Summary
Overview
Work History
Skills
Personal Information
Interests
Timeline
Generic

Susan McInnis

Willisburg,KY

Summary

Organized and dependable candidate with extensive experience in financial support roles. Adept at managing multiple priorities with a positive attitude.

Proficient in daily maintenance of all aspects related to financial reporting and the subsequent generation of month end financial statements.

Willingness to take on added responsibilities to meet team goals.

Overview

14
14
years of professional experience

Work History

Finance Assistant

Talon Logistics
03.2024 - Current
  • Assisted with preparation of monthly financial statements and reports to inform management.
  • Reconcile multiple bank and credit card accounts to monthly statements.
  • Processed daily financial transactions in support of finance team objectives.
  • Input financial data and produced reports using Quickbooks Enterprise and Quickbooks Online.
  • Collaborated effectively with cross-functional teams to resolve any financial discrepancies or irregularities.
  • Maintained confidentiality of sensitive financial information, safeguarding both company data and client privacy.
  • Continuous review of Chart of Accounts for accuracy in recorded transactions.

Finance and Special Projects Lead

Monster City Studios
03.2017 - 04.2023
  • Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
  • Reported and assessed project profitability to leadership.
  • Collected and reported monthly expense variances and explanations.
  • Managed all daily operations of Payable and Receivable transactions.
  • Reconciled bank, credit card and expense accounts monthly.
  • Prepared month end financial statements to include comparison reporting to previous periods.
  • Payroll and Benefit Administrator for up to 19 employees.
  • Manage Employee Performance Reviews aligning increased responsibilities to proposed compensation agreements.
  • Bid Analysis utilizing performance and profitability data in previous projects of similar scope.
  • Established internal team to implement updated Safety protocols as defined and monitored by Manufacturing Safety Consultant.
  • Customized reporting functions in Quickbooks to maximize tracking, profitability and forecasting analytics.
  • Quickbooks and Bill.com efficiency.

Construction Office Manager

Executive Interiors
08.2011 - 09.2016
  • Managed accounting invoices and billings, balanced accounts and created financial reports.
  • Payroll and Benefit administrator utilizing Quickbooks Pro.
  • Provide data and participate in team meetings to evaluate production schedule capabilities when reviewing customer bid requests.
  • Employee Handbook development and implementation.
  • Job Profitability review with Owner.
  • Reported to Owner on organizational performance and progress toward goals.
  • Provided proposed asset acquisition impact on indirect costs and forecast profitability of increased production.
  • Delivered performance reviews, recommending additional training or advancements.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Analyze industry efficiency models and processes to assist IT Director in implementation of SAP.

Skills

  • Office administration
  • Account reconciliation
  • Clear oral/written communication
  • Intuit QuickBooks Proficiency
  • Monthly reporting
  • Microsoft Excel
  • Familiar with GAAP
  • Adaptability and flexibility

Personal Information

Title: Accounting/Bookkeeping Implementation And Performance Analytics

Interests

Providing shelter, food and wellness care for up to 12 Equine and multiple farm animal rescues simultaneously over the last 20 years


My current relocation to Kentucky brings with me a 17 year old Thoroughbred and a 7 year old Andalusian together with a small band of barnyard misfits

Timeline

Finance Assistant

Talon Logistics
03.2024 - Current

Finance and Special Projects Lead

Monster City Studios
03.2017 - 04.2023

Construction Office Manager

Executive Interiors
08.2011 - 09.2016

Similar Profiles

CREATE PROFILE
Susan McInnis