Manager Insurance

**** ** ******** ****** ***** 772-***-****

Palm City, Fl 34990 Cell: 772-***-****

E-mail abmmxg@r.postjobfree.com

Wendy Pifer Nelson

Work experience

June 2009 - Currently Treasure Coast Community Singers, Inc.

Treasurer / Bookkeeping

All bookkeeping/finance duties including A/R,A/P,Account

Reconciliation, Check Writing, Financial Reports for Board

Meetings, Financial Reporting, Compliance, etc.

March 2009 - Currently Historical Society of Martin County, Inc / Elliott

Museum / House of Refuge

Finance / Bookkeeping / Administrative

All daily bookkeeping/finance duties including A/R,A/P, Payroll,

Quarterly Reporting, Pledges, Deposits, Account reconciliation,

Monthly financial reports, Working with annual Auditors, Etc.

General Office operations including, compliance, Insurance and

Health Insurance, working with vendors, ordering supplies,etc.

Administrative duties, compiling Board Meeting materials,

keeping minutes for monthly board and finance meetings, etc.

April 2008 - October 2008 Arial Foundation / Solaris Home

Systems (Office closed due to lack of work)

Operations / Bookkeeping / Data Base Entry / Ordering & Inventory

All the bookkeeping for the Foundation and Solaris Systems,

reconciliation of accounts, bill paying, payroll, deposits, quarterly

reporting, etc.

Maintain records on the Data Base and setting up new records.

Researching and ordering of supplies and goods for the builds,

and inventory control.

General office operations, compliance, liability and workman's

comp. insurance, group health insurance.

2003 - 2007 Martin County Habitat for Humanity

Operations Manager : Maintain day-to-day financial operations

Mortgages: collect payments, assess late fees, send late letter, answer

homeowner questions, maintain mortgage files, run reports, set new

mortgages up in computer.

Escrow accounts: maintain escrow accounts, transfer funds, make tax

and insurance payments, run annual review and adjust homeowner

payments accordingly

Closings: Ensure CO has been issued and all fees paid to county,

prepare closing information for attorneys, set closing date, forward

documents to county for SHIP grants

Taxes: pay homeowner taxes, affiliate property taxes, maintain files and

run reports.

Banking: Prepare and make deposits, transfer funds, reconcile monthly

statements, run reports.

Insurance: Set up new homeowner insurance policies, pay homeowner

insurance, assist with claims, maintain files, work with insurance

companies to find sufficient coverage/least cost, pay affiliate insurance

policies, act as contact person for affiliate insurance, maintain files,

process claims, complete annual audits for worker comp and liability,

complete renewal forms.

Payroll: set up new employees, run payroll bi-weekly, track sick and

vacation days, maintain payroll records, track and pay payroll taxes, run

reports, complete quarterly and annual IRS reporting, Process W-2,W-3

and 1099,complete annual income reporting.

Reports: Compile reports and financial statements for Board, Auditors,

Executive Director, Accountant and Treasurer.

Donations: receive and track monetary donations, set up specific

classes for tracking purposes, run reports, ensure that specific funds are

used as intended (restricted), keep copies of large checks for file and

auditors.

Fundraising: Handle money before, during and after event, receive and

track income, receive and track bills related to event. Set up CCTCP

class and escrow account.

Tithe: Compile reports for quarterly tithe to HFHI, prepare and send

tithe.

Grants: Compile and prepare paperwork to draw on specific grants, set

up current classes, run reports, deposit checks into correct classes,

maintain SHOP accounts, prepare for audits.

In-Kind Donations: Track in-kind donations; apply to houses as

indicated, send letters to donors.

Vendors: Set up new vendor account, run reports, maintain files with all

needed insurance information and W-9's.

Vacant Land: track vacant land, maintain files, pay property taxes,

transfer to Work in Process when permitted for construction.

IRS/Corporate Reporting: Complete and mail IRS and corporate

reporting.

Accounts Payable: receive and review bills, secure approval from

appropriate managers, enter bills for payment in correct classes, pay bills

weekly.

Compile records for annual audit and work directly with auditors.

Work In Process: Set up new work in process reporting/tracking for new

construction, maintain records, run reports.

Oversee daily operations of affiliate and provide support and guidance

for all departments.

1998-Present Palm City Plastering, Inc.

Co-owner, Accounting and Bookkeeper

All A/P and A/R, Payroll, Compliance for Insurance and County

licensing, Proposals, Permitting, general office support.

1989-1998 Pifer Inc.

Parts Department Manager

Manager over entire domestic and international parts sales, managed

5-7 employees, trained new employees, worked directly with factories for

shipments and orders, prepared quotes and bids, set up and maintained

inventory, prepared shipments for overseas customers, prepared

international shipping documents, set up shipments of containers for air

and sea shipments.Acheived annual sales of parts from $100,000

annually to over $1,000,000 annually.

1983-1989 Lighthouse National Bank & Florida National

Bank

Teller,Teller Supervisor, and Assistant Branch Manager

Began as a teller and was promoted to Teller Supervisor and Assistant

Branch Manager. Managed 3-8 employees.

Education Elementary Hubbard, Ohio and Jupiter, Florida

Middle/High Jupiter, Florida

General Courses

Ferrum College Ferrum, Virginia

AA Degree in Fine Arts

Completed additional courses in Children's Theatre

Indian River Community College Ft.Pierce,Florida

Completed courses in Business, Accounting, Construction and

Aquaculture

Keiser College Port St. Lucie

Currently enrolled and taking courses to finish AA Degree in Accounting

References Available on request.

Contact this candidate