As the Controller, I relocated the Accounting Department, establishing it from the ground up and hired all new staff. In the process of this transition, I have taken the initiative to modernize the technology in the department and transform our workflows and processes with more progressive, more efficient methods of accounting and administration. I have been responsible for learning every aspect of the company with little to no training, through hands-on experience with all accounting tasks. This has enabled me to effectively train and manage the new accounting personnel with in-depth knowledge of their positions.
❑General Ledger Accounting
❑Prepare All Journal Entries
❑Reconcile G/L Accounts
❑Manage Over 60 Loan Accounts & Maintain Loan Spreadsheets
❑Maintain Fixed Asset Records Which Includes Several Hundred Pieces of Equipment
❑Maintain and Renew All Business Licenses
❑Maintain and Renew All Vehicle and Equipment Registrations
❑Manage Bank and Credit Card Accounts
❑Manage Cash Flow
❑Handle AP Check Runs
❑Maintain and Balance Daily Bank Account Register
❑Supervise 3 Accounting Personnel
❑Work with Management to Make Improvements to Company Operations
❑Prepare all Year End Schedules for the CPA
❑Maintain Capital Asset Records
❑Review Daily Transactions for 3 Locations and Registers
❑Handle Insurance Renewals
❑File All Federal Forms
❑Prepare Schedules For Insurance Audits
Software Support Analyst
January 2011 to August 2011
IT Software Support, Accounting Software Implementations and Support
Business Manager / Administrator / Controller
1997 to 2010
Managed the office and field operations of a small construction company, as a partner with the Builder, which included the direct handling of all accounting work, banking, business planning, and assisting with project design, planning and job supervision.
❑ Performed all accounting and recordkeeping functions.
❑ Purchased and maintained all insurances and handled insurance audits.
❑ Maintained business licenses and kept current with applicable laws and codes.
❑ Managed the office and computer systems.
❑ Managed the corporate image including all marketing and advertising for the company,
❑ Prepared construction contracts and all company correspondence using MS Office Suite.
❑ Handled project permitting.
❑ Assisted with project design and planning.
❑ Conducted jobsite supervision and inspections, for quality control and project review.
❑ Customer service and business relationship management.
❑ Sought out new business opportunities, properties, and secured financing for new opportunities and construction projects.
❑ Researched current trends in the industry, including design and product trends.
Accounting / Consulting
January 1984 to January 2000
❑ Raymond James Financial Services – Part-time bookkeeper in the evenings after work.
❑ First Federal Savings Bank – Network technician. Troubleshooting, wiring and support.
❑ Mike Metzler CPA - Client bookkeeping and financial statements, payroll & sales tax returns, GL & bank reconciliations.
❑ North Florida Data Systems - Computer & accounting consulting work and special "contract" projects for various companies.
❑ Association Management Services - Monthly bookkeeping, bank reconciliations and financials for over 40 properties.
❑ Deans Consulting Group – (self-employed) Computer and accounting consulting working part-time during various years.
❑ Prior to moving to the North Florida area in 1989, held a position as Office Manager and Bookkeeper.
Assistant Network Technician - Information Technology Department
1999 to 2000
Responsible for providing software and hardware support for internal customers at the operations center and 6 branch locations in the North Florida Area. I helped organize the department by selecting and implementing a work tracking system to schedule and manage our workload. Met annual goals and received 100% of bonus tied to performance and accomplishments.
❑Log Incoming Support Calls
❑Schedule & Manage Work in a Work order System
❑Network Administration – Mainframe and PC
❑Router Configuration and Troubleshooting
❑Install Software and Updates
❑Troubleshoot and Resolve Problems
❑Repair and Upgrade Hardware
❑Troubleshoot & Resolve Network Wiring Issues
❑Tasked With Router Punch Downs
❑Purchased Software and Hardware
❑Manage Small Computer Parts Inventory
Full Charge Bookkeeper / Office Manager / Human Resource Manager
1994 to 1999
Managed the accounting department and made substantial improvements to the company by selecting and implementing new accounting software, refining processes and establishing new procedures, updating the office equipment and technology, and re-organizing the filing systems. Created policy and procedure manuals for the office and accounting clerks, streamlined workflows and provided support and training to personnel as needed. Gained valuable experience with “public company” accounting through a buyout and several subsequent mergers. Gained experience with corporate mainframe systems, acquisition/merger accounting, preparing annual budgets, monthly forecasts and preparation of consolidated financial statements for multiple locations and lines of business. Responsible for programming and preparing reports for top management to aid in the preparation of the annual budgets using report writers and Crystal Reports.
❑General Ledger Review
❑Provided Reports and Records to the CPA
❑Provided Financial Analysis to Management
❑Cash Management and Daily Register Reconciliations
❑Established Proper Internal Accounting Controls
❑Setup and Maintained Fixed Assets Files
❑Prepared Monthly Depreciation Calculations
❑Human Resource and Benefits Administration
❑Maintained Employee Records, Processed New Hires and Terminations
❑Assisted With Setup of a Safety Program
❑Managed Workers Comp Cases and Audits
❑Maintained OSHA Logs
❑Setup and Maintained DOT Truck Files and Safety Records per Regulations
❑Assisted With Yearly Parts Inventory
1985 to 1987
Quickbooks Pro Advisor
January 2011 to January 2012
Certified in Enterprise and Field Services Manager
❑ Financial Reporting
❑ Forecasting and Analysis
❑ G/L Accounting
❑ Bank Reconciliations
❑ G/L Account Reconciliations
❑ Supervise Accounting Clerks
❑ Establish Internal Controls
❑ Design Process Workflows
❑ Policy and Procedure Manuals
❑ Report and Forms Design
❑ Human Resources
❑ Payroll Processing
❑ Fixed Assets Accounting
❑ Project Management
❑ Cash Management
❑ Month-End Close
❑ Tax Return Preparation
❑ Accounts Payable
❑ Accounts Receivable
❑ Train Accounting Staff
❑ Network Administration
❑ IT Software and Hardware Support
❑ Re-organization Projects
❑ Client Needs Analysis, Systems Design, and Implementation
❑ Inventory, Job Costing and Manufacturing Accounting
❑ Customer Service
❑ Operations Management
❑ Process Improvement