Experience

Welty Energy

• United States
• Utilities
• 1 - 100 Employee

• Controls Specialist II

  • Feb 2022 - Present



Welty Building Construction

• United States
• Construction
• 1 - 100 Employee

• Job Cost Analyst

  • Mar 2018 - Feb 2022

  -Enter Revenue and costs monthly into the WIP schedule to generate income statement. -Complete WIP and Overhead analysis for review by Executive Leadership Team -Pull project forecast report (projects over $1M) from Event 1 Forecast Manager, verify, compare and analyze cost data from prior month, and note observations related to profit fade/gain for review by project managers and senior leadership. -Train, advise, and collaborate with project managers on the use of forecaster program, interpreting results, and next steps. -Receive, set up, and enter change orders subcontractor commitments. -Enter estimates into Procore, import into Sage 300CRE setting up cost codes and categories as necessary. -Enter invoice adjustments, write offs, and miscellaneous debits/credits into Sage 300CRE. -Set ERP link between vendors and projects in Procore as requested by project assistant. -Research and resolve discrepancies, anomalies, and miscoded costs in Timberscan and Sage 300CRE. -Reconcile subcontractor pay applications and adjust Sage 300CRE in preparation for job close out and report out to Project Managers to ensure smooth final check cut. -Maintenance Notices of Furnishing timely to be included on waiver for subcontractor payments. -Enter Revenue and costs monthly into the WIP schedule to generate financials. -Final review and approve vendor invoices in Timberscan and post to Sage 300CRE. -Litigation support-Data mining and analysis of accounting records for litigation support. Show less



Associated Materials

• United States
• Wholesale Building Materials
• 500 - 600 Employee

• Billing Analyst

  • Aug 2015 - Mar 2018

  Responsible for all direct customer invoicing of siding, window and part orders.Process invoices for siding and windows with matching supporting documentation timely and accurately.Responsible for month end billing close process.Research and process credits submitted by Sales, Customer Service, and Finance.Verify data submitted and utilize support information during the invoicing/credit process.Work with others across the organization who affect or process invoices/credit.Set up new accounts in AS400, BAP and ALWIN for new siding and window customers.Maintain accounts and build price lists for siding and window customers and products.Implement price increases as they are communicated to customer segments and verify those increases for accuracy and completeness.Process window order cancellation requests from customer service assessing fees as appropriate.Work with sales to provide price relief for large jobs.Work with sourcing to ensure that pricing on outside buy product reflects adequate margin.Work with IT on improvements, controls, and system updates. Show less

• Trainer

  • Feb 2012 - Aug 2015

  -Perform window product training monthly for incoming corporate associates.-Perform window product training for new regional district sales managers and associates entering the management trainee program.-Developed, wrote and implemented core onboarding curriculum for Warranty Services.-Developed, and implemented call quality program.-Developed core pillars of excellance and established annual continuing education calendar.-Developed, wrote and implemented core onboarding curriculum for Customer Service and Order Entry-Introduce new products and their specifications to Customer Service and Order Entry associates.-Research, compile, write and distribute the Customer/Warranty Services newsletter on a quarterly basis.-Setup and maintain employee profiles in salesforce.com-Setup new user profiles in online ordering program.-Develop and send customer satisfaction surveys via Salesforce.com.-Develop quality metrics related to customer service call quality and order entry accuracy and volume.-Worked on a cross functional team to enhance our remake program to allow for more granular plant level reporting.-Worked on a cross functional team to wind down an existing aging product in preparation for the new product line.-2012-2013-Windows Customer Service Representative active in the call center. Assisted dealers with quoting, ordering and expediting window orders. Networked with plant personnel, engineers, accounting and other related departments where it pertained to placing and completing dealer orders.-2006-2012-Windows Order Entry Associate- Show less

• Windows Customer Service Representative

  • Jun 2011 - Feb 2012

  -Recieved queued calls in call center.-Effectively managed 200+ customer account load.-Assisted dealers with quoting, ordering and expediting window orders. -Networked with plant personnel, engineers, accounting and other related departments where it pertained to placing and completing dealer orders.-Issued return authorizations to bring product back to it's respective producing plant.-Issued cancellation requests on behalf of the customer for unneeded product.

• Windows Order Entry Operator

  • Sep 2006 - Jun 2011

  Received and entered electronic customer orders in the AS 400 from Fortis.Applied special pricing according to approved pricing lists. Verified accuracy of orders and entered the record into salesforce.com.



Stephens Tax Service DBA Liberty Tax Service

• Wadsworth, Ohio

• Level III Tax Preparer

  • Jan 2013 - Apr 2015

  -Receive and prepare individual Federal, State, and Local tax returns. -Assist with delivering tax preparer training whenever requested. -Answer calls and assist with quotes. -Request and receive federal tax transcripts to assist in tax preparation -Maintain IRS PTIN annually *Currently pursuing Enrolled Agent license -Receive and prepare individual Federal, State, and Local tax returns. -Assist with delivering tax preparer training whenever requested. -Answer calls and assist with quotes. -Request and receive federal tax transcripts to assist in tax preparation -Maintain IRS PTIN annually *Currently pursuing Enrolled Agent license



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Teller

  • May 1997 - Oct 2005

  -Received and processed customer transactions such as deposits, withdrawals, and transfers from clients. Balanced checkbooks for clients who needed assistance. Balanced branch Automated Teller Machine daily, Balanced Teller Cash Dispenser weekly. Back up vault teller. May 1997-December 2001-Retail Loan Processor-Received, and input loan applications for cars, trucks, boat, RV and home improvement loans. -Received and processed customer transactions such as deposits, withdrawals, and transfers from clients. Balanced checkbooks for clients who needed assistance. Balanced branch Automated Teller Machine daily, Balanced Teller Cash Dispenser weekly. Back up vault teller. May 1997-December 2001-Retail Loan Processor-Received, and input loan applications for cars, trucks, boat, RV and home improvement loans.