• Provide financial expertise, identify reporting needs, and implement new processes that increase efficiency • Train and develop all staff directly related to accounting and project management activities• Lead and manage office operations resulting in a 13% decrease in operating expenses as a percentage of billings• Develop policies and procedures for field operations resulting in a 13.8% increase in gross margin• Implement a variety of software solutions that have improved all areas of operations• Initiate and manage accounting platform conversion (from QuickBooks to Foundation)• Improve financial reporting that enhanced speed, accuracy, completeness, and timeliness for all users• Create and maintain monthly journal entries (e.g., accrual, adjusting, and closing)• Update WIP and burdens monthly; manage Costs to Complete Estimates and review with Project Managers• Calculate and enter production overhead allocations and under/over revenue adjustments• Direct all activities associated with accounting, finance, insurance, and human resources• Manage relationships with third parties (e.g., legal, insurance, financing, banking, surety, and CPA)• Deliver dashboards and summaries to the Owner (monthly and on demand)

Real Estate Consultation.

Provide professional accounting services for commercial clients generating $790K to $8M annual revenue. Interpret and apply Generally Accepted Accounting Principles (GAAP), federal laws, state regulations and reporting requirements. Implement financial controls to protect integrity of records. Manage Accounts Payable, Accounts Receivable, Payroll, Payroll Tax Reporting and Payments, General Ledger, Accounting and Reconciliation and Management Reporting. ANALYSIS: Review and evaluate client accounting systems to make recommendations for software and processes meeting individual accounting and reporting requirements. Analyze operations across all departments to gain thorough understanding of information and reporting needs and develop systems delivering user friendly solutions while protecting integrity of record. INITIATIVE AND LEADERSHIP: Continually monitor for opportunities to improve client information management resources and solve operational problems. Take initiative to present proposals for investing in planning and organizational software and new processes. Provide leadership and technical expertise to streamline reporting, and leverage technology and best practices to increase transparency and analytical capabilities. Analyze long-term corporate goals and collaborate with executives to develop financial plans for accomplishment. Advise on tax implications for various methods for capital investments. COMMUNICATIONS: Forge highly productive relationships with customers, partnering to support company overriding mission. Interact with and maintain upmost approachability with representatives across company to support information management, reporting and financial analysis needs. Communicate in audience appropriate terms to ensure clear understanding. Listen carefully to needs and ideas, and implement new reporting capabilities. Orient and train incoming administrative and bookkeeping personnel on accounting and reporting systems.

Interviewed home buying clients to identify budgets and needs. Researched market and showed properties. Educated and guided buyers and sellers through due diligence, inspections, mortgage approvals, and other closing processes.

Managed accounting and financial operations for commercial moisture control company generating $4M in annual revenue. Led company to transition from paper to highly efficient electronic accounting and financial reporting system with digital file management. Worked with stakeholders across organization to identify information, analysis and reporting needs. Designed and implemented one-off systems. Programmed reporting relationships to automate transaction posting and project tracking. Incorporated and tested financial controls to protect integrity of data. Created forms for use by sales team, estimators, project managers and administrators to standardize reporting and data entry. Maintained ongoing, open communication with stakeholders across all departments to provide financial expertise and analysis, and implement new reporting capabilities to increase productivity, transparency and efficiency. Managed Accounts Payable, Accounts Receivable, Payroll, Payroll Tax Reporting and Payments, General Ledger, Accounting and Reconciliation, and Management Reporting. Applied GAAP to ensure compliance. Calculated 401(k) contributions, quarterly state withholding taxes and equipment depreciation.Reconciled accounts, transactions and banking statements. Generated monthly, quarterly and annual financial reports. Performed project cost accounting, tracking and analyzing expenses to estimates and spend schedule. Calculated profitability and bonus payments. Prepared ad hoc analysis to support management decisions. Prepared financial data and documentation for auditorsand CPA.