Responsible for accurately forecasting profit and revenue projections across all construction market sectors.Provide reports to C-Suite executives and market sector directors with timely financial and operational analysis to facilitate sound business decisions regarding short and long-term financial planning. Create and maintain precision of budget consolidations throughout the duration of all projects. Conduct and document financial analysis projects, annual audits and owner-initiated project audits, data gathering, manipulation and summation.Discovered, analyzed, and documented areas of potential financial risk for mitigation.Create a fruitful relationship between office and field personnel by facilitating communication and ongoing training.

Responsible for daily cash management of the entirety of Lewis bank accounts.Reconciled the accounts receivable subsidiary ledger with the general ledger, ensuring the accuracy of all accounting transactions.Processed and published owner invoices and cash receipts and communicated receipt to necessary parties.Prepared interim and final project substantiations on General Maximum Price contracts, which includes detailed review of contract terms; preparation of final billing; preparation of supporting documentation for cost components; and determination and record final project cost adjustments as necessary to comply with contract terms and determine final profit.

Owned company-wide monthly and final substantiations for all GMAX (Guaranteed Maximum Price) Contracts.Ensured company is charging correct rates according to specific contract language through manual audits.Created a system that tracks weekly progress minimizing turnaround time for final substantiations issued to customers.Reported and posted monthly costs on tech, fuel, and subcontractor default insurance for all company projects.Spearheaded additional responsibilities in job cost reporting to cover equipment rental, materials, billable rates, warranty charges and additional accounting responsibilities while the team was short-staffed.Prepared automated and commentary driven C-Suite monthly reporting for project billing and billable hours.Ran daily cash investment summaries to balance and report company financial health.

Primary financial auditor of costing, tax, and billing across all 18 sectors of construction projects, responsible for accuracy across $700M in associated yearly reporting.Reduced project tax and billing errors by 2% after restarting and creating monthly and weekly automated reporting for the Audit Team by improving internal queries for accuracy and scope.Acquired senior responsibilities after demonstrating aptitude for analytics and proactive work ethic.Served as main tax resource for Project Managers and was responsible for project specific rules, real-time guidance, and determining new tax rules as the company expanded to new states and sectors.Reduced project communication response time by 2 days (vs 3 day average) through efficient prioritization.

Periodically assumed manager responsibilities over subcontractors and colleagues Developed cross functional project management skills while coordinating subcontract work on jobsitesContinuously learned new skills and took on larger roles as jack-of-all trades for residential and commercial projects

Built clientele as a holistic financial planner in asset allocation, risk management, and retirement planningCreated individual plans for clients based on their personal, professional, and financial goals to gain financial securityReduced client financial risk by determining best/worst scenarios and optimizing portfolio accordingly