Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for tenacity and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. Specialize in working with small businesses.
Overview
29
29
years of professional experience
Work History
Controller
The Tent Event LLC, dba Teeco Solutions
08.2021 - Current
Manage company books, including monthly closing cycle, within QuickBooks
Prepare monthly and annual financial statements
Manage all accounts payable and receivable; perform collections as needed
Prepare all customer invoices and track job costs, analyzing profit margin
Manage all payroll related functions with an outsourced payroll company
Track all building leases, manage required inspections, permits, licenses & maintenance
Prepare annual budget and work closely with the CEO and sales team
Track all customer information within CRM system
Manage incoming customer phone calls
Open, triage and track all customer service tickets
Manage company bank account, including incoming and outgoing funds
Order and maintain all inventory & ship customer orders
Liaison between customer and sales team for fulfilling large machinery orders
Prepare all shipping paperwork including overseas documentation
Process worker’s compensation audits
Maintain all company insurance policies
Track KPI’s and margins for departments and make suggestions for process improvements
Document processes within company
Supervise project manager position and cross train in other departments
Bookkeeper/HR/Payroll Administrator/Admin
Endeavor Management, LLC
01.2009 - 08.2021
Enter financial data into QuickBooks for verification and reconciliation, maintaining accurate and current accounts at all times including payables and receivables
Eliminate discrepancies in finances by documenting expenses, monitoring income, handling bank deposits and managing statements
Verify over $20,000 of cash and credit payments daily
Track financial progress by creating quarterly and yearly balance sheets and profit/loss statements
Verify and submit timekeeping information for accurate and efficient payroll processing, figure all commissions and deductions
Comply with all established policies and perform bank reconciliations, all accounts payable/receivable functions, contracts, sales tax, end of month journal entries
Handle all incoming mail related to taxes, unemployment claims, permits
Negotiate leases on 14 retail locations, handle maintenance issues with landlords and employees
Accounting & Inventory Manager
NCI Telecom, Inc.
01.1996 - 01.2000
Generated and submitted invoices based upon established accounts receivable schedules and terms
Processed invoices and journal entries
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
Identified, researched and resolved billing variances to maintain system accuracy
Performed targeted collections on past due accounts aged over 90 days
Accepted delivered packages, verified products and checked delivery totals to keep system records current and accurate
Maintained inventory count, tracked usage and documented variances
Collaborated with sales team members to stay current on inventory levels, complete accurate orders and resolve item issues
Education
BA - Business Management, Minor in Spanish
Webster University
St. Louis, Missouri
05.2011
Skills
Internal controls development
Commission calculation
Pricing and costing
Purchase tracking
Month-end and year-end closings
QuickBooks Desktop and QuickBooks Online
General ledger accounting
Financial statement review
Executive leadership advisement
Payroll administration experience
Timeline
Controller
The Tent Event LLC, dba Teeco Solutions
08.2021 - Current
Bookkeeper/HR/Payroll Administrator/Admin
Endeavor Management, LLC
01.2009 - 08.2021
Accounting & Inventory Manager
NCI Telecom, Inc.
01.1996 - 01.2000
BA - Business Management, Minor in Spanish
Webster University
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