Mary Gotchey
Cedaredge,CO
Summary
As an experienced Bookkeeper adept in QuickBooks, Adobe, and Microsoft software, I bring a proven track record of efficiently managing bookkeeping tasks for diverse organizations. My proficiency extends to swiftly grasping new accounting methods and procedures, ensuring seamless transitions and accurate financial records. With a keen eye for detail and strong communication skills, I consistently contribute to revenue growth through meticulous accounting practices and effective client engagement.
Overview
23
23
years of professional experience
Work History
Financial Specialist
HOA Services Inc
Grand Junction, CO
05.2023 - Current
- facilitated informed financial decision-making by delivering timely and precise analysis of financial data to 58 distinct Homeowners Associations.
- Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.
- Through audits found $10k in paid revenue going to the wrong account and increasing the annual revenue for HOA Services Inc. by $30k a year.
- Developed comprehensive financial models for forecasting, budgeting, and performance tracking purposes.
- Managed $250K monthly in accounts payable and $385K monthly in accounts receivable while maintaining a positive cash flow.
- Maintained and processed invoices, deposits, for more than 3000 homeowner accounts.
- Monitored $3.4 million located in more than 120 checking, saving and CD accounts.
- Reorganized complete chart of account classifications so better account reporting.
- Enhanced financial accuracy, ensuring proper classification and recording of all accounting entries and created new chart of accounts
- Contributed to training and development of team other employees, Board members and owners
- Provided technical support in all computer software programs
Community Association Manager/Owner
Community HOA Mgmt., Inc.
01.2019 - 01.2022
- Owner and Operator of Home Owner's Association Management Company, serving multiple Home Owner's Associations.
- Enhanced communication between homeowners and board members through regular meetings and detailed reports.
- Managed budgets for multiple communities, ensuring financial stability and proper allocation of funds.
- Established and maintained financial information via Quickbooks, ensuring accuracy and accessibility of budgetary information.
- Optimized cash flow management by closely monitoring dues collection and adjusting expenditure allocations accordingly.
- Developed custom reports for management review, highlighting significant findings from the reconciliation process.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
Board Member/Grant Writer
Surface Creek Community Services
01.2018 - 01.2020
- Responsibilities included developing overall company strategy, raising capital, establishment of network consisting of valuable mentors and partners, responsible for work streams and giving feedback on day-to-day operations.
- Advised Board of Directors regarding significant expenditures to keep grant operations in line with budget limitations.
- Increased awarded grants by identifying new funding opportunities and cultivating relationships with potential funders.
- Managed post-award services and oversaw state and federal grant awards for compliance with uniform guidance and grant-specific requirements.
Administrative Director
Families Plus
01.2013 - 01.2015
- Streamlined and prioritized business operations, produced procedure manuals, maintained budget, Board relations, database management, Medicaid billing, financial reporting, composed press releases.
- Coordinated cross-functional team projects, ensuring timely completion and successful outcomes.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Managed daily office operations, negotiated contracts, managed vendor relations and acted as primary liaison with outside organizations.
- Managed budgetary concerns for the department, reducing overall expenses while maintaining operational efficiency.
Special Events Manager
The American Lung Association
01.2004 - 01.2005
- Event Management: ticketing and registration, vender management, event budgeting, result analysis, marketing, raise awareness, silent/live auctions, raffles, goal setting, site selection, outreach, logistical arrangements.
Program/Event Manager
National Kidney Foundation
01.2001 - 01.2004
- Outreach: Worked with hospitals /social workers/public to increase awareness of organ donations, coordinated outreach events, participated in health fairs, developed media toolkits, create campaigns, educate the community on kidney disease and nutrition.
Education
Bookkeeping Certificate - Bookkeeping
Intuit Academy
05.2024
Bachelor of Arts in Psychology -
San Diego State University
01.2008
Certified Nonprofit Professional -
Nonprofit Leadership Alliance (Formerly American Humanics)
01.2003
Associates of Arts in Psychology -
Red Rocks Community College
01.1999
Skills
Financial Auditing
Accounting and bookkeeping
Quickbooks
Budget Planning
Training and mentoring
Customer Relations
MS Office
Technical Support
Timeline
Financial Specialist
HOA Services Inc
05.2023 - Current
Community Association Manager/Owner
Community HOA Mgmt., Inc.
01.2019 - 01.2022
Board Member/Grant Writer
Surface Creek Community Services
01.2018 - 01.2020
Administrative Director
Families Plus
01.2013 - 01.2015
Special Events Manager
The American Lung Association
01.2004 - 01.2005
Program/Event Manager
National Kidney Foundation
01.2001 - 01.2004
Bookkeeping Certificate - Bookkeeping
Intuit Academy
Bachelor of Arts in Psychology -
San Diego State University
Certified Nonprofit Professional -
Nonprofit Leadership Alliance (Formerly American Humanics)
Associates of Arts in Psychology -
Red Rocks Community College