Carly Coulter
Frankfort,IL
Overview
21
21
years of professional experience
Work History
Bookkeeper/Office Administrator
Chicago Heights Glass
06.2023 - 02.2024
- Processed invoices from vendors and subcontractors for monthly payable cycle
- Reviewed and problem-solved vendor invoicing while maintaining relationships
- Requested and ensured executed waivers were received from vendors and subcontractors
- Submitted waiver documentation for general contractors
- AIA billing
- Developed and maintained job-related standard operating procedures
- Reviewed contracts for accounts receivable invoicing requirements
- Processed vendor credit applications and information requests
- Transmitted closeout/warranty documents for projects
- Managed purchase and change orders
- Handled subcontractor OCIP and CCIP enrollment and reporting
- Managed insurance for the company, subcontractors, and general contractors
- Organized office functions and provided support to all staff.
Office Manager/Bookkeeper
Carlin Moran Landscape
06.2014 - 06.2023
- Supported the President with day-to-day management of the Field Operations team
- Point of contact and maintained relationships with prospects, customers, subcontractors, and suppliers
- Developed and maintained long term relationships with clients by communicating on a regular and timely basis
- Managed administrative setup and renewal steps for all required business licenses, permits and insurance
- Exercised independent judgment and discretion in addressing priorities, meeting deadlines and finalizing tasks with accuracy and completeness
- Communicated with crews to ensure that clients' expectations are being met or exceeded
- Maintained all paperwork with the Department of Labor and handled audits
- Coordinated with bank regarding banking matters (line of credit, vehicle and equipment purchases, credit card, payroll processing, deposits)
- Handled pricing and bidding for all install jobs
- Processed invoices and payments through Quickbooks
- Optimized process for payment collections, AP/AR, deposits and record keeping
- Sourced vendors for special project needs and negotiated contracts
- Answered questions and addressed customer concerns
- Assisted with weekly project planning and crew scheduling.
Sales Administrator
US Adventure RV
06.2012 - 06.2014
- Provided day-to-day administrative support to parts, sales, finance, and rental departments
- Utilized Excel and Galaxy to enter daily transactions, end of day paperwork, monthly reports and invoice
- Assisted the HR department by preparing new employee paperwork
- Provided excellent customer service when greeting customers and transferring calls
- Attended industry shows and conventions with the primary mission of expanding market share.
Project Manager Assistant
Arete 3, Ltd
10.2005 - 05.2012
- Composed memos and letters, logged shop drawings, filed emails and maintained meeting notes for project managers
- Assisted the staff accountant by updating financial statements and processing invoices, credit card transactions, proposals and reimbursements
- Prepared and revised submittals to the entitlement department
- Provided excellent customer service when greeting customers and answering calls
- Scheduled meetings, coordinated travel arrangements and managed essential administrative tasks
- Composed correspondence to internal and external parties as requested.
Billing Clerk
ATI Ambulance
08.2003 - 10.2005
- Performed data entry, billing and coding
- Researched, matched and verified documents received were accurate and for the correct patient
- Organized and maintained paperwork and electronic files
- Disbursed petty cash by recording entries and verifying documentation.
Education
Diploma -
Tinley Park High School
Tinley Park, ILTimeline
Bookkeeper/Office Administrator
Chicago Heights Glass
06.2023 - 02.2024
Office Manager/Bookkeeper
Carlin Moran Landscape
06.2014 - 06.2023
Sales Administrator
US Adventure RV
06.2012 - 06.2014
Project Manager Assistant
Arete 3, Ltd
10.2005 - 05.2012
Billing Clerk
ATI Ambulance
08.2003 - 10.2005
Diploma -
Tinley Park High School