Summary
Overview
Work History
Skills
Languages
Timeline
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JESSIE MARTINEZ

Selma,NC

Summary

Detail-oriented Accountant and Office Manager with over 20 years of experience from small business to million dollar business. Aspiring to use my strong organizational skills and attention to details to support the financial department of your company. Reliable candidate ready to take on challenges using problem-solving and task prioritization skills to help team succeed. Dependable employee seeking opportunity to expand skills and contribute to company success. Considered hardworking, ethical and detail-oriented. Dedicated professional with demonstrated strengths in customer service, time management and trend tracking. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.

Overview

17
17
years of professional experience

Work History

Accountant Contractor

Multiple
03.2024 - Current
  • Reconciled multiple accounts and reviewed expense data, net worth, and assets.
  • Gathered financial information, prepared documents, and closed books.
  • Prepared documentation and records for upcoming audits and inspections.
  • Completed tax forms in compliance with legal regulations.
  • Handled day-to-day accounting processes to drive financial accuracy.

Accountant Specialist

Nitram Financial Solutions
03.2022 - 02.2024
  • Maintain books and records of various clients according to generally accepted accounting principles (GAAP) AR/AP, monthly reconciliation, payroll tie ups, financial reporting, Non-Profit client with multiple programs and QBO accounts, Collect W9 forms and file client 1099s as necessary, Research as necessary for software, apps or other necessary information pertaining to a successful relationship with a client, Weekly meetings with clients and weekly Cash flow, Reconciled cash and credit card accounts (including Paypal), Received and applied customer payments, promptly researches any discrepancies, performs reconciliations as necessary, and records deposits in a timely manner, Received and applied vendor payments, promptly researches any discrepancies, performs reconciliations as necessary, and bill payment runs by check or other ACH, Ensured proper documentation received and coded for job costing and expense reports, where applicable, Use accounting software to prepare monthly financial reports for management, Use SAAS applications to aid in accurate financial record-keeping

Accountant Specialist

Complete Controller
11.2021 - 03.2022
  • Maintain books and records of various clients according to generally accepted accounting principles (GAAP) AR/AP, monthly reconciliation, payroll tie ups, financial reporting, Maintain Quickbooks Online Bank feed, File client sales tax, scrap tire tax and food and beverage tax as necessary

Accountant Specialist

Triangle Small Business Solutions
10.2020 - 11.2021
  • Maintain books and records of various clients according to generally accepted accounting principles (GAAP) AR/AP, monthly reconciliation, payroll tie ups, financial reporting, First point of contact for incoming new to business clients and clean up for incoming established clients, File client sales tax, scrap tire tax and food and beverage tax as necessary, Collect W9 forms and file client 1099s as necessary, Maintain clear lines of communication between clients and TSBS, Maintain clear lines of communication between staff and management of TSBS, Manage staff of 6 including training, assigning and reviewing work, Research as necessary for software, apps or other necessary information pertaining to a successful relationship with a client, Maintain organized work space and records in office, Take part in networking as needed for organization

Scheduler

Freedom Home Services, LLC
06.2020 - 10.2020
  • Scheduling inspections for 5 inspectors in 2 states, Coordinating outsource services for inspections, Emailing and taking calls from realtors and clients, Coordinating machines needed for inspections, Invoicing and receiving payment from clients, Receiving reports and emailing to clients and agents

Accountant Contractor

Multiple
08.2019 - 04.2020
  • Worked short term with small business owners, helping reconcile and get books in order for taxes, I sharpened my skills in Quickbooks and received my NC Notary stamp, Worked contract jobs and temp positions as shown below to keep my skills up to date

Accountant

Raleigh Concrete LLC
07.2019 - 11.2019
  • Accountant- AR/Collections over 150k a week, AP - Invoicing over 500K a month into QB job cost, matching purchasing orders, track packing slips to match with all invoices, entering expenses into QB, HR- wage garnishments, child support, payroll, onboarding and terminations, PTO, 401K, health insurance, Office Management- Supplies, phones, setting up new credit accounts, reviewing all documentation and follow up, Reporting W/C insurance policies, Manager of my Assistant and her workload

Office Manager/ Bookkeeper

Roofing Company
03.2019 - 06.2019
  • Office Manager- Weekly breakfast for staff meetings, office supplies, mail and notarizing, Project Manager- Invoicing- AIA (created by estimator), invoiced in DataForma and QB creating lien waivers and delivery of payment, Created Project folders and all supporting documents, Warranties, pay and deliver to the client, Accountant- AP over 100k a week, AR, payroll, onboarding and terminations, PTO, 401K, insurance policies-W/C, health insurance, entering expenses into QB, Entering all invoices into QB and job cost, in charge of PO numbers, track packing slips to match with all invoices

Accountant Specialist

Thomas Smith - CPA
01.2019 - 03.2019
  • Developed procedures for meetings, Follow-up leads and schedule appointments, Prepared taxes, Office management
  • Gathered financial information, prepared documents, and closed books.
  • Prepared working papers, reports and supporting documentation for audit findings.

Temp Worker

Robert Half- Accounttemp
08.2018 - 01.2019
  • I have worked the past year working with several companies on temp jobs, I have used my management skills, accounting, and sales expertise, I am very comfortable with learning new procedures and software, I also do well in generating new procedures and making changes to improve work and time management

Payroll and HR Assistant

Clancy and Theys
09.2017 - 04.2018
  • Processed 340 employees, multi-state payroll in house from start to finish, NC, Va, and Fl, Allocate to department and Job phase, Process bonuses, garnishments, liens, and reimbursements, Process reports for CEO and Controller for approval, Process ACH file for direct deposits, mail out checks and direct deposit to branches, Pay taxes online for each state, Generate job cost reports reflecting the cost of payroll for each project, Index time cards into Vista, HR-Assist with new hire, terminations, and any employment verification

Account Manager

Family Insurance Agency
12.2016 - 09.2017
  • Use of CRM software for retention of the business book, focusing on the 95% retention ratios, Generate monthly reports for cancellation and new business on excel, Working with underwriting departments for 8 carriers to assure clients are insured, Maintain and review all accounts payments, Educating clients with coverage, AR-Handle billing inquiries, process payments, Customer service to clients and potential clients, Answer phone/update client policies, Sales of home insurance and auto plus scheduling life insurance, Management of the office when office manager is not available

Accounts Payable

Carolina Comfort Air
07.2016 - 12.2016
  • Paid invoices by verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment on QuickBooks Enterprise, Prepared financial reports by collecting, analyzing, and summarizing account information, Maintained accounting ledgers by posting account transactions, Verified accounts by reconciling statements and transactions, Resolved account discrepancies by investigating documentation; issuing stop payments or adjustments, Interact with all departments' managers to obtain all the packing slips with PO's to assure all items purchased match so that inventory can be accurate, Handling over 750K a month of AP

Licensed Insurance Agent

Bonita Hargis Agency, Allstate
04.2016 - 07.2016
  • Contracted to help analyze the sales of the office, Maintain and review all accounts payments, find potential sales, Developed clients via cold calling and referrals, Handle billing inquiries, process payments, Customer service to clients and potential clients, Answer phone/update client policies

Administrative Assistant

Knight Enterprises SE LLC
11.2015 - 02.2016
  • HR-New hire packets, I-9, W-4, Nc-4, set up background checks, drug test and driving, PTO tracking and approvals, Payroll- Enter daily work into the system for payroll processing, Meeting with management for approvals and corrections, A/R-Entering all invoicing into the system for submission of payment by a contracted company, Project/Contract - Review new work, enter into system and distribute to all the managers, request permits for Durham and Raleigh, NCDOT reviews policies, track time and equipment, set up bonds, and request COI for new contracts, Point of contact for companies and managers, Administration, report to VP of Construction Operations and Office Manager

Licensed Insurance Agent

Rains & Associates, Allstate
08.2012 - 11.2015
  • Maintain and review all accounts, collect payments, find potential sales, Developed clients via cold calling and referrals, Handle billing inquiries, process payments, Customer service to clients and potential clients, Answer phone/update client policies, Sales of home insurance and auto plus scheduling life insurance

Sales and Marketing

AMI
01.2008 - 01.2011
  • Set appointments, prepared meetings and presented products to the potential client, Developed clients via cold calling and referrals, Customer service to clients and potential clients, Managed goggle spreadsheets and Excel

Skills

  • MS Office
  • Google Proficient
  • OneDrive
  • Adobe
  • DropBox
  • Shopify
  • PayPal
  • Housecall Pro
  • Merchants
  • ProCore
  • Hubdoc
  • Melio
  • Billcom
  • Routable
  • QBO Certified Pro Advisor
  • Aero
  • Teamwork
  • Keeper
  • Airtable
  • Nifty
  • Asana
  • QuickBooks
  • Vista
  • Paychex
  • Paylocity
  • ADP
  • Gusto Certified
  • Diversified
  • Time Management
  • Problem Solving
  • Leadership
  • Strong Work Ethics
  • Attention to Details

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Accountant Contractor

Multiple
03.2024 - Current

Accountant Specialist

Nitram Financial Solutions
03.2022 - 02.2024

Accountant Specialist

Complete Controller
11.2021 - 03.2022

Accountant Specialist

Triangle Small Business Solutions
10.2020 - 11.2021

Scheduler

Freedom Home Services, LLC
06.2020 - 10.2020

Accountant Contractor

Multiple
08.2019 - 04.2020

Accountant

Raleigh Concrete LLC
07.2019 - 11.2019

Office Manager/ Bookkeeper

Roofing Company
03.2019 - 06.2019

Accountant Specialist

Thomas Smith - CPA
01.2019 - 03.2019

Temp Worker

Robert Half- Accounttemp
08.2018 - 01.2019

Payroll and HR Assistant

Clancy and Theys
09.2017 - 04.2018

Account Manager

Family Insurance Agency
12.2016 - 09.2017

Accounts Payable

Carolina Comfort Air
07.2016 - 12.2016

Licensed Insurance Agent

Bonita Hargis Agency, Allstate
04.2016 - 07.2016

Administrative Assistant

Knight Enterprises SE LLC
11.2015 - 02.2016

Licensed Insurance Agent

Rains & Associates, Allstate
08.2012 - 11.2015

Sales and Marketing

AMI
01.2008 - 01.2011

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JESSIE MARTINEZ