Michelle Davick
Fort Collins,CO
Summary
Finance professional with comprehensive background in accounting, ready to contribute to financial management and reporting. Known for accuracy in financial record-keeping. Reliable team collaborator with focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Full Charge Bookkeeper/HR/Sub Compliance
NoCO Custom Homes
01.2023 - Current
- Managed full-cycle accounting, ensuring accuracy in financial reporting and compliance with regulations.
- Prepared comprehensive financial statements, including balance sheets, income statements, and cash flow reports for leadership review.
- Communicated regularly with clients and lenders regarding billing inquiries, resolving disputes fairly and maintaining strong professional relationships.
- Organized financial records meticulously using electronic filing systems to ensure easy access during audits or reviews.
- Ensured timely processing of payroll and benefits administration for all employees, maintaining accuracy and satisfaction levels.
Owner/Operator
Artful Bookkeeping LLC
01.2018 - Current
- Managed full-cycle bookkeeping processes for multiple clients, ensuring compliance with accounting standards.
- Prepared monthly financial statements to provide insights into business performance and cash flow.
- Organized financial records meticulously using electronic filing systems to ensure easy access during audits or reviews.
Accounting Specialist
Winterhawk Electric, LLC
08.2022 - Current
- Reviewed accounts for discrepancies to properly reconcile differences.
- Prepared periodic reports to compare budgeted costs to actual costs.
- Computed sales taxes owed and prepared sales tax returns, ensuring compliance with payment, reporting, and other sales tax requirements.
- Conferred with company officials about financial and regulatory matters.
- Managed accounts receivable and accounts payable, assisting with transactional-level tasks.
- Managed paper and electronic filing systems by recording information, updating paperwork and maintaining documents, such as attendance records and correspondence.
- Prepared spreadsheets, documents and data analysis reports for presentations and supervisor review.
- Answered phone calls and emails from clients to address questions, complaints and needs.
- Facilitated smooth department operations by scheduling appointments and managing calendars for multiple team members including service technicians.
Firm Administrator/HR/Full Charge Bookkeeper
Clear Path Advisors, LLC
08.2021 - 08.2022
- Coordinated employee schedules and set dates for company meetings and appointments.
- Ordered, stored and repaired office equipment and technology for company use.
- Answered phone calls and emails from clients to address questions, complaints and needs.
- Recorded profits and losses in databases and sorted financial documents in company filing systems.
- Tracked company inventories to prevent shortages and minimize equipment losses.
- Handled vendor relations and negotiated contract renewals, terms and expirations.
- Performed invoicing and budget tracking tasks to monitor financial progress.
- Trained newly hired employees regarding company procedures, standards and goals.
- Updated client and employee information, financial records and schedules in company databases.
- Developed employee teams and delegated office tasks to increase office productivity and success.
- Prepared spreadsheets, documents and data analysis reports for presentations and supervisor review.
- Made reservations and booked accommodations for company trips, meetings and events.
- Scheduled facility cleanings, repairs and remodels to create inviting and pleasant work environment.
- Acquired, distributed and stored supplies.
- Prepared and reviewed operational reports and schedules.
- Analyzed internal processes and recommended and implemented procedural and policy changes to improve operations, such as supply changes and disposal of records.
- Learnt to operate new office technologies as were developed and implemented.
- Communicated with and provided guidance for external vendors and service providers to ensure organization, department and work unit's business needs were met.
- Managed paper and electronic filing systems by recording information, updating paperwork and maintaining documents, such as attendance records and correspondence.
- Hired and terminated clerical and administrative personnel.
- Established work procedures and schedules to organize daily work of administrative staff.
- Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives.
- Managed full-cycle bookkeeping processes for multiple clients and firm, ensuring compliance with accounting standards.
- Processed payroll and maintained employee records, ensuring timely and accurate payments for multiple clients and firm.
- Prepared monthly financial statements to provide insights into business performance and cash flow for multiple clients and firm.
- Assisted in 1040 Tax Preparation for multiple clients
Accounting & Grants Coordinator
Crossroads Safehouse, Inc
11.2020 - 08.2021
- Managed accounts receivable and accounts payable, assisting with transactional-level tasks.
- Prepared accounting information, producing financial statements in accordance with accounting principles.
- Developed and implemented record-keeping and accounting systems using current computer technology.
- Posted journal entries by compiling and analyzing account information.
- Researched and reviewed payments received to input into financial systems.
- Analyzed and reported fiscal activity to identify cost reductions.
- Accumulated and processed financial accounting data to prepare tax returns.
- Examined whether organization's objectives were reflected in its management activities and whether employees understand objectives.
- Prepared periodic reports to compare budgeted costs to actual costs.
- Developed, implemented, modified and document recordkeeping and accounting systems, making use of current computer technology.
- Conferred with company officials about financial and regulatory matters.
- Created and updated donor databases.
- Compiled and developed materials to submit to granting and other funding organizations.
- Delivered comprehensive financial training programs for non-finance managers, enhancing cross-functional understanding and collaboration.
Finance Manager/Human Resources
Ron Grob Company
03.2020 - 11.2020
- Managed full-cycle accounting, ensuring accuracy in financial reporting and compliance with regulations.
- Prepared monthly financial statements, including balance sheets, income statements, and cash flow reports.
- Established procedures for custody and control of assets, records, loan collateral and securities to ensure safekeeping.
- Found and attracted new business.
- Established and maintained relationships with individual and business customers and provided assistance with problems these customers may encounter.
- Recruited staff members and oversaw training programs.
- Enhanced employee satisfaction by implementing effective human resources policies and procedures.
- Maintained strict adherence to federal employment regulations, ensuring organizational compliance with all relevant laws and guidelines governing human resources practices.
- Processed payroll for employees as part of sound human resources and financial management strategies.
- Benefits administration, ensuring accurate enrollment and proper utilization of resources available to staff members.
- Managed quarterly and annual payroll tax filings, ensuring timely submission to avoid penalties.
- Improved overall project efficiency by streamlining workflows within the organization''s SAP ecosystem.
Asst Ops Manager/Bookkeeper/HR/Sub Compliance
Herbert M. Stains Contractor, Inc
04.2015 - 03.2020
- Managed full cycle accounts payable and receivable processes to ensure timely payments and accurate recordkeeping.
- Reconciled bank statements and general ledgers, maintaining accuracy in financial reporting.
- Implemented accounting software solutions to streamline bookkeeping tasks and improve efficiency.
- Developed monthly financial statements, providing insights for strategic decision-making by management.
- Payroll processing, ensuring compliance with federal and state regulations.
- Trained junior bookkeepers on best practices in financial management and reporting processes.
- Processed payroll for employees across two states as part of sound human resources and financial management strategies.
- Maintained employee records, coordinated interviews, and onboarded new hires.
- Benefits administration, ensuring accurate enrollment and proper utilization of resources available to staff members.
Leasing Agent/Bookkeeper
H&M Enterprises, LLC
04.2015 - 03.2020
- Managed full cycle accounts payable and receivable processes to ensure financial accuracy.
- Investigated and resolved tenant complaints, following management rules and regulations.
- Kept updated records of property vacancies and lease renewals to proactively fill open units.
- Planned and scheduled general maintenance, major repairs, and remodeling projects for properties.
- Negotiated and finalized lease terms and agreements.
- Coded documents according to company procedures.
- Managed and oversaw operations for multiple commercial and residential properties.
- Directed collection of monthly rental fees and monitored past due accounts.
- Marketed vacancies through social media and partnerships with local leasing agents.
- Prepared and administered contracts for provision of property services, such as cleaning, maintenance and security services.
- Prepared detailed budgets and financial reports for properties.
- Maintained adequate insurance and protection to safeguard against loss.
- Solicited and analyzed bids from contractors for repairs, renovations and maintenance.
- Performed general office duties, such as filing, answering telephones and handling routine correspondence.
- Calculated and prepared checks for utilities, taxes and other payments.
- Ensured that were in line with rental markets.
- Monitored common areas for maintenance and repair needs.
- Monitored status of loans and accounts to ensure that payments were up to date.
- Calculated, prepared and issue bills, invoices, account statements and other financial statements according to established procedures.
Website Customer Support Representative
Teletech
09.2014 - 04.2015
- Referred major hardware and software problems and defective products to vendors and technicians for service.
- Conferred with users and conducted computer diagnostics to investigate and resolve problems and to provide technical assistance and support.
- Maintained records of daily data communication transactions, problems and remedial actions taken and installation activities.
- Participated in ongoing training to enhance own job skills and knowledge.
- Provided product information and resolved concerns to assist customers.
Mortgage Customer Service Representative
Kroll Factual Data
08.2011 - 09.2013
- Referred unresolved customer grievances to designated departments for further investigation.
- Analyzed and collected customer information to prepare product or service reports.
- Built sustainable relationships and trust with customer accounts using open and interactive communication.
- Made appropriate account corrections to resolve customer problems.
- Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.
- Conferred with customers by telephone or in-person to provide product or service information.
- Navigated multiple computer systems and applications and utilized search tools to find information.
- Recorded details of inquiries or complaints to maintain up-to-date records of customer interactions and transactions.
- Defined problems, collected data, established facts and validated conclusions.
- Responded quickly to meet customer needs and resolve problems.
Education
G.E.D. -
Aims Community College
Loveland, COCollege Classes - Accounting, Computer Applications, Business Ethics
Front Range Community College
Fort Collins, COBusiness Management Training - undefined
Global Resources, LLC
Northbrook, ILFirm Administration Training Program - undefined
Thomson Reuters Tax & Accounting
Ann Arbor, MISynergy - Microsoft Outlook, Microsoft Excel, Project Management, Data Security, Firm Administration, Marketing, Leadership Philosophy
Thomson Reuters Tax & Accounting
Nashville, TNSkills
- Construction Contract Management
- Project Based Accounting
- Contract Revenue Recognition (Percentage of Completion Method)
- Intercompany Accounting (Complex ownership structures)
- Full Cycle Bookkeeping
- Trade Agreement Management
- Human Resources
- Benefit Administration
- Proficient in multiple accounting softwares, Microsoft products, Google products, VOIP products, ERP software, Builder Trend
Certification
- Notary Public # 20224031997
- Remote Online Notary Public
Timeline
Full Charge Bookkeeper/HR/Sub Compliance
NoCO Custom Homes
01.2023 - Current
Accounting Specialist
Winterhawk Electric, LLC
08.2022 - Current
Firm Administrator/HR/Full Charge Bookkeeper
Clear Path Advisors, LLC
08.2021 - 08.2022
Accounting & Grants Coordinator
Crossroads Safehouse, Inc
11.2020 - 08.2021
Finance Manager/Human Resources
Ron Grob Company
03.2020 - 11.2020
Owner/Operator
Artful Bookkeeping LLC
01.2018 - Current
Asst Ops Manager/Bookkeeper/HR/Sub Compliance
Herbert M. Stains Contractor, Inc
04.2015 - 03.2020
Leasing Agent/Bookkeeper
H&M Enterprises, LLC
04.2015 - 03.2020
Website Customer Support Representative
Teletech
09.2014 - 04.2015
Mortgage Customer Service Representative
Kroll Factual Data
08.2011 - 09.2013
Business Management Training - undefined
Global Resources, LLC
Firm Administration Training Program - undefined
Thomson Reuters Tax & Accounting
Synergy - Microsoft Outlook, Microsoft Excel, Project Management, Data Security, Firm Administration, Marketing, Leadership Philosophy
Thomson Reuters Tax & Accounting
G.E.D. -
Aims Community College
College Classes - Accounting, Computer Applications, Business Ethics
Front Range Community College