Summary
Overview
Work History
Education
Skills
PROJECTS
Timeline
Generic

Leslie Pettie - MBA

Summary

Analytical and detailed-oriented professional with more than 14 years’ experience in overseeing and managing all project accounting functions, including processing owner/subcontractor billings. Meticulous Project Accountant with immense capacity to oversee projects with numerous moving parts. Assessor of project numbers with diverse software arsenal at disposal. Approachable liaison between company management and project leadership.

Overview

16
16
years of professional experience

Work History

Project Accountant

Turner Construction
01.2022 - Current
  • Review client contract analysis to determine billing deadlines, payments terms, billable and non-reimbursable expenses, agreements for insurance and fee billings along with approved billing rates for staff and/ or trade labor.
  • Ensure all applicable lien waivers are submitted and contracts and insurance requirements are in place prior to scheduling payments. Report to project team any subcontractor payment issues.
  • Review vendors and subs purchase orders, or change orders before and after they are issued.
  • Manage month close process ensuring all client bills and project cost are posted or accrued if work is in place and of material value.
  • Responsible for cash position reporting with respect to net assets, liabilities, and unfunded work in place, assist with all internal and external audit request.
  • Set up, lead, oversee and implement procedures to insure client contractual requirements are met in regard to billing and accounts receivable. Perform client contract analysis to determine billing deadlines, payments terms, billable and non-reimbursable expenses, agreements for insurance and fee billings along with approved billing rates for staff and/or trade labor.
  • Regularly audit client billing and project ledger, ensure both are meeting with contract requirements, GAAP and company policy.
  • Manage accounts payable for vendor invoice processing, ensure proper sales and use tax are accounted for and responsible for keeping accounts up to date for assigned projects.
  • Manage accounts payable for subcontractor invoice processing, ensure all applicable lien waivers are submitted and contracts and insurance requirements are in place prior to scheduling payments. Report to project team any subcontractor payment issues.
  • Update monthly projects assets and rentals for insurance documentation with project team.
  • Manage project financial closeout along with project team. Ensure final contract amount and closeout documentation requirements have been met and agreed to by subcontractors prior to issuing final payments.
  • Responsible for cash position reporting with respect to net assets, liabilities, and unfunded work in place, communicate any
  • Projects total between $900k to $75 million
  • Assist with all internal and external audit requests.
  • Other activities, duties, and responsibilities as assigned.
  • Reviewed project employee credentials and approved or rejected account access as appropriate

Project Accountant

Cross Management Corp
New York, NY
08.2019 - 01.2022
  • Handle over 15 projects $500k to $75 million.
  • Maintain accuracy and completeness while preparing owners draw AIA’s, collecting payments, and ensuring subcontractor compliance
  • Closely monitor project progress to maintain appropriate financial record, investigate variances, and approve expenses
  • Adeptly use Sage accounting software to check process subs & vendors as well as record billing for some clients through Procore for payments
  • Complete all tasks in efficient and professional manner such as tracking receivables, reviewing bank statements, attending all projects billing meeting, and closely examining vendors and subcontractor’s statements for any unbilled cost
  • Key Contributions:
  • Guaranteed appropriateness and completeness of all sign-off for next client draw for billing in coordination with purchasing department and project managers
  • Planned and conducted weekly meeting with owner to discuss closeout process and share details of project payments as well as delivered active functional support with project audits
  • Identified and expertly resolved issue on projects involving payments in collaboration with project managers
  • Led detailed analysis to review vendors invoices, timesheets, and subs insurance as well as evaluated all new purchase and change orders to project
  • Liaised and functioned closely with project managers to examine project performance and reviewed subcontractor contracts for payment in accordance with clients’, GM & Subs conditions.

Project Accountant

Aecom - Tishman
New York, NY
03.2016 - 08.2019
  • Ensured accuracy while entering and billing monthly AIA for payment to client, produced and submitted complete backup documentation, and used tracking system to compile and submit client requisition
  • Generated and submitted subcontractors/vendor invoices to project manager for approval and processing
  • Participated in monthly bank meetings to review subs pencil requisitions
  • Key Contributions:
  • Bank reconciliation.
  • Delivered active support to project team and subcontractors to confirm compliance of all project documentation and review of contracts
  • Validated and processed vendor and subcontractor's invoices and payments while evaluating all transactions to avoid any inconsistencies
  • Utilized excellent communication skills while interacting with vendors and subcontractors and sharing invoices and payments' status.
  • Assistant with project audits, journal entries, subcontractor compliance.
  • Monitored project costs, developed staff forecasts, managed cash flow and approved invoices for payment.
  • One project total $450 million

Project Accountant/AP/AR

Pavarini Northeast Construction
Stamford , CT
04.2007 - 03.2016
  • Adopted best practices and procedures to assure attainment of owner billing deadlines, accurate processing of payments and waivers to subcontractors’ codes invoices
  • Used CMiC software to perform AP & AR entry as well as documented and kept complete project-related records
  • Gathered information and all documented all financial data to maintain complete project-related records
  • Collaborated and worked closely with project manager to prepare purchase orders, process check requests, and create framework orders
  • Key Contributions:
  • Directed and managed all accounting functions related to multiple projects.
  • Coordinated with Project Managers (PM) and Project Executives (PX) to prepare contract documents, change orders, and other contract modifications
  • Demonstrated efficiency and professionalism while responding to billing questions from customers and guaranteed timely billing of all costs.
  • Review subcontractors tier subcontractors to make sure they are paid reviewing sworn statements with tier waivers.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions. Restocked supplies, sorted and distributed office mail.
  • Over 20 projects totaling $500k to $80 million

Education

MBA - Business Administration

Kaplan University
Davenport, IA
08.2015

Bachelor of Arts - Accounting

Monroe College
Bronx, NY
04.2005

Skills

  • SAP
  • Textura
  • Procore
  • LCPtracker
  • Bluebeam
  • Sage 300
  • Tracker
  • Oracle
  • CMiC
  • CGC

PROJECTS

- Sacred Heart University  - Water Square Luxury Rentals-RCB#3 

- Bridgeport Hospital  - Yale New Haven Hospital 

- MasterCard International - Bristol Myers Squibb 

- Morgan & Stanley  - Joseph P Day 

- Durst Organization  - Bridgeport Hospital 

- JLL Headquarters  - Blue Sky Studios 

- Manhattan College - HSBC Bank

- Regus - NBC Studios


Timeline

Project Accountant

Turner Construction
01.2022 - Current

Project Accountant

Cross Management Corp
08.2019 - 01.2022

Project Accountant

Aecom - Tishman
03.2016 - 08.2019

Project Accountant/AP/AR

Pavarini Northeast Construction
04.2007 - 03.2016

MBA - Business Administration

Kaplan University

Bachelor of Arts - Accounting

Monroe College

Similar Profiles

CREATE PROFILE
Leslie Pettie - MBA