Summary
Overview
Work History
Education
Skills
Timeline
Generic

Courtney Franklin

Relocating,IL

Summary

Results-driven accounting professional with 8+ years of experience in full-cycle accounting, contract administration, collections, and financial reporting across construction, public sectors, and manufacturing. Proven record in managing $100,000+ weekly collections, drafting and issuing contracts, and leading process improvements. Adept at financial analysis, project management, and cross-functional team leadership. Seeking to leverage advanced accounting and management skills in a growth-oriented organization.

Overview

7
7
years of professional experience

Work History

Accountant

The Wine Foundry
03.2024 - Current
  • Provide daily cash flow reports and real-time financial analysis to the executive team, supporting data-driven decision-making.
  • Track and manage $100,000+ in weekly collections; maintain strong client relationships and ensure timely payments.
  • Draft contracts and calculate pricing based on sales inputs, ensuring accuracy, profitability, and compliance.
  • Submit all billing, manage payables, and oversee vendor invoicing, subcontractor compliance, and insurance documentation.
  • Build Excel macro spreadsheets and financial models for streamlined reporting and forecasting.
  • Reconcile accounts, perform cash applications, and post journal entries to maintain accurate general ledger records.
  • Generate AR/AP and sales reports, prepare invoices, and issue statements.
  • Lead process improvements and collaborate with management for operational efficiency.
  • Manage insurance and license renewal
  • Manage tax payments

Accounting Manager

HDR Remodeling
08.2023 - 02.2024
  • Reviewed, drafted, and managed contracts for payment accuracy and allowances.
  • Oversaw construction payables, AIA/progress billings, and all AR/AP functions.
  • Managed collections, vendor invoices, insurance, and monthly accruals.
  • Conducted bank reconciliations, asset tracking, and financial projections.
  • Amortized expenses, Post Journal Entries, and reversals
  • Led workflow improvements and process automation across departments.
  • Assisted with project management and prepared detailed financial reports for leadership.

Temporary Accounting Technician

City of American Canyon
06.2023 - 08.2023
  • Managed public works accounting, prevailing wage registration, and contract administration.
  • Processed AP, generated financial reports, and ensured contract documentation accuracy.

Accounting Specialist

Dormatech Mechanical Systems
04.2022 - 04.2023
  • Closed over 1 million in collections more than 120 days old within 3 months.
  • Assisted CFO with audits, reconciliations, AR/AP, and collections.
  • Generated quotes, invoices, and managed job costing.
  • Led a 6-month campaign training staff on project management software and process integration.

Junior Account Manager

WEPAC
01.2020 - 09.2020
  • Supported CEO at a political accounting firm; managed campaign accounts and compliance.
  • Utilized QuickBooks, Netfile, and Excel for tax prep, payroll, campaign accounting, and reporting.

Executive Assistant

Lifestyle Solutions
02.2019 - 01.2020
  • Supported CEO/CFO with accounting, scheduling, and international team coordination.

Executive Assistant

BOMO Systems
02.2018 - 02.2019
  • Managed operations, quarterly financial reporting, payroll, and employee supervision.
  • Introduced new accounting systems and led employee training initiatives.

Education

CFA Level 1 Candidate - Financial Analysis

CFA Institute

Accounting and Marketing - undefined

Solano Community College
Fairfield, CA
01.2019

Skills

  • QuickBooks, XERO, Spring Brook, Netfile, Advanced Excel, Monday, Salesforce, Microsoft Office Suite, G Suite, Adobe Creative Cloud, Fusion 360, Wrike PM, Webflow, GoDaddy,

Timeline

Accountant

The Wine Foundry
03.2024 - Current

Accounting Manager

HDR Remodeling
08.2023 - 02.2024

Temporary Accounting Technician

City of American Canyon
06.2023 - 08.2023

Accounting Specialist

Dormatech Mechanical Systems
04.2022 - 04.2023

Junior Account Manager

WEPAC
01.2020 - 09.2020

Executive Assistant

Lifestyle Solutions
02.2019 - 01.2020

Executive Assistant

BOMO Systems
02.2018 - 02.2019

Accounting and Marketing - undefined

Solano Community College

CFA Level 1 Candidate - Financial Analysis

CFA Institute
Courtney Franklin