Experience

Stonewood LLC

• United States
• Construction
• 1 - 100 Employee

• Finance Manager/Office Manager

  • Apr 2017 - Present

  Key member of Stonewood, LLC, a high-end custom home builder in Wayzata, MN. Finance Manager: • Use QuickBooks accounting system for all company finances; full project accounting integration for budget, margin, and client payment tracking • Use Build Tools construction management system for projects, clients and trade partners • Process payroll and all related details with payroll service including 401k submission • Compile all project expenses for review by Project… Show more Key member of Stonewood, LLC, a high-end custom home builder in Wayzata, MN. Finance Manager: • Use QuickBooks accounting system for all company finances; full project accounting integration for budget, margin, and client payment tracking • Use Build Tools construction management system for projects, clients and trade partners • Process payroll and all related details with payroll service including 401k submission • Compile all project expenses for review by Project Managers, Estimator and President • Track WIP for active projects • Create of project draw requests to clients and their lender/title company • Collection of all project receivables • Process or arrange payment of all project payables Office Management: • Greet clients, ensuring their visit is welcoming with an efficient transition to their company partners • Maintain office environment: outsourced cleaning staff, supplies and deliveries Specialties: QuickBooks, Build Tools, Microsoft Office, iOS Platform Show less Key member of Stonewood, LLC, a high-end custom home builder in Wayzata, MN. Finance Manager: • Use QuickBooks accounting system for all company finances; full project accounting integration for budget, margin, and client payment tracking • Use Build Tools construction management system for projects, clients and trade partners • Process payroll and all related details with payroll service including 401k submission • Compile all project expenses for review by Project… Show more Key member of Stonewood, LLC, a high-end custom home builder in Wayzata, MN. Finance Manager: • Use QuickBooks accounting system for all company finances; full project accounting integration for budget, margin, and client payment tracking • Use Build Tools construction management system for projects, clients and trade partners • Process payroll and all related details with payroll service including 401k submission • Compile all project expenses for review by Project Managers, Estimator and President • Track WIP for active projects • Create of project draw requests to clients and their lender/title company • Collection of all project receivables • Process or arrange payment of all project payables Office Management: • Greet clients, ensuring their visit is welcoming with an efficient transition to their company partners • Maintain office environment: outsourced cleaning staff, supplies and deliveries Specialties: QuickBooks, Build Tools, Microsoft Office, iOS Platform Show less



Bluestem Construction

• Greater Minneapolis-St. Paul Area

• Office Manager & Bookkeeper

  • Apr 2014 - Apr 2017

  Key member of Bluestem Construction, a home design/build remodeling firm in St. Louis Park, MN. Office Management: • Greet clients, ensuring their visit is welcoming with an efficient transition to their company partners • Maintain office environment: managing technology needs including server maintenance, outsourced cleaning staff, landlord communication and supplies, improvements as needed • Manage employee benefits programs • Assist Selections Specialist with client… Show more Key member of Bluestem Construction, a home design/build remodeling firm in St. Louis Park, MN. Office Management: • Greet clients, ensuring their visit is welcoming with an efficient transition to their company partners • Maintain office environment: managing technology needs including server maintenance, outsourced cleaning staff, landlord communication and supplies, improvements as needed • Manage employee benefits programs • Assist Selections Specialist with client approvals, ordering, managing product pre-installation • Maintain all project binders from design phase through production close-out. Archive into company system Bookkeeping: • Sole user of QuickBooks accounting system for all company finances • Power user of Co-Construct construction management software for company, clients and trade partners; full project accounting integration for budget, margin, and client payment tracking • Execution of payroll and all related details with payroll service • Manage overhead budget for company • Evaluate company financial metrics and review weekly with owner; post KPIs for cross-department use • Track WIP and cash flow projections based upon active projects plus design pipeline • Client payment schedule planning based upon proposed scope of work • Collection of all company receivables • Payment of all company payables Specialties: QuickBooks, MS Office (Excel), Basecamp Show less Key member of Bluestem Construction, a home design/build remodeling firm in St. Louis Park, MN. Office Management: • Greet clients, ensuring their visit is welcoming with an efficient transition to their company partners • Maintain office environment: managing technology needs including server maintenance, outsourced cleaning staff, landlord communication and supplies, improvements as needed • Manage employee benefits programs • Assist Selections Specialist with client… Show more Key member of Bluestem Construction, a home design/build remodeling firm in St. Louis Park, MN. Office Management: • Greet clients, ensuring their visit is welcoming with an efficient transition to their company partners • Maintain office environment: managing technology needs including server maintenance, outsourced cleaning staff, landlord communication and supplies, improvements as needed • Manage employee benefits programs • Assist Selections Specialist with client approvals, ordering, managing product pre-installation • Maintain all project binders from design phase through production close-out. Archive into company system Bookkeeping: • Sole user of QuickBooks accounting system for all company finances • Power user of Co-Construct construction management software for company, clients and trade partners; full project accounting integration for budget, margin, and client payment tracking • Execution of payroll and all related details with payroll service • Manage overhead budget for company • Evaluate company financial metrics and review weekly with owner; post KPIs for cross-department use • Track WIP and cash flow projections based upon active projects plus design pipeline • Client payment schedule planning based upon proposed scope of work • Collection of all company receivables • Payment of all company payables Specialties: QuickBooks, MS Office (Excel), Basecamp Show less



Room & Board

• United States
• Retail
• 500 - 600 Employee

• Product Associate

  • Oct 1995 - Nov 2013

  Vendor Partnerships: • Coached vendors on using Excel for production schedules, creating on-demand updates and a significant time saver over manual processes. Became the key method in identifying items at-risk in production capacity, lead times and pricing discrepancies. • Tracked service measures such as fulfillment and on-time delivery in monthly vendor scorecard. • Resolved questions of product expectations with vendors when issues arose for customer delivery. Directed… Show more Vendor Partnerships: • Coached vendors on using Excel for production schedules, creating on-demand updates and a significant time saver over manual processes. Became the key method in identifying items at-risk in production capacity, lead times and pricing discrepancies. • Tracked service measures such as fulfillment and on-time delivery in monthly vendor scorecard. • Resolved questions of product expectations with vendors when issues arose for customer delivery. Directed Distribution, Merchandise Quality and Customer Support appropriately when needed. Product Life Cycle Management: • Managed multiple product cycles each year with hard deadlines • Responsible for article creation for multiple product cycles each year. In 2013, created 2,076 articles and helped maintain 16,000 articles for category. • Verified accurate product details to be published in print and online, using centralized database. • Collaborated with online, brand, business and store leaders to create a more seamless multi-channel shopping experience focusing on assortment details and a consistent voice. Retail Custom Programs: • Oversaw this subcategory which held approximately 50% of total category sales. • Added 25% additional sales for the company without additional inventory investment, within product categories not known for flexibility in the marketplace. • Increased clearance margin by 35% by implementing process for cancelled custom items to be sold online in a “buy it now” opportunity. Show less Vendor Partnerships: • Coached vendors on using Excel for production schedules, creating on-demand updates and a significant time saver over manual processes. Became the key method in identifying items at-risk in production capacity, lead times and pricing discrepancies. • Tracked service measures such as fulfillment and on-time delivery in monthly vendor scorecard. • Resolved questions of product expectations with vendors when issues arose for customer delivery. Directed… Show more Vendor Partnerships: • Coached vendors on using Excel for production schedules, creating on-demand updates and a significant time saver over manual processes. Became the key method in identifying items at-risk in production capacity, lead times and pricing discrepancies. • Tracked service measures such as fulfillment and on-time delivery in monthly vendor scorecard. • Resolved questions of product expectations with vendors when issues arose for customer delivery. Directed Distribution, Merchandise Quality and Customer Support appropriately when needed. Product Life Cycle Management: • Managed multiple product cycles each year with hard deadlines • Responsible for article creation for multiple product cycles each year. In 2013, created 2,076 articles and helped maintain 16,000 articles for category. • Verified accurate product details to be published in print and online, using centralized database. • Collaborated with online, brand, business and store leaders to create a more seamless multi-channel shopping experience focusing on assortment details and a consistent voice. Retail Custom Programs: • Oversaw this subcategory which held approximately 50% of total category sales. • Added 25% additional sales for the company without additional inventory investment, within product categories not known for flexibility in the marketplace. • Increased clearance margin by 35% by implementing process for cancelled custom items to be sold online in a “buy it now” opportunity. Show less



Clean Plate LLC

• Greater Minneapolis-St. Paul Area

• Owner / CFO

  • Jul 2004 - Mar 2012

  Clean Plate, LLC highlights the food produced by our local farming community with unique farm-to-table projects led by chef-owner partner. Focus on Financial and Planning aspects of the business, annualizing sales of $500K+. • Co-founded Corner Table, Minneapolis MN, a 46-seat restaurant, in 2004. Pioneer in its commitment to locally-sourced ingredients. Successfully transitioned ownership of Corner Table in 2012. • Co-founded Tour de Farm MN, host of 17 unique farm events that… Show more Clean Plate, LLC highlights the food produced by our local farming community with unique farm-to-table projects led by chef-owner partner. Focus on Financial and Planning aspects of the business, annualizing sales of $500K+. • Co-founded Corner Table, Minneapolis MN, a 46-seat restaurant, in 2004. Pioneer in its commitment to locally-sourced ingredients. Successfully transitioned ownership of Corner Table in 2012. • Co-founded Tour de Farm MN, host of 17 unique farm events that welcomed 1,850 customers. • Managed all key financial, legal and compliance functions: daily sales reporting, P&L, payroll, A/P, A/R, and Federal/MN taxes. • Planning/timeline assistance of one-off projects such as cooking classes and unique vendor dinners for our loyal customer base. Show less Clean Plate, LLC highlights the food produced by our local farming community with unique farm-to-table projects led by chef-owner partner. Focus on Financial and Planning aspects of the business, annualizing sales of $500K+. • Co-founded Corner Table, Minneapolis MN, a 46-seat restaurant, in 2004. Pioneer in its commitment to locally-sourced ingredients. Successfully transitioned ownership of Corner Table in 2012. • Co-founded Tour de Farm MN, host of 17 unique farm events that… Show more Clean Plate, LLC highlights the food produced by our local farming community with unique farm-to-table projects led by chef-owner partner. Focus on Financial and Planning aspects of the business, annualizing sales of $500K+. • Co-founded Corner Table, Minneapolis MN, a 46-seat restaurant, in 2004. Pioneer in its commitment to locally-sourced ingredients. Successfully transitioned ownership of Corner Table in 2012. • Co-founded Tour de Farm MN, host of 17 unique farm events that welcomed 1,850 customers. • Managed all key financial, legal and compliance functions: daily sales reporting, P&L, payroll, A/P, A/R, and Federal/MN taxes. • Planning/timeline assistance of one-off projects such as cooking classes and unique vendor dinners for our loyal customer base. Show less