Gather and submit Pre-Construction paperwork such as a COI, Safety binders with Employee Certifications.
Create Job Accounts with Suppliers and ensure payment terms are correct.
Collect all Subcontractor's Certificates of Insurances and W9 and make sure they are up to date.
Organize Project files digitally, as in Contracts, Estimates and Drawings.
All registrations and Permits completed online.
Search for Owner information for the NTO.
Enter the approved Schedule of Values in Quickbooks Enterprise as an Estimate, Textura or Procore.
Maintain Request for Change Order Logs and record approved Change Orders to bill accordingly.
Team up with the Project Manager for monthly billing and submit via email or Online.
Collect all Subcontractor and Supplier releases monthly and upload online.
Enter all Supplier and Subcontractor invoices, while verifying them from the PO Log and getting Manager approvals.
Send monthly follow up emails with the RCO Logs to the General Contractors.
Submit to the GC the Direct Owner Purchases with Ship tickets and invoice logs.
Ensure all G702 and G703 applications are signed by the Owners prior to processing.
Process any paper checks received and deposit with a desk scanner.
Assist in Service Dept. Collections when needed, especially any very overdue invoices.
Prepare Proposals and email them to the Client.
Process Weekly and Monthly Reports for the Owners and Managers.
Collect via email or by phone for payments that are due.
Schedule Inspections online when needed.
Prepare Close Out Documents such as Warranty letters and Operation and Maintenance Manuals.
Complete any outside Audits or Final Reconciliations needed.
Account Associate
Angela Delgado CPA
Deerfield Beach, FL
10.2022 - 12.2022
Scanned and emailed from a secure site any account documentation for the Client.
As a Certified Quickbooks User, completed several Bank and other accounts for reconciliations monthly. Most Clients have several credit card and bank statements each month.
Prepped Tax documents for Quarterly Sales Tax and other Tax related items.
Office Manager
Powercom, LLC
Pompano Beach, FL
08.2011 - 10.2022
Proficient with Microsoft Office.
Certified Quickbooks User.
Responsibilities include; HR- Established Employee Handbook, Hiring documents, Company protocols, and Safety Manual. Initiated a Drug Free workplace policy and interviewing processes. Which leads to an insurance discount. Completed Re-employment responses and enforced Child support payments.
Prepare badges, passes, and identification cards, and perform other security-related duties.
Source resumes of possible Employees then schedule interview times and ask Candidate pre-interview questions.
AP- Ensure professionalism with Clients, Sub contractors and Suppliers.
Execute Lien releases and Notice to Owners.
Monitor Insurance Certificates from our Subcontractors.
Completed Company insurance applications and yearly audits.
Create Job Cost Reports and enter into Cost to Complete reports.
Assist with monthly AIA billing.
AR- Produce Lien releases, file Notices and create invoices using Quickbooks Desktop.
Payroll- Complete weekly payroll, tax payments and Simple Ira contributions. Reporting Certified Payroll for several Projects each week.
Register and execute weekly OCIP and CCIP reports.
Banking- Complete monthly bank reconciliations for several accounts.
Collect all expense reports and receipts and enter in Quickbooks to proper job accounts.
In charge of making deposits to the bank.
Project Manager Assistant duties- such as researching upcoming public solicitations on City and County websites.
Complete Vendor Registration and Pre Qualification Applications.
Well versed in permitting in person and online.
Follow through with all permits to final inspection signatures.
Register the Company with local jurisdictions with proper License and insurance certs.
Complete bid documents for bid day.
Assist in the take-off of the lighting portion from blueprints.
Send takeoffs to Suppliers for Quotes.
Enter detail logs of quotes received.
Transmit submittals and log the status.
Help order material and rental equipment needed for Projects.
Assist with writing and logging RFI's, RCO's and PO's.
Complete O &M Manuals and other Close out documents.
Assist in ordering equipment deliveries and supplies as well as verifying quotes to invoices.
Monitor delivery tracking and verify quantities.
Hire and dismiss clerical and administrative personnel.
Set goals, schedules and deadlines for the department.
Conduct classes to teach procedures to staff.
Set up Employees with online training.
Bartender
Indian Spring Country Club
Boynton Beach, FL
06.2012 - 06.2014
Check identification of customers to verify age requirements for purchase of alcohol.
Completed Safe Serve Certification.
Balance cash and credit card receipts.
Attempt to limit problems and liability related to customers' excessive drinking by taking steps such as persuading customers to stop drinking, or ordering taxis or other transportation for intoxicated patrons.
Plan, organize, and control the operations of a cocktail lounge or bar.
Order or requisition liquors and supplies.
Supervise the work of bar staff and other bartenders.
Plan bar menus.
Create drink recipes.
Bartender
Boca Woods Country Club
Boca Raton, FL
10.2011 - 06.2012
Check identification of customers to verify age requirements for purchase of alcohol.
Balance cash receipts.
Attempt to limit problems and liability related to customers' excessive drinking by taking steps such as persuading customers to stop drinking, or ordering taxis or other transportation for intoxicated patrons.
Plan, organize, and control the operations of a cocktail lounge or bar.
Order or requisition liquors and supplies.
Supervise the work of bar staff and other bartenders.
Plan bar menus.
Admin. Assistant Manager and Server Trainer
Chili's Bar and Grill
Boca Raton, FL
03.2003 - 08.2010
In Store Trainer.
Prepare training budget for department or organization.
Evaluate instructor performance and the effectiveness of training programs, providing recommendations for improvement.
Plan, develop, and provide training and staff development programs, using knowledge of the effectiveness of methods such as classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops.
Conduct orientation sessions and arrange on-the-job training for new hires.
Confer with management and conduct surveys to identify training needs based on projected production processes, changes, and other factors.
Train instructors and supervisors in techniques and skills for training and dealing with employees.
Develop and organize training manuals, multimedia visual aids, and other educational materials.
Develop testing and evaluation procedures.
Office Assistant.
Verify accuracy of billing data and revise any errors.
Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
Keep records of invoices and support documents.
Resolve discrepancies in accounting records.
Contact customers to obtain or relay account information.
New Store Opener Lead Trainer, Office Admin. Bartender and Server
T.G.I.Friday's
Boca Raton, FL
06.1995 - 08.2003
Lead New Store Opener for Front of the House.
Prepare training budget for department or organization.
Evaluate instructor performance and the effectiveness of training programs, providing recommendations for improvement.
Analyze training needs to develop new training programs or modify and improve existing programs.
Plan, develop, and provide training and staff development programs, using knowledge of the effectiveness of methods such as classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops.
Conduct orientation sessions and arrange on-the-job training for new hires.
Confer with management and conduct surveys to identify training needs based on projected production processes, changes, and other factors.
Train instructors and supervisors in techniques and skills for training and dealing with employees.
Develop and organize training manuals, multimedia visual aids, and other educational materials.
Develop testing and evaluation procedures.
Execute Hourly Employee Schedules for several Departments.
Process, verify, and maintain personnel related documentation, including staffing, recruitment, training, grievances, performance evaluations, classifications, and employee leaves of absence.
Process and review employment applications to evaluate qualifications or eligibility of applicants.
Arrange for advertising or posting of job vacancies, and notify eligible workers of position availability.
Explain company personnel policies, benefits, and procedures to employees or job applicants.
Record data for each employee, including such information as addresses, weekly earnings, absences, amount of sales or production, supervisory reports on performance, and dates of and reasons for terminations.
Select applicants meeting specified job requirements and refer them to hiring personnel.
Inform job applicants of their acceptance or rejection of employment.
Interview job applicants to obtain and verify information used to screen and evaluate them.
Compile and prepare reports and documents pertaining to personnel activities.
Timeline
Project Accounting
A Better Plumbing
12.2022 - Current
Account Associate
Angela Delgado CPA
10.2022 - 12.2022
Bartender
Indian Spring Country Club
06.2012 - 06.2014
Bartender
Boca Woods Country Club
10.2011 - 06.2012
Office Manager
Powercom, LLC
08.2011 - 10.2022
Admin. Assistant Manager and Server Trainer
Chili's Bar and Grill
03.2003 - 08.2010
New Store Opener Lead Trainer, Office Admin. Bartender and Server
Plumbing Service Technician at Rite Way Heating, Cooling and Plumbing ( Formally Plumbing Medic)Plumbing Service Technician at Rite Way Heating, Cooling and Plumbing ( Formally Plumbing Medic)