Office and Accounting Experience

Mill Grove UM Church

Office Manager -Administrative Assistant/Accounting

July 2019 - Present

Indian Trail, NC (A/P, A/R, Payroll, Taxes)

•Directly work with Pastor, Congregational Care Pastor, Director of Youth, Director of Music along with all employees of Pre School, Before/After School, Summer Camp, and Child Development Center program employees, members including all Committees

•Manage all facets of office, Human Resources, ordering of all office, church and other program supplies, create/manage various electronic/paper files and forms for all church and programs, verifying accuracy of all documents, invoices, contracts, worker’s comp for church and each program

•Independently gather and promptly sort mail for all church groups and all campus programs, courteously answer multi-line phone according to subject matter and using executive decisions and logic

•Manage Outlook (various accounts) for correspondence for weekly bulletins, newsletters, upcoming

•District and local events, luncheons, meetings, appointments, orders and attendance

•Manage/Maintain office equipment for the entire campus (supplies, maintenance/service)

•Over 20+ years of all facets of Accounting (including A/R, A/P, Payroll, Taxes) with advanced experience of Quickbooks (used 2 different versions: Church, Children Programs)

•Over 20+ years of advanced experience of various MS programs, i.e. MS Office (Outlook, Word, Excel,

•Power Point, Access, Publisher), various Windows Operating Systems, as well as internet

•Any/All responsibilities that PGUMC campus/employees, members, programs needed/required

Stirling Group, Inc. Office/Accounting Manager March 2018- June 2019

Charlotte, NC

•Process weekly accounts payable: receive approved invoices from project managers for vendors and subcontractors, enter invoices into Quickbooks according to activity code & job, queue all invoices for approval by owner, print checks/prepare/mail payments

•Update Budget Spreadsheets after processing payments: for vendor and subcontractor invoices, access job budgets and enter invoices that apply to jobs, critical and must be a mirror of exactly what is paid in Quickbooks, ensure cost coding is correct for each activity (based on project managers coding)

•Update Project Manager procedure tracking sheet: review BuilderTrend every Wednesday to see if PM’s have updated the required information listed on the tracking spreadsheet

•Reconcile Project Manager/Owner credit card accounts: get receipts directly (created credit card receipt logs to be turned in weekly) from Project Managers/Owner, once reconciled setup as draft payment in Quickbooks entering all valid charges/coding

•Assist in Interviewing, Hiring and Training process of all employees

•Provide Reports from Quickbooks as required/needed by Estimator/Owner

•Keep all vendor and subcontractor W-9’s up to date and filed neatly (created binders)

•Keep all vendor and subcontractor insurance certificates/COI’s up to date and filed neatly (created binders)

•Prepare required annual insurance audit documents

•Upload new jobs to BuilderTrend: enter new customer contact information into BuilderTrend, from Quickbooks estimate, scan and download fully executed contract from owner into job file, then upload to documents section of BuilderTrend, create “no price” version of estimate and load into documents section of BuilderTrend, assign project manager to job, owner will let me know who to assign

•On-Board new subcontractors: enter their information in BuilderTrend, enter tax/general information into Quickbooks, receive/file subcontractor agreement, COI, and W-9, inform them of payment policy

•Apply for building/zoning permits: apply via computer, fax, or in person, cut checks as needed for permits, coordinate with PM’s for project specifics

•Get large scale plans printed at local office stores/Duncan Parnell

•Assist Owner in sales lead follow ups: review leads section of BuilderTrend to produce customer follow up emails for aging leads

•Update website/facebook photos: coordinate with PM’s to get quality job site photos and upload to appropriate website/facebook pages

•Assist estimator in acquiring material pricing

•Write customer “thank you” notes ready for owner to sign

•Order/Maintain office supplies: ink and all other office supplies needed/required: including manage/maintain any IT issues to call Computer Plumber for tech support, changing ink as needed, maintaining/organizing supply closet, etc.

•Run errands as needed: payments, permits, supplies, meals for meetings, etc.

Paul Kowalski Builders Office/Accounting/HR Manager March 2015-March 2018

Charlotte, NC

(AR, AP, Human Resources, Payroll)

•Process weekly accounts payable: receive approved invoices from project managers for vendors and subcontractors, enter invoices into Quickbooks according to activity code & job, queue all invoices for approval by owner, print checks/prepare/mail payments

•Update Budget Spreadsheets after processing payments: for vendor and subcontractor invoices, access job budgets and enter invoices that apply to jobs, critical and must be a mirror of exactly what is paid in Quickbooks, ensure cost coding is correct for each activity (based on project managers coding)

•Update Project Manager procedure tracking sheet: review BuilderTrend every Wednesday to see if PM’s have updated the required information listed on the tracking spreadsheet

•Reconcile Project Manager/Owner credit card accounts: get receipts directly (created credit card receipt logs to be turned in weekly) from Project Managers/Owner, once reconciled setup as draft payment in Quickbooks entering all valid charges/coding

•Assist in Interviewing, Hiring and Training process of all employees

•Provide Reports from Quickbooks as required/needed by Estimator/Owner

•Keep all vendor and subcontractor W-9’s up to date and filed neatly (created binders)

•Keep all vendor and subcontractor insurance certificates/COI’s up to date and filed neatly (created binders)

•Prepare required annual insurance audit documents

•Upload new jobs to BuilderTrend: enter new customer contact information into BuilderTrend, from Quickbooks estimate, scan and download fully executed contract from owner into job file, then upload to documents section of BuilderTrend, create “no price” version of estimate and load into documents section of BuilderTrend, assign project manager to job, owner will let me know who to assign

•On-Board new subcontractors: enter their information in BuilderTrend, enter tax/general information into Quickbooks, receive/file subcontractor agreement, COI, and W-9, inform them of payment policy

•Apply for building/zoning permits: apply via computer, fax, or in person, cut checks as needed for permits, coordinate with PM’s for project specifics

•Get large scale plans printed at local office stores/Duncan Parnell

•Assist Owner in sales lead follow ups: review leads section of BuilderTrend to produce customer follow up emails for aging leads

•Update website/facebook photos: coordinate with PM’s to get quality job site photos and upload to appropriate website/facebook pages

•Assist estimator in acquiring material pricing

•Write customer “thank you” notes ready for owner to sign

•Order/Maintain office supplies: ink and all other office supplies needed/required: including manage/maintain any IT issues to call Computer Plumber for tech support, changing ink as needed, maintaining/organizing supply closet, etc.

•Run errands as needed: payments, permits, supplies, meals for meetings, etc.

Summit Landscape Group

Human Resource/Compliance Manager April 2013-August 2014

Fort Mill, SC

•Directly work with Owners, All Employees on various employee and compliance matters for (4) locations in South Carolina

•Manage/Create/Maintain all employee personnel files and verifying compliance

•Manage/Create/Maintain all company vehicle, trailer and equipment files and verifying compliance

•Accurately prepare/process payroll, commission, reimbursements, child support, uniform, various other deductions from employees payroll checks

•Verify accuracy of all new hire and personnel documents, prepare weekly Safety Meetings for all locations with signature sheet

•Create/Update forms for implementing procedures; such as new applications, new hire packets, office supply inventory, equipment inventory, daily vehicle maintenance sheets, time off/vacation forms, payroll deduction sheets, personnel file calendars, along with various other forms

•Keep accurate OSHA and DOT files

•Assist customers, potential employees via phone or in person with various requests/questions in a courteous manner

•Manage/Maintain/Order all types of office supplies

•Assist Owners with various matters with a high level of confidentiality

•Work well independently and with others

•Over 20+ years of all facets of Accounting (including A/R, A/P, Payroll, Taxes) with advanced experience of Quickbooks

•Over 20+ years of advanced experience of various MS programs, i.e. MS Office (Outlook, Word, Excel,

•Power Point, Access, Publisher), various Windows Operating Systems, as well as internet

Pleasant Grove UM Church Administrative Assistant/Accounting February 2011-February 2013

Charlotte, NC

(A/P, A/R, Payroll, Taxes)

•Directly work with Pastor, Congregational Care Pastor, Director of Youth, Director of Music along with all employees of Pre School, Before/After School, Summer Camp, and Child Development Center program employees, members including all Committees

•Manage all facets of office, Human Resources, ordering of all office, church and other program supplies, create/manage various electronic/paper files and forms for all church and programs, verifying accuracy of all documents, invoices, contracts, worker’s comp for church and each program

•Independently gather and promptly sort mail for all church groups and all campus programs, courteously answer multi-line phone according to subject matter and using executive decisions and logic

•Manage Outlook (various accounts) for correspondence for weekly bulletins, newsletters, upcoming

•District and local events, luncheons, meetings, appointments, orders and attendance

•Manage/Maintain office equipment for the entire campus (supplies, maintenance/service)

•Over 20+ years of all facets of Accounting (including A/R, A/P, Payroll, Taxes) with advanced experience of Quickbooks (used 2 different versions: Church, Children Programs)

•Over 20+ years of advanced experience of various MS programs, i.e. MS Office (Outlook, Word, Excel,

•Power Point, Access, Publisher), various Windows Operating Systems, as well as internet

•Any/All responsibilities that PGUMC campus/employees, members, programs needed/required

Various Temporary Positions Administrative/Accounting June 2010-January 2011

Shultz Engineering Group

Office Manager, Accounting April 2007- May 2010

Charlotte, NC

(A/P, A/R, Payroll, Taxes)

•Directly work with and assist Partners and all employees of company with all correspondence, project information, confirm all job information for accurate, prompt billing

•Manage all facets of office, Human Resources, ordering of all supplies, create/manage various electronic/paper files and forms, verifying accuracy of all documents for submittals, contracts, final plans for each job, for an efficient office

•Independently, promptly sort mail, courteously answer multi-line phone according to subject manner, using executive decisions and logic

•Manage Outlook by setting appointments, meetings, luncheons, travel arrangements, etc.

•Manage/Maintain office equipment (supplies, maintenance/service)

•Over 20+ years of all facets of Accounting (including A/R, A/P, Payroll, Taxes) with advanced experience of Quickbooks

•Over 20+ years of advanced experience of various MS programs, i.e. MS Office (Outlook, Word, Excel, Power Point, Publisher) as well as Internet

•Any/All responsibilities that our office/employees required

Service Master

Office Manager, Accounting/Human Resources/Part Time

April 2006-April 2007

Charlotte, NC

(A/P, A/R, Payroll, Human Resources, Taxes)

•Directly work with the President and Vice President along with Field Staff Supervisors, and 125 employees, with all correspondence, project information, confirm all job information for accurate, prompt billing

•Manage all facets of office, Human Resources creating/maintain supply of applications, accepted applications from potential employees, ordering supplies for the janitorial industry & office, verifying accuracy of orders received with bill of lading, placed in organized stock room

•Managed/created various electronic/paper files and forms, verifying accuracy of all documents, policies for an efficient and organized office environment

•Independently, courteously and promptly sort mail, answering of multi-line phone according to subject manner, using executive decisions and logic

•Manage Outlook by setting appointments, meetings, luncheons, travel arrangements, etc.

•Manage/Maintain office equipment (supplies, including calls for maintenance/service)

•Over 20+ years of all facets of Accounting (including A/R, A/P, Payroll including Wage liens, Taxes) with advanced experience of Quickbooks

•Over 20+ years of advanced experience of various MS programs, i.e. MS Office (Outlook, Word, Excel, Power Point, Publisher) as well as Internet

•Any/All responsibilities that our office/employees required

St. Margaret’s Episcopal Church Financial Specialist /Part Time April 2006-April 2007

Waxhaw, NC

(A/R, A/P & Administrative)

•Accurately process and post weekly Contributions to the correct Fund Codes (General Ledger Accounts) in ACS

•Accurately review Payment Request along with documentation to process for payment on daily basis

•Effectively work with Co-Workers and Church Members in a positive manner

•Create new files as needed, i.e. Yearly Contribution List, Fund Code List for each Committee

•Prepared and reviewed Daily, Weekly, Monthly, Quarterly, Annual Reports

•Various other Administrative and Accounting responsibilities

Primax Properties Accounts Payable June 2002-April 2006

Charlotte, NC

(Processed A/P for over 100 companies, Processed Construction Loans)

•Various facets of Accounts Payable for over 100 companies

•Independently, promptly sort mail, process heavy volume of invoices according to company, internal coding, implemented and maintained current COI & W9's for all vendors, implemented job costing for accurate job tracking for reports

•Process checks for signatures including breakdown process for mailing purposes to vendors

•Independently and accurately follow up on all inquiries via phone, voice mail, email (for all companies payables) for Developers, Property Management, Vendors

•Over 20+ years of prompt and accurate bill any and all required vendors, or inter-company transactions, filing for payables for all companies using Peachtree accounting software

•Maintain checks and deposit slip stock, and other office supplies needed/required, many other responsibilities that occur

•Productively work well with others as well as independently with any/all responsibilities that our office/employees required

•Over 20+ years of advanced experience of various MS programs, i.e. MS Office (Outlook, Word, Excel, Power Point, Publisher) as well as Internet

Education

South Piedmont Community College Notary 2013

Gaston Community College Business 1998

Essex Community College Real Estate 1995

Mercy High Business 1982

References

Available Upon Request

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