Sherri Jones

Profile Ability to grasp new ideas and integrate them into desired results. Able to coordinate several tasks simultaneously. Able to lead others in high-demand situations. Able to prioritize and operate proactively. Combine patience, determination, and persistence to troubleshoot client issues. Commended for reliability and trustworthiness. Dynamic results-oriented problem solver. Empathetic listener and persuasive speaker. Enjoy working as a team member as well as independently. Consistent record of forging strong relationships. Establish genuine rapport with prospects and clients. Proven leadership and organizational abilities. Organized goal oriented. Remain calm in stressful situations. Works efficiently under pressure. Work independently, successfully meeting quotas.

Skills

Accounts Receivable

Bank Deposit

Invoicing

Progressive Invoicing (AIA Billing)

Accounts Payable

Sales Tax

Payroll

940, 941, RT-6, 1099, 1098

Set up EFTPS Payments

Maintain Employee Files

Bank Reconciliation

Credit Card Reconciliation

Prepare Individual Tax Returns

Prepare Corporate & Partnership Returns

Managed Employees

Payroll Garnishments

Monthly and Quarterly Financials

Trust Accounting

Set up Chart of Accounts

Client Write – Ups

Set up Corporations

Daily Cash / Credit Card Reconciliations

Implement Policy and Procedures

Light Marketing

Building Business Relationships

Office Organization

Customer Service

Set up Chart of Accounts

Journal Entries

Property Marketing

Computer

QuickBooks

Quicken

Peachtree

MLS

Microsoft Office

Tax Wise

CAKE (POS)

AppFolio

Buildium

ADP Payroll

Paylocity

Skills

Education Capella University, Accounting Path CPA License

Saint Leo University, Business Finance and Accounting

Lake Sumter Community College, General

Related Office Manager

Experiences GSS Management (Denny’s) 2017- present

Download Reports From the Denny’s Portal for 11 Companies, Enter Accounts Receivable Reports 11 Companies, Enter Sales Reports for 11 Companies, Enter Daily Deposit Reports for 11 Companies Enter DFO Billing Reports for 11 Companies, Enter Weekly Sales Reports for 11 Companies, Open Mail, Enter Accounts Payable for 11 Companies, Processed Vendor invoices for Payment for 12 Companies, Responsible for Keeping all State, County, and City Business License Current for all 13 Companies, Verify and Pay Monthly Sales Tax for 12 Companies, Enter Employees into Paylocity for 12 Companies, Create Employee Paylocity Accounts in Paylocity for 12 Companies, Enter Employee Garnishments into Paylocity for 12 Companies, Upload Payroll into Paylocity for 11 Locations, Code Payroll Hours into Department Classes for 11 locations, Process Employee Vacation Requests for 12 Locations, Determined Employee Insurance Eligibility for 11 Locations, Process Eligible Employees for Health Insurance benefits for 11 Locations, Enter Managers into Employee Navigator to Determine Eligibility for Benefits, Handle Cobra Notifications, Gathered Information and was Main Contact for Workers Comp Insurance Audits for 12 Companies, Gathered Information and was Main Contact for Business Insurance Audits for 13 Companies, Review Employee First Report of Injury Reports to Determine if the Report is Complete and Gather Additional information if Needed for 12 Companies, Report Worker’s Compensation Claims for 12 Companies to Insurance company for Processing, Review General Liability First Report of Injury Reports to Determine if the Report is Complete and Gather Additional information if Needed for 11 Companies, Report Guest Incident Reports to Insurance Company for Processing, Office Supply Ordering for 12 Companies, Uniform and Supply Ordering for 11 Companies,, Verify Vendor COI’s and W9’s, Implement Vacation Tracking Process in Paylocity, Implement Paperless Office Process, Created Policy and Procedures for Companies

Sherri Jones

Finance Manager

Viaport, LLC 2015-2017

Viaport Mall & Rotterdam Mall (100-200 Tenants per Mall)

Process Tenant Payments, Verify Tenant Payments That Were Made to Lock Box, Interpret Leases, Billed Tenants based on Terms of Leases, Reviewed Lease with Tenants When Tenants had Question, Tenant Relations, Handle Tenant Maintenance Request and Determined who was Responsible for Vendor Charges, Created Tenant Leases, Kept a Monthly Rent Roll (Rent Roll Broke Down Monthly Rent, CAM Charges, Sales, Tax, Tenant Payments, How Rent Was Paid, Date Rent Was Paid), Entered Invoices in QuickBooks, Processed Invoices for Payment, Review Financials from CPA make notes for correction for CPA, Monthly Meeting with Business Development Officer to Review Rent Roll and Financials from CPA after corrections were made, Schedule Transportation of Vehicles, Handle Lease of Condo in CA for Owner that Resides in Turkey, Handle all Maintenance Issues for Condo in CA, Find School for Owner’s Children in CA, Gather School Records for Children to Return to Turkey for Embassy, Process Bank and Credit Card Reconciliation, Made Bank Deposits, Opened Bank Accounts, Sent New Employee Information to Payroll Company, Send Garnishments to Payroll Company, Reviewed and Approved Bi-Weekly Payroll, Implemented Process for Direct Deposit for All Employees, Verified Sales Tax was Paid, Reviewed Tax Returns, Handle all insurance renewals, Handle Workers Comp and General Liability Claims, Weekly Meeting with Managers, Keep all State, County, City, Music Business Licenses Current

Via Entertainment & Via Entertainment - Rotterdam

Involved in the Remold of the Facility, Responsible for Cash Banks, Responsible for Daily Deposits, Created Chart of Accounts, Entered Invoices in QuickBooks, Processed Invoices for Payment, Review Financials from CPA make notes for correction for CPA, Monthly Meeting with Business Development Officer to Financials from CPA after corrections were made, Process Bank and Credit Card Reconciliation, Made Bank Deposits, Opened Bank Accounts, Sent New Employee Information to Payroll Company, Send Garnishments to Payroll Company, Reviewed and Approved Bi-Weekly Payroll, Implemented Process for Direct Deposit for All Employees, Verified Sales Tax was Paid, Reviewed Tax Returns, Handle Workers Comp and General Liability Claims, Review Monthly Financials for Restaurants to Determine Monthly Rent Due, Keep all State, County, City, Music Business Licenses Current

Via Aquarium - Rotterdam

Involved in the Remold of the Facility, Responsible for Sub Contractor COI’s and W-9’s Responsible, Create Policies and Procedures, Set up Vendor Accounts, Verifying all Daily Deposits, Created Chart of Accounts, Entered Invoices in QuickBooks, Processed Invoices for Payment, Review Financials from CPA make notes for correction for CPA, Monthly Meeting with Business Development Officer to Financials from CPA after corrections were made, Process Bank and Credit Card Reconciliation, Made Bank Deposits, Opened Bank Accounts, Sent New Employee Information to Payroll Company, Send Garnishments to Payroll Company, Reviewed and Approved Bi-Weekly Payroll, Implemented Process for Direct Deposit for All Employees, Verified Sales Tax was Paid, Reviewed Tax Returns, Handle Workers Comp and General Liability Claims, Review Monthly Financials for Restaurants to Determine Monthly Rent Due, Keep all State, County, City, Music Business Licenses Current

Via Food & Beverage

Involved in the Remold of the Facility, Involved in the Purchase of the Restaurant From Tenant. Responsible for Sub Contractor COI’s and W-9’s Responsible, Create Policies and Procedures, Set up Vendor Accounts, Verifying all Daily Deposits, Created Chart of Accounts, Entered Invoices in QuickBooks, Processed Invoices for Payment, Review Financials from CPA make notes for correction for CPA, Monthly Meeting with Business Development Officer to Financials from CPA after corrections were made, Process Bank and Credit Card Reconciliation, Made Bank Deposits, Opened Bank Accounts, Sent New Employee Information to Payroll Company, Send Garnishments to Payroll Company, Reviewed and Approved Bi-Weekly Payroll, Implemented Process for Direct Deposit for All Employees, Verified Sales Tax was Paid, Reviewed Tax Returns, Handle Workers Comp and General Liability Claims, Review Monthly Financials for Restaurants to Determine Monthly Rent Due, Keep all State, County, City, Music Business Licenses Current

Consultant

PMO Realty (50 Homes) 2013-2015

Accounts Receivable, Entered Invoices in QuickBooks, Processed Invoices for Payment, Posting Tenant Rental Payments, Posting Owner Contributions, Process Owner Disbursements, Invoicing Owners or Tenants, Managing the Office, Purchase Office Supplies, Marketing of Properties, Handled all Maintenance Request, Schedule Sub Contractors, Order Office Supplies, Monthly Property Inspections, Move In and Move Out Inspections, MLS, Marketing of Rental or For Sale Properties, Lease Agreements, Property Management Agreements, Exclusive Right to Sell Agreements, Addendums to Agreements,

Accountant

Reid Organization (500 Homes) 2010-2013

Posting Tenant Rental Payments, Verifying Tenants Payments Made Through Tenant Portal’s, Tenants, Reconciliation of Owner and Tenant Ledgers, Interpret Tenant Leases, Reviewed Lease with Tenants When Tenants had Question, Tenant Relations, Handle Tenant Maintenance Request and Determined who was Responsible for Vendor Charges, Bank and Credit Card Reconciliation, Payroll, Payroll Taxes, Employee Files, Managing the Office, Handled Legal Matters, Accounts Receivable, Enter Invoices into QuickBooks, Process Invoices for Payment, Sign Checks, Process Owner Disbursements Either Check or ACH, Invoicing Owners for Repairs, Reconciliation of Owner Maintenance Accounts, Keep all State, County, City, Licenses Current, Purchase Office Supplies

Accountant

New Construction Cleaning 1986-2011

Accounts Receivable, Enter Invoices into QuickBooks, Process Invoices for Payment, Payroll, Payroll Taxes, Personal and Corporate Tax Return

Mount Dora, FL 32757

386-***-****

ac63a1@r.postjobfree.com

www.linkedin.com/in/sherri-jones-29736791

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