Accounting Customer Service
Resume:
JO ANN GIANINI DEFOSCHE
Hamden CT 06514
203-***-**** *************@***.***
Twenty years’ experience with multi-million-dollar commercial construction and residential construction as Controller & Cost Accountant, demonstrating consistent record of and increasing profit throughout tenure. Instrumental in reducing overhead and contributing to operational goals and personnel relations. Strengths include general ledger, financial statements, financial analysis, budgeting, cash management, and internal and external reporting. Extremely strong in budgeting and job costing. Showing where costs should be adjusted to make money. Also, know about all aspects of human resources, payroll and laws pertaining to such. Experienced in union, nonunion prevailing wage and AIA documents as well as minority percentages on all public jobs. Bachelor of Science in Accounting
Certified Bookkeeper
Software- QuickBooks 17years Timberline – 5 years Microsoft Office-15 years- GDS Estimating software 8 years, Exactamate estimating software –Dash Software
1985-1990 American Institute of Banking
Customer service course, Accounting courses, selling bank services, investments and fraud prevention courses. Member of Society for Human Resource Management
LGE Services LLC West Haven, CT Controller 08/2015-Present
• Responsibilities include financial management, project accounting, and contract administration.
• In addition, I interact with owners, clients, project managers, subcontractors, vendors, architects, insurance agents, and loan brokers.
• My duties include financial management, financial statement preparation, financial reporting, bank and account reconciliations, general ledger closings, and audits.
• I prepare/perform the following functions: American Institute of Architects (AIA) billing invoices, union payrolls and benefits, accounts payable (A/P), accounts receivable (A/R), payroll, financing packages, credit applications, project cost estimates, budgets, and procurement of supplies/services.
• In addition, I perform project administration, which includes the preparation of subcontractor agreements, change orders, purchase orders, submittals, and financial analysis to determine actual vs.
• Budget spending for all construction projects. Identifying opportunities for improvement. WIP reports.
• Executed accounts receivable reporting enhancements and reconciliation procedures. Managed accounting operations, accounting close, account reporting and reconciliations.
• Evaluated accounting requirements during discovery meetings with potential clients
• Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.
• Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
• Completed monthly, quarterly and annual bank reconciliations for 8 separate client accounts at a single time
• Addressed and resolved non-routine, complex and unexpected variances.
• Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of investments.
• Provided reliable and timely project by project expense, capitalization, amortization and spend data for all departments.
• Reviewed accountantÆs book entries to ensure accuracy of the G/L.
• Worked with management to document and offset unusual expense variances in their respective areas.
• Reconciled bank statements to clients' books and prepared financial statements from client documents.
• Assisted in the creation of vendor contracts for outside vendors.
• Assisted the CFO with the production of the monthly financials, management reports and board packages.
• Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.
• Maintained confidential information, such as pay rates, bonus targets and pay grades, and all aspects of Human Resources.
• Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget. And financial institutions.
• Manage maintenance and repairs for 6 properties. Show properties and rent spaces The Step Up Inn LLC West Haven CT 06516 Controller Marketing & Administration 08/2015- Present
• All Phases of Accounting & managing Accounting Department
• Maintains administrative staff by recruiting, selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities.
• Accomplishes staff results communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; initiating, coordinating, and enforcing systems, policies, and procedures.
• Provides supplies by identifying needs for reception, mailroom, and kitchen; establishing policies, procedures, and work schedules
• Provides communication systems by identifying needs; evaluating options; maintaining equipment; approving invoices.
• Purchases printed materials and forms by obtaining requirements; negotiating price, quality, and delivery; approving invoices.
• Completes special projects by organizing and coordinating information and requirements; planning, arranging, and meeting schedules; monitoring results.
• Provides historical reference by developing and utilizing filing and retrieval systems.
• Improves program and service quality by devising new applications; updating procedures; evaluating system results with users. Achieves financial objectives by anticipating requirements; submitting information for budget preparation; scheduling expenditures; monitoring costs; analyzing variances. Maintains continuity among corporate, division, and local work teams by documenting and JO ANN GIANINI DEFOSCHE
900 Mix Ave Unit 1
Hamden CT 06514
203-***-**** *************@***.***
communicating actions, irregularities, and continuing needs. Maintains professional and technical knowledge by attending educational workshops; benchmarking professional standards; reviewing professional publications; establishing personal networks.
• Administrative Manager Skills and Qualifications: Tracking Budget Expenses, Staffing, Quality Management, Managing Processes, Organization, Coaching, Communication Processes, Disciplining Employees, Motivating Others, Promoting Process Improvement, Reporting Skills
Academy Design & Construction LLC Newtown CT Controller 11/2011-8/2015
• Responsibilities include financial management, project accounting, financial statements and contract administration.
• In addition, I interact with owners, clients, project managers, subcontractors, vendors, architects, insurance agents, and loan brokers.
• My duties include financial management, financial statement preparation, financial reporting, bank and account reconciliations, general ledger closings, and audits.
• I prepare/perform the following functions: American Institute of Architects (AIA) billing invoices, accounts payable (A/P), accounts receivable (A/R), payroll, financing packages, credit applications, project cost estimates, budgets, and procurement of supplies/services.
• In addition, I perform project administration, which includes the preparation of subcontractor agreements, change orders, purchase orders, submittals, and financial analysis to determine actual vs. budget spending for all construction projects.
• Identifying opportunities for improvement
• Executed accounts receivable reporting enhancements and reconciliation procedures.
• Managed accounting operations, accounting close, account reporting and reconciliations.
• Evaluated accounting requirements during discovery meetings with potential clients
• Performed debit, credit and total accounts on computer spreadsheets/databases, using accounting software.
• Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
• Completed monthly, quarterly and annual bank reconciliations for 8 separate client accounts at a single time
• Addressed and resolved non-routine, complex and unexpected variances.
• Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of investments, maintained confidential information, such as pay rates, bonus targets and pay grades, and all aspects of Human Resources.
• Provided reliable and timely project by project expense, capitalization, and amortization and spend data for all departments and projects.
• Reviewed accountant’s book entries to ensure accuracy of the G/L.
• Worked with management to document and offset unusual expense variances in their respective areas.
• Reconciled bank statements to clients' books and prepared financial statements from client documents.
• Assisted in the creation of vendor contracts for outside vendors.
• Assisted the CFO with the production of the monthly financials, management reports and board packages.
• Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.
• Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget.
Carlson Construction & Leo Construction, Bridgeport, CT Controller 05/2010-11/2011
• Responsibilities include financial management, project accounting, and contract administration, and auditing of all financials and accounts.
• In addition, I interact with owners, clients, project managers, subcontractors, vendors, architects, insurance agents, and loan brokers.
• Financial management, financial statement preparation, financial reporting, bank and account reconciliations, general ledger closings, and audits.
• I prepare/perform the following functions: American Institute of Architects (AIA) billing invoices, Connecticut Housing and Finance Authority (CHFA) billing, accounts payable (A/P), accounts receivable (A/R), payroll, financing packages, credit applications, project cost estimates, budgets, and procurement of supplies/services.
• In addition, I perform project administration, which includes inception to completion of projects as well as the preparation of subcontractor agreements, change orders, purchase orders, submittals, and financial analysis to determine actual vs. estimated
• Track budget spending for all construction projects. Identifying opportunities for improvement.
• Executed accounts receivable reporting enhancements and reconciliation procedures.
• Managed accounting operations, accounting close, account reporting and reconciliations.
• Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.
• Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
• Completed monthly, quarterly and annual bank reconciliations for 8 separate client accounts at a single time
• Addressed and resolved non-routine, complex and unexpected variances.
• Guided firm reconciliation, payroll, annual bonus, annual reporting, and management of investments.
• Provided reliable and timely project by project expense, capitalization, amortization and spend data.
• Reviewed accountant book entries to ensure accuracy of the G/L. Worked with management to document and offset unusual expense variances in their respective areas.
• Reconciled bank statements to clients' books and prepared financial statements from client documents.
• Assisted in the creation of vendor contracts for outside vendors.
• Prepared monthly financials, management reports, and job cost reports. JO ANN GIANINI DEFOSCHE
900 Mix Ave Unit 1
Hamden CT 06514
203-***-**** *************@***.***
• Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.
• Maintained confidential information, such as pay rates, bonus targets and pay grades, and all aspects of Human Resources.
• Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget. And financial information for financial institutions. Louis Gherlone Excavating Inc & Spring Street Recycling LLC West Haven, CT Controller 11/2007-05/2010
• Responsibilities include financial management, project accounting, and contract administration.
• In addition, I interact with owners, clients, project managers, subcontractors, vendors, architects, insurance agents, and loan brokers.
• My duties include financial management, financial statement preparation, financial reporting, bank and account reconciliations, general ledger closings, and audits.
• I prepare/perform the following functions: American Institute of Architects (AIA) billing invoices, union payrolls and benefits, accounts payable (A/P), accounts receivable (A/R), payroll, financing packages, credit applications, project cost estimates, budgets, and procurement of supplies/services.
• In addition, I perform project administration, which includes the preparation of subcontractor agreements, change orders, purchase orders, submittals, and financial analysis to determine actual vs.
• Budget spending for all construction projects. Identifying opportunities for improvement. WIP reports.
• Executed accounts receivable reporting enhancements and reconciliation procedures. Managed accounting operations, accounting close, account reporting and reconciliations.
• Evaluated accounting requirements during discovery meetings with potential clients
• Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.
• Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
• Completed monthly, quarterly and annual bank reconciliations for 8 separate client accounts at a single time
• Addressed and resolved non-routine, complex and unexpected variances.
• Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of investments.
• Provided reliable and timely project by project expense, capitalization, amortization and spend data for all departments.
• Reviewed accountantÆs book entries to ensure accuracy of the G/L.
• Worked with management to document and offset unusual expense variances in their respective areas.
• Reconciled bank statements to clients' books and prepared financial statements from client documents.
• Assisted in the creation of vendor contracts for outside vendors.
• Assisted the CFO with the production of the monthly financials, management reports and board packages.
• Coordinated the approval or rejection of lines of credit and commercial, real estate and personal loans.
• Maintained confidential information, such as pay rates, bonus targets and pay grades, and all aspects of Human Resources.
• Prepared monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget. And financial institutions.
JNJ Architectural Metal & Glass LLC Stratford CT Controller/Owner 07/2001-11/2007
• Same as above positions
• All aspects of Human Resources
• Job scheduling & estimating
Affordable Glass & Mirror LLC Stamford CT 06902 Full Charge Bookkeeper 3/1997-7/2001
• Implemented a documented system of accounting policies and procedures. Manage outsourced functions
• My duties include financial management, financial statement preparation, financial reporting, bank and account reconciliations, general ledger closings, and audits.
• I prepare/perform the following functions: American Institute of Architects (AIA) billing invoices, accounts payable (A/P), accounts receivable (A/R), payroll, financing packages, credit applications, project cost estimates, budgets, and procurement of supplies/services.
• In addition, I perform project administration, which includes the preparation of subcontractor agreements, change orders, purchase orders, submittals, and financial analysis to determine actual vs. budget spending for all construction projects.
• Identifying opportunities for improvement within the project administration processes, including, but not limited to, work preparation, tracking field construction, and communication of those changes/improvements throughout the organization.
• Ensure timely and accurate reporting of work including work order history, daily completion reporting, and certified payroll.
• Ensure that all work is performed in accordance with company standards and procedures, municipal rules and regulations; I effectively identify, prioritize, and communicate key areas in need of improvement while maintaining constructive relationships.
• Implemented a documented system of accounting policies and procedures
• Manage outsourced functions Ensure that accounts payable are paid in a timely manner JO ANN GIANINI DEFOSCHE
900 Mix Ave Unit 1
Hamden CT 06514
203-***-**** *************@***.***
• Ensure that all reasonable discounts are taken on accounts payable Ensure that accounts receivable are collected promptly Process payroll in a timely manner Complete bank reconciliations
• Ensure that required debt payments are made on a timely basis.
• Maintain the chart of accounts. Implement and maintain an orderly accounting filing system.
• Implement and maintain a system of controls over accounting transactions. Issue timely and complete financial statements.
• Coordinate the preparation of the corporate annual report Recommend benchmarks against which to measure the performance of company operations Calculate and issue financial and operating metrics Manage the production of the annual budget and forecasts Calculate variances from the budget and report significant issues to management
• Provide for a system of management cost reports. Comply with local, state, and federal government reporting requirements and tax filings
• Monthly and annual expense forecasts, including any necessary recommended action required to manage costs to achieve budget. And financial institutions.
Office Manager The Greater New Haven Auto Auction 5/92-3/97 Supervision of 10 employees on a daily basis 15 to 20 on auction day Customer Service Rep Peoples 6/1990- 6-1993
Connecticut National Bank 8/1984-6/1990 Started as a floating teller promoted to assistant head teller, head teller, customer service rep 1 Customer Service Rep II and Personal Banker
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