Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Heather Thomas

Jupiter,Florida

Summary

Experienced accountant with a proven track record of maintaining accurate accounting information in high-pressure environments. Committed to upholding company and personal ethics, while preserving confidentiality. Proficient in preparing and analyzing financial reports, budgeting at both project and corporate planning levels, and conducting audits to drive productivity improvements and increase profitability. Motivated by a strong sense of accomplishment and dedicated to personal growth and development. Firm believer in delivering a quality product and ensuring client satisfaction for both internal and external stakeholders.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Controller

Hedrick Brothers Construction
03.2018 - Current
  • Oversee all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
  • Improve financial reporting accuracy by streamlining processes, implementing efficient financial controls, and creating company-wide procedures.
  • Assist the CFO in facilitating a smooth annual audit process, addressing any concerns promptly, and maintaining the relationship with the external audit team.
  • Collaborated closely with the Leadership team, Project Executives, and Project Management teams to establish and maintain accurate budgets - general ledger accounts and construction project budgets.
  • Spearheaded the implementation of new accounting software, resulting in increased efficiency and improved financial tracking capabilities - Timberscan, Concur, HH2 Payroll Management.
  • Manage daily financial functions in collaboration with accounting and payroll personnel.
  • Collaborate with cross-functional teams to ensure data integrity across multiple departments and systems - Procore, Sage 300 CRE, estimating, marketing, and payroll platforms.
  • Monthly preparation of AIA payment applications, job cost reporting, and backup documentation for Luxury Residential Department - $78 MM in approximate annual revenue billed.

Accountant - Project Coordinator - Office Manager

Island Construction & Design
01.2017 - 03.2018
  • Receive, review for accuracy, all contractor bills and cost to appropriate jobs.
  • Prepare itemized invoices for all clients and manage collections.
  • Track Notices to Owner and manage lien releases.
  • Maintain all subcontractor W9 forms and insurance requirements, complete annual audits.
  • Assist CPA with end-of-year tax requirements.
  • Prepare 1099s and file monthly tax payments.
  • Manage payroll and allocate time costs to jobs.
  • Reconcile bank and credit card statements.
  • Effectively communicate with clients, determine and proactively address their needs to ensure satisfaction throughout the project and after completion.
  • Obtain building and specialty permits from local jurisdictional agencies.
  • Procure bids from contractors and review for accuracy.
  • Prepare preliminary and detailed job estimates.
  • Track 'budget vs. actual' for cost control purposes and client distribution.
  • Meet with architects, and designers to review plans, identify obstacles, and obtain finishes and selections.
  • Develop and update job timelines and schedules.
  • Assist site superintendents with job management.
  • Meet contractors and schedule deliveries.
  • Manage and schedule in-house labor.

Vice President - Finance

Company Roof Maintenance, LLC
06.2006 - 01.2017
  • Initially hired as Repair and Maintenance Coordinator in 2006. Promoted to Accounting Manager in 2007.
  • Upon split of Maintenance and Roofing Division, was appointed Vice President of Maintenance Division, responsible for all accounting, administrative, and human resources functions.
  • Directly supervised accounting and administrative staff, team of four.
  • Generated receivables, managed timely collections, communicated with customers to resolve outstanding payments.
  • Processed customer payments, including credit card and cash payments.
  • Monitored vendor payables to ensure accuracy of costs and initiate timely payments.
  • Prepared financial reports for all levels of decision-making: job cost analysis, budgeting, CPA and banking review, and bond capacity.
  • Managed and reconciled multiple checking and savings accounts, as well as necessary entries required for asset tracking.
  • Prepared annual 1099 tax forms and worked with CPA to prepare annual audited financial reports.
  • Maintained appropriate documentation for annual general liability and workers' compensation audits.
  • Monitored employee work, developed improvement plans and created standard operating procedures.
  • Implemented strategies to increase program effectiveness and company profitability.
  • Optimized service procedures to increase customer satisfaction.
  • Other responsibilities and areas of knowledge include: marketing materials, development of online presence, development of company website, and trade show management.
  • Arranged charitable activities, toy drives, and food drives.

Bookkeeper

A Superior Pavers, Inc.
04.2003 - 06.2006
  • Established a QuickBooks accounting system to reflect accurate financial records, streamlining processes for efficiency.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Managed and responded to all correspondence and inquiries from customers and vendors.
  • Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time.
  • Reconciled company bank, credit card and line of credit accounts.
  • Processed gross pay, state and federal tax withholding, social security, Medicare and other deductions for all employees.
  • Maintained integrity of general ledger, including the chart of accounts.
  • Worked with CPA to prepare and process quarterly and annual reports and tax returns.

Education

Bachelor of Science - Accounting

Florida Atlantic University
Boca Raton, Florida
01.2009

Skills

  • Expertise in Sage 300 CRE, Crystal Reporting, and Report Designer
  • Expertise in Procore Project Management and ERP Integration
  • Expertise in Microsoft Office Suite
  • Proficient in AIA Contracts (G702 & G703)
  • Internal Controls, Process Improvement, and Procedure Manual Creation and Roll Out
  • Project Accounting
  • Accounts Receivable and Collections
  • Accounts Payable, Cost control
  • Financial Statement Preparation

Certification

  • CNP - Certified Notary Public

Timeline

Controller

Hedrick Brothers Construction
03.2018 - Current

Accountant - Project Coordinator - Office Manager

Island Construction & Design
01.2017 - 03.2018

Vice President - Finance

Company Roof Maintenance, LLC
06.2006 - 01.2017

Bookkeeper

A Superior Pavers, Inc.
04.2003 - 06.2006

Bachelor of Science - Accounting

Florida Atlantic University

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Heather Thomas