As a key team member in this 10-person firm since its inception, I support a wide range of business functions, assisting three principals with operational needs and overseeing HR responsibilities, including benefits implementation. I manage accounts receivable (A/R), accounts payable (A/P), and bookkeeping, coordinate with clients and vendors, generate proposals, and assist with staffing efforts as needed. My role extends to project and marketing tasks, such as RFP preparation and permit applications. I also prepare monthly reports, manage billing, and follow up with delinquent clients to ensure timely payments. Additionally, I conduct site measuring, draft existing conditions plans using Revit to support design and construction projects, and liaise with suppliers, vendors, consultants, and staff to maintain smooth workflow and effective collaboration.

Manage projects and coordinate with clients on current and prospective work, preparing proposals and overseeing accounts receivable (A/R) and accounts payable (A/P) using QuickBooks Desktop and Online. Liaise with building department officials for inspections, ensuring project compliance. Assist in all aspects of the family business, from project planning to client relations and regulatory approvals.

Assistant CFO with monthly billing. Provide technical support to architects and designers using AutoCad. Support with NYS DOB NOW permit applications. Generate renderings using Photoshop for submittals and presentations. Maintain website and provided marketing strategies.

Assist Principals in preparing marketing materials and RFP proposals, developing presentation packages with Designers in Photoshop and InDesign, and supporting proposal preparation and permit applications. Coordinate meetings and conference calls, draft project communications, manage billing and collections, and enter time data in QuickBooks for monthly reporting. Oversee financial tasks such as check writing and bank reconciliations, organize and maintain project files, track project progress, and manage insurance certificates. Serve as a liaison with suppliers, vendors, and subcontractors, handle communications, and arrange travel for company Principals.

Assisted student with inquiries.Performed clerical duties such as answering phone calls from prospective and current students, creating and filing documents, copying, and inter-office delivery.

Researched materials of solar mounting systems to withstand dead and live loads.Construct visual presentations and cooperate with fellow teammates.