accounting Administrator


Experienced, energetic and resourceful Accounting Administrator with a solid work history of effective accounting, bookkeeping and property management skills. Proven ability to interface effectively with all types of personnel and clients.  Problem solver capable of critical thinking and quick problem resolution.  Works well independently as well as part of a team. 

Proficient in MS Office (Word, Excel, Outlook and PowerPoint) as well as Google Docs, Sheets and Cloud based file collaboration services (Google Drive, MS One Drive, Dropbox).

Work History

Work History
Sep 2014 - Present

Office Manager and Property Management Administrator

Schoen Financial Advisors

Accounting firm specializing in Property Management, Tax Preparation and Financial Planning.  

  • Record rent payments, prepare late charges and tenant charge-backs
  • Handle tenant communications, including maintenance requests, and problem resolution
  • Invoice clients, receive payments and perform collections (A/R)
  • Enter bills, prepare checks, and post payments (A/P)
  • Maintain well organized chart of accounts
  • Pay close attention to detail with respect to all business operations
  • Manage calendars for company executives' client appointments

Answer phone, greet customers, maintain high level of customer service. Prepare tax information forms for customers, order office supplies, etc. 

Apr 2009 - Aug 2014

Billing Coordinator

The Carlson Group

Responsible for proper billing of all company point-of-sale design and manufacturing projects.   Review and maintain project files including contract, PO's, invoices, shipments and add-ons.

Complete bank reconciliations and prepare end-of-month reports for company executives.  Participate in weekly production meetings on behalf of Finance Department.   Prepare forecasts of revenue, maintain WIP, detail Job Cost.

Reported directly to VP of Finance.

Apr 2007 - Apr 2009

Sales Administrator

Weidenmiller Company

Responsible for:

  • Purchasing and Accounts Payable, GL account coding
  • Entering Sales Orders into MAS 90 and setting up work files for new jobs.
  • Issue invoices to customers on completion of work
  • Receive payments, record cash deposits and perform collections
  • Process shipping documentation for domestic and international customers
  • Help customers with inquiries, sales order changes, and problem resolution
Jun 1997 - Apr 2007

Administrative Assistant

Creative Die Mold

Job Cost - tracked billable hours and logged expenses for all in-house jobs; prepared detailed P&L by job using MS/Excel.

Purchasing and Accounts Payable using Peachtree Accounting System.

Request For Quotations - created professional templates in MS Word and formatted all RFQs for future work using those templates

Worked directly for the three owners of the company; handled each owner's professional and personal correspondence

Responsible for planning company golf outings, holiday parties and picnics including the 25th anniversary open house.

Successfully solicited donations from all vendors to subsidize various company events and marketing.

1993 - 1997

Loan Processor

First Eagle National Bank

Hired as Administrative Assistance in Loan Department, promoted quickly to Loan Processor.  Worked with customers throughout the loan process including application, documentation, closing and servicing.

Worked directly with Bank President and Vice President, maintaining their schedules, phone calls and confidential correspondence.


1976 - 1978

Associate Degree

College of DuPage, Glen Ellyn, IL



MS Word, Excel, Outlook, Power Point; Google Docs, Sheets, Drive

Proficient in Cloud file access, sharing and collaboration using One Drive, Google Drive and Dropbox


MAS 90, 200, 500

Billing, A/R and collections

Accounts Payable, check reconciliation

Job Cost Analysis



Upon Request