Natalie is a Manager in the Client Advisory Services Department of the Roseville office of Olsen Thielen. She specializes in contracted accounting services and employee benefit plans.
Experience
- Manager in Client Advisory Services (CAS) group
- Supervises and performs tasks including reconciling bank statements, financial statements, making journal entries and balancing to the general ledger
- Reviews account reconciliations and work performed by the accounting team
- Prepares and reviews compilation engagements
- Implements and provides consulting services related to the Sage Intacct Accounting Software
- Conducts and supervises ERISA audits, including 11-k filers, 401(k), 403(b), ESOP, Cash Balance, Pension and Health & Welfare plans
- Handles notices received from the Internal Revenue Service or Department of Labor on the client’s behalf
Education
Bachelor of Science in Accounting, University of Wisconsin, River Falls
Affiliations
- American Institute of Certified Public Accountants (AICPA) member
- Minnesota Society of Certified Public Accountants (MNCPA) member
- Sage Intacct Implementation Certified Specialist
- QuickBooks Online Certified Pro Advisor
Core Specializations
- Employee benefit plans
- Sage Intacct accounting software
- Not-for-profit organizations