Sue Bauer Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Itasca, Il, Us

- Review and identify contractual terms of owner contract for billing purposes.- Analyze and process project related costs.- Coordinate the billing process with the project team (Construction Project Manager, Project Engineer, Project Coordinator).- Responsible for preparing billing schedules, bill preparation and bill reconciliation.- Provide subcontractors with timely payments in exchange for waivers, together with review and compilation of waiver packages.- Facilitate job closeout and prepare final financial performance documents.

- Managed 20+ clients.- Responsible for oversight and training of support staff.- Implemented new client payroll system set-up and migration of clients to cloud based accounting system.- Developed and implemented on-boarding process for new clients.- Analyzed client business type and specific needs to determine software and set-up accounting system, payroll needs and client training.- Prepared Payroll Tax Returns and Sales Tax Returns.

- Full-Cycle Payables.- Eliminated backlog for processing vendor invoices that occurred with job predecessor.- Streamlined process for accounts payable invoices and implemented proper use of ERP software.- Investigated and resolved problems associated with purchase order and invoice processing.- Assisted with monthly status reports and month end closings.- Worked with CFO to create and implement month-end, quarter-end and year-end close procedures.- Reconciled various accounts by identifying posting errors or omissions; researched and corrected discrepancies.- Handled all vendor correspondence via phone or email.

- Preparation of legal documents with a focus in estate plans, corporation set-up, annual reports, as well as other general practice client matters, correspondence and documents.- Optimize client and administrative file system to enable the practice to increase billable hours.

- General office management for graphic design firm, including total bookkeeping duties, maintenance of office and design supplies and inventories. - Excellent organizational, time management and customer service skills.