Overview
Work History
Education
Timeline
Generic

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, IL

Timeline

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

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Carly Coulter