Experience

Good Life Companies

• United States
• Financial Services
• 1 - 100 Employee

• Advisor Support Coordinator

  • Sep 2022 - Present

  Provide support to Business Development (BD) and Advisor Relations (AR) teams by handling day to day tasks such as entering data, performing administrative services, assisting with event coordination, following up on tasks assigned to the BD and AR teams, and running necessary reports in applicable technology system(s) as requested by BD and AR team leaders.

• Business Development Relationship Manager

  • Feb 2021 - Sep 2022

  The Business Development Relationship Manager is a critical part of the advisor recruiting team. This individual is responsible for inputting and managing prospects, scheduling video conference calls and home office visits, introducing them to subject matter experts and will be responsible for reporting back to their assigned Relationship Manager/Recruiter on a regular basis. They will hold questionnaire calls and create pro-formas based on economics provided by the advisor. This individual assists the Business Development Team in closing deals with prospective financial advisors as they go through the due diligence process and consider Good Life as a business partner.



Pro Signs

• United States
• Construction
• 1 - 100 Employee

• Project Manager

  • Sep 2018 - Apr 2020

  Process Customer Purchase Orders and create work orders for requested parts not available in inventory. Create Sales Orders for Customer requested parts available in inventory. Create proposals for Customer to approve for order processing. Obtain proper information from new and potential Customers to be setup by Accounting. Issue an invoice with proper backup paperwork and correspondence once job is complete. Research Sign Permit Ordinances allowed by townships. Enter drawing requests based on Customer’s requirements and township ordinance. Work with production department on lead times and job completions. Work with Customer to coordinate install dates. Contact sub-contractors to setup installation dates and rates. Contact site's GC to coordinate on-site installation dates. Create installation work orders for in-house crews. Request pricing and issue a Purchase Order for manufactured material from vendors. Prepare and maintain spreadsheets for inventory tracking, monthly billings, and special projects requested by upper management. Work with the design department to ensure the Customer’s requested drawing is accurate. Work with the accounting department with any invoice discrepancies and past-due billings. Assist the Sales Department with power point presentations for client sales meetings. Setup travel arrangements for out-of-town business meetings. Customer service for the company’s two largest petroleum. Assist Upper Management with client RFP submittal forms.

• Assistant Project Manager

  • Jan 2014 - Sep 2018

  Process Customer Purchase Orders and create work orders for requested parts not available in inventory. Create Sales Orders for Customer requested parts available in inventory. Create proposals for Customer to approve for order processing. Obtain proper information from new and potential Customers to be setup by Accounting. Issue an invoice with proper backup paperwork and correspondence once job is complete. Research Sign Permit Ordinances allowed by townships. Enter drawing requests based on Customer’s requirements and township ordinance. Work with production department on lead times and job completions. Work with Customer to coordinate install dates. Contact sub-contractors to setup installation dates and rates. Contact site's GC to coordinate on-site installation dates. Create installation work orders for in-house crews. Request pricing and issue a Purchase Order for manufactured material from vendors. Prepare and maintain spreadsheets for inventory tracking, monthly billings, and special projects requested by upper management. Work with the design department to ensure the Customer’s requested drawing is accurate. Work with the accounting department with any invoice discrepancies and past-due billings. Assist the Sales Department and Project Manager with power point presentations for client sales meetings. Setup travel arrangements for out-of-town business meetings. Assume the duties of the Project Manger which includes customer service for the company’s two largest petroleum clients while they were unavailable. Assist and travel with Project Manager to client sponsored trade shows. Assist Upper Management and the Project Manager with client RFP submittal forms.

• Accounting Clerk

  • Oct 2010 - Dec 2013

  Assisted in special projects for Controller which included sales and use tax reports, extensive collection efforts, and monthly carwash deposits and miscellaneous payables into Quickbooks. Matched purchase orders and packing slips to incoming payables and reviewed for any discrepancies in accounting system. Contacted sub-contractors and vendors with invoicing discrepancies. Utilized Excel to create monthly accrual report. Coded and entered payables per job number from internal company oriented system. Ran weekly aging report for two biggest customers and contacted customer for any past-due invoices. Reviewed customer statements to make sure records matched. Assisted the Project Management team with creating job numbers and entering online orders into system. Invoiced for work performed and parts ordered by customers per invoice form provided by Project Management. Matched incoming payments to invoices being paid, and posted to customer accounts. Issued credit card payments per customer’s request. Issued credit memos to customers based on any discrepancies. Prepared checks for payment based on Controllers weekly cash requirement analysis. Ran monthly customer statements. Month-end responsibilities. Reception duties which encompassed answering ten line phone system, greeting customers, and ensuring all visitors entering building signed company liability release form. Commended by management for extensive collection efforts. Took initiative to assume responsibilities of co-workers position with little to no guidance while they were unavailable for a period of time.



Genesis Packaging Technologies

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Accounting Clerk

  • Sep 2007 - Apr 2010

  Created and maintained customer accounts, which encompassed credit checks, pertinent tax forms and input into accounting system. Setup new jobs and invoiced customers daily, based on service technician expenses, parts provided to customer, and customer’s purchase order. Utilize Excel to track invoicing when billed in installments. Contacted customers to obtain change orders when necessary. Deposited incoming checks electronically and applied payments to customer accounts. Processed general ledger transactions as needed. Ran aging report weekly and contacted customers regarding any past-due invoices. Reviewed bank account daily and posted any cash transactions. Reconciled bank account monthly. Matched purchase orders and packing slips to incoming payables and reviewed for any discrepancies in accounting system. Assigned necessary inventory parts to job numbers. Recorded inventory returns. Entered inventory adjustments to account for material movement. Participated in periodic physical inventory counts. Ensured all expense reports had corresponding backup before entering into accounting system. Took initiative to gain a thorough understanding of all plant processes to better understand how everything related to my job. Commended by management for superior organizational skills



Empire Wrecking

• United States
• Construction
• 1 - 100 Employee

• Bookkeeper

  • Sep 2003 - Aug 2007

  Entered and maintained employees in accounting system. Calculated hours and rates for bi-weekly driver payroll by analyzing time recorded on timesheets and other pertinent documents. Initialized jobs in accounting system and invoiced customers promptly when job complete. Prepared job profitability reports for bookkeeper. Matched incoming payments to invoices being paid, and posted to customer accounts. Ran aging reports and made collections calls on overdue accounts. Coded all incoming accounts payable to general ledger accounts, and input into accounting system. Prepare journal entries to adjust incorrectly posted bills. Analyze weekly cash requirement report, and prepare checks for payment based on the analysis. Assist in preparation of manifests, bills of lading and shipping labels, following shipping guidelines. Assisted with special projects and generated correspondence per vice president’s request. Assisted in transition from paper filing system to computerized scanning system for document storage as well as being a key player in the implementation of a new accounting system. Assumed technical assistant duties as well as bookkeeping duties after demonstrating the ability to learn and execute multiple duties quickly.