Julie Schmidt Email & Phone Number

Phoenix, Arizona, United States

Prepare, present and discuss accurate financial statements and reports with CEO of company.Forecast future financial performance and planning for financial needs. This involves working closely with various departments to gather and analyze data.Establish and maintain internal controls to ensure the accuracy and integrity of financial data.Adhere to financial regulations and standards, including tax laws and GAAP.Analyze financial performance, identify trends, and provide insights and recommendations for decision-making purposes.Manage the external audit process and provide necessary documentation.Develop and implement accounting policies and procedures to ensure consistency and efficiency in financial operations.Contributing to strategic planning efforts by providing financial insights and supporting long-term financial goals and initiatives.Perform weekly payroll (with job costing) for 30+ employees, payroll reports, federal and state taxes, weekly, monthly, quarterly and yearly.Prepare annual 1099s for subcontractorsCompile all necessary documentation and work with CPA firm for year end taxes. Onboarding all new employeesAddressing and resolving workplace issues and conflicts, promoting a positive work environment, and ensuring effective communication between employees and management.Administrator of all benefits programs.Ensuring the organization complies with labor laws and regulations, managing employee records, and handling legal issues related to employment.Creating and updating HR policies and proceduresManaging Workers' compensation claims and related issues.Managing HR databases and employee records.

United States

Bozeman, Montana

I am directly responsible for the hiring of Administrative employees and training them on Terrell's culture and philosophies. I also do the software side of our inventory and assist the logistics department with orders and restocking. Oversee daily functions, including accounting, payroll processing and financial reporting. Complete journal entries, reconciliations and account analysis to prepare monthly/quarterly financial documents and general account management as well as all month-end closing procedures. Administrator for health care, 401K and all industry specific software. Onboardng of all new employees. Most importantly, I am responsible for the entire office running efficiently with different departments communicating with each other to provide a great product and great service.

Bozeman, Montana

Managerial position responsible for the oversight of all general accounting functions within the organization. Responsible for maintaining and ensuring the accuracy of all general ledger accounts. Performs all monthly closing process including the preparation of financial statements.Harmoniously works with others in order to promote teamwork. Work with profitability, employee relations, month end closing schedules, monthly general ledger analysis,inventory vs sales comparisons, daily cash deposits, monitor accounts receivable, all federal and state tax filings, responsible for bi-weekly payroll, monthly salesperson commissions, commission reports, bank reconciliation, serves as 401 (k) administrator for the company, health insurance administrator. manage the workers compensation program, employee event coordinator, secondary phone responder, oversee the hiring process, ensure jobs are posted and background checks are completed. Receive and invoice purchase orders responsible for all accounts payable. I am able to remember multiple tasks/assignments given to self and others over long periods of time continuously.

Bozeman, Montana

Responsible for hiring and creating schedules for 20-25 part-time employees and specifically manage, direct, and provide effective supervision and leadership to affect the daily operational activities and front-line services. Other responsibilities included all operational activities of the concessions department including customer service; food preparation, production, presentation and promotion; menu development; quality control; inventory control; cash/security control; safety/sanitation; equipment maintenance; vendor relations; event planning; special programs and budget monitoring. Helped in training for food safety/food handler classes as well as alcohol safety training and regulations.

Bozeman, Mt

Initiated and coordinated all elements of operating a small business. Frame and articulate the vision for the corporation by developing all marketing and business plans. Increase sales by 45% under my ownership by understanding key priorities and being proactive. Hire, train, supervise, schedule and motivate a team of full and part-time employees. Travel nationally and internationally as a frame buyer, research trends and successfully securing exclusive rights to over 22 new accounts, manage and perform all laboratory duties for a full optical lab, arbitrate patient and employee grievances, draft business correspondence and newsletters, maintain and update inventory programs, supervise community volunteer links, spearhead continuing education programs in-office, and coordinate all special events and promotions. Perform yearly employee evaluations and stockholders meeting. Prepare quarterly and yearly tax reports, as well as payroll/payroll taxes. Supervise all accounts receivable and accounts payable.

Bozeman, Mt

Responsible for directing all aspects of a busy retail store under absentee ownership. Duties included personnel management, advertising, purchasing, training, and store operations. Personnel management, advertising, purchasing, training and store operations. Oversee and monitor loss prevention programs in optical lab. Conduct formal product presentations to customers, provide timely follow-up on leads, and respond to all customer inquiries. Prioritize and strengthen customer relations strategies, and attracted many new customers through business related social organizations and events. Responsible for making independent decisions based on sales and trend predictions. Reduce turnover by providing an atmosphere of exceptional employee morale and impeccable customer service. Supervision of accounts receivable, accounts payable and payroll.

Business Management, International Business

Activities and Societies: National Society of Collegiate Scholars

Associate'S Degree, Dental Assisting/Assistant, Summa Cum Laude

High School High Honors

Activities and Societies: Cheerleading, Gymnastics, Track and Field and Drama