President at Winsupply of Gilbert

• Nov 2022 - Present

President

• Nov 2022 - Present

HVAC

• Oct 2021 - Present

Support Services Manager

• Jun 2020 - Oct 2021

Understands and directs the administrative, support and accounting related activities of the Building Services Division. Communicate corporate requirements internally and participate in external reporting. Duties shall be performed personally or through subordinates. Assures accurate and timely support for sales, operations, and accounting. Assure all administrative, accounting, and operating functions follow established procedures. Recommend changes and/or adjustments to these procedures, as necessary. Carrying multiple tasks in fields of Accounting, Customer Service, Operations, Administration, and Personnel. Manage Purchasing Agent & process of procurement for division.

Senior Accountant

• Oct 2019 - Jun 2020

General Ledger transactions/reconciliations including but not limited to the following:Intercompany (Corporate) receivables/payables and bankingIntercompany (Non-Corp) receivables/payables including Strategic Accounts.A/R, A/P, and bank account reconciliationsPayroll, vacation, commission, and various other revenue/cost accrualsBook inventory transactions and reconcile monthly to subledger.Reconcile petty cash, warranty, prepaids, property taxes and employee receivables. Miscellaneous job cost adjustmentsOverhead allocations * Assist in preparation of monthly and quarterly reporting: analysis, schedules, and reconciliations.* Assist with internal and external audits.* Assist with special projects and staff training programs.* Assist account receivable collections with the lien waiver process.* Support/backup cash receipts (A/R) function and vendor invoice (A/P) function when needed.* Form 1099 preparation * Ensure that accounting activities are in accordance with established legal, regulatory, and corporate policy and procedures.

Accounts Receivable Specialist

• Nov 2018 - Oct 2019

Compare liquidity, profitability, and credit histories of individual or company being evaluated with similar establishments to determine risk.Perform reviews of all customers through review of publicly available material, including Dun & Bradstreet, along with other 3rd party reports and references. Perform credit risk assessments of new customers. Maintain working knowledge of industry and economic events having an impact on operations. Maintain internal databases with credit risk & credit limit information. Compile reports regarding finance and credit data. Analyze the financial records like earnings, savings, payments and purchase of the company or individual and recommend other useful financial activity for further plans. Manage files and records. Complete account applications, including credit analyses and summaries of account requests, and review for approval. Review customer files to identify and select delinquent accounts for collection. Minimize bad debt risk and maximize accounts receivable collections. Conduct collection calls and customer visits to collect Accounts Receivables.

Inside Sales Specialist

• Apr 2016 - Nov 2018

• Work hand-in-hand with Outside Sales associates by performing the administrative functions that ensure our customer’s needs are being met. • Support the Outside Sales team by ensuring the delivery of personalized customer service through timely quotations and accurate order processing. • Updating customer contracts, coordinate deliveries with the warehouse, and answer sales calls for general information. •Assist customers via phone, email and live online chat•Assist customers’ technical and sales related questions•Understanding customers HVAC needs and recommend appropriate products to meet those needs

CREDIT ANALYST II

• Jul 2012 - Nov 2018

Compare liquidity, profitability, and credit histories of individual or company being evaluated with similar establishments to determine risk.Perform reviews of all customers through review of publicly available material, including Dun & Bradstreet, along with other 3rd party reports and references. Perform credit risk assessments of new customers. Maintain working knowledge of industry and economic events having an impact on operations. Maintain internal databases with credit risk & credit limit information. Compile reports regarding finance and credit data. Analyze the financial records like earnings, savings, payments and purchase of the company or individual and recommend other useful financial activity for further plans. Manage files and records. Complete account applications, including credit analyses and summaries of account requests, and review for approval. Review customer files to identify and select delinquent accounts for collection. Minimize bad debt risk and maximize accounts receivable collections. Conduct collection calls and customer visits to collect Accounts Receivables.

STAFF ACCOUNTANT

• Jan 2007 - Jun 2012

Consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments. Maintained and balanced multiple ledgers for over 25 companies. Reported new hires and completed new hire paperwork for 25 companies. Entered ledger entries and reconciled multiple accounts for all 25 companies. Filed state TPT tax forms monthly for all twenty five companies. Analyzed information and proposed options by developing spreadsheet reports; verifying information. Prepared payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts. Provided payroll processing for six companies including verifying and preparing calculators for vacation, sick, personal and holiday pay.