Jakob Stephens

• Manage project accounting for multiple construction projects.
• Process vendor and subcontractor invoices (Accounts Payable).
• Prepare owner billings, including AIA payment applications (Accounts Receivable).
• Track project costs, budgets, and job cost reports.
• Process retainage, lien waivers, and other construction documentation.
• Reconcile project accounts and resolve billing or payment discrepancies.
• Work closely with project managers to ensure accurate project financials.
• Assist with month-end close and financial reporting.
• Improved the accuracy and organization of project financial records by closely tracking job costs, vendor invoices, owner billings, and project budgets across multiple construction projects.
• Helped streamline the billing and payment process by identifying and resolving discrepancies, maintaining accurate retainage and lien waiver documentation, and working closely with project managers to keep project financials up to date.

• Process, verify, and reconcile invoices; code expenses to appropriate accounts and cost centers.
• Played a key role in maintaining accurate AR aging by identifying and resolving discrepancies, unapplied cash, and billing issues in a timely manner
• Manage vendor payments by scheduling payment runs, validating tax/Federal ID information, and resolving PO/contract/invoice discrepancies.
• Contributed to improved cash flow by supporting timely collections and ensuring payments were properly applied and reconciled
• Track outstanding credits and memos to ensure proper application and receipt of credit.
• Improved collections efficiency by consistently following up on overdue accounts and helping reduce aging balances across assigned accounts
• Strengthened client and broker relationships by handling collections professionally and resolving payment issues while maintaining positive communication
• Issue stop-payments and coordinate purchase order amendments as needed

• Demonstrated strong attention to detail by identifying and correcting discrepancies in financial data, helping ensure accurate reporting and account balances
• Contacted customers regarding outstanding balances and made collection calls to support timely payments
• Entered and maintained financial transactions in online accounting databases to support accurate record keeping
• Updated and validated spreadsheets to ensure data accuracy and completeness
• Prepared routine financial reports and supported ad hoc reporting requests
• Worked across multiple accounting software tools to complete assigned tasks efficiently

• Traveled nationwide to assist with installations.
• Installation of data cabling, security cameras and cellular systems.
• Worked with Project Manager to make sure onsite team was completing assignments according to schedule.
• Interacted with clients on a daily basis
• Completed daily closeouts of work completed onsite.

• Helped customers find specific products, answered questions and offered
  
• Engaged customers in friendly, professional dialogue to determine needs.
• Conducted daily recovery tasks to keep areas clean and neat for maximum
• Worked with fellow sales team members to achieve group targets.

Pursued a Bachelor's degree at Jacksonville State University for two years; took a planned break to relocate and will be re-enrolling in Spring 2027.