Responsible for all accounts receivable invoicing and collection using custom software entitled LEAA. Maintain a complicated expert billing and payment process using Excel. Post all accounts payable and process payments using Sage 50 accounting software. Reconcile monthly bank statements. Prepare journal entries as necessary. Respond to requests from management for budgetary data analysis and job cost approval.

Prepare tax returns for individuals, partnerships and corporations using ProSystems Engagement/Tax software. Focus was primarily on analyzing working papers and preparing tax returns for partnerships using IRS Form 1065 and Schedules K and K-1.

Developed and managed bookkeeping systems for local businesses. Performed full-charge bookkeeping with respect to accounts payable and receivable, account collection and reconciliation, financial statements, and payroll. Prepared quarterly and annual payroll tax reports, sales/use tax reports, and workers compensation reports. Prepared all year-end working papers for income tax purposes including W-2's and 1099's, and coordinated year-end reviews with accountants.

Oversaw and controlled all financial functions of a production door company with sales of 4 million annually. Overall authority for budget preparation and administration, audit, monthly closing of books and journal entry adjustments. Analyzed actual costs to budget variances on a per job basis. Maintained fixed assets utilizing MAS 90 and Quickbooks. Coordinated quarterly inventory. Implemented process to collect and account for product waste. Reviewed business insurance coverage and obtained appropriate coverage. Developed bids, reviewed and negotiated contracts, filed liens. Directed sales operations and prepared monthly sales representative commission reports. Supervised staff of 7. Maintained and updated personnel files including wage and salary information, performance reviews, employment regulation compliance, payroll processing, and employee benefit program administration.

Directed and coordinated a Support Services unit with personnel of up to 40 members responsible for bookkeeping, data processing, and customer service. Responsible for priorities, workflows and scheduling, ensuring communication with other team leaders to maintain a strong, cohesive team. Hired, trained and evaluated personnel, provided employee counseling and conducted reviews. Represented departments on special projects, new product implementation and process improvement efforts. Managed activities and monitored workflow to ensure systems and procedures were documented, training material developed, and reports generated to meet business needs. Interpreted guidelines, regulatory requirements, contractual agreements and other related documentation to ensure understanding for clear, concise documentation. Represented department and coordinated activities with other operation units, internal departments and external entities.

Performed audits on work performed by team members. Designed, implemented, and evaluated training programs. Developed interim updates for training and user manuals for procedural changes. Updated user manuals with newly published guidelines and procedures. Coordinated class schedules, prepared and delivered effective presentations. Researched and analyzed operating processes and documentation needs. Determined data needs to support function initiatives, collected and analyzed department statistics, and recommended improvements based on trends in data.

Reconciled and maintained receivables for 500+ complex group accounts. Supported an assigned book of business in a customer-focused, effective and efficient manner. Trained customers on specific billing, claims and service processes and procedures. Assessed, investigated and resolved customer issues and complaints. Served as liaison between Blue Shield, customers and brokers.