Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
19
19
years of professional experience
Work History
Business Manager/Accounting Assistant
MBW Construction, LLC
02.2018 - Current
Worked closely with project managers and leadership, reviewed bids to determine local licensing, permitting, and taxation requirements.
Applied for and maintained company contractor licensing in multiple states; responsible for timely filing of sales/use, excise/gross receipt, and franchise tax returns.
Reported directly to the company President, performed month-end closing tasks, year-end audit tasks, and maintained accurate documentation for future needs.
Managed Builders Risk, General Liability, and Workers' Compensation coverage; worked directly with insurance brokers on yearly insurance audits and reporting.
Strong knowledge of cost accounting and proficiency in billing processes, including Time & Materials, Cost Plus, Percent Complete, and Fixed Price, prepared both manually and using accounting software such as Foundation and Sage 300; familiar with using customer billing portals such as Taulia and Mercado.
Prepared and submitted bi-weekly payroll using WorkMax and Payroll4Construction; compiled and submitted all benefit reporting to include 401K, HSA and FSA; submitted all 401K census documentation for each payroll and yearly audit requirements.
Managed Accounts Payable and streamlined the payment process by implementing a document imaging system for invoice approval and electronic storage.
Prepared monthly profit projections by compiling project data and updating the WIP report to distribute to the leadership team for review.
Reviewed and monitored project budgets to recognize potential losses; updated contracts with Owner Change Orders.
Performed project close-out analysis, including verifying all vendor subcontracts were billed up to the contract amount; prepared vendor retention payments and lien waivers; assisted vendors with billing issues.
Performed monthly bank reconciliation; reviewed and processed positive pay exceptions, executed vendor payments via ACH; managed the corporate credit card account and maintained user access.
Accounting Specialist
Klinger Companies
01.2015 - 02.2018
Prepared quarterly profit projections.
Prepared monthly AR invoices for four separate construction companies using Sage 300.
Maintained accurate documentation regarding accounts receivable in accordance with company policies.
Input financial data and produced reports using Sage 300.
Prepared and filed monthly sales/use tax and excise tax returns in multiple states for four separate entities.
Prepared cost-to-date reports for project managers to review.
Executive Administrative Assistant
Gleeson Constructors, LLC
02.2006 - 01.2015
Worked with project managers to prepare bid packages and scopes of work for multi-million dollar industrial construction projects throughout the United States.
Completed close-out documents and prepared close-out materials for the project Owners.
Worked closely with the accounting department to set up new job numbers and input budget information using Procore.
Prepared and revised contract documents using ConsensusDocs and AIA Contract Docs.
Handled confidential and sensitive information with discretion and tact.
Managed continuing education credits for Professional Engineers on staff, as well as renewing PE licenses.
Managed executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time.
Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Created marketing materials for use at trade shows, online publications, and signage.