Heidi Grimm
FISHERS,IN
Summary
Seasoned accounting professional with 20 years of experience specializing in financial management and tax analysis. Skilled in project cost accounting, ledger reconciliation, and multi-entity financial reporting. Seeking to leverage skills as a Project Accountant. Proven track record in enhancing profitability through strategic planning and process optimization. Diligent approach to work with a strong aptitude for drafting financial reports that effectively inform stakeholders. Proven history of developing superior corporate investment strategies to drive growth. Offering an unfailing work ethic and a passion for revenue growth. Dedicated to delivering exceptional results.
Overview
21
21
years of professional experience
Work History
Treasurer/Secretary
WSH, Inc. dba Claghorn Custom Flooring/CCFR LLC
01.2017 - Current
- Maintain accurate financial records for all subcontractor, customer, and vendor transactions, ensuring precise billing allocation to projects
- Conduct comprehensive management of cost accounting reports, analyzing materials, labor, commissions, and profitability metrics for both items and customers
- Administer end-of-month and year-end financial statements, ensuring compliance and accuracy across multiple entities
- Facilitate company payroll operations, encompassing both W2 employee compensation and 1099 subcontractor payments, while managing associated tax reporting
- Implement strategic financial analysis, regularly assessing budget variances and contributing to sales and net income growth through effective budget and margin management.
- Investigated expenses not billed to customers and vetted employee reasoning.
- Set up and managed project accounting systems.
- Predicted, planned, and recorded costs of raw materials, labor, and operation.
Owner
RIGHT AT HOME
01.2009 - 01.2016
- Oversaw daily operations and guided a management team responsible for a workforce of approximately 50 employees, ensuring efficiency and high standards of service
- Developed and executed business strategies encompassing sales, marketing, customer service, human resources, and financial management, leading to enhanced operational performance
- Achieved increased profitability by streamlining processes and implementing cost-reduction initiatives, resulting in improved profit margins
- Directed recruitment and training programs, established company policies and procedures, and maintained client relationships through consistent communication and quality service delivery.
Tax Analyst
DUCHARME, McMILLEN & ASSOCIATE, INC.
01.2008 - 01.2009
- Prepared and filed multi-state and local sales and use tax forms, ensuring compliance with national companies' tax obligations
- Managed resolution of sales tax notices through the creation of correspondence and amended returns, and maintained accurate records by uploading all documentation to a web-based reporting system.
Tax Professional
H&R BLOCK PREMIUM
01.2007 - 01.2008
- Developed and delivered educational presentations to enhance office marketing initiatives
- Managed the preparation of individual and corporate tax returns, including federal and state income tax amendments.
Accountant
STEVEN D. MARSH, CPA, CHARTERED
01.2004 - 01.2006
- Accurately prepared financial documents, ensuring thorough compilations and meticulous execution of bank reconciliations
- Managed payroll processing, report generation, and tax withholding deposits, ensuring precise recording of transactions in general ledger accounts.
Accountant / Bookkeeper
FIRST PRESBYTERIAN CHURCH / ECONOMY CORNER
01.2004 - 01.2006
- Managed comprehensive financial operations, ensuring accurate processing of payroll, accounts payable/receivable, and transactions related to investments, endowments, and funds, while maintaining diligent records for pledges and sales
- Prepared and reconciled journal entries, maintained general ledger accounts, and generated complete financial statements, providing detailed reports for committee review and decision-making support.
Education
Bachelor of Business Administration in Accounting -
WICHITA STATE UNIVERSITY
01.2006
Skills
- Building Client Relations
- Managerial Experience
- General Ledger Preparation
- Report Generation
- Budget Control & Administration
- Accounting Reconciliation
- Financial Statements & Analysis
- Account Analysis
- Accounts Payable/Receivable
- Quickbooks
- ERP
- Microsoft Office applications
- Cost control
- Accounting software proficiency
- Cost Accounting
- Project Accounting
- Budget management
- Analytical thinking
- Attention to detail
- Regulatory compliance
- Information Protection
- Audit preparation
Timeline
Treasurer/Secretary
WSH, Inc. dba Claghorn Custom Flooring/CCFR LLC
01.2017 - Current
Owner
RIGHT AT HOME
01.2009 - 01.2016
Tax Analyst
DUCHARME, McMILLEN & ASSOCIATE, INC.
01.2008 - 01.2009
Tax Professional
H&R BLOCK PREMIUM
01.2007 - 01.2008
Accountant
STEVEN D. MARSH, CPA, CHARTERED
01.2004 - 01.2006
Accountant / Bookkeeper
FIRST PRESBYTERIAN CHURCH / ECONOMY CORNER
01.2004 - 01.2006
Bachelor of Business Administration in Accounting -
WICHITA STATE UNIVERSITY
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