Acumatica Consultant

Junior Acumatica Consultant

• Jun 2021 - Present

Contract Account Manager

• Mar 2019 - Jun 2021

Liaison between external general contractors and Project Managers to resolve contract and billing issues for 80+ projects Communicate with Project Managers to discuss cost-related issues for 80+ projects monthly Analyze revenues and costs associated with projects through monthly financial analysis Collaborate with CEO and Project Managers to improve project costs and billing issues Comply with local and state government reporting requirements and tax filings related to site locations and projects Conduct month end process to determine any Work in Progress adjustments to update general ledger Maintain financial security by creating and implementing new accounting policies and standards Calculate variances from the budget and report significant issues to CEO Create internal controls and corrected actions to reduce risk and deficiencies Mentor a team of three bookkeepers in billing, contract processing, and financial analysis Supervise the implementation of new accounting software Acumatica Show less

Staff Accountant

• Jun 2018 - Mar 2019

Staff Accountant

• Jun 2018 - Jun 2018

Assisted with month end closing procedures and financial statement preparationProcess Accounts Payable and Accounts ReceivablePerform bank reconciliation and record keepingTracked project expenses, analyzed profit and loss and prepared income and expense variance report to management

Office Manager

• Feb 2013 - Apr 2018

Manage schedules, organize office functions, and oversee daily operations of office Prepare daily, weekly and monthly reports Creatw and monitored marketing campaigns Maintain bi-weekly payroll for over 150 employees Provide Human Resources duties Monitore Food and Labor cost of restaurants and reduced costs when needed Manage A/R and A/P Provide accrual basis accounting using QuickBooks Compose memos, general correspondence and board of director minutes Establish efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of office personnel and activities. Interact with vendors, contractors, and professional services personnel to receive orders, direct activities and communicate management instruction. Maintaine integrity of general ledger, including the chart of accounts Generate financial statements and facilitated account closing procedures each month. Show less

NCLB Coordinator

• Jan 2012 - Feb 2013

Recruited students/tutors in various areasHelped coordinate dozens of recruitment events that contributed to consistently high student enrollments.Motivate and train Community Outreach Assistants on how to succeed in meeting their recruitment goals. Coordinate activity routes and schedules of multiple teams. Attend fairs and help assemble and hire a recruiting/marketing team Required travel within district territories. Monitor and evaluate team performance and provide constructive feedback. Work with in-house HR Department as necessary to recruit additional Community Outreach Assistants. Increase enrollment ratios to maximize market share. Assist with setting up students for tutoring in various districts Assist SES Manager in Corporate as needed Willing and able to travel within various territories/districts Represent Achievement Matters in an ethical and professional manner. Maintain confidentiality. Show less

Executive Assistant

• Sep 2011 - Feb 2013

Communicated effectively with multiple departments to plan meetings and prepare welcome packages for new clients. Established strong relationships to gain support and effectively achieve results. Helped coordinate dozens of recruitment events (average of 12 large gatherings per year) that contributed to consistently high client enrollment levels.Entrusted to manage office in the supervisor’s absence. Provided timely, courteous and knowledgeable response to information requests; screened and transferred callsCo-developed comprehensive, 60-page training manual that enabled faster ramp-up for newly hired support staff.Developed innovative PowerPoint presentation used by the Regional Manager of North Carolina to market executive support programs to potential clients.Earned excellent marks on performance reviews, with citations for excellence in areas including work volume, accuracy and quality; ability to learn and master new concepts; positive work ethic; and commitment to providing unsurpassed service.Co-created marketing calendar for 2012, advertisements, and give-a-ways. Show less

Receptionist

• Aug 2011 - Aug 2011

Responsible for greeting all clients, contractors, and staff. Worked directly with the owner of the company Scheduled meetings and conferences for the entire staff. Professionally handled customer calls, directed them to correct staff member. Consistently exhibit positive core values and display enthusiasm for corporate culture. Demonstrated ability to work as a team in a busy environment. Ability to multitask at a fast pace. Enforce company standards as they relate to security and safety procedures Show less

Marketing Associate

• May 2011 - Jul 2011

Performing data quality checks for new product data adds and existing product matching decisions made through manual and systems processing. Ensuring the quality and timeliness of Retailer files, according to weekly/monthly production schedules. Improving data quality/attribute coding for assigned categories. Developing proficiency in NPD’s proprietary software (Flexsys, Powerview, etc.), Remedy, etc. Identifying Retailer or processing problems in the data. Managing multiple categories and assignments. Show less

Sales Associate

• May 2010 - May 2011

Meet and exceeded all sales set forth by upper management. Expert in assisting customer issues with tact and diplomacy Routinely train fellow associates in applying positive interpersonal communication skills. Personally dedicated to exceeding all customer expectations. Responsible for increasing store customer base through use of professional sales skills Consistently exhibit positive core values and display enthusiasm for corporate culture. Facilitate team meetings and conduct training sessions Responsible for handling cash shortages/overages Enforce company standards as they relate to security and safety procedures Conduct daily, weekly and monthly store audits Show less