Experience

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  Phoenix Financial Services

  • Indianapolis, Indiana, United States

  • Senior Accountant

    • Nov 2021 - Present
    • Indianapolis, Indiana, United States

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  Cathy's Concepts, Inc.

  • Indianapolis, IN

  • Controller

    • Aug 2013 - Oct 2021
    • Indianapolis, IN

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  Bookkeeping Plus, Inc.

  • Greenfield, IN

  • Accountant

    • Jun 2011 - Aug 2013
    • Greenfield, IN

    Company provides accounting services to profit, non-profit and charter schools.Manage the accounting records for multiple clients including Accounts Payable, General Ledger, Financial Statements, and Cash Flow. Be a resource for clients on accounting and compliance issues.Key Achievements: Meet month-end financial statement deadlines for my clients. Assist clients on compliance issues. Review expenditures on a variety of grants for my clients. Build & develop relationships with clients. Interface with client’s auditors for year-end audits. Updated instructions on a variety of processes and procedures. Created instructions on processes and procedures not previously done.

• 

  IHM Facility Services

  • Controller

    • Apr 1984 - Sep 2010

    Company: Company provides janitorial and maintenance services for manufacturing facilities in multiple states. Core Responsibilities: Manage all accounting functions for two companies including Accounts Receivable, Accounts Payable, General Ledger, Financial Statements, Job Costing, Fixed Assets, Inventory Control, Payroll and Human Resources. Advise CEO & President in effective cash flow management and financial forecasting. Supervise accounting and administrative staff at corporate headquarters.Key Achievements:Improved Accounts Receivable Turnover by 20%.Managed and improved month end process and produced financial statements by the 10th of the month.Oversaw budgeting & forecasting procedures. Consulted with managers to help them complete their budgets in a timely manner.Oversaw mutually agreeable Steelworker Union contract renewal.Researched and successfully implemented payroll processing firm change from Paychex to Paylocity resulting in 30% reduction of processing charges and improving personnel management capabilities.Administered all benefit and compensation programs for two business divisions maintaining complete ERISA compliance.Led process for all benefit contract renewals such as health insurance, life insurance, and long-term disability insurance resulting in 5-10% premium savings.Proactively served as the communication link for employees and upper management by investigating problems, assisting in disciplinary issues and resolving grievances before larger problems arose. All employement complaints filed were successfully dismissed by the EOC and/or other agency.

  • Financial Manager

    • Jan 1998 - Jan 2006

    Key Achievements:Built & developed relationships with lenders, labor attorney, and auditors (CPA firm, IRS, Property Tax Assessors). Provided financial data in connection with ownership change in 2005.Oversaw transition to HRIS software system with Paychex.Serve as point of contact between company and insurance agent.Participated in the committee that led the company in achieving ISO 9001:2000 certification.Developed and implemented contract agreement administration process improving the company's ability to manage contracts.Key contributor to annual budgeting process, meeting with division managers to review historical activities and identify trends.

  • Accountant

    • Jan 1986 - Jan 1998

    Key Achievements:Overhauled all financial and accounting systems including accounts receivable and accounts payable processing.Instrumental in researching, recommending and implementing change from one fully integrated accounting & job costing software to another that was developed specifically for our industry.Developed & implemented budgeting procedures for all operating units of the company.

  • Bookkeeper

    • Jan 1984 - Jan 1986

    Key Achievements:Manage month-end closing process.Oversaw and completed transition from ADP General Ledger module to fully integrated software & job costing software (Platinum).Managed year-end physical inventory process.Implemented change in payroll processing firm from ADP to Paychex.Designed original inventory tracking system.Created computer spreadsheet to keep track of fixed assets and depreciation.Participated in writing and developing Employee Handbook and Personnel Procedures.Processed worker's compensation claims with insurance carrier.

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  Indiana Construction Systems, Inc

  • Bookkeeper

    • Jan 1983 - Jan 1984

    Company: Company constructs industrial and commercial buildings.Key Achievements:Implemented conversion from manual accounting system to fully integrated accounting software system.Processed all accounts payable including resolving any issues with vendors.Responsible for accounts receivable including billing and collections.Processed payroll, monthly & quarterly state & federal tax returns, filed all state & federal payroll tax payments.

• 

  Brackemyre Moore Inc. (formerly Carter Jackson Co., Inc

  • Accountant

    • Jan 1977 - Jan 1983

    Company: Company constructs industrial buildings and manages property for different owners.Key Achievements:Designed & implemented procedures for accounts receivable and accounts payable.Implemented conversion from manual accounting to integrated accounting and job costing software system.Processed payroll, monthly & quarterly state & federal tax returns, filed all state & federal payroll tax payments.Responsible for accounts payable including obtaining approvals and trouble shooting any issues with vendors.Processed draws with the bank on all building projects.Responsible for accounts receivable for mulitiple companies including billing, collections and resolving issues with customers.Recorded journal entries in general ledger.Provided financial statements for multiple companies.Responsible for job costing including making sure all labor & material were recorded to appropriate job and providing job costing reports to owners.Analyzed general ledger accounts for accuracy.