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Accounting Internship forShannon Mellgren
November 2009-May 2010
Valparaiso, IN
Housing Opportunities Inc. serves the community through development and provision of safe, decent,
and affordable housing and customized support services.
Crisis Service
Home Ownership
Foreclosure prevention
Homes for homeless and low-income families
Supervisors:
Fund Developer
Kathleen McClure
Bookkeeper
Shirley Luchene
Duties
Copying invoices for grant billings
Updating Excel grant worksheets
Proofing expense reports
Creating Excel worksheets
Working with the budget
Copying A/P checks and mailing them out
Goals set by Housing Opportunities
Assist bookkeeper with various tasks and projects
Realize financial resources available to nonprofit
Become acquainted with Quickbooks
Observe the process of month-end and year-end
adjustments/closing
Observe how resources are attained and allocated to
expensesCreate more organized Excel
workbooks
Goals set for myself
Become familiarized with how a not-for-profit operatesBecome acquainted with the financial duties of the
bookkeeperApply what I learned in accounting classes
with real worldUtilization of skills with Excel and other
software
Daily Assignments
Sort/file documents that allocate
expenses to grants
Requisition and Invoice
Quickbook
Copy and sort
documents
Check run
Queries
Excel/Quickbooks Data Entry
Grant allocation
Month-end adjustments
Create new workbooks for
new grants
Clean up existing
worksheets
What it takes to provide housing for the homeless
See the great need and burden for change Equip the clients to be able to support
themselves and be financially stable State and local government support Hard work, little compensation The rewards of seeing someone or family come
off the streets!
Strengths
Devoted employees with unified vision
Work ethics Good relations within
and outside organization Provision of physical,
emotional, and spiritual needs of clients
Resources available to equip clients for success
Volunteerism
Weaknesses
• Heavy workload on employees
• Time issue in billing and receiving funds- budget variance
• Need more of an accounting position
• Lots of historical data/documents
What related to accounting?
Journal Entries
(ACC 205)
Amortization of loans
(ACC311)
Exposure to the
accounting information process (ACC 315)
Evaluating HO’s
delegation of tasks
(ACC315)
Payments to
contracted labor
(ACC316)
Discovery along the way
Reinforcement of ability to organize
Enjoyment in smaller settings Mistakes are ok.
Reality to what type of job I would consider
Intentionality of challenging of the process
The joys of working at HOConvenient
location
Humorous coworkers
Supervisor trust
Strong mission
Flexibility
Personal Development
Learning to apply information lectured and practiced in ACC class
Rechecking work
Accuracy and persistency
Excel Understanding of ACC process
What lies ahead?
Enforcement of desire to work with not-for-profit organizations
Become skilled at what I am passionate about
Consideration of MGT position
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