Responsibilities: Manage and train the accounting team, build tools and implement new accounting procedures to improve accuracy and efficiency in bookkeeping for 40+ entities, review books and provide bi-annual financial reporting for investors and mortgages ACCOMPLISHMENTS: Created MS Access tool that was directly linked to the accounting system’s underlying database and build extensive custom reports that weren’t possible in the system. Created various tools to eliminate or simplify manual data entry for credit card transactions, payroll, utility bills (for 200+ accounts), and management fees, cutting data entry time and enabling reports to be 100% accurate and detailed.

Responsibilities: come up with a way to import and reconcile bank transactions for large bank accounts with about 15,000 transactions per month, set up GL mappings for clients to import payroll into their accounting systems, standardize Year to Date records from new clients and prepare for mass imports, configure custom PTO plan setup for clients, write custom reports against company database in SQL Server, Crystal and MS Access for clients, department managers and CEO. ACCOMPLISHMENTS: Created a flawless reconciliation process which included standardizing and consolidating data from several different sources for large bank accounts, reconciliation was estimated to take at least two weeks per month, it is now done in about two hours Cut downtime for implementation of large new clients by preparing mass imports from various different formats. Communicated with key clients to understand their unique PTO needs and pulled custom SQL reports to calculate prior PTO accumulation, and set it up going forward.

Responsibilities: Maintain up to date bank account balance, Check suppliers bills with actual receiving and approve for payment, Establish and maintain correct chart of accounts, Supervise and reconcile AR activities for more than 600 accounts, prepare financial reports for Mortgage Application and end of the year, prepare commission reports for sales reps. Resolve EDI issues and automate time consuming manual processes.ACCOMPLISHMENTS: Converted company’s 50 year old pencil-and-paper accounting procedures to computerized system and integrated it with company’s inventory database. RESULT: Reduced accountant fees by $4,800 per month, increased accuracy by eliminating errors caused by having to enter the same information in two or three different places, cut downtime for data entry, reconciliations and reporting by more than 70%. Set up a program to import approximately 65 orders on a weekly basis from a customer’s vendor site to company’s own database and automatically create FedEx shipping labels with one click. RESULT: Eliminated a process which formerly took an employee’s full day of work to complete on a weekly basis, eliminated chance of errors which would result in lofty chargebacks and returns. Created a program to automatically generate shipping labels and packing lists for customer demanding complicated and specific packaging and labeling requirements for orders ranging from 30k to 120k. RESULT: A process that formerly took more than a full week to complete now takes minutes, improved relationship with customer and saved thousands of dollars in error related chargebacks on each order.

Bookkeeper/Controller Responsibilities: Full charge of A/P including verifying and paying bills, resolve issues and negotiate with vendors, Set up wire transfers to foreign vendors, Establish and maintain correct chart of accounts, Supervise and reconcile 5M in A/R, prepare financial reports for 2 Mortgages and end of the year, Calculate and pay commissions to sales reps, New employee setup and weekly payroll, W2s and 1099s 35 Meadow LLC: establish and maintain correct chart of accounts for a 50 tenant building, write up leases, create rent invoices, collect rent, manage security deposits, pay monthly mortgage.ACCOMPLISHMENTS: Reversed chaotic and unreliable A/R to a clean and accurate record by creating organized system to supervise and reconcile all monthly A/R activity including Credit Cards, Factor Payments, Checks, cash receipts, Credit Memos and write offs, enabling accurate credit decisions and more time for collections. Established new system to break down 60K in monthly credit card spending and enforced new reporting requirements for employees using credit cards RESULT: identified thousands of dollars in duplicate payments to vendors, and personal spending from employees that would otherwise have been overlooked, enabled for the first time in company’s history a clear picture of company spending by assigning each transaction to correct GL account. Created detailed internal financial reports that were 100% accurate for the first time in the company’s history. Enabling owners to make educated business decisions and identify areas for cost reduction. Initiated new payroll system to track employee hours and sick days

Responsibilities: Customer Service: Answer Phone calls and resolve customer issues, Arrange for installer/repairman to be on site upon request.Estimating: Summarize information from client’s blueprints, Write up proposals, and create advance payment schedules.Purchasing and production: Finding vendors for regular and special materials, compare quotes for price and lead times, place orders, follow up on status, arrange for pickup or delivery, revise and finalize drawings with customers before production, create detailed sketches using actual field measurements for production in the shop.Bookkeeping and Finance: A/P, establish and maintain correct chart of accounts, invoice customers, create requisitions, collection calls, place liens on delinquent accounts, prepare financial reports for mortgage and end of the year, weekly payroll, W2s and 1099s.ACCOMPLISHMENTS: Transferred proposals to QuickBooks from separate software, providing easy access to pricing history and enabling automatic conversion of proposals to invoices. Saved thousands of dollars in losses caused by ordering incorrect material by enhancing communication and creating clearer and more detailed sketches for vendors to follow. Saved approximately $15,000 in drafting costs for a $4M and a $2.5M project by outsourcing shop drawings to India. Managed numerous projects for key customers from start to finish, including complicated and custom demands like canopies, all glass round vestibule and special aluminum countertops for 45 apartments. Created professional website including gallery of completed projects