Assistant Project Manager

• Jun 2021 - Present

Spectrum Implementation & Training Manager

• May 2018 - Jun 2021

Identify and help develop policies and procedures that are later adopted in Company SOP for all users of Spectrum (now Viewpoint Spectrum.) Provide individual and group training as needed for new and existing users of Spectrum. Obtained educational courses in Crystal Reports and Spreadsheet Server (now Insightsoftware) in order to provide custom reports to all levels of management. Coordinated implementation of 3rd party collections software. Continue to assist in hiring and training of new… Show more Identify and help develop policies and procedures that are later adopted in Company SOP for all users of Spectrum (now Viewpoint Spectrum.) Provide individual and group training as needed for new and existing users of Spectrum. Obtained educational courses in Crystal Reports and Spreadsheet Server (now Insightsoftware) in order to provide custom reports to all levels of management. Coordinated implementation of 3rd party collections software. Continue to assist in hiring and training of new Billing Coordinators and facilitating any Accounting personnel transitions.

General Accountant

• Jan 2015 - May 2018

Continued AP Clerk duties and also assisted with year end items, coordinated lodging solutions for field workers, project managers and superintendents that resulted in company-wide savings and rebates. Coordinated company Golf Tournament benefiting Paralyzed Veterans of America and related accounting records for 2015 & 2017. Assisted in hiring new Accounting personnel. Beginning March 2017, appointed as a core member of ERP transition team from Sage Timberline to Spectrum (now Viewpoint… Show more Continued AP Clerk duties and also assisted with year end items, coordinated lodging solutions for field workers, project managers and superintendents that resulted in company-wide savings and rebates. Coordinated company Golf Tournament benefiting Paralyzed Veterans of America and related accounting records for 2015 & 2017. Assisted in hiring new Accounting personnel. Beginning March 2017, appointed as a core member of ERP transition team from Sage Timberline to Spectrum (now Viewpoint Spectrum.) Planned and assisted in execution of company-wide software transition including the export & import of all Accounts Receivable data, meeting key deadlines for Go Live date. Helped develop new procedures and trained all Accounting, Operations and Executive Management to use Viewpoint Spectrum.

Accounts Payable Clerk

• Dec 2013 - Jan 2015

Maintained company checkbook and all associated petty cash accounts and assisted with monthly reconciliations. Processed check/wire/ACH requests and recorded electronic payments and cash receipts into accounting software. Filed sales & use tax for 14 states, maintained fixed asset list for acquisitions and dispositions.

Billing Coordinator

• Jul 2012 - Dec 2013

Prepared invoices for all monthly progress billings with associated backup documentation including AIA G702 & G703 invoices, supplier & subcontractor reports, sales tax reports, 2nd and 3rd tier lien waivers and any other required documentation in order to release payment. Entered all Change Orders and ensured correct original and revised contract amounts.