Bobbi Curtis
Accounting Assistant/Executive Assistant at FHA Architects- Claim this Profile
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Bio
Credentials
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QuickBooks Certification
Assurance Software TrainersNov, 2018- Sep, 2024 -
Notary Public
State of Nebraska
Experience
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FHA Architects
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United States
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Architecture and Planning
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1 - 100 Employee
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Accounting Assistant/Executive Assistant
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Feb 2018 - Present
• Enter vendor invoices and process for payment. • Process expense reports for payment and billing to customers. • Reconcile monthly bank and credit card statements. • Process weekly timesheets for accounts receivable and payroll. • Provide administrative support to President and Vice-President. • Edit and update client proposals as needed.• Assist in the preparation of presentations, reports, documentation, and general correspondence. • Establish and maintain effective and cooperative professional business relationships with all levels of management, staff, vendors, and clients. • Schedule travel arrangements. • Manage multiple corporate email accounts.• Answer multi-line telephone system.• Route messages and mail. • Manage and prioritize multiple tasks.• Maintain office filing, storage systems, electronic and paper copies.• Order office supplies and maintain office organization. • Manage office calendar for PTO, travel plans, office visits and company lunch & learn appointments. • New hire onboarding. • Coordinate monthly team breakfast or lunch and yearly holiday outing. • Office administration.• Coordinate with vendors to maintain up to date library material and office samples. • Assist Project Managers with calls on upcoming projects regarding costs, city codes and permitting process. • Electronically sign architectural sets for permitting agencies. • Process quarterly archiving of completed or dead projects.• Research and schedule continuing education as well as lunch and learn opportunities for architects.
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Receptionist
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Nov 2014 - Feb 2018
• Greeted visitors upon arrival. • Answered multi-line phone system, routed messages as necessary. • General email correspondence. • Processed incoming and outgoing mail. • Assisted in filing, copying, and scanning documents for project, contract, and accounting files. • Assisted Project Managers as needed. • Prepared & processed outgoing shipments. • Received incoming shipments and distributed accordingly.• Processed outgoing shipments according to project deadlines.
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Nebraska Brewing Company
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United States
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Food and Beverage Services
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1 - 100 Employee
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Administrative Assistant/AP
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Jan 2011 - Dec 2017
• Supported both President & Vice President with all daily activities, errands and administrative tasks needed. • Routed inbound communications to correct department head. • Maintained office common areas.• Ordered supplies as needed.• Assisted with office calendar and events calendar.• Made bank and post office runs.• Supply warehouse runs as needed. • Assisted with coordination of beer festival and volunteers needed.• Assisted with event planning and production to meet the guests needs.• Met with guests prior to event to ensure needs were met. • Processed invoices and entered in the accounting system. • Managed accounts payable cycle from vendor setup through payment. • Reconciled vendor statements, researched & corrected discrepancies.• Responded to vendor inquiries.• Reviewed aging reports, researched and resolved balances.• Processed check requests.• Maintained vendor and contract files.• Performed account analysis and reconciliations including bank statement, credit card statement and inter-company general ledger accounts.
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Weekend Manager
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Nov 2011 - Nov 2017
• Trained and coached FOH team members.• Controlled labor costs through scheduling.• Monitored servers and bartenders sales results.• Implemented procedures standards and policies.• Maintained inventory.• Maintained guest satisfaction.• Maintained safe, secure, and healthy facility environment by establishing, following, and enforcing sanitation standards and procedures; complying with health and legal regulations; maintaining security systems.• Worked with management to create and execute cost-effective campaigns to enhance events and club membership.
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NEI Global Relocation
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United States
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Business Consulting and Services
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200 - 300 Employee
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Expense Administrator
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Jan 2011 - Nov 2014
• Prepared relocation expense reimbursements within IRS guidelines and policy compliance. • Assisted transferees with expense report preparation and calculated tax implications. • Reviewed expense reports for compliance with client’s relocation policy. • Tracked expenses and analyzed monthly/quarterly payroll reports provided by the client. • Reported expense reimbursements and tax withholdings/gross-ups to payroll and accounts payable. • Communicated status of expense reimbursements with internal employees and external customers to verify all have been submitted correctly for processing. • Compiled expense information for quarterly/year-end reports. • Worked with international currencies and payroll contacts around the world.
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Education
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2007 - 2007
Metro Community College
General Accounting/QuickBooks
Community
