Susan Moseley

*** *. ****** *** **** ***

Tampa, Florida 33613

813-***-****

Resume

Objective

To use my knowledge, experience, skills and personality to help any endeavor I am involved with, flourish and prosper.

Training

Hubbard College of Administration 2008-2010

Certifications

Certified Notary Public

Experience

Executive/Counselor September 1995-January 2010

As an executive I oversaw Field personnel as well as staff in the organization for different administrative functions. In this position, I received significant administrative training, and held this position for 5 years.

I trained to be a counselor for 10 months. As a counselor I dealt with Drug and Marriage counseling as well as tailored individual counseling. I held this position for 8 years.

Office/Administrative Assistant March 2010 to 2017

This office is mainly an accounting/CPA office, but I also help administrate for the Franchisor Company of a retail pizza store chain as well as a full-service restaurant chain. As well, I help administrate for 20+ residential rental units, including 2 apartment buildings, and 4 commercial buildings that are rentals, along with numerous other business ventures within its walls.

Duties and Skills-

•Answering telephones and handling numerous calls at one time

•In depth knowledge of all types of mailing with the USPS

•Knowledge and experience with office supply ordering and tracking. This includes extensive experience with Office Depot, Amazon, Quill and various ink and toner outlets to be able to get the best pricing/savings for what is needed. Established a checklist and tracking of office supplies so they never ran out.

•Knowledge of QuickBooks accounting software, although minimal

•Experience with ordering checks for 20 + bank accounts including check that are compatible with QuickBooks software. Ordered on a regular basis.

•Computer knowledge including utilization of Outlook Express, Word, Excel, use of a server for data storage of scans, emails, etc.

•Very proficient in email communications and follow up.

•I maintain a very dogged mentality regarding client/customer follow up to completion of any problem, issue or simple question or correspondence.

•Sales Tax Return filings for CPA clients as well as corporately run retail pizza stores and full-service restaurants. This includes collecting the proper figures and documentation.

•Assembly of information from clients so that tax returns can be prepared.

•Assembly of tax returns completed by the in-house accountants or CPA’s.

•Client file assembly, storage and archiving as necessary. Archiving to be cataloged for easy reference of any client whether previous or current. When I first came to work for this office, I had to clean up the mess of there being NO current catalog system for archived files of current or previous clients. I fixed this for over 300 clients and have maintained it over the years.

•Experience with new client establishment including establishing lines inter-organizationally that will allow a new client to be documented and all required files and applications for the client to be processed so the client moves through the organization from beginning to end without steps being missed or omitted.

•Experience with administration and coordination of renovation projects for several renovations of rental units, including single-family home units and 2 apartment buildings. This includes obtaining of Notice of Commencements, vendors and construction materials, Lien Releases etc. and lastly Notice of Completion of Notice of Commencement

•Receiving, tracking, processing and mailing of payables for multiple entities

•Tracking of payments whether rent from tenants or clients

•Obtaining executed leases from tenants whether residential or commercial, organizing by month, tracking for lease expiration and/or rent payment and rent escalations where applicable with the commercial tenants.

•Tracking that commercial tenants have proper insurance coverage and that I have proper certificates of insurance from these tenants.

•Payroll processing for approximately 100+ retail pizza store employees on a bi-weekly basis. I took over this function form another in the organization as it was not being done efficiently or properly. Once taken over I established a checklist for all store managers to adhere to when reporting the information needed for me to process payroll. This included New Hire information as well as terminated employee information. The processing evolution went from 2-3 days to process to 2-4 HOURS to process as now ALL proper information was being reported to me from the managers.

•Payroll processing for Administrative and Officer employees for both Franchisor companies on a biweekly basis. This and the include knowledge of the proper paperwork needed to ensure an employee is legally employable (W-4 and I-9 documents complete)

•Knowledge of and experience with processing

Federal and State payroll reporting/returns

•Handling of semi-annual pest control treatments for 20+ residential rental properties and 4 commercial properties, including coordination with tenants and vendor for said treatment.

•Handling of annual fire extinguisher certification on residential and commercial properties

•Handling and coordination of repair and maintenance issue as they arose with the residential or commercial properties, including A/C issues, alarm system issues, broken windows, doors, locks, garage doors and various other issues that arise.

•Maintenance of keys and garage door openers for all rental units whether residential or commercial. This included a catalog system and key box.

•Handling and coordination of repair and maintenance issues as they arose for 7 different corporately run retail pizza stores. This could include anything from fixing a lock to repairing a door, grease trap or piece of equipment and anything in between as far as a restaurant goes.

•Intimate knowledge and experience with OPENING 7 retail pizza stores and 3 full-service restaurants, including registration of the legal entity that will own the store with the State of Florida, applying for and obtaining Federal Employment Identification Number (FEIN) with the IRS, applying for City, County and State licenses including applications for full liquor licenses or simply beer and wine. Coordinating and obtaining insurance policies such as Worker’s Compensation, Property and General Liability as well as insurance covering the delivery drivers for the stores. Coordinating and obtaining contracts/accounts with food service providers like Pepsi and Performance Food Group as well as local fresh vegetable venders. This includes knowledge of credit applications and executions of Personal Guarantees. Coordination in obtaining credit card processing for each store. Establishing vendors for the stores for such things as hood and food service equipment cleaning and various other services and vendors the store would need to function.

•Knowledge and experience with applications for Worker’s Compensation Exemption

•Knowledge and experience with Worker’s Compensation Insurance audits of various kinds and gathering the information needed for such.

•Knowledge and experience with obtaining all information needed for renewal or various insurance policies and reporting coverage to various mortgage lenders.

•In depth knowledge and experience with applying to collect and pay Sales Tax as well as applying to pay Reemployment Tax in the State of Florida

•Knowledge and experience with establishment of banking accounts and skill in use of remote capture depositing of funds.

•Knowledge and experience with registering a corporate entity with the State of Florida

•Knowledge and experience with registration of Fictitious Names with the State of Florida

•Knowledge and experience with renewal of State of Florida corporate entity filings

There are many more duties that I attended to on a regular basis that arise spontaneously and have to be dealt with right then and there, so I am very versed in what is known as a “Chinese fire drill”.

I can multitask and I pride myself in my communication skills and use of these to solve many issues.

Morgan Exteriors Inc./Morgan Exteriors Windows, Siding, Doors & More LLC

Office Manager-Ownership and Legal Liaison

January 2017 to December 2023

Duties and Skills-

•Light telephone work with answering phones and directing calls for 4 locations in the state.

•Handling of financing once a project was complete to be able to get paid for the project.

•Handling and filing of Notice of Commencements for permitting purposes.

•Knowledge and use of Simplifile for electronic filing of NOCs and other County Clerk documents

•Knowledge and use of Marketsharp CRM program for project management.

•Scheduling of final measures and service appointments in CRM.

•Experience in handling various trades/crews with the projects we sold. Painters, window and door installers, carpenters, roofers, tile, drywall, stucco, siding, soffit/fascia, kitchen and bath remodel, and more

•Handling of blown in insulation with projects. I quarterbacked this with the customer and crew.

•Billing of permit fees for projects

•Customer contact and follow up systems to keep customers informed on their home improvement projects.

•Supervision of multiple delivery staff and ensuring systems were implemented to increase proficiency and administrative tasks were handled properly. Some remotely with other locations in the state.

•Dealt with the EPA and their requirements regarding lead paint testing, precautions and containment as a contractor.

•Dealing with disgruntled customers and follow up on completion of their projects.

•Liaison between ownership and attorneys for disgruntled customers and necessary legal cycles. Compiling and placing liens, Lis pendens, Contractor’s Final Payment Affidavits, Release of Lien, promissory notes, Direct Seller agreements, subcontractor and independent contractor agreements, contracts, additional terms and conditions, statutory requirements on contracts etc.

•Extensive experience with forming LLCs and corporations with the state of Florida, including applying for FEINs and Worker’s Comp exemptions.

•Extensive experience with administering background checks and employee onboarding documentation, i.e. I-9, W-4, W-9.

•Point of contact for all staff, at location or remote for non-payroll HR needs. Handled sexual harassment and other types of internal investigations.

•Experience with the E-Verify system for employment verification.

•Experience with keeping office supplies ordered and inventoried.

•Experience with stamps.com

•Employee and subcontractor onboarding ensuring proper paperwork and insurance and licensing were in place for subs and employee documentation and non-payroll HR duties. Worked with employees on complaints and issues to resolution. I nurtured an environment in which any employee could come to me about anything.

Susan Moseley

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