Finance and Payroll Expert

Skills and Abilities:

Project Management: scheduling, interviewing, hiring, quality control and policy compliance

Construction Management: all phases of construction, trades and employees

Blueprint reading

OSHA & SWPPP compliance

Accounting and general bookkeeping, payroll and payroll taxes, A/R and A/P, and data entry

Finance, contract review & compliance, budgeting, account reconciliations

Grant Billing, compliance, and reporting (Federal, State, County and private)

Warehousing, inventory, cost control and purchasing

Customer Service

BuildPro, SalesForce, QuickBooks Pro, FundEZ, Excel, Word, QTS, BambooHR, PowerPoint, SharePoint

Employment:

Parkinson’s & Movement Disorder Alliance, Tucson, AZ

Director, Finance April 2022 to September 2022

Director, Business & Operations January 2020 to April 2022

Business Manager January 2018 to Jan 2020

Responsible for review of legal contracts and documents

Responsible for oversite of IT staff and asset tracking

Responsible for the management and oversight of the Employee Services with provision of human resource support in regards to recruiting and selection, succession planning, job evaluation/market analysis, benefits, compensation and employee relation issues.

Participates in strategic conversations regarding agency culture, direction, and planning.

Assessment and development of processes and procedures to establish best practices and efficiencies. Implementation of changes to policies and procedures including staff training.

Responsible for the coordination of the Annual Single Audit acting as primary contact for all external auditors.

Execution of monthly financial processes and reciliations, and the preparation of financial statements for the Board of Directors and CEO. Preparation, review and analysis of monthly budgetary reports.

Implement and maintain multi-state registration, reporting, withholding, and HR law compliance in twelve states.

Responsible for Benefits management to include: requesting bids, review, enrollment, implementation and reconciliations.

Responsible for all aspects of accounts payable to include: processing and coding requisitions, monitoring purchase orders, preparing vendor invoices for payment, processing requests for purchases and bids.

Responsible for all aspects of accounts receivable to include: preparing A/R invoices, tracking payments, monitoring past due accounts and processing deposits.

Biweekly processing of employee payroll using QTS.

Responsible for market research

Responsible for maintaining employee HR files

Emerge Center Against Domestic Abuse, Tucson, AZ

Accountant- (Jan 2012 -June 2012 Temp to Hire) June 2012 to January 2018

Performed daily accounting functions including accounts payable, accounts receivable, budgeting, banking, and investments.

Responsible for the monthly review and billing of 25 plus Federal, State and Local grants. Management of financial amendments, and coordination with fellow staff to ensure the appropriate utilization of grant funds.

Performed account reconciliations of balance sheet and income statement accounts.

Processed bi-weekly payroll for a staff of 90 using the QTS payroll system.

Provided assistance with annual audit, creating schedules which support year-end account balances and providing other required documentation.

Provided assistance with annual budget preparation.

Bear Communications, Tucson, AZ

Underground Cable Technician and Installer August 2010 to September 2011

Interpret blue stake markings and route or re-route dig accordingly,

use of hand-tools and ditch witch to dig trenches, bury and install cable.

K Hovnanian Homes, Vail, AZ

Assistant Community Construction Manager May 2006 to November 2008

Ensured quality assurance and customer satisfaction are maintained throughout the construction process

Responsible for scheduling and coordination of subcontractors

Surveillance and monitoring construction for contract compliance

Responsible for coordinating the construction and completion of quality houses within desired time frames and standards

Scheduled and monitored subcontractors in the construction of houses

Informed and trained sub-contractors regarding company policies and procedures, including safety and OSHA compliance, and SWAPP and ADEQ compliance

Responsible for implementation of company policies, procedures, principles and completion of paperwork

Directed Detail Punch and laborers as necessary

Interacted with local municipalities to obtain all required inspections that conform to the master plan approvals

Conducted homeowner orientations, expedited completion of homeowner orientation letter items and orientation repair items within the time frames set by the company

Responsible for analyzing and understanding local and national building codes and managing projects within those stated standards

Responsible for inventory and cost control on the jobsite

Milgard Windows, Chandler, AZ October 2005 to May 2006

Area Installation Supervisor

Supervised window installation crews

Responsible for ordering/releasing window packages to manufacturing department

Scheduled delivery and installations, scheduled and routed install crew

Inspected sites for readiness and quality prior to installations

Responsible for quality control inspections of installations

Maintained communications with builders.

Maintained Tucson satellite warehouse, including inventory of product and supplies, and ordering/purchasing of supplies

Loaded delivery/install trucks

Responsible for tracking vehicle maintenance records, and scheduling vehicle maintenance.

Petty Products, Tucson, AZ

Finish Carpenter Aug 2003 to December 2004

Installed, adjusted, and repaired doors, shelving, door hardware, and stair railing.

Customer Service Supervisor April 2002 to August 2003

In charge of Homeowner Customer Service Department

Responsible for scheduling appointments with homeowners and builders for repairs/replacements of windows and bath packs

Responsible for scheduling service techs, routing and maintaining communication with repair techs in the process

Daily duties included: data entry, re-vamped and maintained filing system, redesigned and stream-lined installer routing, answered phones, reconciled pricing, inventoried warehouse.

Atrium Door & Window Co of AZ, Tolleson, AZ

Accounts Receivable April 2000 to April 2001

Reconciled pricing and reviewed contracts

Collected purchase orders from builders and delivered invoices

Reconciliation of daily aging reports

Responsible for signing lien wavers, collection of moneys, and investigation payment & pricing discrepancies and service issues

Maintained contract files

Customer Service March 1999 to April 2000

Responsible for scheduling installation and repair of window and bath packs

Maintained communications with builders, homeowners, and installers

Responsible for scheduling and routing installers and service techs

Maintained communication with manufacturing supervisors

Daily duties included data entry, answering phones, and maintaining lot files

Education

Pacific College of Health and Science, San Diego, CA (Remote) 2020 to 2022

Course of Study: Acupuncture and Asian Medicine

Degree: DACM

Han University of Traditional Medicine, Tucson, AZ 2012 to 2017

Course of Study: Acupuncture and Chinese Medicine

Degree: M.Ac.

Portland State University, Portland, OR 1991 to 1993

Course of Study: Biology

Lane Community College, Eugene, OR 1990 to 1991

Course of Study: Biology

Internship

Bureau of Land Management 1991 – Goshawk nesting field study

Certifications:

Building Performance Institute Energy Efficiency Analyst

Watershed Management Group Water Harvesting Installation and Design

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