Experience

Honc Industries, Inc.

• United States
• Construction
• 1 - 100 Employee

• Bookkeeper

  • May 2021 - Present

  Cape Coral, Florida, United States



Gulf Coast Underground Inc

• United States
• Construction
• 1 - 100 Employee

• Executive Assistant

  • Oct 2019 - May 2021

  Fort Myers, Florida, United States



Total Cleaning Solutions, Inc

• Operations Manager

  • Jul 2017 - May 2021

  Cape Coral, Florida Area Part-time from Nov 2018 to April 2023 (nights & weekends) • Managed accounts receivable and payable, bank reconciliation and general accounting. • Established procedures for credit and collections to reduce delinquent accounts while monitoring aging, collecting, outstanding balances and researching billing discrepancies. • Acted as Human Resources Manager. Processed new hire paperwork and payroll. • Coordinated daily work schedules for subcontractor’s and reviewed… Show more Part-time from Nov 2018 to April 2023 (nights & weekends) • Managed accounts receivable and payable, bank reconciliation and general accounting. • Established procedures for credit and collections to reduce delinquent accounts while monitoring aging, collecting, outstanding balances and researching billing discrepancies. • Acted as Human Resources Manager. Processed new hire paperwork and payroll. • Coordinated daily work schedules for subcontractor’s and reviewed subcontractor’s work orders for accuracy. • Implemented a paperless environment to create a more efficient office and reduced weekly labor cost by 20%. • Decreased company’s office expenses by 30%, by implementing multiple vendor contracts. Show less



CPK Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operations

  • Nov 2018 - Oct 2019

  Fort Myers, Florida • Managed all incoming client request. • Responsible for new client onboarding and continuous educational training. • Prepared daily, weekly and monthly reports, and updated daily calendar. • Maintained firm’s operations standards, procedures and policies. • Served as company’s liaison for all outside vendors. • Ensured and maintained confidentially of all communications and documentation. • Spearheaded web-based platforms for clients to access personal investment… Show more • Managed all incoming client request. • Responsible for new client onboarding and continuous educational training. • Prepared daily, weekly and monthly reports, and updated daily calendar. • Maintained firm’s operations standards, procedures and policies. • Served as company’s liaison for all outside vendors. • Ensured and maintained confidentially of all communications and documentation. • Spearheaded web-based platforms for clients to access personal investment account information, reducing internal manual efforts by 50%. • Managed Customer Relationship Management (CRM) system. Show less



Merkel Financial Services, Inc.

• Business Office Manager

  • Jan 2006 - Sep 2016

  Columbus, Ohio Area Case Submission & Underwriting/Marketing/Client Account Management/Compliance/Human Resources • Administered all new life and security business applications for the firm. • Managed and implemented new CRM software for improved tracking and workflow capability; this increased staff accountability by 50%. • Implemented an online document management system to manage data and integrate processes; improved efficiencies, reduced business costs and promoted a work from home benefit for… Show more Case Submission & Underwriting/Marketing/Client Account Management/Compliance/Human Resources • Administered all new life and security business applications for the firm. • Managed and implemented new CRM software for improved tracking and workflow capability; this increased staff accountability by 50%. • Implemented an online document management system to manage data and integrate processes; improved efficiencies, reduced business costs and promoted a work from home benefit for employees. • Supervised all agency staff, personnel files, payroll, hiring, onboarding, terminations, appraisals and company benefits. • Coordinated and managed the CEO's daily calendar to meet monthly goals. Show less



Principal Financial Group

• United States
• Financial Services

• Sr. Marketing Coordinator

  • Feb 2001 - Dec 2005

  Cincinnati, OH • Processed and managed all new business applications for the firm along with overseeing client relations. • Provided guidance to the Managing Director with initial new broker and agent appointment processing, licenses, and compliance related administrative task. • Oversaw onboarding and training program for new recruits.