Matt Lavarda

• Designing the company's website and marketing tools
• Consulting with customers to assess needs and propose optimal solutions
• Managing day-to-day business operations
• Managing bank and general ledger reconciliations for month-end reporting
• Creating detailed monthly financial reports for clients
• Processing accounts payable and receivable
• Executing comprehensive payroll

• Generating comprehensive financial reports daily, weekly, and monthly for over twenty clients
• Overseeing bank and general ledger reconciliations for each account
• Executing month-end closings
• Monitoring fixed assets and liabilities
• Processing accounts payable and receivable
• Maintained and processed invoices, deposits, and money logs
• Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices
• Established QuickBooks accounting system to reflect accurate financial records
• Implemented a more efficient filing system for financial documents, improving accessibility and organization
• Provided support during audits by supplying requested documentation promptly and accurately

Accountant:

• Producing detailed financial reports daily, weekly, and monthly for three distinct entities
• Processing accounts payable and receivable
• Managing bank and general ledger reconciliations
• Processing payroll and creating contractor checks
• Performing month-end closings, tracking fixed assets, and preparing depreciation schedules

Materials Manager:

• Providing clients with pricing for materials chosen by the designer and client, including the company's markup
• Upon approval, the materials are purchased, and details such as tracking information, quantities, and adjusted prices are recorded in the proposal

• Generating comprehensive financial reports for small and medium accounts on a daily, weekly, and monthly basis
• Processing accounts payable and receivable
• Reconciled bank statements on a monthly basis, identifying discrepancies and resolving issues promptly
• Overseeing bank and general ledger reconciliations
• Processing client payroll
• Executing month-end closures
• Monitoring fixed assets and preparing depreciation schedules
• Providing support for personal and business tax preparation during the tax season

• Reviewing designs, conducting tests, and collaborating with the team to understand project requirements
• Creating test procedures, interpreting mechanical drawings, and ensuring building systems function as per design specifications
• Overseeing systems such as chiller plants, fans, and control systems
• Generating documentation such as Issues Logs and Site Visit reports to ensure project standards comply with the engineer's design