Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

TERESA FONTES

Vacaville,CA

Summary

Project Administration, experienced in Commercial Construction, Senior Assisted Living and Multifamily housing. 15 Years in the Construction industry, Team Leader who is dedicated, organized, resourceful, and able to multitask in fast-paced environments with deadlines. Quickly adapt to changing priorities, shifting timelines and work well individually and as a team player. Highly knowledgeable Construction Accountant with significant experience in the construction industry. Strengths include budget tracking, cost analysis, and financial statement preparation, ensuring accurate and timely reporting. Demonstrated ability to improve accounting processes by implementing innovative strategies that increase efficiency and accuracy. Effectively collaborated with project managers, vendors, and clients to facilitate smooth financial operations in previous roles. Efficient Project Billing Specialist known for completing tasks with productivity and precision. Skilled in financial reporting, invoice management, and client communication, ensuring smooth project billing processes. Excel in organization, time management, and problem-solving to meet deadlines and client expectations seamlessly.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Senior Construction Accountant - Project Coordinator

West-Com & TV
Fairfield, California
05.2023 - Current
  • Prepared and confirmed change orders from subcontractors or owners issued before billing.
  • Worked alongside project managers to address billing variances, supplying necessary documentation.
  • Maintained change order logs in collaboration with project managers for accuracy.
  • Facilitated job cost reports and analysis as part of project management support.
  • Set up new construction jobs in the system for streamlined operations.
  • Tracked job budgets, lien releases, insurance certificates, and monitored contract compliance.
  • Partnered with Controller to ensure updated financial performance and budget adjustments.
  • Created monthly and final project billings on AIA G702/G703 forms while ensuring compliance.
  • Processed invoices and tracked payments to subcontractors efficiently.
  • Maintained accurate records of financial transactions and documentation.
  • Coordinated closely with other departments such as operations, engineering, procurement to ensure accurate tracking of job costs.
  • Organized meetings and took minutes to document discussions and action items.

GROUP FITNESS INSTRUCTOR

InShape Health Club
Vacaville, California
04.2018 - Current
  • Prepared teaching area for each session to ensure optimal training environment.
  • Coached and motivated participants during workouts to enhance engagement and performance.
  • Led small groups of 15 or fewer in HITT classes by demonstrating effective exercises.
  • Provided modifications to accommodate varying skill levels, ensuring safety and effectiveness.
  • Motivated participants through positive reinforcement and effective communication techniques.

PROJECT ADMINISTRATOR

Blue Mountain Enterprises
03.2020 - 03.2023
  • Prepared subcontractor Agreements and Exhibits as directed by Project Manager.
  • Prepared, Track and Process, Owner & Subcontractor Change Events & Change Orders.
  • Processed subcontractors Monthly Billings/Pay Applications.
  • Reviewed and Coded invoices for payment.
  • Assisted Estimating/ Project Team with subcontractor bidding.
  • Managed subcontractor pre-qualifications including subcontractor IIPP, W-9, COI, and CSLB.
  • Verified Log and Track subcontractor insurance requirements for compliance.
  • Trained new Project Administrators.
  • Provided Procore Construction Software training to new Project Administrators.
  • Created and Maintain project files as company standards.
  • Help prepare, log, and distribute Requests for Information, maintain RFI log.
  • Created Logs to track: Subcontractor Status, Buyouts and Pre-Liens.
  • Drafted, collaborated, established and maintained written policies and procedures.
  • Assisted in lien waiver processing and compliance tracking.
  • Tracked and Logged closeout documents.
  • Set up Project Vendors and Job Site Services.
  • Scheduled & Coordinated meetings.
  • Drafted and distributed meeting agenda and minutes, internally and externally.
  • Performed additional tasks/responsibilities as assigned.

SOLAR PROJECT COORDINATOR/ADMINISTRATOR

PetersenDean Solar & Roofing
10.2014 - 03.2020
  • Entered contracts and budgets into Salesforce and CRM (Starburst).
  • Processed all change orders, pay applications, and budget adjustments.
  • Accounts receivable functions (invoicing, refunds, credit memos and daily check deposits).
  • Filled in for Office manager.
  • Assisted with scheduling site surveys and inspections for technicians to help manage backlog.
  • Processed field payroll when needed.
  • Created and maintain project files.
  • Assisted in training of new Project Coordinator's.
  • Managed project cycle and coordinate multiple residential PV projects from start to finish.
  • Worked with multiple Departments within company to meet deadlines.
  • Read and review plans for any conflicts and advise proper departments.
  • Coordinated invoicing and collections.
  • Used CRM to track projects and payment milestones.
  • Coordinated completion of solar project with customer and provide necessary documents.
  • Ensured that all project progress is documented according to written company procedures.
  • Made 20 to 30 calls per day and manage project load of approximately 50 projects at one time.
  • Communicated with clients about any possible changes to their project with respect to timing or scope.

CUSTOMER SERVICE REPRESENTATIVE

Greiner Heating & Air Conditioning
04.2011 - 10.2014
  • Extensive knowledge and usage of CRM software, SuccessWare 21.
  • Scheduled and processed repair orders, technician invoices and warranties.
  • Applied for and to pulled city permits to prepare Title 24 paperwork on all installations.
  • Provided customer service and resolve customer issues to include collection of accounts.
  • Dispatched and debriefed service technicians.
  • Assisted with payroll.
  • Performed general office duties.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Processed customer service orders promptly to increase customer satisfaction.

ADMINISTRATIVE ASSISTANT

Air Essentials
06.2008 - 04.2011
  • Processed Month End Paperwork.
  • Assembled and distributed all HVAC job installation work orders.
  • Coordinated and scheduled all jobs to include dispatching of technicians.
  • Created, managed, and closed service orders.
  • Coordinated with city to apply for and pull permits for installations.
  • Applied and processed rebates for customers and equipment.
  • Processed finance applications and collect payment.
  • Completed contracts, processed warranty information and maintenance agreements.
  • Provided customer service and resolve customer issues to include collection of accounts.
  • Performed general office duties.

Education

Associate of Arts - Computer Graphics

Maricopa Community Colleges - Rio Salado Community College
Tempe, AZ
01.2004

Associate of Arts - Multidisciplinary Studies

De Anza College
Cupertino, CA
01.1993

Skills

  • AIA billing expertise
  • Fundamentals of accounting and bookkeeping
  • Self-motivated professional
  • Management of change orders
  • Compliance in construction projects
  • Coordination of projects
  • Accounting for projects
  • Proficient in QuickBooks
  • Skills in Adobe software
  • MS Office proficiency
  • Strong organizational skills
  • Expertise in Procore system management
  • Integration of ERP systems
  • Knowledgeable in Sage 300 software
  • Experience with Textura platform operations
  • Understanding of GC Pay processes
  • Capabilities in Adobe Acrobat software
  • Box storage solutions expertise
  • e-Signature using DocuSign
  • e-Meetings conducted via Zoom

Certification

  • Procore Project Manager, Procore Administrative , Procore Contractor/Subcontractor and Procore Financial Management

Timeline

Senior Construction Accountant - Project Coordinator

West-Com & TV
05.2023 - Current

PROJECT ADMINISTRATOR

Blue Mountain Enterprises
03.2020 - 03.2023

GROUP FITNESS INSTRUCTOR

InShape Health Club
04.2018 - Current

SOLAR PROJECT COORDINATOR/ADMINISTRATOR

PetersenDean Solar & Roofing
10.2014 - 03.2020

CUSTOMER SERVICE REPRESENTATIVE

Greiner Heating & Air Conditioning
04.2011 - 10.2014

ADMINISTRATIVE ASSISTANT

Air Essentials
06.2008 - 04.2011

Associate of Arts - Computer Graphics

Maricopa Community Colleges - Rio Salado Community College

Associate of Arts - Multidisciplinary Studies

De Anza College

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