Patti Sommers Email and Phone Number

Direct report to CFO. Supervise (5) finance assistants in the areas of Payroll (appx 500 employees paid bi-weekly processed 100% in house), Accounts Payable, non-patient Accounts Receivable, and office coordination. Process all employment reporting, returns and annual filings. Administer Retirement Plan 401k/PSP (including annual 401k audit). Lead on month-end and year end processing. Oversee bookkeeping of multiple managed entities. Monitoring and review of Sales and Use Tax for multiple Florida counties. Integral in Excel creations and updates (including contributing to skills of co-workers, managers, and executives). Review and approval of accounting entries. Enthusiastic participation in many special analysis and budgeting projects. On-going training and assistance with CFO and Controller duties.

All full-charge bookkeeping duties including assist with payroll, multi-state/county sales tax, quarterly payroll reports and tax return review. Assist in training of parts/service staff on use of software. Year end inventory. Accounts Payable. Manage Accounts Payable staff. Basic computer equipment & network troubleshooting. (Business closed.)

Co-manage service technicians. Supervise warranty processors. Customer service and service writing. Assign service work. Coordinate sales/parts/service actions relating to service. Calculate and analyze technician productivity. Compile and analyze monthly parts, service, and warranty profit reports. (Laid off due to economic effect of multiple back-to-back hurricanes.)

Assisted owners with daily bookkeeping and monthly reports / reconciliations. Filled in for parts counter and service writer. (Former employer/friend asked me to return to work for them.)

All phases of bookkeeping and tax preparation for individuals and corporations. Set up of forms and processes for proper documentation. Creation of advertising materials (business cards, letterheads, flyers, brochures, etc.). On-site training on use of various bookkeeping software programs. Payroll processing.

Service Writer - intake and billing of customer repairs; Warranty Processor - file and followup on warranty claims for service. Ensure proper billing of parts and service transactions. Prepare departmental reports for owner. Back-up for parts department staff. Customer and vendor correspondence.

Full-charge bookkeeping and tax preparation for over 30 clients; manage office; - left after death of owner and closure of business

Audit and reconciliation of books while working front desk. Left position to obtain day time work.

Inspected parts and solder/bonding on printed circuit boards; Secret clearance; Improvement team member with multiple cost saving suggestions accepted (one saving over $56,000 per year). Continuously suggested improvements in processing.