Over 20+ years of office and administrative experience, with 4 years in Human Resources, with 8 years in the financial advisor business and 11 years in Distribution Company. 19 years of management positions with 4 companies.
Overview
29
29
years of professional experience
Work History
Controller
BuiltMX/Patriot Power
06.2023 - Current
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines
Prioritized and organized tasks to efficiently accomplish service goals
Juggled multiple projects and tasks to ensure high quality and timely delivery
Demonstrated leadership by making improvements to work processes and helping to train others
Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight
Oversaw cash flow, controlled costs and financial matters
Worked on applying for Permits for customers projects
Worked on bringing in a new customer and setting up their projects from start to finish.
Accounting Manager
In Motion Construction formely Atlantic Key Construction
01.2022 - 06.2023
Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines
Prioritized and organized tasks to efficiently accomplish service goals
Juggled multiple projects and tasks to ensure high quality and timely delivery
Demonstrated leadership by making improvements to work processes and helping to train others
Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight
Oversaw cash flow, controlled costs and financial matters
Worked on applying for Permits for customers projects.
Admin Assist to Sr Finance Manager
Call One Inc
01.2012 - 07.2021
Responsible for 7 employees in Accounts receivable, Accounts payable and Administration
Manage the day to day deposits for AR
All reports to CFO from AR and AP
Handle all vendor credits and customer credits
Weekly Budget meetings and cut all checks to vendors as well as transfers from bank accounts to bank accounts
Daily ledgers, AR meeting, Daily AR report, Reconcile all 16 bank statements each month, Handle all state sales tax monthly and quarterly
Review expenses for proper posting to G/L
As well as being the assistant to the CFO.
Office Manager/Administrative Assistant
Pivotal Financial
02.2009 - 12.2011
Client Services where I work with clients directly with problem solving, setting appointments, processing and filing of all necessary paperwork needed to open new accounts for IRA’s, Brokerage, NQ Brokerage, SEPP, Life Insurance, and Disability Insurance
Reporting of transactions for advisors and clients to Home Office
Booked all travel arrangements for company
Provide administrative functions including bookkeeping, dictation, office management and payroll
Note: My employer/Broker left Ameriprise and opened Pivotal Financial and brought me with him.
Assistant/Data Processor
Call One, Inc
02.2004 - 08.2005
Responsible for staging and packing orders, processing shipments through UPS and FedEx, stocking, and inventory
Processing of all invoices and credits to customers
Assist in the management of the Disney account, a major client, by processing invoices and all repair orders
Was assistant to Vice President of the company
Took care of timekeeping and weekly reports to Vice President.
Office Manager/Administrative Assistant
Ameriprise Financial
10.2002 - 02.2004
Client Services where I work with clients directly with problem solving, setting appointments, processing and filing of all necessary paperwork needed to open new accounts for IRA’s, Brokerage, NQ Brokerage, SEPP, Life Insurance, and Disability Insurance
Reporting of transactions for advisors and clients to Home Office
Booked all travel arrangements for company
Provide administrative functions including bookkeeping, dictation, office management and payroll.
Human Resources Manager
Sweetheart Cup Company formally Sherri Cup, Inc.
08.1998 - 08.2002
Responsible for the Human Resource functions for the company
These functions included but were not limited to the new employee hiring process, recruitment, and interviewing
Collected time reports and processed payroll
Managed worker’s compensation, employee benefits, monthly reviews for all employees, and 401K plan
Worked with Safety Committee on policies and procedures for safety programs and issues
Responsible for office supplies and DOT files for truck drivers
Assisted Plant Manager with various administrative and operational functions.
Accounts Receivable
Call One, Inc.
12.1995 - 07.1998
Responsible for the Accounts Receivable functions of the company
Invoicing clients, collecting on past due accounts, speaking with clients in regards to their account, bank deposits and providing management reports
Other duties included assisting the Resource Manager, processing all credits for the company, client correspondence, data processing and other administrative functions as needed.
Education
Accounting
Eastern Florida State College
Titusville, FL
2015
Skills
Microsoft Word
Excel
Power Point
Access
Project
10 key
General Accounting
Human Resources
Bookkeeping – QuickBooks
Oracle/NetSuite (ERP) – 9 years
AP
AR
Pipedrive
Jobnimbus
Taxes
Bookkeeping
Budget
Travel arrangements
Filing
Finance
Ledgers
Office management
Problem solving
Notary
Additional Information
Awards: Employee of the Month - August 2013
Notary Public - Since 2002
Timeline
Controller
BuiltMX/Patriot Power
06.2023 - Current
Accounting Manager
In Motion Construction formely Atlantic Key Construction
Insulator at Harris Power Station, McGuire Power Station, Catawba Power Station, Oconee Power Station, Robinson Power Station, Brunswick Power Station, North Anna Power Station, Surry Power StationInsulator at Harris Power Station, McGuire Power Station, Catawba Power Station, Oconee Power Station, Robinson Power Station, Brunswick Power Station, North Anna Power Station, Surry Power Station