Customer Service Credit Card
Resume:
Karenmarie Nance
Sierra Vista, AZ *****
*****.********@*****.***
• Goal driven professional with over 20 years’ experience within the accounting department. Team-player who demonstrates leadership abilities, critical thinker, solutions based problem solver, effective communicator, active listener. Energetic, flexible, able to manage multiple priorities and perform under pressure in a fast paced ever changing environment
• QuickBooks multiple platforms, Quicken, Sage-Timberline, Builders Trend, Windows, MS 365 & Word, G-Suite, multiple Email, Calendar and Meeting platforms.
Controller
Vesta Pacific Land Development.
1818 First Street
San Diego, CA 92101
December 2016 to November 2023
• A/P, A/R, Payroll, Payroll taxes, Certified Payroll, associated taxes & reports. W 2’s, 1099’s, K-1’s, job costing, phones, collections & customer service
• INVOICING; T&M, Progress, Through Date, Milestone,SOV, Retention
• RECONCILIATIONS; Multiple bank, credit card, petty-cash, sales tax, cash call, monthly, yearly, end of job, WIP & COGS Accounts
• REPORTS; P&L, Balance Sheet, Ind. Job, Partner, Investor, Fund Control
• AUDITS; IRS, FTB, Workman’sControl/Funding Source
• EMPLOYEES; Disburse office policy & procedures to new & existing employees, update as needed. Develop, Implement & Maintain ethics policies compliant with Federal and State laws. Maintain Employee, Subcontractor & Vendor Files/Records
• SUBCONTRACTOR/VENDOR; Contacted, Recruited & Scheduled the above for bidding process; Emailed Job Description, Scope of Work, Start Date,Insurance/Bond Requirements, Fund Control and/ or Payment Procedure. Scheduled & Supervised Job-walks, Awarded Contracts, kept COI’s and Lein Releases current, Oversaw Change-Orders, Chargebacks, Options, Upgrades & Incentives, Retention Release.
Controller
Envision Design Inc.
2645 Financial Ct, Suite D
San Diego, CA. 92117
August 2014 to December 2016
• A/P, A/R, Payroll, Payroll taxes, Certified Payroll, and all associated reports (Web Based & Paper) W- 2’s, 1099’s, K-1’s. Multiple bank and credit card reconciliations, monthly & yearly Sales Tax payments reports.
• Invoicing; T&M, Progress, Milestone, and SOV Subcontractors: Payments, Chargebacks, Incentives & Upgrades Prelim’s, Lien Releases, month, and year end close and balance.Job costing, phones, collections, customer service, audits, as well as all financial reports
• Disburse office policy and procedures to new employees and update. Develop and implement ethics policies compliant with Federal and State laws. Maintain employee records including payroll forms, monitor drug testing, supervised 15+ employees, staffing, training and dismissal.
• Scheduled multiple sub-contractors on various job-sites using Gantt charts also kept all Contracts Change-Orders, Chargebacks, COI’s & any insurance requirements current.
Controller
Ruckle Construction Inc.
5002 Santa Fe Street
San Diego, CA. 92117
February 2010 to August 2014
• A/P, A/R, payroll, payroll taxes, W- 2’s, 1099’s, garnishments, multiple bank and credit card reconciliations, invoicing: progress & SOV, change-orders, Subcontractors payments and chargebacks, prelims and lien releases, month and year end close and balance, job costing, phones, collections, customer service, audits, as well as all financial reports
• New Jobs: Worked with multiple architects & designers, requested plans/permits, job starts, including checking subcontractor bids for scope of work, setting up payment schedule, licenses and insurance certs • Disburse office policy and procedures A/P, A/R, payroll, certified payroll, for multiple counties, (union and non- union), associated reports, payroll taxes, W- 2’s, 1099’s, garnishments, bank and credit card reconciliations, month and year end close and balance, invoicing: Milestone and SOV, Subcontractor’s payments and chargebacks, prelims and lien releases, change orders, job costing, phones, collections, customer service, have also prepared payroll for outside agency, audits and financial reports
• Develop and implement ethics policies compliant with Federal and State laws. Maintain employee records including payroll forms, implement and monitor drug testing, supervised 10+ employees, staffing, training and dismissal
• Managed multiple sub- contractors: Job Starts, Contracts, Change-Orders, Chargebacks,
COI’s & any insurance or bond requirements
Controller
McMahon Construction - Escondido
February 2008 to February 2010
• New Jobs: Searched multiple bid-room sites, requesting plans, permits and soils reports through the complete set-up of a new job, including checking subcontractor bids for scope of work, setting up SOV for their payments, requesting insurance certs and anything else needed for job start
• Disburse office policy and procedures to new employees and updated. Develop and implement ethics policies compliant with Federal and State laws. Maintain employee records including payroll forms, drug testing, licenses and certifications for all equipment operators, multiple drill rigs and cranes. Direct Supervisor for 2 employees, staffing, training and dismissal
• Managing multiple sub- contractors keeping their contracts & insurance requirements current, We’re through date billing
Office Manager/Full Charge Bookkeeper
Carter Electric Inc. - San Diego
April 2005 to February 2008
• A/P, A/R, payroll, all taxes, and W- 2’s, 1099’s, garnishments, bank reconciliation, month & end close and balance, preparing financial reports, drafting proposals, estimates & contracts, data entry, invoicing, collections, phones and filing • Disburse office policy and procedures to new employe and update. Develop and implement ethics policies compliant with Federal and State laws. Maintain employee records including payroll forms
• Provide phone coordination which includes primary and secondary coverage, scheduling • Direct Supervisor 7+ employees, staffing, training, and dismissal
Office Manager/Full Charge Bookkeeper
Zed Electric - San Diego, CA
March 2003 to April 2005
• A/P, A/R, payroll & paycheck bc all taxes, and W-2’s, 1099’s, garnishments, bank reconciliation, month-end close and balance, preparing reports, drafting proposals, data entry, invoicing, collections, phones and filing
• Disburse office policy and procedures to new employees and update. Develop and implement ethics policies compliant with Federal and State laws. Maintain employee records including payroll forms
• Provided phone support, scheduled work for primary and secondary coverage
Education:
Skyline College
San Bruno, CA
August 1989 to May 1994
AA; Accounting
BS; Business Administration
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