Amanda Jones
Controller & HR Manager at TWG Insurance – The Winchester Group, Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Social Media Marketing for Small Business
LinkedInAug, 2017- Oct, 2024 -
SHRM-SCP
SOCIETY OF HUMAN RESOURCE MANAGEMENT-OLYMPIA CHAPTERJun, 2018- Oct, 2024 -
CMA
IMA | Institute of Management Accountants
Experience
-
-
Controller & HR Manager
-
Apr 2015 - Present
TWG Insurance is an Independent Insurance Agency in Winchester, VA. The agency offers a variety of insurance products from many carriers covering all client needs including business, personal, life, and health benefits. As Controller and HR Manager at TWG, my core focus is providing strategic support and leadership in the financial, human capital, and operational segments of the business. TWG Insurance is an Independent Insurance Agency in Winchester, VA. The agency offers a variety of insurance products from many carriers covering all client needs including business, personal, life, and health benefits. As Controller and HR Manager at TWG, my core focus is providing strategic support and leadership in the financial, human capital, and operational segments of the business.
-
-
-
Eyemaginations, Inc
-
United States
-
Software Development
-
1 - 100 Employee
-
Controller
-
Dec 2013 - Jun 2015
Eyemaginations, Inc. is a software as a service company that focuses on the healthcare industry. When I came to Eyemaginations they had just undergone significant restructuring and were looking for a Controller who could hit the ground running with their SBA loan application, year-end close, process improvement, and system evaluation and migration. Aside from the day-to-day duties of a Controller and Human Resource Manager I also : *Successfully secured an SBA Loan and managed SBA compliance throughout the application and funding process. *Evaluated accounting systems and applications and then worked to migrate those systems to a cloud-based platform that integrated with the sales process. *Provided concise and timely financial reporting to the CEO and Owners including the creation of a real-time company dashboard using the new accounting system. *Re-engineered the contract workflow to eliminate paper-handling of orders and to allow real-time updates of order status. *Upgraded the HRIS system and integrated benefits administration, human systems management, payroll, recruiting, and employee life-cycle management into one system. *Reconciled recurring revenue and other sub-ledgers to correct poor historical accounting practices. *Implemented an online quote and payment system to streamline the sales-to-service process. *Created a new employee handbook, on-boarding and termination procedures, and implemented cloud-based record storage of personnel files. *Prepared books for closing the tax year and coordinated with an outside CPA firm.
-
-
-
Aaron Enterprises
-
United Kingdom
-
Retail
-
Consulting Controller
-
Oct 2013 - Dec 2013
Aaron Enterprises is a construction company specializing in directional drilling and boring. They also own a secondary paving business and a machine shop. When I came to Aaron Enterprises they were evaluating their need for a Corporate Controller as they had previously only had a Senior Accountant who was unable to keep up with their expanding business needs. I consulted for two months and while they ultimately offered me a very nice full time package, I decided to pursue another opportunity. While there I: *Closed five months of financials in order to process their fiscal year-end close which ended on 09/30/13. *Evaluated their current computer systems and workflow procedures. *Assisted with Human Resource processes. *Trained the administrative staff in tips and tricks for software use. *Prepared recommendations for the Controller role. *Aided in evaluating permanent Controller candidates.
-
-
-
iMagicLab, LLC
-
United States
-
Technology, Information and Internet
-
1 - 100 Employee
-
Controller and VP of Ops
-
Mar 2011 - Jul 2013
iMagicLab, LLC is a software as a service company that focuses on Customer Relationship Management software for the automobile dealership industry. While working at iMagicLab, I streamlined the accounting functions enabling them to reduce the accounting staff from 5 to 2 employees. I also increased reporting accuracy, availability, and timeliness, improved vendor and employee relationships, and improved cost controls to reduce wasteful overhead spending. My responsibilities at iMagicLab, LLC included: *Producing internal financial statements including Profit & Loss, Balance Sheet, Statement of Cash Flows and Department Cost Reports. *Completing monthly close of all accounts. *Implementing a new in-house payroll system. *Designing divisional cost coding structure to aid in reporting of costs by department and division. *Managing merchant, bank, legal, and capital accounts. *Resolving long-standing tax and vendor issues. *Examining workflow and recommending new procedures to improve efficiency. *Negotiating vendor contracts. *Working as a liaison between employees, management, and company owners to continuously foster an informed and better-functioning work environment.
-
-
-
BROUGHTON CONSTRUCTION, LLC
-
Construction
-
1 - 100 Employee
-
Controller
-
Mar 2010 - Mar 2011
Broughton Construction is a general contractor with offices in both Washington, DC and Baltimore, MD. When I came to Broughton Construction they were a relatively new company and that had experienced rapid growth over the previous two years due to their focus on public work during the economic downturn. Because this expansion occurred so quickly, they did not have many of the necessary controls required for accurate reporting and cost controls in the construction industry. During my time at Broughton I : *Produced internal financial statements including Profit & Loss, Balance Sheet, Statement of Cash Flows and WIP in a timely and accurate manner. *Completed monthly close of all accounts. *Implemented new A/P and A/R procedures to provide better forecasting and reporting. *Implemented cost coding of all invoices. *Reviewed and implemented web-based project management software to aid in project cost controls and communication across geographical divisions. *Streamlined the General Ledger accounts and expanded some accounts for more concise expense control and reporting. *Examined workflow and recommended new procedures to improve efficiency. *Resolved outstanding 1099 tax issues from prior years. *Developed an invoice approval system via SharePoint to improve vendor communication. *Aiding Human Resources and other departments in the compliance of federal and state employment and accounting regulations.
-
-
-
-
Controller and VP of Human Resources
-
Aug 2005 - Jan 2010
Chesapeake Site Contracting, Inc. was a site development company that focuses on both commercial and residential construction. Shortly after I began working with Chesapeake they separated from their parent company, Chesapeake Contracting Group. This separation left them with no office staff, accounting system, document workflow, etc. I assumed the role of Controller and Vice President of Human Resources during this time and became an integral part of the management team by: *Performing the migration of our accounting and payroll systems from Timberline to QuickBooks Enterprise. *Producing monthly and periodic financials. *Overseeing the migration of and then administering employee benefit programs including 401k administration and annual open enrollment programs. *Annually reviewing employee benefit programs and liability insurance programs to ensure the company and employees get the best coverage possible with the lowest premiums possible. *Creating government tax accounts and preparing quarterly and annual tax statements. *Redesigning our contract workflow and contract documents. *Preparing weekly payroll for 4 corporate entities. *Preparing AIA customer billings and change orders. *Reconciling corporate accounts monthly. *Preparing quarterly IFTA logs and tax forms. *Creating and maintaining job cost accounting for each project including converting estimated job costs into a workable revenue projection for WIP reporting. *Maintaining detailed vendor accounts, administering lien releases, and reconciling discrepancies. *Overseeing the purchase of new phone systems, computer systems, and office expansion. *Maintaining detailed WC records and working with our insurance company to save over $500, 000.00 in insurance premiums by assigning WC codes by hourly work done. *Staunchly mitigating our Unemployment Account resulting in a decrease of 2% of our annual experience rate. *Administering our computer network and interfacing with technology vendors.
-
-
-
BYK-Gardner
-
Germany
-
Appliances, Electrical, and Electronics Manufacturing
-
1 - 100 Employee
-
Inside Account Manager
-
2004 - 2005
BYK-Gardner is a manufacturer of appearance measurement equipment. During my time at BYK-Gardner I worked with 2 outside territory managers and achieved a 21% increase in sales over the previous year. This achievement is more remarkable when compared to the peers in my department where average sales growth was only 10%, and was achieved by: *Utilizing my extensive knowledge of laboratory applications and equipment needs. *Generating quality leads for my outside territory reps. *Assisting my territory managers with effective time and territory management. *Mediating the needs of my outside reps, customers, and other departments to the benefit of all parties.
-
-
-
-
Territory Manager: Mid-Atlantic Region
-
Jan 2001 - Jan 2004
Precision NAPCO, a division of Jouan Inc. was a manufacturer of laboratory research equipment. As an employee of Jouan Inc. I earned several raises and promotions through my continued improvement of departmental procedures and by exceeding set goals. My final position was in sales as a Territory Manager for the Mid-Atlantic region that includes DE, VA, WV, MD, DC, and eastern PA. This position required: *Focus on customer relations and sales goals. *Qualification of Leads. *Product Demonstration. *Effective communication, organization, and efficient time management. *Knowledge of common business practices. *Knowledge of computer applications including Windows and AS400. *Mediation of customer, distributor, and company requirements.
-
-
-
Branch Banking & Trust
-
United States
-
Consumer Services
-
1 - 100 Employee
-
Teller / CSR
-
1999 - 2001
BB&T places a heavy emphasis on customer satisfaction and expects a commitment to quality from all its employees. As a teller and customer service representative for BB&T, customer satisfaction was always my main focus. BB&T places a heavy emphasis on customer satisfaction and expects a commitment to quality from all its employees. As a teller and customer service representative for BB&T, customer satisfaction was always my main focus.
-
-
-
Shenandoah Valley Community Residences
-
United States
-
Hospitals and Health Care
-
Awake Overnight - Residential Supervisor
-
1998 - 1999
SVCR is a company that provides homes and support services for adults with mental disabilities. SVCR is a company that provides homes and support services for adults with mental disabilities.
-
-
Education
-
2011 - 2011
IMA
CMA, Accounting -
2009 - 2011
SHRM
SPHR, Human Resources -
2006 - 2008
California Coast University
MBA, Business Admin
Community
