Experienced Executive Assistant with 20 years of experience with excellent organizational and time management skills. Driven and energetic, self-directed and able to adjust to fast past environments.
Experienced with financial management, budgeting, and strategic planning. Utilizes comprehensive knowledge of accounting principles to optimize financial processes effectively. Track record of leading teams and implementing innovative financial solutions.
Overview
7
7
years of professional experience
Work History
Controller/Assistant Project Manager
Carr Enterprises
03.2023 - Current
Month-End, Quarterly, and Year-End Close: Assist in the closing process by preparing necessary adjusting entries and reconciliations
Account Reconciliations: Perform account reconciliations for balance sheet accounts, including cash, accounts payable, accounts receivable, fixed assets, and other key accounts
Financial Reporting: Ensure project costs are tracked properly and assist in preparing monthly, quarterly, and annual financial statements
Ensure financial data is accurate, complete, and in compliance with GAAP
Project Accounting: Collaborate with project managers to set up and monitor project budgets; Process monthly billing and revenue recognition; Track project costs, ensuring accuracy and compliance with contractual terms
Accounts Receivable and Accounts Payable: Monitor accounts receivable and follow up with clients on delinquent payments
Manages funding requirements including payroll submissions, reporting, reviewing backup for invoicing, etc
Tracks youth progress during the onboarding process
Schedule meetings, conferences, and appointments for the office, both locally and with other company offices
Coordinate travel arrangements for employees, including booking flights, hotels, and ground transportation
Manage the office calendar, ensuring that all important events and deadlines are properly noted
Managed payroll data entry and processing for 12 employees to comply with predetermined company guidelines.
Worked with 2 executives to create annual budget and track actual expenses against projected expenses.
Oversaw accounts payable and receivable operations for Commercial Construction business with $1 Million in monthly expenses.
Office Manager/EXECUTIVE ASSISTANT
Max Sontz Roofing Services, Inc.
11.2021 - 03.2023
Manage day-to-day operations, including workflow optimization, team coordination, and resource allocation
Accounts Receivable and Accounts Payable: Issuing all invoicing and Monitor accounts receivable and follow up with clients on delinquent payments
Monthly bank reconciliation averaging $5.5 million dollars
Conducted a monthly reconciliation of all bank accounts
Conduct periodic reconciliations of all accounts to ensure their accuracy
Provide information to the external accountant who creates the company's financial statements and tax returns
Maintain an orderly accounting filing system with in Sage
Maintain the chart of accounts
Comply with local state, and federal government reporting requirements
Process weekly payroll in a timely manner
Provide clerical and administrative support to management as requested
Manage accounting for Owner's personal accounts and real estate
Manage and maintain office and personal and payroll
Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Office Manager/Executive Assistant
Paul John and Son, Inc.
03.2019 - 11.2021
Collaborating with the General Manager to create purchase orders, schedule projects, and effectively facilitate daily operations
Overseeing projects from initial contact to completion, ensuring a cohesive customer experience
Collaborating with workshop manager to inventory and track materials for multiple projects simultaneously
Proactively communicating with our diverse range of clients by phone, email, and in person at our showroom
Creating and managing records in our CRM system
Organizing, analyzing, and presenting information to upper management to support collective decision making processes
Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
Office Coordinator/EXECUTIVE ASSISTANT
FRS Roofing Services, INC.
04.2018 - 03.2020
Provide administrative support to the Chief People Officer including calendar management, meeting coordination, and handling correspondence
Prepare, edit, and distribute internal and external communications, including emails, letters, memos, meeting minutes, agendas, and reports
Liaise with external vendors and service providers, and assists with monitoring contracts, and monitoring service delivery
Ensures smooth office operations by maintaining organized systems, managing supplies, coordinating mailings, and handling general administrative tasks
Create and maintain systems to track department data, personnel files, phone lists, etc
Process HR payroll by ensuring accurate timekeeping, verifying payroll data for accuracy, addressing any discrepancies, and collaborating with relevant departments to ensure timely payroll operations
Assists with special projects, providing flexible support to various HR functions as needed