Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Project Accountant
Hurst & Siebert, Inc.
San Clemente, CA
09.2022 - Current
Project cost analysis
Monthly client billings via AIA Billing; including direct billings
Manage and oversee all financial transactions related to the project
Projections & Forecasting
Weekly OAC calls with Project Manager, Client & Architect, per project
Project close outs
Subcontracts - estimating, review & processing of contracts
Reconcile vendor Invoices and monthly payments
Receivables and Payables management, while building strong relations with our subs and client team members
Lien Waivers, 2nd tier subs, and Insurance Requirements
Monthly Financials for JL Hurst, Inc. - 2nd business for President of the Company
Community Accountant
Silverado Senior Living
Irvine, CA
04.2022 - 08.2022
Correspondence with families regarding payments and follow up for payment plans; while showing compassion, understanding and empathy to families dealing with loved ones in difficult positions.
Collaboration with multiple locations of Silverado property managers to ensure financial operations, status, follow-through and decision-making.
Reconciliations and close outs.
Property Accountant
Next Wave Property Management
San Clemente, CA
05.2021 - 03.2022
Collaboration with Property Managers for property renovations, including budget review, estimating, contracts, proposals, change orders & managing timeline of completion.
Rent payments, discrepancy resolution and correspondence with tenants, monthly eviction reviews
Monthly Investor draws and financial review per property & Monthly property draws
Client liaison: maintaining positive relationships, and effectively ensuring clients are satisfied with services provided. Additionally, providing an outlet for clients concerns.
Bi-weekly payroll
Maintain social media for the company, showcasing completed work and promoting upcoming events
Event Coordinator
Holiday Inn Express Hotel
Santa Ana, CA
09.2020 - 12.2020
Designed one-of-a-kind events for business and personal related events.
Organized guest support services for guests to meet accommodation, transportation and service needs.
Negotiate with vendors for best cost-effective pricing to budget.
Drove growth in event management business by continuously researching and implementing improved strategies to exceed client expectations.
Coordinated with internal teams to ensure timely delivery of products and services for events.
Managed on-site event staff and volunteers, providing training and supervision to ensure high levels of service.
Billing/Data Entry
Pathnostics
Orange, CA
09.2019 - 03.2020
Followed up with customers regarding missing or incomplete information for their orders.
Scanned and stored files and records electronically to reduce paper files and secure data.
Client Relations Account Manager
Muir Omni Graphics
Peoria, IL
07.2012 - 07.2019
Ensure the project budget and deadlines are being met.
Ensure the project budget and deadline are being met and systematically addressing delays.
Addressing customer complaints and concerns.
Develop sales plans and promotions for new and current business opportunities.
Work with marketing to design new forums and social media correspondence.
Develops relationships with current clients while working to expand client base digitally and in-person.
Validate order and shipment data from company clients by utilizing multiple.
Event Coordinator
Weaverridge Golf Club
Peoria, IL
10.2018 - 03.2019
Create and manage budgets within client specifications
On-going communication with clients and vendors while building positive relationships.
Supervise event staff and ensure each event runs smoothly.
Manage (3) annual golf tournaments of 100+ members and guests
Drove growth in event management business by continuously researching and implementing improved strategies to exceed client expectations.
Executive Assistant to the Chief Administrative Officer at Siebert Williams ShankExecutive Assistant to the Chief Administrative Officer at Siebert Williams Shank