Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julie Boyle

Downers Grove,IL

Summary

Finance Lead at Oakley Home Builders with expertise in budget and project management. Focusing on company profitability through financial oversight and effective vendor management. Skilled in QuickBooks and Buildertrend software. Driving successful project completion through fostering strong client relations and vendor partnerships.

Overview

12
12
years of professional experience

Work History

Finance Lead

Oakley Home Builders
Downers Grove, IL
09.2021 - Current
  • Finance Lead for luxury home builder in the Western Suburbs.
  • Manages the bank/title company draw process on all new construction projects, from the establishment of escrow through project completion. This process is followed for the main company in Illinois and the partner company in Florida.
  • Collect and maintain lien waivers for each construction project that runs through title.
  • Oversee all billing and collection on new construction and remodel projects. This includes change order billing and progress billing from project start to completion.
  • Enter bills, issue, and pay POs to vendors and subs through Quickbooks and Buildertrend, our construction management software.
  • Verify all invoicing matches approved bids, identify any extras that are outside the contract, and bill accordingly.
  • Job closeout on each completed project. This includes the final client billing and the draw closeout process with the title company.
  • Review contracts to ensure compliance with company policies and procedures.
  • Manage all banking for our main company and the other 6 smaller companies. This includes depositing checks, paying all bills, and reconciling all accounts.
  • Develop and implement financial strategies to drive company growth and increase profitability.
  • Provide insights into current financial performance in order to assist senior management with decision making.
  • Conduct financial reviews, identify risks and opportunities, and provide recommendations for improvement.
  • Create and update financial reports to present information to leadership teams.
  • Review and evaluate vendor proposals for cost-reduction opportunities.
  • Monitor all banking activities including investments, credit lines, ach and wire transfers.
  • Reconcile all credit card transactions in QuickBooks.
  • Reconcile all vendor payments and other accounting disbursements for accuracy and compliance.
  • Manage and pay all office expenses, including taxes, utilities, and employee reimbursements.

Real Estate Broker

Coldwell Banker
Downers Grove, Illinois
01.2019 - 09.2025
  • Negotiated prices and contractual terms with clients to secure favorable agreements.
  • Personalized purchase offers to enhance appeal for potential sellers.
  • Established competitive market pricing by analyzing recently sold properties.
  • Promoted properties through diverse channels, ensuring compliance with purchase agreements before closing dates.
  • Generated lists of properties aligned with client financial capabilities and requirements.
  • Connected with attorneys, contractors, and mortgage lenders to facilitate beneficial relationships for clients.
  • Recommended services and products tailored to meet individual client needs.

Administrative Assistant

Downers Grove Grade School District 58
Downers Grove, Illinois
08.2018 - 09.2021
  • Managed office budget and staff, overseeing purchase and supply orders for operational efficiency.
  • Administered contractor and supplier budgets to ensure strict financial compliance.
  • Balanced banking accounts, maintaining accuracy in all transactions to prevent discrepancies.
  • Coordinated substitute placements using Aesop database, optimizing staffing processes.
  • Organized documents and records to support compliance audits and facilitate easy access.
  • Acted as liaison with external organizations to strengthen partnerships and communication.
  • Oversaw project material coordination, managing both physical and digital files effectively.

Real Estate Agent

Conlon / Christie's International Real Estate
Hinsdale
09.2016 - 01.2019
  • Worked as a member of a real estate team.
  • Negotiated, facilitated and managed real estate transactions.
  • Increased customer satisfaction ratings by addressing issues effectively for speedy resolution.
  • Educated clients on current real estate market and answered any questions.
  • Gathered, distributed and maintained all materials for marketing plans.
  • Advertised properties to general public via networking, brochures, ads and multiple listing services to maximize exposure.
  • Showed residential properties and explained features, value and benefits of available homes.
  • Coordinated appointments with prospective buyers and sellers.
  • Maintained database of prospective customers.
  • Generated lists of properties that met buyers' needs and financial resources.

Administrative Assistant

CONLON/Christie's International Real Estate
Hinsdale, IL
09.2014 - 05.2015

Conlon

  • Full time front office support for a Real Estate Brokerage in Hinsdale Illinois.
  • Answer phones and direct current and prospective clients to the agent that will assist them in the sale / purchase of their home.
  • Generate spreadsheets with current market sales for the geographical area.
  • Prepare listing materials such as brochures, CMA's (comparative market analysis), photographs and property descriptions.
  • Arrange and schedule open houses.
  • Manage the catering and other supplies needed for open houses.
  • Order supplies for the office.
  • Maintain all office equipment.
  • Provide support for the agents in the office; assist with clerical issues.
  • Collect and record earnest money receipts for properties.

Education

General Studies

College of DuPage
Glen Ellyn, IL

Skills

  • Budget and cash flow management
  • Vendor management
  • Bank and title oversight
  • Project closeout
  • Client relationship management
  • Financial software proficiency
  • P&L tracking and budgeting
  • Buildertrend expertise
  • Notary Public
  • Illinois licensed broker
  • PSA certification (June 2020)
  • ABR certification (June 2020)

Timeline

Finance Lead

Oakley Home Builders
09.2021 - Current

Real Estate Broker

Coldwell Banker
01.2019 - 09.2025

Administrative Assistant

Downers Grove Grade School District 58
08.2018 - 09.2021

Real Estate Agent

Conlon / Christie's International Real Estate
09.2016 - 01.2019

Administrative Assistant

CONLON/Christie's International Real Estate
09.2014 - 05.2015

General Studies

College of DuPage
Julie Boyle