Madison Moritz
Support Analyst Lead at Powerhouse Consulting Group- Claim this Profile
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Topline Score
Bio
Credentials
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ServiceTitan Certified Accountant
ServiceTitanApr, 2023- Oct, 2024 -
QuickBooks Online Certified ProAdvisor
IntuitFeb, 2023- Oct, 2024 -
ServiceTitan Certified Coach
ServiceTitanAug, 2022- Oct, 2024
Experience
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Powerhouse Consulting Group
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Singapore
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Advertising Services
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1 - 100 Employee
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Support Analyst Lead
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Oct 2021 - Present
We help businesses in the trades across the US and Canada bridge the gap between the trades and their ServiceTitan account, reduce inefficiencies and align their system to specific goals that improve their bottom line. We help businesses in the trades across the US and Canada bridge the gap between the trades and their ServiceTitan account, reduce inefficiencies and align their system to specific goals that improve their bottom line.
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Office Manager/Operations Manager
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Sep 2013 - Jun 2021
• Oversee operations, coordinate strategies and implement changes with the General Manager, HVAC Manager and Owner; • Resident Expert of ServiceTitan - a cloud-based field management platform; • Handle all aspects of Human Resources, Benefits, Accounting & Marketing; • Work with marketing firm on website design, PPC, Google LSAs and Directories to optimize online advertising; • Manage Facebook and Google My Business accounts and overall online reputation; • Oversee dispatchers, schedulers, accounts payable, accounts receivable, service membership accounts and weekly payroll through 3rd party processor; • Audit jobs for accuracy and profitability; • Manage collections and 3rd party financing; • Other duties as required. Show less
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Office Manager/Accounting
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Jan 2011 - May 2013
• Manage day to day operations for 9 attorney law firm. 5 staffed and 4 renters; • Reconciliation of firms Operating, Retainer, Trust, and Payroll bank accounts; reconciliation of petty cash and firm credit card monthly; • Manage payroll, partners’ disbursements and bonus processing though a payroll firm. Ensure proper reporting, deduction of benefits/taxes, accuracy of paid time off tracking, and enter journal entries into QuickBooks; • Maintaining historical human resource records, anniversary and birthdays; • Keep managing partners informed by generating special reports/memos and summarizing information such as Action Required memos, Profit & Loss, Balance Sheet, A/P Aging, Trust Liability, Unbilled/Billed Hours and Collection by Biller Reports; • Coordinate building maintenance, repairs, security, cleaning, and lawn services; • Manage benefits, to include medical, dental, vision, life and 401(k). Track PTO, cafeteria & dependent care reimbursement plans; • Advertise, interview and manage firm runners, 6 in total. Also assist attorneys in the advertising and hiring process for the receptionist as well as secretaries, paralegals and renters; • All functions of A/P including the yearly 1099 processing; • Manage A/R invoicing, payment plans, expense recovery and collections; • Process ACH payments and transfers; • Obtain quotes and renew General Liability, Workers’ Compensation, and Life Insurances; • Obtain quote and renew equipment and service contracts; • Maintain all firm business and archived legal file records; • Technical Support for 15 users, when needed contact outside IT firm for additional assistance; • Maintain 3com phone system to include programming phones; • Audit QuickBooks for accuracy in user input. When needed fix errors and discuss with user how to prevent future errors; • Assist Accountant in tax preparation; And • Communicate with office in Marshfield, MO on administrative and office equipment/services issues. Show less
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Office Manager/Travel Coordinator
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Aug 2004 - Jul 2009
• Handle daily A/P processes; supervised A/P checks; managed vendor/supplier relations; and oversaw the timely, accurate processing of invoices, purchase orders, expense reports, credit memos, and payment transactions for vendors located across the United States; • Operated financial computer system and furnished VP with A/P liability summaries and cash flow reports; • Travel Arrangements: to include air, hotel, equipment, materials, directions, car rental, and negotiating rates; • Managed over $1 Million in company assets, credit cards, and was a signer on all business bank accounts; • Implemented the paper and electronic filing system and set-up computer network; • Assist HR Director in the process of Invoicing, Payroll, Expense Report compensation; benefit form completion, and advertising for potential employees; • On large projects and/or local projects travel within the United States to ensure the job site is set up; network with customer and vendors; • Comply with DOT Compliance for random drug screen pool, driver/equipment safety file maintenance and obtaining proper tags and licenses for all vehicles and trailers from the department of motor vehicles; • Design and distribute marketing material such as shirts, hats, brochures, business cards, web site, and Christmas cards; • Track personal property purchases for accuracy in reporting on yearly State reports; • Attend local networking events provided by the Joplin Area Chamber of Commerce; • Coordinate events such as the American Diabetes Walk, Parade advertising, and employee BBQ’s; • Answer all office calls and/or transfer call to cell phone when offsite or off duty; • General clerical work to draft employee itineraries and proposals for potential work; • Maintain small office to include stocking supplies, cleaning, setting up vendors, etc. Show less
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Education
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2005 - 2009
Missouri Southern State University
BS, International Business
Community
