Experience

Tridom Roofing

• United States
• Construction
• 1 - 100 Employee

• Accountant

  • Mar 2023 - Present



Monarch Title of Texas

• Fulshear, Texas, United States

• Corporate Bookkeeper

  • May 2021 - Mar 2023



Industrial Tent Systems

• United States
• Oil and Gas
• 1 - 100 Employee

• Accountant

  • Mar 2020 - Dec 2020

  Responsible for accounts receivable and accounts payable, payroll processing. Worked with clients CPA for financial statement preparation and various required federal and state tax filings. Responsible for accounts receivable and accounts payable, payroll processing. Worked with clients CPA for financial statement preparation and various required federal and state tax filings.



Festive Tents L.P.

• United States
• Events Services
• 1 - 100 Employee

• Accountant

  • May 2018 - Dec 2020

  Responsible for accounts payable and accounts receivable. Worked with clients CPA for financial statement preparation and various required federal and state tax filings. Responsible for accounts payable and accounts receivable. Worked with clients CPA for financial statement preparation and various required federal and state tax filings.



Lodging Solutions

• United States
• Utilities
• 1 - 100 Employee

• Accountant

  • May 2018 - Dec 2020

  Responsible for accounts payable and accounts receivable. Worked with clients CPA for financial statement preparation and various required federal and state tax filings. Responsible for accounts payable and accounts receivable. Worked with clients CPA for financial statement preparation and various required federal and state tax filings.



Nommensen, Williams, Sticker & Doyle, PC

• United States
• Accounting
• 1 - 100 Employee

• Accountant

  • May 2013 - Mar 2018

  Provide various accounting functions to clients including regular bookkeeping duties, payroll, A/R, A/P and financial statement preparation. Tax Reporting including Quarterly and Annual Payroll tax returns, Annual W-2 and 1099 preparation, Personal Tax Returns and Business Tax Returns Provide various accounting functions to clients including regular bookkeeping duties, payroll, A/R, A/P and financial statement preparation. Tax Reporting including Quarterly and Annual Payroll tax returns, Annual W-2 and 1099 preparation, Personal Tax Returns and Business Tax Returns



Safety Vision

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Accounts Payable Specialist

  • Jan 2010 - May 2013

  Responsible for processing all invoices for Safety Vision and Cold Creek Ranch Main point of contact for all outside vendors Monthly reconciliation of American Express and Wells Fargo Corporate Accounts Audit and process monthly expense reports and mileage reports Schedule wire payments with overseas vendors and maintain ongoing wire schedule Work with marketing department to determine ROI on trade show expenditures Work with sales department on monthly job costing for quarterly commission payments Work with procurement department on maintaining all purchase orders Currently implementing a new expense reporting tool to help streamline the expense report submission process Currently updating travel and expense policy Show less



Dazzledawn.com

• Retail
• 1 - 100 Employee

• Accounts Payable Specialist

  • Dec 2007 - Jan 2010



2010 Principal Management Group

• Accounts Payable Supervisor

  • Dec 2007 - Jan 2010

  Responsible for overseeing a team of four who handle the processing of all invoices for 270 homeowners association Process monthly management and collection fee drafts Review aging report on monthly basis to ensure all company administrative invoices are being paid timely Track and process construction deposits and refunds for all associations Monitor association operating accounts daily and process fund transfers as needed Work with Collections and Resale regarding attorney invoices Provide in-depth training for all new property managers Provide data and assist property managers with yearly budgets Review monthly financial reports and assist property mangers in providing information to their property's board of directors Work with auditor's to provide necessary data for annual tax reporting Process quarterly tax deposits and yearly income tax payments Show less



Southern Union Company

• Sr. Benefits Specialist

  • Nov 2005 - Dec 2007

  Main point of contact for vendor relations on defined benefit and defined contribution plans Coordinate PBGC premium payments with plan actuaries and treasury department Responsible for reconciliation and transfer of 401(k) payroll files to record keeper and then coordinate funding of the plans Oversee daily operations of three qualified 401(k) plans, one non-qualified deferred compensation plan and three defined benefit plans Assist HR with various 401(k) and pension plan inquiries as well as new hire orientation materials Main point of contact for annual 11K filing and 5500 tax filings and audits for all retirement and health and welfare plans Work with legal department in filing necessary tax forms for 16b officer stock transactions Provide compensation and 401(k) contribution information to record keeper for annual compliance testing Provide census information to plan actuary for annual FAS87 reporting Work with outside ERISA counsel on additional retirement plans resulting from a company acquisition or the transfer of existing retirement plans as a result of a divestiture Oversaw the conversion of five 401(k) plans and one deferred compensation plan to a new trustee and record keeper and successfully transferred $212M in plan assets. Areas included: Fund Mapping Employee Communications Payroll Interface Files Conversion Requirement Documents Execution of adoption agreements, trust agreement and other related agreements Reconciliation of plan conversion statements Show less



Texas Genco

• Utilities
• 1 - 100 Employee

• Benefits Administrator

  • Jun 2005 - Nov 2005

  Day to day contact for vendor relationships on defined benefit, defined contribution, life insurance and disability benefit plans Coordinate and process pension plan funding and PBGC premium payments Provide pension plan activity to treasury department for assistance in cash flow analysis Coordinate 401(k) funding and provide direction to trustee and record keeper Provide record keeper necessary payroll data for annual compliance testing Prepare and file required 5500 tax filings for qualified retirement and health and welfare plans Responsible for reconciling and processing invoices relates to various benefit plans Track administrative expenses in order to provide a summary for executive staff Develop and implement internal processes for the administration of leave programs Monitor absences for FMLA reporting and initiate the long-term disability claim process Coordinate and attend implementation meetings with prospective vendors Develop quarterly employer message for 401(k) participant statements Worked with benefits team in creating annual benefits enrollment guide for employees Work with benefits team in the developing annual enrollment presentation for employee site meetings Process personnel transactions through ADP Enterprise Payroll System Develop and execute various reports for department managers Responsible for new hire orientation and benefit plan enrollment Process inbound and outbound vendor feeds Managed all death benefit claims for qualified plans and life insurance plans Show less



BMC Software, Inc

• Sr. Benefits Coordinator

  • Apr 2000 - Apr 2005

  Daily contact for vendor relationships, including outsourced benefits administration/delivery, to ensure accuracy in benefits delivery, regulatory compliance and cost containment On Employee Benefits Design Committee whose purpose is to evaluate the company's benefits plans and provide recommendations where costs can be contained while still providing a benefit to the employee Problem resolution and management of benefits plans focusing on 401(k) plans, short-term/long-term disability plans, Employee Stock Purchase Plan, Deferred Compensation Plan and Canadian RRSP. Responsibilities include the funding, required compliance testing and eligibility Work with external counsel and vendor to complete the merger of acquired 401(k) plans into the company 401(k) Managed all death benefit claims for qualified plans and life insurance plans Administer FMLA Policy as well as the various state mandated leave policies including CFRA, PDL, PFL and state disability plans Monitor all Workers Compensation claims and coordinate benefit payment with vendor and payroll department Point of contact for HR staff for all benefit related questions and problems Provide quarterly training sessions for Human Resources Team Assist Staffing department with benefit updates to new hire orientation materials Assist Staffing and Human Resources department with reduction in force. Duties include the preparation of employee materials and assistance to management team Work with internal departments; Legal, Payroll, Finance, Treasury, Accounts Payable and various business units to ensure accuracy of benefits delivery and benefits processes Reconcile monthly billing for all qualified plans Run requested reports using Oracle and Business Objects Test/assist with the implementation of vendor data feeds Create and maintain employee Intranet websites for Benefits policies and procedures as well as the internal Human Resources website Daily administration of the Tuition Reimbursement Program Show less



Chase Bank of Texas

• Retirement Specialist

  • Aug 1998 - Apr 2000

  Perform benefits counseling for Chase retirees Process death benefits for retirees, active employees and their dependents Prepare pension distribution packages Daily administrative duties include the verification of life insurance, medical insurance, beneficiary and pension payment Problem resolution and management of various retiree benefits including medical insurance, pension plans and life insurance Provide effective customer service to clients Provide support to customer service representatives Show less



Moreland, Black & Manning, Inc

• Junior Account Manager

  • Mar 1995 - Aug 1998

  Prepare yearly reports and tax returns for traditional and daily accounting qualified retirement plans Perform necessary tests for IRS compliance; Discrimination testing and Coverage testing Process loans and distributions for participants Provide effective customer service Research and development of pension plans Prepare yearly reports and tax returns for traditional and daily accounting qualified retirement plans Perform necessary tests for IRS compliance; Discrimination testing and Coverage testing Process loans and distributions for participants Provide effective customer service Research and development of pension plans