Outsourced Controller

• Jul 2021 - Present

Contract Controller

• May 2018 - 2021

- Assist clients in developing efficient and effective accounting policies and procedures. - Transitioned several client's accounting staff over short periods of time. - Assist clients in developing timely and accurate internal financial statements on a monthly basis. - Assist clients in developing efficient and effective accounting policies and procedures. - Transitioned several client's accounting staff over short periods of time. - Assist clients in developing timely and accurate internal financial statements on a monthly basis.

Office Administrator

• Mar 2015 - Mar 2018

- Performed monthly internal financial reporting for management and quarterly financial reporting for lender. - Maintained cash flow projections on a weekly basis to meet cash requirements. - Managed liability, worker’s compensation and health insurance process (i.e. renewals, audits and payments). - Maintained job cost accounting and close of jobs to general ledger. - Performed all billing functions including draw requests from lenders/homeowners, change-order billings and final billings/settlements. - Established a rapport with all homeowners, lenders and realtors. - Assisted with process improvement focusing on warranty procedures. Show less

Contract Accountant

• Dec 2015 - Mar 2017

Assisted Accounting Department in transition with month end close process and documentation. Assisted Accounting Department in transition with month end close process and documentation.

CFO

• Mar 2014 - Feb 2015

- Developed and maintained a system of accounting records. - Maintained inventory system within QuickBooks. - Performed weekly and monthly internal financial reporting including variance analysis. - Assisted in financial analysis and monthly changes in the budget and forecast. - Recorded payroll transactions on a bi-weekly basis. - Assisted with transition when company was sold. - Developed and maintained a system of accounting records. - Maintained inventory system within QuickBooks. - Performed weekly and monthly internal financial reporting including variance analysis. - Assisted in financial analysis and monthly changes in the budget and forecast. - Recorded payroll transactions on a bi-weekly basis. - Assisted with transition when company was sold.

Accounting Manager

• Mar 2012 - Sep 2014

- Effectively managed all Accounting Department Staff members. - Performed month end close under the supervision of the CFO. - Assisted with the preparation and compilation of materials for the year-end review. - Maintained daily bank deposits including credit card charges. - Developed and maintained a close schedule to efficiently and effectively close the month in 10 days. - Worked with ADP to develop payroll reports for general ledger posting. - Managed filing of multi-state sales and use tax returns. - Worked closely with a Chicago-based company to ensure all transactions were recorded properly in the joint venture. Show less

Staff Accountant

• Feb 2011 - Mar 2012

- Assisted in expanding Finance department from two to three individuals including training new staff in software applications and internal processes. - Performed weekly and monthly internal financial reporting including variance analysis. - Assisted the Vice President of Finance in preparing for Finance Committee meetings. - Worked closely with internal staff analyzing financial information. - Investigated and restructured several business processes, including the collections process. - Performed bi-weekly payroll reporting and analysis. - Collaborated with co-workers to work toward continuous growth and improvement of processes, procedures and daily tasks. Show less

Accountant

• Mar 2009 - Dec 2010

- Developed financial analysis tool to assist in agency funding decisions. - Performed all bookkeeping/accounting functions under the supervision of the Treasurer. - Reconciled Unrestricted and Restricted Net Assets. - Participated in Finance Committee meetings including the review of monthly financial statements. - Assisted in developing a tool to link the donor database with other regional United Ways. - Developed financial analysis tool to assist in agency funding decisions. - Performed all bookkeeping/accounting functions under the supervision of the Treasurer. - Reconciled Unrestricted and Restricted Net Assets. - Participated in Finance Committee meetings including the review of monthly financial statements. - Assisted in developing a tool to link the donor database with other regional United Ways.

Temporary Consultant

• Oct 2008 - Mar 2009

- Reformatted existing reports in Excel for consistent trend analysis across all plant locations. - Investigated, restructured and repaired several business processes to map general ledger accounts. - Worked closely with IT to develop custom reports to be used to assist in monthly accounting. - Reformatted existing reports in Excel for consistent trend analysis across all plant locations. - Investigated, restructured and repaired several business processes to map general ledger accounts. - Worked closely with IT to develop custom reports to be used to assist in monthly accounting.

Controller

• Mar 2007 - Jun 2008

- Performed all bookkeeping/accounting functions independently. - Maintained general ledger for three related companies. - Prepared bank reconciliations and monthly financials. - Prepared payroll internally on a weekly basis. - Prepared and filed quarterly payroll tax returns. - Maintained complex compensation and health insurance reimbursement systems. - Developed budget for the first time in the company’s history and monitored variances monthly. - Performed all bookkeeping/accounting functions independently. - Maintained general ledger for three related companies. - Prepared bank reconciliations and monthly financials. - Prepared payroll internally on a weekly basis. - Prepared and filed quarterly payroll tax returns. - Maintained complex compensation and health insurance reimbursement systems. - Developed budget for the first time in the company’s history and monitored variances monthly.