Experience

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  Lakeland Electric

  • Lakeland, Florida

  • Business Analyst - Fiscal Operations

    • Oct 2019 - Present
    • Lakeland, Florida

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  Appletree Bay Property Management

  • Senior Accountant

    • Jun 1997 - Jul 2019

    Senior Accountant reporting directly to the Founder and President for all functions related to general accounting, financial reporting, tax and treasury, cash management, accounts payable and receivables, and deposits and bank reconciliations for 59 homeowner associations and rental properties. • Directs the design, preparation, presentation and maintenance of the company’s financial and fiscal reports. • Reviews delinquency reports, prepares statements and collection letters. • Ensures compliance with federal and state tax laws and regulations, including timely filling of all federal and state tax returns for business and homeowner association.• Manages homeowner association; preparing agenda and materials. • Active player on Management Team; works with Director of Property Management and Property Managers to prepare annual and long-term budgets, review financials and investments, and answer questions.Notable Accomplishments:• Automated accounting system for company records using Peachtree software. • Automated accounting system and check writing for homeowner associations and rental properties using Yardi. Converted system in 2018 to Caliber, a cloud based program, and set up all records for all properties.• Set up banking system to streamline online banking and ACH for homeowners, including setting up files for coupon books to send out annually.• Reduced the number and the amount of delinquencies for associations. Implemented system to send statements and letters to delinquent owners and work with owners to set up payment plans when necessary.• Developed a welcome book for association to include all necessary information for owners and tenants.• Developed a long-term budget for association, identifying capital items needed over a 10-year period.

  • Property Manager

    • 2001 - Jun 2019

    Manage homeowner association.Attend monthly meeting.Prepare budgets for association.

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  Tommy's North End Store and Deli

  • Burlington, Vermont

  • Owner and Manager

    • Jul 2016 - Jan 2018
    • Burlington, Vermont

    Purchased a failing convenience store to flip. Was told it would take 3-5 years to be profitable and successful. After identifying growth potential, turned it around financially and sold it for a profit within 18 months. Was directly responsible for all functions relating to financial affairs, budgeting, human resources, retail management, maintenance of facilities, purchasing of all goods, training, and capital planning. Hired, trained, and supervised 15 staff.Highlights:• Recruited, hired, and cross-trained employees to believe they were showing up for more than “just a job.” Supported them in learning POS software, customer service, and helped them see their value and impact they were making daily on customers’ lives. • Proud of reshaping the store into a business that was highly attractive to several buyers.

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  H & R Block

  • Burlington, Vermont

  • District Bookkeeper and Tax Preparer

    • 1992 - 1999
    • Burlington, Vermont

    Responsible for managing the books for 4 district offices and reconciling receipts and payments for 10 franchise offices.• Performed all AR/AP, bank reconciliations, and credit cards statements monthly, and closing entries for monthly and annual financial close. • Prepared and filed returns with tax departments at state and federal levels. • Serviced customers in a positive way, interviewing them to collect information and gather necessary paperwork prior to preparing tax returns. Notable Accomplishments:• Taught tax preparer course to H&R Block employees; enjoyed working with the students while also helping free up managers’ time.• Actively pursued further education to expand tax knowledge.

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  The Snyder Company

  • Essex Junction, Vermont

  • Controller & Bookkeeper

    • 1988 - 1992
    • Essex Junction, Vermont

    Promoted to Controller within four months after graduating from college after being recognized for high quality and volume of work produced as a bookkeeper. Responsible for managing and maintaining all books, records, and budgets of family-owned home building company and its affiliates. • Maintained accounts payables and process all purchase orders and invoices. • Reconciled bank and vendor statements. • Prepared annual tax reports, including payroll. • Managed and trained a part-time bookkeeper; took over their responsibilities when they left. • Prepared timely financial reports, job cost reports and cash flow projections.

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  Vermont Air National Guard

  • South Burlington, Vermont

  • Integrated Avionics and Flight Control Specialist

    • 1986 - 1991
    • South Burlington, Vermont

    Played a critical role in mission safety by keeping a trained eye on everything from avionics systems to flight controls for the F16 aircraft.