Overview
Shera is an Associate in the firm’s Accounting Services Group. Her central responsibilities revolve around managing and overseeing financial transactions, creating detailed reports of client finances and providing assistance to clients where needed. She also prepares comprehensive quarterly reports, payroll tax filings, maintains financial filing systems and supervises accounts payable for clients that she manages.
Overview
Shera is an Associate in the firm’s Accounting Services Group. Her central responsibilities revolve around managing and overseeing financial transactions, creating detailed reports of client finances and providing assistance to clients where needed. She also prepares comprehensive quarterly reports, payroll tax filings, maintains financial filing systems and supervises accounts payable for clients that she manages.
Proactive
Shera brings a trove of assets to ORBA and our clients. She is an analytical thinker who excels in dissecting complex problems, identifying patterns and deducing logical conclusions that drive her informed decision-making. Her attention to detail ensures that the financial reporting she performs on behalf of clients is in accordance with General Accepted Accounting Principles and accurate. Her precision, coupled with her unwavering integrity, establishes a foundation of trust and transparency with clients and team members.
Outside of the Office
Outside of the office, Shera enjoys serving on boards. Also, travel, live dance and musical performances when time permits.
Certifications & Licenses
- Quickbooks Online
- Quickbooks Desktop
- Illinois Health and Life Insurance Producer
- Series 6
- Series 63
- Securities Industry Essentials (SIE)
Honors & Awards
- Toastmasters Competent Communicator
Education
- B.A., Sociology, Metropolitan State University of Denver
