Satilla Moulton

Prior to Legacy I was employed by Trademark Mechanical, which was under the same ownership. Trademark sold and they were going to eliminate the commercial side and Legacy was created as a commercial only company

• Invoicing in QuickBooks. Ensure accuracy and compliance.
• Save all job related invoices
• Set up new vendors in QuickBooks. Request W-9s
• Reconcile vendor statements ensuring every invoice is paid on time to take advantage of early pay discounts.
• Process checks
• Prepare and file 1099s

• Commercial billing
• Run appropriate job costing reports and disburse to managers
• Create an invoice based on a Schedule of Values
• Use multiple billing programs to bill jobs depending on the requirements of the contractor
• Track and complete lien releases for contractor and for vendors
• Utilize a spreadsheet to track job specific equipment, subcontractors, rentals, etc.

• Follow up on Accounts Receivable and retainage owing
• Enter and reconcile credit card statements
• Obtain mechanical permits
• Create job packets for commercial replacement projects
• Request and track certificates of insurance
• Track and obtain O&Ms (equipment operating manuals) to remit to contractor when job is complete
• Scan, save, and name all packing slips
• Completed requirements to set up our company for System Award Management (a website that allows a company to bid on government contracts)

Performed many of the same duties as Legacy. However, Trademark Mechanical serviced both residential and commercial

Invoicing

Permitting

Commercial billing

Lien releases

Apply for rebates for residential customers

Invoicing

Balancing statements

Obtaining permits from City of Spokane, Spokane County, Spokane Valley, and various other jurisdictions

Second on phones. Direct phone call to appropriate person

Typed up job proposals

Scheduled job estimates

Called vendors to see if they were bidding on a specific project

Residential rebates

During my time here I was fortunate to be an asset in many roles

Payroll

Process payroll, including commissions, piecework, and bonuses for over 500 employees per week during harvest

Filed quarterly tax reports

Weekly payroll

Employee set up and maintenance in system

Track employee deductions, etc.

Year end W-2s and any amendments or corrections

AP

Daily invoice entry

Compare packing slip to invoice to verify correct amount received

Write checks

Process 1099s

Shipping Manager

Inventory management of 8 million dollar apple and pear inventory

Enter daily run i.e. size, quantity, and variety of fruit ran the night before

Received orders via fax. Distributed copies of orders to management and to loaders

Interacted with drivers

Worked with Department of Agriculture to set up shipments to other countries

Was instrumental in setting up our program to ship to China