Jeri Shelby Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Cemplex Group Texas, LLC 2018-PresentOffice Manager• Report to the Controller in the corporate office (Oklahoma City) along with the General Manager in the Dallas and New Braunfels office. Setup the office in NB to expand the company in 2019.• Manage the OSHA 300 Logs, work with the Safety Director as needed. • Supervise AP clerk and construction admin to ensure all deadlines are made.• Plan company events such as trade shows, golfing, and company parties.• Collect mail and distribute as needed. Including trips to the post office daily.• Order all supplies for the office and warehouse as needed.• Create access cards for employees using BRIVO application. • Enter and post dailies from operations into Sage/Timberline.• Review and correct any cost discrepancies as needed. Cost must be balanced weekly.• Conduct a weekly SOV review with general managers and supervisors. • Weekly collection calls. Work with company legal counsel o perfect liens if needed. • Complete credit applications as needed.• Request certificates of insurance as needed.• Complete OCIP and CCIP applications.• Create change orders and maintain change order log. Follow up the customers to complete the change orders.• Sales Admin, review files/paperwork as requested. • Prepare monthly AIA draws with releases for projects• Collections weekly with biweekly meetings with the controller, general managers and sales personnel.• Remote deposit and posting all payments. • Experience the TEXTURA, PROCORE, VCC Endeavour• Software: COMDATA, Sage/Timberline, Outlook, Excel, Word, Power BI, Microsoft Teams.

• Report to the owners. Supervise office personnel.• Weekly payrolls, bonus and commissions checks, maintain deductions, garnishments, state and federal taxes and reporting.• Prepare information for WC and GL audits.• Provide owner with spreadsheet with overhead breakout by locations. Five locations, Carrollton, Houston, Austin, Las Vegas and Phoenix.• HR including posting positions, interviewing, hire, onboarding, discipline, terminating employees.• Benefits Coordinator work with employees with insurance needs. Help with employees with questions and issues. Setup terminated employees on COBRA.• Train and oversee AR. Including AIA billing, releases, setup customers, contractors, request certificates of insurance and W-9’s for contracts. Establish a relationship with customer to ensure a clear communication throughout project.• Collections including monthly notices. Work with company attorney to prefect liens.• Train and oversee AP. Including completing subcontractor’s packages which included W9, COI with workers compensation requirements. Match invoices to check, stamp signers name, mail and file backup. Contact vendor to resolve issues with invoices. Issue 1099’s at year end.• Reconcile credit cards for payment.• Complete credit applications as needed.• Preform all banking duties such as, remote deposits, reconciliation for seven operating and one payroll accounts. Issue stop payments, make account transfers from one account or company to another.• Plan company events such as trade shows and parties, including hotel or travel.• Provide CPA with QuickBooks backup and reports for financials. As of 2017 there were seven companies. BKH Development LP, Guardian Construction dba Iron Mountain, Holcomb Smith, LC, Guardian Interiors, Guardian Gutters, Guardian Resurfacing and BKTN.• Maintain state licenses for TX, LA, AR, NM, AZ, NC. Meet each states requirement for Sales Tax.• Software: QuickBooks Contractors Addition, Outlook, Excel, Word, ADP

Moved from Accounting Manager to Customer Service and Warranty Manager in Sept. 2012. Responsibilities as Accounting Manager included: PR, AR, Billing (AIA), GL, WIP, Contracts, Licenses, Collections, Liens, AP, HR, Travel, Safety Program, Project Management, Inventory and Special ProjectsWarranty/Service Manager- receive all warranty and service related calls. Work with clients, set up service technicians and follow up with customers after repairs are complete. Determine if this work is warranty or billable, invoice and collect accordingly. Software: QuickBooks Contractors, Outlook, Excel, Word

July 2011- Moved from the Accounting position in to Sales/Marketing. Work with the sales department. Revisit existing customers while reaching out to new ones. While in accounting my responsibilities: PR, AR, Billing (AIA), GL, WIP, Contracts, Licenses, Collections, Liens, AP, HR, Travel, Safety Program, Project Management, Product Warranty/Customer Service, Inventory, Special ProjectsSoftware: MAS90, Outlook, Excel, Word

Responsibilities: PR, AR, GL, WIP, Billings (AIA), C/O, Cost Accounting, Proposals, Bidding, Contracts, Collections, AP, HR, Special ProjectsSoftware: QuickBooks Contractors, Outlook, Excel, Word

Work with the owner, customers, vendors and office/field personnel to issue company policies and procedures. Responsibilities: PR, AR, GL, WIP, Billings (AIA), C/O, Cost Accounting, Contracts, Collections, AP, HR, Special ProjectsSoftware: QuickBooks Contractors, Outlook, Excel, Word

Responsibilities: PR, AR, GL, WIP, Billings (AIA), Cost Accounting, Proposals, Bidding, Contracts, Collections, AP, HR, Special ProjectsSoftware: QuickBooks Contractors, Outlook, Excel, Word.

Work directly with owner, field personnel and developers (customers). Responsibilities: AR, Billing/Invoicing (AIA), C/O, Cost Accounting, WIP, Collections, Liens, Special ProjectsSoftware: FOREFRONT/SPECTERM, Outlook, Excel, Word

Work with the owner, customers, vendors and office/field personnel to issue company policies and procedures. Responsibilities: PR, AR, AP, GL, WIP, Billing, Collections, HR, Special ProjectsSoftware: QuickBooks, Outlook, Excel, Word

Billing-Work with the engineering and sales department to maintain a data base for invoicing. P/R -Coordinate and direct personnel payroll activities. Responsibilities: Train all personnel on computer software, PR, Inventory/Computer Operations, Set up billing templates by reading engineering plans, Write software programs as needed. Software: IBM34 mainframe/RPGIIExec. Asst- Work directly for the President and Vice President preforming administrative duties.