Sheri Quinton

Financial Reporting & Analysis:

• Developed and managed comprehensive standard CSI industry budgeting framework for Specialty Electrical design-build contractor, strategically overseeing estimating, design, pre-construction through project construction and all financial aspects.
• Enhanced efficiency in labor cost management by closely monitoring self-performed labor for 212 employees.
• Meticulously corrected financial data within Procore to properly report, forecast, and administer accounts payable and receivable, contributing to financial oversight of $43 million fiscal operation with open contractual agreements totaling $73 million, while monitoring $150 million in potential business development, utilizing contract status and backlog reporting system to provide detailed work-in-progress report with analysis.
• Successfully transitioned organization's IRS accounting methodology from Cash basis to Percentage of Completion approach in accordance with GAAP standards, effectively retroactive to fiscal year 2022. Ending with $461,000.00 in savings.
• Conducted thorough financial analyses to evaluate company strengths, weaknesses, and areas for inter-departmental corrective action.
• Prepared precise financial statements quarterly to encapsulate organization's financial health and overall business performance.

Accounting & Fiscal Oversight:

• Directed accounting and finance teams, to modernize business processes and enhance operational agility.
• Implemented weekly and month end workflows, prioritizing invoice approval process for project and operational accounting functions.
• Reorganized and implemented internal control/reconciliation measures, to support reviewed financial statement environment. Adjusting account types and creating divisional general ledger numbering system to support consolidated financial statements.
• Created Work-In-Progress, Over/Under accounting model, to enforce ASC 606 revenue recognition requirements. Enhancing both Balance Sheet and Profit and Loss statements.
• Generated monthly entries for prepaid accruals and book depreciation, adding to workflow process.
• Tracked and reviewed cash flow, working capital and financial planning data to inform strategic organizational directions.
• Managed and directed reports responsible for controllership, treasury, project management, and corporate finance functions.
• Collaborated with CPA firm to process all S-Corp tax filings and personal shareholders IRS tax filings, maximizing deductions while maintaining equity balances.

Cost Monitoring and Control:

• Implemented and monitored cost reduction initiatives, optimizing operational efficiency and company-wide productivity by streamlining material procurement transactions, including RFQs, Purchase Orders and receiving documentation, ensuring compliance with legal and regulatory requirements.
• Spearheaded strategic process improvements aimed at refining organizational procedures in three critical areas: materials, return for credit process, inventory control, and cost allocations for intercompany equipment rental.

Risk Management & Compliance:

• Coordinated with external service providers and audit teams to hedge against or mitigate operational risks, ensuring optimal risk management protocols were in place.
• Led change management efforts to support integration of critical initiatives, driving advancements in technology, processes, and corporate culture.
• Liaised with legal, accounting, and professional teams to create business structure that supports continued growth while maintaining steadfast compliance with regulations.

Strategic Planning, Operational Leadership, Team Development:

• Act as primary point of contact for shareholders, responding to inquiries, identifying, and delivering clear concise progress reports, detailing areas of improvements in transparent and objective manner. Discussed operational inefficiencies to gain approval for change in operational performance.
• Established Executive team and goal setting structure. Ensuring that we stayed on track with short- and long-term goals.
• Developed forward-looking path to success plan, bringing visibility to our 5-year plan.
• Together, we formulated solutions to complex business issues and operational gaps, creating structure for smooth transitions during significant organizational changes.
• Created Job descriptions with performance measurement matrix to evaluate and adjust our organizational chart, to objectively assess and enhance contract performance and internal operations.
• Evaluated employee performance, providing targeted coaching to address inefficiencies, and develop talent within organization.
• Reviewed financial plans, advising on spending cuts, rightsizing workforce, and timing for planned business operations and changes.
• Created, planned, and instituted policies and procedures to align interdepartmental transition to maximize productivity and investment returns.

HR Employee Relations, Payroll & Confidentiality Maintenance:

• Oversaw all payroll operations and managed cloud-based systems. Correcting and aligning data for reporting purposes.
• Reviewed 401k plan quarterly with fiduciaries to effectively manage and grow plan.
• Preformed annual 401k audit,
• Effectively resolved and mediated intricate employee relations issues, including disputes, terminations, and disciplinary actions, while maintaining confidential integrity of sensitive information.
• Executed change management processes that modernized company human resource operations and improved procedural compliance, enhancing overall business agility.
• Prepped to implement Shared Services model to maximize cost savings in self-performed labor environment.
• Analyzed labor compensation and benefits packages to attract and retain top talent, thereby strengthening management and business decision-making capabilities.

• Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Daily cash management with weekly cashflow analysis meetings
• Implemented Concur AP automation and streamlining to reduce accounting department by 25%.
• Oversaw investment capital, accounts payable and receivable operations for 65 single purpose entities with 160 units under construction.
• Managed all accounting operations for 3 operating companies with 3.5 million in monthly expense, Managed Payroll/HUman Resources for 53 employees,
• Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
• Completed 2021 year-end close processes for 35+ entities with extensive corrective measures needed for proper GAAP completion.
• Assisted CPA firm with consolidation and balancing of inter-company transactions including 75+ capital investment loans, owners equity disbursements, due to due from account reconciliation management.
• Prepared and managed promissory notes with monthly and yearly interest payments. Prepared and processed annual interest statements to investors.
• Accurately reported annual interest accrual transactions. Ensuring financial statements balanced across 27 entity consolidation environment.

• Oversee deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
• Improved cash flow, retired debt ahead of schedule and built cash reserves into $800,000+ while controlling costs and improving employee benefits.
• Offered advice to other executive leaders on strategies to improve financial growth.
• Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.
• Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
• Implemented and maintained software data systems to bridge gap between project management and financial requirements while gaining automated paperless environment.
• Worked closely with audit team to prepare accounts and documentation as well as conduct audits according to all regulatory requirements for local, state and professional insurance requirements.
• Provided financial expertise to departments such as project management and human resources.
• Implemented process automation and streamlining to reduce time spent on data entry, in turn cutting overhead costs.
• Supervised accurate, efficient and compliant completion of monthly financial reporting packages.

• Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
• Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
• Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
• Implemented SMS Turbo multi location POS system automating all weighted scale sales transactions with direct entry into QuickBooks accounting software. 100% automated data entry.
• Introduced internal controls to monitor critical areas of financial control and devised legal plan of action for corrective actions to address risks or deficiencies.
• Developed effective strategies to turnaround failing manufacturing equipment assets.
• Reduced waste and boosted productivity by restructuring cost production count system.
• Assisted in preparation of corporate tax returns for portfolio of entities.
• Generated inter-company Journal entries in compliance with GAAP regulatory and organizational standards.
• Managed multi million dollar asset portfolio consisting of heavy equipment and Trucking DOT requirements.
• Introduced Human Resource policies and management, processed all phases of payroll, including state prevailing wage reports.
• Managed all professional insurance policies and benefit management.
• Prepared balance sheets, cash flow reports and income statements

• Assisted in upper-level decision making by creating comprehensive budgets, WIP analysis and financial reports while collaborating with ownership team.
• Maximized year-end tax benefits by efficiently managing cash flows.
• Created and distributed financial reports on internal and external finances, for purpose of IRS audits and bonding capacity requirements.
• Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives and non-standard transactions.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on project management systems and enhancement opportunities.
• Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting for project management and all accounting activities.
• Lowered risk with streamlined subcontractor contract compliance tracking system, managed and maintained joint check and lien release requirements.
• Oversaw high-volume accounting operations with 169-person team focused on efficient budget administration, AP/AR and construction financial management needs. Ending annually with CPA certified reviewed statement certification.
• Recruited, interviewed and managed over 100 employees and implemented mentoring program to promote positive production and collaborative team environment, creating longevity utilizing feedback and engagement.
• Completed in-depth analyses of risks to control company profile, enhance systems and track legal contractual concerns.
• Improved cash flow, retired debt ahead of schedule and built cash reserves into $2m+ while controlling costs, allowing for 12% return on investments.
• Authored, evaluated and reviewed financial reports to highlight company actions to key stakeholders.
• Maintained equity requirements for bonding capacity
• Managed multiple entities and ownership portfolios.
• Experienced and performed through rapid growth environment. Whereby, receivables increased from $35m to $500m spanning over 7 years.
• Devised successful benchmarks and performance optimization strategies to enhance company objectives through 2008-2009 declining market.