MONICA O’CONNOR

**** *** ****** ****** ***** Beach, Florida 33785

708-***-**** ad4uuz@r.postjobfree.com

GAAP-CONSTRUCTION INDUSTRY:

Business Platforms: Owner, Developer, Architect, GC, Subcontractor, Commercial, Residential, Property Mngmnt. Large publicly and small privately owned company environments. Complete understanding and expertise in all manner of pay applications and project timeline paperwork submittal. To include but not limited to; AIA 702-03, Owner Sworn Statements, Affidavits, Waivers, NOC’s, NTO’s, COI’s, Certified Payrolls, OCIP/CCIP for ODP programs, Labor & Safety reporting, Warranty & Close-out documents. Compile, monitor, track, analyze, and recommend action plans; Job costs, P&L, WIP, budgets, estimates, purchase orders, production/nonproduction hours analysis, supplier/vendor/subcontractor quotes, A/R, A/P, backlog, market sectors and industry trends, insurance protocols and quotations. Review contracts prior to signature and acceptance. Publish financial statements to board members, financial institutions, prospective clients and investors. Monitor valuation milestones for prospective buyer(s). Ad hoc reporting for cash management/budgeting, historical and projection databases.

Reconcile: Cash & Investment Accounts, Credit Cards, Weekly Cash, Income Statement, Balance Sheet, Loan & Investor Schedules, Asset & Inventory Management, Actual vs Estimate Business Plan, Month & Year-End Close. General tax filings: 1120S, DR-405, sales & use tax, research tax rebate programs, compilation for Ch. 7, 11 & 13. PAYROLL AND HUMAN RESOURCES:

In-house QuickBooks payroll, Paychex, and ADP. Prepare database to transition from in-house to out-source payroll process and vice versa. Online payment site examples: EFTPS, IDES, and DOR (various states). Payroll related tax filings; RT-6, 940, 941, 944, W2, W3, 1099, 1096, 1099-Int. Manage employee applications, background checks, project badging, and e-verify administrator. Maintain proper employment forms from start to separation to remain DOL and EEOC compliant, track Section 125, 401K administrator, child support and unemployment claims, and verify OSHA safety training. Discuss and recommend with team members employment needs and how best to fill vacant and/or new positions. Monitor and advise on under/over staffing, benefits packages, employee retention, and company morale. ADMINISTRATIVE: FLORIDA NOTARY

Customer and job set-up, submit proposals and bids, filing, customer service, office supply and equipment management, etc. Track subcontractor paperwork such as W9 and mandatory insurance or exemptions for annual audit. Schedule maintenance of properties and obtain bids for repairs/maintenance. Turn-over of a subdivision to an HOA. Facilitate and streamline processes and procedures. R&D. Go Paperless! SOFTWARE EXPERIENCE:

QuickBooks; All desktop releases including QB compatible apps., SAGE Timberline, Crystal Reports, Builder MT, BuildSoft Pro, MAS90, Peachtree, and Deltek. Portal usage examples: Oracle, Procore, BillTrust, PaymodeX, AON, Alliant, Pre-lien-2-lien, Avalara, Sunbiz, Pinellas County Appraisers Office, Building Dept. permitting, and Clerk of the Circuit Court filings. General: Office 365, Bluebeam, Adobe, BIZHUB, ERP R&D. Member of inaugural anonymous Intuit alpha and beta testing teams.

ACADEMIC BACKGROUND:

Northern Illinois University, DeKalb, IL., 2 years’ undergrad. studies; Computer Science, Accounting, CAD/CAM Pilot Program, BEAS Certification. Art History and Technique Minor. Harper Community College, Palatine, IL., AA Degree, Computer and Sciences, Math, Art. INTERNSHIPS AND INDEPENDENT POSITIONS: American Bar Assoc., Chicago Merc. Exchange, Reynolds Aluminum. Denny’s Restaurants, Little Company of Mary Oncology (market trend forecast of 2008-09 compelled me to familiarize myself with growth industries such as entertainment and health care), various small contractors throughout the suburbs of Illinois/Florida. Proforma submissions for the BP oil spill claims (Florida). Operate a grassroots bookkeeping PLLC (2020).

I am accomplished, budget oriented, confidential, consistent, eager to embrace technology, extremely organized and professional, friendly, reliable, transparent, and work well in a team/independent environment.

EMPLOYMENT BACKGROUND: FLORIDA

PLEASE NOTE: For the past year or so I have been on FMLA in Chicago focusing on two family members’ long term health care needs (approx 8 mos). After this personal journey, when returning to Florida, I was compelled to volunteer for various local organizations. However, I selectively worked part-time to keep my toes in the water so to speak. I am now fully recharged and extremely motivated to return to the work force. Monica O’Connor 708-***-**** ad4uuz@r.postjobfree.com EMPLOYMENT BACKGROUND cont’d: FLORIDA

Billing Specialist-Adams Tank & Lift Inc. (Specialty Contractor) 2020-2021

• Construction/Service billings. Project close-outs. Attend weekly scheduling meeting, assist Construction/Sales Teams with any project clarifications or issues. Gather, scan, file and forward all project paperwork to appropriate departments for processing. Travel arrangements, concrete orders, testing, dumpsters, temp. labor, and contact 811 prior to or during project, etc. Identify and resolve project issues, research WIP and resolve/notate over/under billings. Collaborate with team members to streamline processes and procedures.

• Hired from temporary to permanent position through American Traders Contracting & Consulting. Reason for separation: 2nd generation company sold, various positions dissolved, mutual separation. Accounting Manager-Sun Bay Builders LLC (Custom Home Builder) 2019-2020

• Prepared Business Plan to responsibly promote growth into the commercial and service industries.

• Facilitated company-wide technology upgrades to include new workstations, printers, IT support, etc.

• Initiated DOL, EEOC, HR and insurance compliant paperwork/procedures; Application and Hiring Packet, Employee Handbook, Safety Manuals, Drug and Alcohol Policy Statement. Received a 7% WC Ins. discount.

• Streamlined first contact sales lead process, A/R, A/P, budget and job costing. True-up QuickBooks records to meet GAAP and coordinate year-end close with CPA firm.

• Reorganized virtual and physical filing systems and office space to maximize efficiency. Reason for separation: Seek professional and forward-thinking work environment. Controller-Hanlon Acoustical Ceilings Co LLC. (Specialty Contractor) 2016-2019

• Submitted approx. 75 monthly pay applications. Decreased average A/R aging from 90 to 45 days.

• Transition in-house payroll to ADP. QuickBooks “shadow” entry to maintain cash reconciliation and job cost reporting. A/P and weekly cash flow needs, job profitability analysis, ad hoc reporting.

• Initiated paperwork submittal log; Waivers, COI's, NTO's, closeout docs, labor reporting, etc.

• CCIP/OCIP enrollment and reporting, annual insurance audit (changed GL & WC renewal dates to once annual in lieu of January and July), monthly Work Comp self-reporting, maintained company health insurance census and coordinated annual/new hire renewal and enrollment, and 401K administrator.

• Mindfully and discreetly planned a one year exit strategy and instrumental in hiring and training replacement. Reason for separation: Company relocated from Oldsmar to Tampa creating a 3 hour daily commute. Controller-Tagarelli Construction Inc. (Specialty Contractor) 2015-2016

• Successfully challenged WC Audit results of $20K additional premium required due to increased exposure. Re- filed RT-6 4th Qtr 2014 and resolved 3rd party issue. Facilitated Paychexs EOR to obtain WC insurance.

• FDOT projects; All paperwork requirements such as Contracts on Hand, EOC Compliance, Certified Payrolls, Contractor Pre-Qualification, apply for additional work classes. FDOT security clearance. Reason for separation: Returned to a small family owned operation after unsuccessful growth and partnership venture. 3rd generation Owner eventually retired. Senior Cost Accountant-Bessolo Design Group Inc. (Architect) 2014-2015

• Back-up for A/R, A/P, Payroll, AIA contracts, proposals, and Human Resources.

• Filed Sales tax re-bate for this Enterprise Zone business, 1099's and W2's. Reason for separation: Completed six-month temporary assignment with Robert Half Int’l. ILLINOIS: All positions held not listed.

A/P Supervisor-National Shopping Plazas Inc. (GC, Developer, Owner) 2012-2013

• Spearheaded transition of financial reporting from outsourced data-entry company to in-house programs to provide a turn-key snapshot to readily analyze financial positions for all entities, 300+ Plazas.

• Supervised PDF electronic filing system and proper disposal of 30+ years of hardcopy documents. Reason for separation: Relocated to Florida for FMLA to care for family member. Project Accountant-Wilcox Development Group, LLC. (GC, Developer, Owner) 2008-2012

• Stepped into Controller position due to his health issues on an as needed basis.

• Spearheaded the reorganization and streamlining of all payout procedures and new software integrations. Reason for separation: Position dissolved in Illinois and relocated to Ohio corporate offices. Staff Accountant-Stephens & Hayes Construction, Inc. (GC, Developer, Owner) 1998-2008

• Facilitated purchase and installation of new computers, trained sales teams and office staff to utilize redesigned contract forms and new procedures. Posted in-house designed sales brochures to new website. Reason for separation: Company downsized and eventually ceased operations.

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