Experience

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  Self Employed

  • Jacksonville, FL

  • Accountant / Bookkeeper

    • Aug 2019 - Present
    • Jacksonville, FL

    Quickbook Online ProAdvisor - Company setup, monthly reconciliations and financials, bi-weekly invoicing and deposits; billings and payments; book clean-up for year end tax preparation. Turbo tax preparation or assistance.Tax Season Assistance - Prepare QBO or Excel Reports to assist in preparat...

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  kbHOME

  • Sr. Options Coordinator

    • Sep 2018 - Jul 2019

    Processed vendor activity through KBTPO system for WIP lots of acquired builder. Fielded vendor questions using KBTPO and AS400 system. Submitted Lot Starts using JDE.

  • Finance Manager

    • Dec 2017 - Sep 2018

    Compile weekly operation statistics for VP Finance using JDE, AS400, and Excel. Prepare/approve vendor adds and check requests for Jacksonville office. Code and submit utility bills for WIP lots and expense reports to corporate for payment.

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  Great Lakes Power Services

  • Service/Office Administrator

    • Oct 2015 - Dec 2017

    Record and report service technician hours and job efficiency. Process Work Orders, Sales Orders, Purchase Orders, and Receipt of goods. Invoice Service Jobs and Parts Orders. Field calls for Service and Parts. Schedule freight and provide daily backup for shipping. Code and submit accounts payable and credit card purchasing. Liaison for Personnel and software system implementation in company buyout and layoff.

  • Assistant Controller

    • Apr 2004 - Sep 2015

    Maintain payroll and personnel records, prepare and code accounts payable processing, payment, and vendor relations, process daily cash receipts, deposits, and prepare bank reconciliations, prepare state sales tax returns, prepare monthly general ledger close and financial statements. Prepare routine correspondence, shipping, and export papers. Act as backup for inventory purchasing, receiving, and adjustments.

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  The Mackay Group- ABN AMRO

  • Jacksonville, Florida Area

  • HUD Claims Conveyance

    • 2003 - 2004
    • Jacksonville, Florida Area

    Prepare time-sensitive loans for conveyance to HUD. Liaison for outsource property preservation team and legal counsel. Document all correspondence on-line.

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  Phipps Development Corporation

  • Arcadia, CA

  • Owner

    • 2000 - 2004
    • Arcadia, CA

    Established e-commerce company for manufacture, import, and sale of custom designed laser putter. Handle all aspects of business including internet sales, PGA shows, mailings, quality control, inventory, shipping, FDA filings, corporate setup and reporting. Maintain books using Quicken, coordin...

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  California Hardware Corporation

  • Arcadia, CA

  • Accounting Manager

    • 1991 - 1994
    • Arcadia, CA

    Managed 15 Accounting staff employees in AR, AP Adjustments, Claims, and GL Departments. Reported monthly financials. Coordinated annual audit and tax preparation . Participated in team management revision of inventory control. Negotiated and collected over $800,000 of disputed receivables wi...

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  Intermedia Communications Inc.

  • Tampa, FL

  • Accounting Manager

    • 1989 - 1991
    • Tampa, FL

    Supervised staff in preparation of financial statements, payroll tax, annual audit and tax preparation. Created and maintained Excel pro-forma detail budget for ongoing presentation to investment bankers.

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  Price Waterhousecoopers

  • Jacksonville, Florida Area

  • Senior EDP Auditor

    • 1984 - 1989
    • Jacksonville, Florida Area

    Audited data processing center that handled stock distribution for SEC defegulation of AT&T. Audited, design, and tested implementation of 401K plan brought in-house by client, AT&T. Assigned to half of data processing audit client base.