CHELSEA HOLTZ
Decatur,TX
Summary
An experienced construction controller successful in multi-entity consolidations, GAAP, work-in-progress (WIP), percent complete analyzation, and staff mentoring. Specialties include commercial and industrial construction.
Overview
6
6
years of professional experience
Work History
Financial Controller
Rangeline Group
06.2024 - 11.2024
- Developed comprehensive financial models for strategic planning and decision-making purposes.
- Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
- Supported executive-level decision making through the development of clear KPIs, financial metrics and dashboards.
- Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
- Led organizational cash flow and cash flow forecasting initiatives.
SENIOR PROJECT ACCOUNTANT
MOSS & ASSOCIATES
05.2023 - 06.2024
- Collaborating with the project manager to develop a detailed, cost-effective budget for the project
- Performing accounting duties throughout the project, such as preparing AIA G702/G703, estimating cash flow and signing off on purchase orders
- Analyzing all transactions and working unforeseen costs into the budget
- Keeping a record of all project finances for internal/external auditing and tax purposes
- Preparing cost analyses by interpreting projects' financial data and information
- Reporting any financial risks and budgetary discrepancies to management for review
- Researching market trends and projecting construction-related price increases/decreases
- Developing and maintaining strong relationships with vendors and suppliers
- Keeping abreast with both the construction and accounting
CONTROLLER
JFB CONSTRUCTION, LLC
04.2022 - 07.2023
- Directly reporting to the Owner of multiple businesses in construction and property management
- Accounts payable and receivable for multiple projects
- Yardi cash and accrual accounting of multiple business and personal accounts
- Payroll preparation, Account receivables, handling legal documents, answering phones, general clerical work
- Monthly sales/use tax filings
- Monthly reconciliations on 11 accounts
- Auditing sales and use tax for all projects
- Organizing office and storage units
- Handling referral issues that arise
PROJECT ACCOUNTANT
Fort Construction
04.2020 - 04.2022
- Payroll, invoicing accounts payable/receivable Account Reconciliation
- Preparation of AIA contracts for general and subcontractors
- Legal documentation, licensing, insurance, answering phones, general clerical work
- Organizing office and storage units
- Handling insurance and licensing for subcontractors
- Prepping monthly owner billing in AIA G702/703 format
PROJECT ACCOUNTANT
ACT Construction
01.2019 - 04.2020
- Setting up all aspects of projects for commercial construction company, focusing on retail/restaurant tenant improvements and ground up builds
- Pulling permits and creating contracts for suppliers and subcontractors
- Credit card entry, executing vendor credit account set up
- A/R and A/P processing for clients and subcontractors
- Data entry for budget worksheets
Education
BS -
Dixie State College
05.2009
Skills
- Multi- State Sales/Use Tax
- Certified Payroll
- Subcontract Negotiation
- Procore
- AIA (G702/G703)
- Yardi
- GAAP
- Month End Close
- Financial Reporting
- GL Auditing/Internal Controls
- Multi-National Payroll
- CMIC
- Sage 100/300/Intacct
Timeline
Financial Controller
Rangeline Group
06.2024 - 11.2024
SENIOR PROJECT ACCOUNTANT
MOSS & ASSOCIATES
05.2023 - 06.2024
CONTROLLER
JFB CONSTRUCTION, LLC
04.2022 - 07.2023
PROJECT ACCOUNTANT
Fort Construction
04.2020 - 04.2022
PROJECT ACCOUNTANT
ACT Construction
01.2019 - 04.2020
BS -
Dixie State College
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