Debi Choi Email & Phone Number

United States

United States

Greenville, Sc (Remote Services Provided)

o Full charge bookkeeping and accountingo Payroll and all governmental reporting (multi-state)o Sales tax reporting (multi-state)o Annual audit compilation for a governmental non-profit agency (100% clean review rate)o Controller and CFO of a multi-location, multi-state $5M company for 5 years• Managed all aspects of payables, receivables, payroll, financial reporting, preparing annual budgets per division.• Managed systems and processes for industry metrics and benchmark reporting creating many of the spreadsheets used for daily pacing reports.• Reviewed monthly financial reports with spa managers, training them on how to read and recognize budget variance and held them accountable to budgets• Created a budget tracking and coding system for managers• Review contracts and service agreements to ensure they comply with internal systems and processes and negotiate terms with clients to ensure both parties were satisfied with final contract.o Set up and maintained a Point of Sale systemo Set up and maintained an inventory system in QuickBookso Procurement of workers comp, distributing COI’s and renewals.o Workers comp auditso Accounts payableo Accounts receivableo Bank reconciliationso Variance analysiso HR duties to include responding to unemployment claims and EEOC claims and handling any HR complaints.o Wrote employee handbook for attorney review. (Was returned with no edits required)

Easley,Sc

• Managed (oversaw) all aspect of operations of the business, to include sales team, payroll, accounting, recruiters, workers comp, networking, marketing, client relations• Workers comp procurement, COI maintenance and issuance (staffing is a very challenging industry in terms of workers comp, so had to prepare many reports such as loss/runs, historical data, workers comp code history). Also had to get each code/client pre-approved prior to placing people on job site.• Designed marketing material and presentation folders for sales team• Oversaw design and updating of website• HR management• Created and implemented systems and processes to be used by team• Meeting agendas and officiator of meetings• Source vendors for cost management• Created documents to be utilized by clients and staff to create efficient work flow processes• New business development and divisions setup• Sourced new software to improve systems and processes for cost and efficiency of workflow

Presented and reviewed financial reports with each location supervisor and company owners. Assisted with budgeting processes and assisted in creating a training agenda for the budgeting process. Identified variances in income and expenses and reason for variances. Helped implement systems and processes related to financial matters and created tools to help track income and expenses at each location level. Worked with controllers at other locations to identify and reconcile discrepancies.

Financial reports, reconciliation of bank accounts, managed insurance policies, payroll, budgeting

Full Charge Bookkeeping, Tax Preparation, Payroll, Accounts Payable and Receivable, Audit Compilation, Preparation of financial reports for board meetings