Madison Schultz Email & Phone Number

Harwich, Ma, Us

Cape Cod, Ma

Accounting and analytic services for small businesses.

Harwich, Ma

This position entails managing a single business unit. Duties include weekly review of bank transactions and deposits, monthly bank reconciliations, generating and analyzing financial statements, quarterly tax review and remittance, and annual end of year closing and tax preparations.

Duties include:- Accounts Receivable specialist; processing all billing, new jobs/contracts, and monthly collections- Supervise and support accounts payable, purchasing, and inventory management;- Support budget development (~$5M) and forecasting activities by using high level accuracy and expert prioritization to ensure daily operational success;- Assists with the preparation of Financial Statements and related internal and external financial reports- Execute general account analysis, reconciliation, and job cost and profitability analysis;- Improve the implementation of accounting policies, procedures, and internal controls;

Hyannis, Massachusetts, United States

Oversaw and coordinated departmental business operations, including:- Guided and managed all service operations activities to achieve business goals; - Charted superior account management including aftermarket sales, customer satisfaction, contract negotiation, proposal writing, lead management and lead generation, including bids on government RFPs and RFQs; - Improved departmental operational management systems, processes and best practices, formulated strategic and operational objectives, perform quality controls and monitor service contract compliance; - Assembled financial analysis including forecasting, estimating, job cost analysis, and recovery planning; develop and publish financial metrics; - Supervised, hire and train staff, establish priorities for support personnel, and set individual goals and provide feedback on job performance; - Developed, analyzed, and participated in all departmental software enhancement, in the CRM database (ServiceMax © and Salesforce©)

- Develop and publish metrics indicators of activity and growth- Hire and train staff on contract account data and information applicable database, establish priorities forsupport personnel, and set individual goals and provide feedback on job performance- Develop streamlined methods for data processing and analysis, and participate in all departmental software enhancement by defining requirements and testing the company sales and service software- Champion account management including aftermarket sales, customer satisfaction, contract negotiation, proposal writing, lead management, and lead generation, including bids on government RFPs and RFQs

This position entails managing several client portfolios with Quickbooks Accountant. Duties include weekly review of bank transactions and deposits, monthly bank reconciliations, generating and analyzing financial statements, quarterly tax review and remittance, and annual end of year closing and tax preparations.

- Facilitated accounts receivable processes, including billing, processing payments, and collection correspondence with customers; - Manage new jobs/contracts, budgets folders, and coordinate documentation for the field work crews and project managers; - Troubleshoot and support enhancements to the CRM and accounting software (Sage/Timberline) including brainstorming/testing new concepts for workflow; - Allocated costs for equipment and materials to jobs, recognizing and tracking inventory shrinkage, and assist with semi-annual inventory physicals

Bachelor Of Science - Bs, Accounting

Associate Of Science - As, Accounting