Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nicky Weiss

Clear Lake

Summary

Professional finance leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.

Overview

9
9
years of professional experience

Work History

Business Office Manager

REM Inspecting LLC
04.2024 - Current
  • Updated reports, managed accounts, and generated reports for company database.
  • Managed financial operations for the business, ensuring accurate budgeting and timely invoice processing.
  • Resolved financial discrepancies and customer billing issues with timely attention.
  • Enhanced customer satisfaction by addressing inquiries promptly and resolving issues professionally.
  • Ensured compliance with company policies and industry regulations through regular audits and process updates.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Conducted performance evaluations for employees, identifying areas for improvement and providing constructive feedback.
  • Improved workflow efficiency by streamlining office processes and implementing new software solutions.
  • Increased accuracy in financial reporting by implementing robust accounting practices and attention to detail in data entry tasks.
  • Oversaw daily operations, identifying bottlenecks and implementing solutions to enhance workflow and productivity.

Accounts Analyst/ Controller & CAO

COUNTRYSIDE PLUMBING & HEATING
11.2018 - Current
  • AP- Review, prepare and issue bills and invoices for numerous companies.
  • AR- Create invoices and work orders, statements, and billing for residential and commercial services. Bi-weekly account reconciliation in coordination with ledgers.
  • Receive and deposit cash/checks, count, and balance currency in cash drawers, calculate daily transactions using computers and/or calculators.
  • Record and configure monthly sales tax.
  • Cross reference purchase orders and invoices.
  • Obtains certificates of insurance and W9, when needed.

Owner

EAT YOUR HEART OUT, LLC
03.2016 - Current
  • Bake and decorate products such as cakes, cupcakes, and various pastries.
  • Check the quality of raw materials and equipment to ensure it meets the health standards and safety regulations to maximize services.
  • Manage revenue, cost of expenses, AP invoicing and other financial requirements.
  • End of year tax preparation

Education

Associate’s Degree - Accounting

HERZING UNIVERSITY
Milwaukee, WI
12.2018

Bachelor’s Degree - Business & Economics, Minor: Accounting

UNIVERSITY OF WISCONSIN RIVER FALLS
River Falls, WI
12.2021

Skills

  • Microsoft Office- Excel, Word, Power Point, Outlook
  • GAAP
  • QuickBooks & ComputerEase
  • Communication
  • Team Building
  • Time Management
  • Leadership
  • Financial & Analytical Abilities
  • Business Acumen
  • Problem Solving & Decision-Making Skills
  • Account reconciliation
  • Payroll and budgeting
  • Financial administration
  • Expense tracking
  • Spreadsheet and database creation

Timeline

Business Office Manager

REM Inspecting LLC
04.2024 - Current

Accounts Analyst/ Controller & CAO

COUNTRYSIDE PLUMBING & HEATING
11.2018 - Current

Owner

EAT YOUR HEART OUT, LLC
03.2016 - Current

Bachelor’s Degree - Business & Economics, Minor: Accounting

UNIVERSITY OF WISCONSIN RIVER FALLS

Associate’s Degree - Accounting

HERZING UNIVERSITY
Nicky Weiss