James Mateer Email & Phone Number

Denver, Colorado, United States

- Reconciliation and Journal Entries: Reconcile banking transactions and prepare journal entries in accordance with US GAAP using Xero.- Investor and Fund Metrics Management: Maintain investor information, investment data, and other fund metrics in the FundPanel system.- Document Management: Maintain legal documents, including formation and investment documents, as well as other relevant client information in Box.- Accounts Payable Processing: Process accounts payable on a weekly basis using Bill.com.- Intercompany Invoicing and Reimbursements: Prepare intercompany invoicing processes and handle reimbursements efficiently.- Audit and Tax Preparation: Prepare and obtain necessary documents for the annual audit and tax processes.

Fort Collins, Colorado, United States

Fort Collins, Colorado, United States

Fort Collins, Colorado, United States

• Founded and managed a successful renovation business specializing in home remodeling, consistently exceeding client expectations.• Led end-to-end project management, from initial client consultations and project planning to execution and final delivery, resulting in high customer satisfaction rates.• Developed and maintained strong client relationships through effective communication, understanding client needs, and delivering tailored renovation solutions.• Utilized budgeting and financial management skills to ensure projects were completed within budget and on schedule, optimizing cost efficiency and profitability.• Maintained a high standard of quality and attention to detail in all renovation projects, contributing to positive word-of-mouth referrals and repeat business.

Ocoee, Florida, United States

During my summer internship at SpaceMaker Systems, I was actively involved in project management, focusing on delivering high-density warehouse storage solutions. This role honed my skills in coordinating cross-departmental communications, optimizing project workflows, and significantly improving on-time project completion rates. My contributions played a pivotal role in enhancing client satisfaction and operational efficiency within the company.

Ocoee, Florida, United States

• Operated and maintained robotic systems for high-density warehouse storage solutions at SpaceMaker, ensuring optimal performance and functionality.• Collaborated closely with the engineering team to troubleshoot technical issues and implement timely solutions, contributing to seamless robot operation.• Played a key role in installing, calibrating, and configuring robotic systems according to project specifications and guidelines, guaranteeing accurate functionality.• Utilized technical expertise to perform preventive maintenance tasks, extending the lifespan of robotic equipment and minimizing the need for major repairs.

Fort Collins, Colorado, United States

• Collaborated closely with the business owner to support project planning, execution, and successful delivery of various home renovation projects.• Assisted in conducting initial client consultations, actively listening to client needs and preferences to ensure projects aligned with their vision.• Participated in on-site assessments to evaluate project requirements, gather measurements, and provide accurate cost estimates.• Coordinated procurement of materials and supplies, ensuring timely availability and efficient project workflow.• Utilized strong organizational skills to maintain project schedules, track project milestones, and communicate updates to both clients and the team.• Demonstrated attention to detail in reviewing project plans and specifications, ensuring accurate implementation and adherence to quality standards.• Facilitated effective communication between team members, vendors, and clients, fostering a collaborative and transparent work environment.• Actively contributed to problem-solving and decision-making, addressing unforeseen challenges and adapting to evolving project requirements.