Business Manager

• Sep 2022 - Present

Responsibilities• Strategize, implement, and oversee processes for increased productivity and growth• Design daily operational plans, producing operational objectives of the finance-accounting team• Manage employee activities, providing suitable resources• Establish and grow relationships with appropriate partners with all levels of management teams and employees.• Establish cost parameters and manage the overall P&L of this company and division• Maintain the performance of the finance and accounting team and plan along with periodic closeouts• Supervise employee production and counsel toward improved efficiency with internal processes adhere to proper guidelines• Provide appropriate data analytics of the finance-accounting and business operations to appropriate management teams• Assist federal, state and municipal filings of taxes, licenses and all other associated administrations.• Work with the finance and accounting team to develop near and long-term strategic initiatives• Participate in competitive analysis and strategy development of process and improvement implementation• Support operations and finance-accounting teams with any business areas to improve and make better Show less

Senior Accounts Receivable Specialist

• Jul 2019 - Present

• Managed incoming payments, properly tracking and entering them into the database to maintain accurate records.• Created new customer accounts in the database and made changes as needed.• Created new sites in the database. • Performed AR duties including invoicing, investigating customer disputes, and correcting all AR billing discrepancies. • Maintained all vendor accounts online, including monthly reconciliation, renewal payments, and recertifications. • Updated customers with new licensing copies and information. • Answered all requests for W9’s. • Completed new customer qualification paperwork/packets.• Performed account audits, adjustments, and write-offs. • Provided supporting documents for external audits. • Prepared customer statements, collection letters, and refunds. • Contacted delinquent customer accounts and tracked aged items daily. • Entered all quoted projects and change orders into the database.• Calculated and posted all job cost transfers. • Processed all certificate of insurance requests. • Supplied certified payrolls as needed.• Processed all Lien Waivers as required. • Notarized all AR Documents. • Closed all sales in Salesforce. • Assisted AP as needed. Show less

Junior Project Manager

• Oct 2018 - Jul 2019

• Oversaw multiple projects across all phases of development. • Monitored workflow and made timeline adjustments as needed.• Developed status reports, cost estimates, and resource plans. • Calculated and entered change orders after customer approval. • Managed daily schedule for all projects, communicated with the field personal and customers. • Processed mechanics daily project paperwork.• Performed necessary steps to open and close the building and mechanical permits.• Generated and supplied submittals to the customer for approval.• Coordinated with purchasing, tracking all equipment orders and deliveries. • Responsible for creating and submitting daily work logs to customers. • Worked with customers to smooth out any issues with the project. • Responsible for creating subcontract agreements and managed all required paperwork. • Provided warranty and closeout paperwork for each project.• Performed project close-out walk-throughs with customers.• Created original equipment manufacturer (OEM) binders and delivered them to the customer. Show less

Senior Dispatcher

• Dec 2010 - Oct 2018

•• Answered incoming customer service requests and entered required information in the database. • Dispatched 40 mechanics daily. • Prioritized calls by importance and urgency. • Communicated arrival times to customers. • Acted as an advocate for our customers by working collaboratively with internal departments to resolve any service concerns or issues. • Performed AR duties including all company invoicing, investigating customer disputes, and billing discrepancies. (T&M, Service Contract, Quoted Projects, and AIA)• Tracked delivery of all equipment and material purchases for scheduling. • Entered all quoted projects and change orders into the database.• Oversaw multiple projects across all phases of development. • Issued and properly coded purchase orders for service department orders. • Created and implemented a Canvas training guide for new hires. • Entered all payroll hours into the database, maintaining accuracy for payroll processing. • Scheduled all monthly preventative maintenance visits.• Processed service contract renewals in the database.• Posted job cost transfers as needed. • Backed up salesmen by writing quotations as needed.• Assisted in new hire screening and interviewing process.• Trained new hires in the service department.• Created SOP's for the service department and accounting, streamlining processes.• Assisted as needed in the warehouse, receiving packing slips and logging incoming orders. Show less

Receptionist

• Sep 2005 - Mar 2006

• Answered and directed all incoming calls to proper departments. • Provided professional reception service and managed the front waiting area, ensuring all guests were comfortable. • Enter all new employees into the State directory of New Hires Reporting. • Maintained and distributed company phone lists. • Using template created and mailed all service contract renewal letters. • Managed incoming payments, properly tracking and entering them into the database to maintain accurate records. • Handled all inbound and outbound mailings. • Processed all certificate of insurance requests. • Generated purchase orders as needed to assist purchasing, coding to the correct GL department, assisted in PO data entry. • Matched all packing slips to purchase orders, made corrects as needed to the pricing, quantities, and GL accounts, scanned the packing slips into the database, and matched with AP invoices. • Reconciled monthly AP statements. • Ordered and distributed office supplies. • Assisted Sales as needed. Show less

Accounting Assistant

• Mar 2002 - Sep 2005

• Processed guest payments for room charges. • Reconciled all front office cash accounts and total outstanding charge postings. • Reviewed all employee time entries and expense reports, including reconciliation and receipt collection. Assisted in bi-weekly payroll processing. • Generated night audit counter reports each morning for the General Manager and Headquarters review. • Reviewed, coded, and approved weekly AP invoices. • Monitored and tracked in-house budgets, prepared reports for General Manager. • Reconciled month-end closes. • Resolved guest issues. • Managed the General Manager's complex and frequently changing travel arrangements and meeting schedules. • Recorded minutes from staff meetings and tracked completion of all employee's action items. • One Saturday a month acted as Manager on duty resolving any issues with guests and staff. Show less

Sales

• 2001 - 2004