James Lee
Senior Bookkeeper at System Six- Claim this Profile
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Topline Score
Bio
Credentials
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Gusto
GustoSep, 2022- Nov, 2024 -
Xero Advisor
XeroJul, 2022- Nov, 2024 -
Certified Public Bookkeeper
National Association of Certified Public BookkeepersJun, 2021- Nov, 2024
Experience
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System Six
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United States
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Accounting
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1 - 100 Employee
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Senior Bookkeeper
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Feb 2022 - Present
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Prestige Residential Construction
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United States
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Construction
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1 - 100 Employee
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HR & Finance
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Oct 2015 - Sep 2020
Troubleshoot billing issues with vendors & subcontractors to identify solutions that keep projects on schedule and on budgetAct as employee advocate and liaison with management to ensure the needs of both the employee and company are being metOnboard new employees and train them on internal processes and the company HRIS system Troubleshoot billing issues with vendors & subcontractors to identify solutions that keep projects on schedule and on budgetAct as employee advocate and liaison with management to ensure the needs of both the employee and company are being metOnboard new employees and train them on internal processes and the company HRIS system
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Telecom Transport Management
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United States
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Telecommunications
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1 - 100 Employee
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Office Manager
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Aug 2009 - Jul 2015
Accounts Payable Managed over 600 accounts including invoice entry, payments, contract terms, and taxes Managed and reconciled all lines of revolving credit and corporate accounts Prepared annual 1099 Forms to be submitted to applicable vendors and transmitted to IRS Proficient in QuickBooks and Sage MAS accounting systemsPayroll Processing, and review of bi-weekly payroll for 50-60 employees Tracked and reconciled various payroll accounts including employee PTO Ran reports and submitted payments for quarterly payroll taxes Performed 401k administrator duties including match Proficient in the ADP payroll portal HR Administration Responsible for all new hire and terminated employee paperwork Acted as Benefits Administrator (Medical/Dental/Vision/Life/401k) Employee Records Compliance Review and reconcile healthcare accounts Responsible for annual open enrollmentRegulatory Compliance Maintained records for Certificate of Authority for 15 states Prepared and filed annual reports to comply with state and Federal regulations
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Office Manager
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Dec 2005 - Aug 2008
Directly supervised a staff of 5 and managed a total of 10 Maintained 5 complex calendars that housed the schedules of our real estate school, internal company meetings, seminars, and private functions Supported/supervised an agent base of over 120 associates, including but not limited to billing, marketing, and compliance with real estate law Successfully redesigned the company head quarters to improve staff synergy and agent camaraderie, boosting productivity by 50% Maintained a MS Exchange server that consisted of 16 computers As the central billing person, my QuickBooks skills were utilized and developed by maintaining the company’s account receivables and accounts payables
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Office Manager
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Dec 2001 - Feb 2005
Executive Assistant to the Chief of Orthopedics Maintained daily office order while supervising a staff of threeWorked with insurance companies, and attorneys to authorize procedures and verify patient benefits, eligibility, and coverageCultivated professional relationships with various hospital administrators, vendors, insurance companies, and nursesProcessed in office patient payments, and prepared AR/AP, utilizing QuickBooks and QuickenWorked with patients, vendors, and hospitals in the planning of proposed surgeriesPrepared and authorized all surgeries to be sent for billing
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Education
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Beaverton High School
High School, Required Curriculum