Jacqueline Carter

Bookkeeping duties-

• hire, train and supervise accounts payable and accounts receivable staff;
• maintain company financial and accounting records and verify accuracy;
• reconcile bank accounts and investment accounts;
• close the books on a monthly and annual basis;
• file quarterly and annual federal and state employment tax returns ;
• generate necessary financial reports to assist CEO in budgeting and planning;
• compile data for CPA to file income tax.

Human Resources duties-

• complete onboarding for new hires;
• maintain employee files and ensure compliance with state licensing requirements;
• manage employee benefit plans by assisting third party benefits administrators with enrollments and renewals;
• process payroll for 80+ employee workforce through Quickbooks;
• file and track worker's compensation insurance claims.

Office management duties-

• price, select and mange phone and utility accounts for all facilities;
• oversee procurement of office supplies, electronic devices and furniture;
• hiring and directly supervising all office support staff;
• maintaining service contracts on all facility equipment
• assisting insurance agent in the renewals of general liability, excess umbrella, automotive, property and contents, employment practices liability, pollution and worker's comp insurance policies on an annual basis by completing applications and compiling necessary loss information.

Project administration duties-

• create and maintain project files for commercial construction projects;
• working with field personnel to estimate monthly progress billing on projects;
• maintaining independent contractor and sub-contractor records to ensure compliance with insurance and other requirements.

• Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
• Helped with planning schedules and delegating assignments to meet coverage and service demands.
• Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.