Susan Nettelbeck Email & Phone Number

Portland, Oregon Area

Directly responsible for the overall operation of firm including accounting and human resources, • Inherited a chaotic job cost accounting system. Researched and introduced a new CRM - Salesforce/Apto project management software. Implement new CRM to enable the details of the business to be on one platform instead of a mishmash of spreadsheets and databases in separate places that are easily customizable. Created a more sophisticated way of tracking business, streamlining the workflows,… Show more Directly responsible for the overall operation of firm including accounting and human resources, • Inherited a chaotic job cost accounting system. Researched and introduced a new CRM - Salesforce/Apto project management software. Implement new CRM to enable the details of the business to be on one platform instead of a mishmash of spreadsheets and databases in separate places that are easily customizable. Created a more sophisticated way of tracking business, streamlining the workflows, and improving data accuracy which heightened efficiency and reduced redundancy 90%.• Introduction of a business coach, ensuring the success of the partnership by creating a strength-based leadership. Strategic development, partnership agreements, and establish firms’ mission, vision statement along with core values. • Researched and interviewed 3 public accounting firms, presented options to the partnership who after listening to my assessments choose the firm that I suggested. Worked with the CPA firm, clarified processes and tracked their costs and initiated discounts. • Successfully completed full compliance on two state firm audits resulting in zero penalties or fees. Programed CRM software to reflect compliance requirements needed moving forward.• Complied and applied for two Paycheck Personal Program loans, generating needed funds for the firm, and successfully resolved loans for full forgiveness.• Revamped and streamline labor billings by implementing an online timesheet system which resulted higher employee productivity and fewer billing code errors.• Retained a temporary employee hire, negotiated a reduced hourly rate and saving the firm a 5% hiring fee. • Implemented an ongoing HR policies and procedure, that the firm implemented indefinitely. • Responsible for managing overall payroll functions, knowledgeable of regulations, payroll reporting, direct deposits, and taxes.• Save the firm $10,000 managing employee benefits programs. Show less

Portland, Oregon Area

Backfill position while Human Resource Manager was on maternity leave for six months.• Responsible for strategic workforce planning, information gathering and consolidation for senior management (global) team monthly review. • Conducted departmental expense quarterly audits and assisted in recommendations on governance and policy matters. • Created an annual HR calendar and expanded HR work plan to include timelines as a resource for management of over 200 employees… Show more Backfill position while Human Resource Manager was on maternity leave for six months.• Responsible for strategic workforce planning, information gathering and consolidation for senior management (global) team monthly review. • Conducted departmental expense quarterly audits and assisted in recommendations on governance and policy matters. • Created an annual HR calendar and expanded HR work plan to include timelines as a resource for management of over 200 employees. • Designed and implemented policies and procedures including a differential on independent consultant vs. external temporary workers outlined and/or transition into ETW status only, compliance with IC’s. Show less

Portland, Oregon Area

Working as an independent contractor, I offered human resources, business operational and accounting services to small and mid-size business on a contractual basis. My skills benefited firms that are at a precipice of growth. • Assisted in research and compiling documentation for due diligence project, international sales contract & order form reviews and managed organization of Drop Box & Box.Net documents.• Conducted training sessions with staff and management team on new… Show more Working as an independent contractor, I offered human resources, business operational and accounting services to small and mid-size business on a contractual basis. My skills benefited firms that are at a precipice of growth. • Assisted in research and compiling documentation for due diligence project, international sales contract & order form reviews and managed organization of Drop Box & Box.Net documents.• Conducted training sessions with staff and management team on new online payroll/retirement systems (Paychex).• Research and create procedures, created employee notifications regarding new 401k retirement and FSA plans. • Create benefit and enrollment procedures for managers. Show less

San Francisco Bay Area

Temporary position • Research and preparation of documents necessary for the approval of contracts, for example, Personal Service Contract Summaries for the review of the Civil Service Commission and Expense Control Committee questionnaire summaries. • Assisted department managers in the preparation of (RFPs); analyze information provided in proposals and bids. • Established and maintain contractual relationships with contractor and vendors.

San Francisco Bay Area

Provided consulting and direction to CEO and senior management regarding organizational effectiveness and human resource planning. • Introduced the book Alignment with the Stars, resulting the partners embracing the books concepts as their firms managing style strategy.• Assisted partners with strategic planning and practice management. • Coach managers to enhance their leadership skills, providing advice and counsel on HR issues. • Developed and maintained an… Show more Provided consulting and direction to CEO and senior management regarding organizational effectiveness and human resource planning. • Introduced the book Alignment with the Stars, resulting the partners embracing the books concepts as their firms managing style strategy.• Assisted partners with strategic planning and practice management. • Coach managers to enhance their leadership skills, providing advice and counsel on HR issues. • Developed and maintained an effective recruitment system, resulting in 100% retention. • Cultivated an employee relations environment that encourages open communication between staff and management, and provide advice and counsel for both managers and staff• Successfully found an outside IT partner helping to develop and implement network infrastructure upgrade along with securing the firms data. Show less

Berkeley, California

Directly responsible for the overall operation of firm. Responsible for all accounting functions for revenues over 6 million. Responsible for all human resources, administrative department, accounting and facilities.• Full charge accounting using QuickBooks Pro managing revenue over 6 million.• Coached managers to enhance their leadership skills, providing advice and counsel on all HR issues.• Educate and trained hiring managers on effective interviewing practices.• While… Show more Directly responsible for the overall operation of firm. Responsible for all accounting functions for revenues over 6 million. Responsible for all human resources, administrative department, accounting and facilities.• Full charge accounting using QuickBooks Pro managing revenue over 6 million.• Coached managers to enhance their leadership skills, providing advice and counsel on all HR issues.• Educate and trained hiring managers on effective interviewing practices.• While maintaining a robust effective benefits plan saved the company over $6000 annually in health benefit costs.• Responsible for facilities acted as building manager for 11,000 sq feet of offices, including two tenants.• Responsible for managing overall payroll functions, payroll reporting, direct deposits, and taxes.• Consulted managers addressing employee relations issues through weighing risks and alternatives, exploring legal and company compliance concerns, and offering balanced recommendations. Show less