Debra Tracy
Tomball,USA
Summary
Experienced office manager/controller with a focus on administrative excellence. Skilled in managing payroll, accounts payable, and receivables, accounting implementing innovative solutions for improved efficiency. Adept at invoicing, billing, and maintaining compliance in high-pressure settings.
Overview
35
35
years of professional experience
Work History
Office Manager/Controller
LFT Panels, Inc.
Houston, Texas
07.2021 - Current
- Managed office operations, overseeing payroll, accounts payable, and receivables for all companies.
- Reconciled bank statements and credit cards for both owners, ensuring accuracy and compliance.
- Oversaw billing activities, including AIA forms and invoices, to maintain accurate financial records.
- Managed purchasing of office supplies and equipment to ensure operational readiness.
- Administered health insurance renewals and managed vehicle registrations annually.
- Processed safety incentives and maintained OSHA logs to promote workplace safety.
- Conducted interviews for potential hires, improving talent acquisition process.
- Coordinated special projects and planned company events to foster employee engagement and team cohesion.
Accounts Receivable
Belknap Plumbing Systems
Houston, USA
10.2014 - 01.2021
- Executed AIA billing for 60 to 85 jobs monthly, ensuring timely invoicing
- Processed customer invoices accurately
- Coordinated collection of outstanding payments to improve cash flow
- Set up new customers
- Read Contracts
- 1st & 2nd Notices
- Insurance certificates
- Close-Outs
- Streamlined office structure to enhance operational efficiency
- Answering phones, filing, faxing, word, excel, outlook
- Multi-tasking, fast pace environment
- Performed notary public services
Office Manager
Teksolv, LLC
Midland, USA
10.2011 - 10.2014
- Office Management
- Oversaw daily operations of team members to ensure efficient workflow.
- Managed human resources functions including recruitment and onboarding.
- Administered office budget to meet operational needs, including inventory management, postage, and vendor services.
- Managed office inventory and placed new supply orders.
- Scheduled resources and allocated calendars efficiently.
- Coordinated travel arrangements, securing hotel rooms, car rentals, and flights for staff to support business travel.
- Shipping and receiving.
- Purchasing, inventory, selling safety product.
- Scheduling field techs
- Set up new customers.
- Type up proposals
- Entered invoice data into company database and updated details, including customer contacts and delivery dates to keep information current.
- Solicited vendor quotes to determine optimal material purchase pricing.
- Drafted manuals and resources for identifying access to services.
- Multi-tasking, fast pace environment.
- Handle all fit testing, H2S, confined space, and all safety training paper.
- Provided notary services for legal documents and contracts.
Office Manager/Credit Manager/Owner
T's Plumbing
West Jordan, USA
02.1992 - 09.2011
- Evaluated customers for creditworthiness and identified potential risk factors.
- Created standard operating procedures and delivered training to credit personnel to improve operational efficiency.
- Implemented new initiatives, which resulted in quicker payments and better turnaround times to resolve customer issues.
- Reviewed accounts for signs of fraud and non-payment issues.
- Invoiced service accounts to ensure timely revenue recognition.
- Set up new customers.
- AIA billing for construction jobs.
- Purchasing, inventory and ordering material for construction jobs.
- Prepared bid proposals for construction contracts, enhancing competitive positioning.
- Insurance certificates
- Payroll, A/R and A/P.
- Utilized QuickBooks for financial record-keeping.
- Quarterly and year end taxes.
- Multi-tasking, fast pace environment.
- Collecting on both construction jobs and time and material accounts.
- Provided notary services for legal documents.
Education
Cosmetology License - Cosmetology
International Institute of Hair Design
Midvale, UTSkills
- Accounts receivable management
- Budget management
- Financial analysis
- Vendor management
- Billing and contracts
- QuickBooks and Timberline use
- Data analysis
- Excel and Outlook proficiency
- Microsoft Word expertise
- Office management skills
- Problem resolution techniques
- Customer service excellence
- Proposal development
References
Attached
Timeline
Office Manager/Controller
LFT Panels, Inc.
07.2021 - Current
Accounts Receivable
Belknap Plumbing Systems
10.2014 - 01.2021
Office Manager
Teksolv, LLC
10.2011 - 10.2014
Office Manager/Credit Manager/Owner
T's Plumbing
02.1992 - 09.2011
Cosmetology License - Cosmetology
International Institute of Hair Design