Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kimberly Potts

High Springs,FL

Summary

Goal-oriented, offering 20+ years of experience from the dairy industry to commercial construction . Well versed in the applications, procedures and standards of maintaining accurate financial records as well as offering excellent customer service through client relations and communications.

Overview

26
26
years of professional experience

Work History

Accounting Coordinator

AHV USA, Inc.
Hilmar, CA
08.2022 - Current
  • Monitored cash flow activity to ensure sufficient funds were available for daily operations.
  • Verified accuracy of vendor invoices before payment processing.
  • Coordinated with external auditors on annual audit requirements.
  • Maintained accurate documentation for all financial transactions.
  • Performed data entry into various software programs such as Qlik and Exact.
  • Proficient in Excel, Qlik, Quickbooks Online and Enterprise, Exact, Outlook, Microsoft Teams, Salesforce
  • Contacted customers via email and phone to determine when past due invoices would be paid.
  • Minimized internal accounting department backlogs by updating accounts and generating reports.
  • Posted financial data in Excel spreadsheets and managed inventory.
  • Managed monthly expense reports from all employees ensuring compliance with company reimbursement policies.
  • Executed all reimbursements to employees or independent contractors
  • Responsible for all communication to customers regarding account information
  • Utilized sales software Salesforce to maintain customer records, pull reports for monthly commissions for sales personnel
  • Responsible for monthly commissions statements for sales personnel
  • Prepared biweekly AR reports to all sales personnel reporting aging on each account in their specific region
  • Coordinated and led biweekly calls using Microsoft Teams with sales supervisors for each region of the United States

Controller

Concept Development, Inc.
Gainesville, Florida
01.2017 - Current
  • Monitor accounting and fina ncial reporting activities for parent company and multiple subsidiary companies.
  • Review AP/AR reports biweekly
  • Review account reconciliations and journal entries and resolve discrepancies to maintain record and account accuracy.
  • Maintain general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Oversee financial reporting and budgets.
  • Assist in developing annual budget and comparing actual expenses against projected budget.
  • Coordinate timely collections with appropriate project managers and customers to manage cash flow.
  • Prepare and present operational reports to senior management and executive teams.
  • Prepare and review pay applications to present to lenders for the purposes of securing monthly bank draws on multiple lines of credit.
  • Lead my team of project accountants in documenting and managing all financial transactions concerning multiple commercial construction jobs monthly.
  • Coordinate with other departments all necessary items needed for monthly construction draws.
  • Review job costs reports and budgets monthly to ensure costs are in line
  • Communicate with lenders, city and county officials, building inspectors, subcontractors and vendors regarding pay schedules, items needed to process payments and ensuring all necessary documentation is submitted
  • Handle all bookkeeping for the project management division
  • Reconcile all cash accounts daily and report to CFO and COO
  • Handle paying and documenting all property taxes and sales tax
  • Prepare monthly financials for the owner of property managed

Bookkeeper

Innovative Home Builders Of North Florida
High Springs, FL
03.2013 - 12.2016
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
  • Collaborated with supervisors and managers to develop solutions regarding discrepancies.
  • Recorded and processed business transactions within organization's system using double-entry accounting principles.
  • Set up clear and concise correspondence materials to speed up communication with clients.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Assessed estimated income, expenses and historical budgets to coordinate budget information.
  • Processed invoices and checks, and maintained daily cash logs and deposits.
  • Assisted with other administrative duties such as preparing permit packages, submitting plans and due diligence documentation to various municipalities
  • Entered payroll weekly in ADP software and confirmed employees direct deposits.

Bookkeeper

Dairy Productions Systems, LLC
High Springs, FL
02.2003 - 12.2011
  • Responsible for reviewing all AP entries into ACCPAC accounting system for accuracy
  • Filing all invoices alphabetically
  • Cutting checks
  • Matching up checks with invoices
  • Sending payments out to vendors
  • Communicating with vendors
  • Assisting with month end procedures
  • Assisting controller with correcting any discrepancies in reporting or data entry
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.

Dairy Herdsman

Aurora Dairy Corporation
Bell, Florida
01.1998 - 02.2003
  • Interacted with vets, farm advisers and other contractors.
  • Reviewed hygienic conditions of milk room, walk ways, animal pens and other areas to reduce risk of disease.
  • Greeted and assisted buyers, vendors and farm visitors when appropriate.
  • Kept detailed notes on physical condition , medication, feeding and general behavior to assess health and well being of cows
  • Assisted in the hospital barn with milking procedures
  • Performed daily administration of medicines and other support therapies for sick cows
  • Performed standard protocol of fresh cow care after birth
  • Monitored and recorded notes on maternity cows
  • Assisted with processing new heifer deliveries
  • bottled fed baby calves after pick up from the maternity lots
  • transported baby calves to calf yard
  • operated tractor and trailer to transport cattle when necessary
  • tested milk tank samples
  • checked in all vet/herd health supplies and maintained inventory of all supplies in general heard health room and hospital barn
  • maintained clean work areas
  • Produced accurate data sheets for all care given to cattle for proper inputting into PC Dart program.
  • Walked all pens daily to observe cattle, watching for animals presenting with illness, lameness or other issues
  • Monitored all water troughs daily for cleanliness and functionality
  • Handled and transferred digestive elements from fistulated cow on the farm to use to assist other sick cows

Education

High School Diploma -

Valley High School
Gilcrest, CO
05.1996

Some College (No Degree) - Liberal Arts And General Studies

Eastern Wyoming College
Torrington, WY

Some College (No Degree) - Accounting

Santa Fe College
Gainesville, FL

Skills

  • Balance Sheet Management
  • Payment Disbursement
  • Project Management
  • Financial Document Review
  • Data Management
  • Proficient in Excel, Microsoft Office, Quickbooks Desktop and Quickbooks online
  • Reliable & Trustworthy
  • Planning & Organizing
  • Basic Math
  • Active Listening
  • Conflict Resolution
  • Good Work Ethic
  • People Skills
  • Able to adjust to a rapidly changing environment
  • Able to work well under pressure
  • Great attention to detail
  • Friendly, Positive Attitude

Timeline

Accounting Coordinator

AHV USA, Inc.
08.2022 - Current

Controller

Concept Development, Inc.
01.2017 - Current

Bookkeeper

Innovative Home Builders Of North Florida
03.2013 - 12.2016

Bookkeeper

Dairy Productions Systems, LLC
02.2003 - 12.2011

Dairy Herdsman

Aurora Dairy Corporation
01.1998 - 02.2003

High School Diploma -

Valley High School

Some College (No Degree) - Liberal Arts And General Studies

Eastern Wyoming College

Some College (No Degree) - Accounting

Santa Fe College

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Kimberly Potts