Implemented new accounting software, coordinating both hosting & ERP setup.
Create and implement financial processes and controls.
Developed forecasting models to analyze potential business scenarios and support strategic decision making.
Conducted thorough variance analyses to identify discrepancies between actual results and budget projections, supporting corrective actions as needed.
Reduced month-end closing time with the optimization of reconciliation procedures and documentation practices.
Spearheaded the transition from manual to digital record-keeping, significantly reducing data entry errors and increasing data accessibility.
Improved financial accuracy by streamlining accounting processes and implementing internal controls.
Handled day-to-day accounting processes to drive financial accuracy.
Accounting Controller
STROBEL DESIGN BUILD
06.2022 - 06.2024
Reporting to the CEO, responsible for financial statement preparation, regulatory filings, and managing all aspects of accounting including training and development of accounting staff.
Implement robust internal controls to strengthen cash management, payroll, and the integrity of financial reporting.
Conduct financial statement analysis, contributing to strategic decision-making.
Facilitated cash flow and revenue forecasting, providing key insights for business planning.
Manage project financial reporting and review.
Create and monitor annual budget to align with organizational goals.
Payroll and commissions calculations.
Employee onboarding and training.
Maintain company licenses and certifications.
Insurance audits and renewals, ensuring compliance and cost-effectiveness.
Major Accomplishments Include:
Implementation of new accounting software including importing and reconciling financial data.
Collaborated closely with implementation company to generate necessary reports and functions.
Project Accountant
STROBEL DESIGN BUILD
05.2019 - 06.2022
Reported to Controller.
Generated and analyzed financial reports for construction projects.
Managed cost plus and fixed-bid billing processes, ensuring accurate and timely client invoicing.
Subcontractor onboarding and contract processing.
Managed change order processing to accommodate project modifications efficiently.
Processed accounts payable, maintaining accurate financial records.
Responsible for receiving customer payments and overseeing collections processes.
Credit card and bank reconciliation
Successfully conducted the Annual Worker’s Compensation Audit, ensuring compliance and accuracy.
Bookkeeper/Office Manager
BODYRECOMPO, LLC
09.2017 - 09.2018
Successfully implemented QuickBooks software, optimizing financial tracking and reporting.
Developed accounting processes to enhance efficiency and accuracy.
Conducted thorough reconciliations of bank and credit card statements.
Identified and resolved discrepancies promptly to maintain financial integrity.
Managed accounts receivable processes, including billing and collections.
Efficiently handled accounts payable, ensuring timely and accurate payment processing.
Oversaw inventory management, maintaining accurate records of stock.
Implemented controls to minimize discrepancies and increase inventory turnover.
Accounts Receivable/Purchaser
SMITH MANUFACTURING
12.2016 - 09.2017
Created and presented Open Sales Order Report to Controller, providing valuable insights into pending sales orders and revenue projections.
Received and verified shipments and accurately recorded in QuickBooks for inventory.
Created purchase orders for warehouse and submitted them to suppliers.
Handled account collections and monitored accounts receivable aging.
Organize and maintain HR files, ensuring compliance with documentation requirements.
Coordinated over-sea shipments with forwarders for timely and cost-effective deliveries.
Accounting Assistant
SHAVELL & COMPANY, P.A.
12.2015 - 12.2016
Efficiently managed client documents.
Assembled federal and state tax returns (Corporate, Partnership, and Individual).
Input Basic 1040 tax return information for clients.
Drafted engagement letters and proposals for new clients.
Modify procedures manual to enhance efficiency and align with evolving business practices and objectives.
Schedule appointments and meetings for CPAs and clients.
Staff Accountant
SANTA ROSA GOLF AND BEACH CLUB
07.2013 - 12.2015
Created/presented Daily Revenue Report to Director of Operations.
Composed customized software training materials/desk procedures for accounting department.
Managed New/Resigned member processing
Handled HR duties, including payroll processing, new hires/terminations, benefits administration.
Managed account collections and AR aging to optimize cash flow.
Played a key role in the annual budget preparation, collaborating with each department manager to set goals for budget maintenance and revenue goals
Successfully coordinated annual audit processes to ensure compliance with GAAP Conducted monthly bank/credit card reconciliations.
Produced and filed 1099s annually, ensuring compliance with tax regulations.