Operations Manager

P. Sue Lobdell

Professional Experience – ** years in Administrative, Medical Office,

Construction Office and Accounting Industry

USA Fence Company Head of Accounting & HR June 2023 – August 2024

• Oversee accounting functions for a $25M company with 3 locations and 80 staff

• Oversee HR department. Onboarding, Benefits, Payroll, 401k, etc.

• AP, AR, GL entry & reconciliation, bank reconciliations, monthly financials, monthly sales tax returns, software administration, and training

• Various other duties as requested

TriNet USA, Inc. (9-month temporary contract) Federal Tax Analyst June 2022 – Mar 2023

• Review Client requests for compliance for PPP Loan Forgiveness and ERTC credits

• Process calculations for PPP Loan and Retention credits

• Compile data for Amended 941X returns

• Complete and file Amended 941X returns

• Research and analyze client historical data

Accent Distributing Full Charge Bookkeeper/HR Oct 2019-June 2021

• Full-Charge bookkeeping for 3M Window Film Distributor

• Monthly billing, reconciliations, full cycle reporting, collections

• Sales Tax for eight states and two countries. Transitioned from QuickBooks to Avalara for sales tax filings

• Payroll, deposits, AR, journal entries, benefit administration, onboarding

• Brought AR down from $2.1M to $600,000 in less than 6 months Hembree & Associates Property Accountant February 2018 – Oct 2019

• Full-Charge bookkeeping for Real Estate and Property Management Firm

• Monthly rent billing, reconciliations, full cycle reporting

• Payroll, deposits, AR, journal entries, tenant services and CAM reconciliations

• Transitioned software from Yardi to AppFolio

The Motorcoach Store Operations Manager October 2016 – January 2018

• Operations Manager for Motorcoach Dealership

• HR, Payroll and Full charge Bookkeeping including Sales Tax and GL reconciliation

• Created and implemented HR policies and procedures JRS Business and Consulting Services Full Charge Bookkeeper part-time as needed 2010-2016

• Full Charge Bookkeeper for small, private CPA firm

• For profit and nonprofit accounting, auditing, tax prep Gulf Coast Medical Group Cardiology Office Mgr. Oct 2015 – Oct 2016

• Office Manager for Cardiology Office – part of Venice Hospital

• Oversee, train and hire staff, patient relations and occasional patient care Areas of Practice

Payroll Tax calculations

COVID-19 Federal Payroll Tax Credits

Accounts Payable

Accounts Receivable

Account Reconciliation

Accruals

Balance Sheet Reconciliations

Bank Statement Reconciliations

Billing

Cash Analysis

Cash Application

Cash Flow

Cash Management

Collections

Contract Review

Cost Accountant

Employee Handbooks

Fixed Assets

Financial statement preparation

Forensic Bookkeeping

GAAP Accounting

General Ledger

Inventory Management

Monthly/Quarterly/Yearly Close

Payroll

Payroll Tax

Sales Tax

SOP

System Conversion & Implementation

Industry Lines

PEO

Construction

Distribution

Education

Financial Services

Legal

Manufacturing

Medical

Non-Profit

Property Management

Real Estate

Trades

Vehicle Sales

Computer Applications

ADP

Appfolio

Docket

Dynamics 365

ESC

Fishbowl

iBusiness Solutions

Knowify

MS Access

MS Excel

Paychex

QuickBooks Desktop & Online Pro

SalesForce

Yardi

Zoho CRM

P. Sue Lobdell

• Track Accreditations

• Corporate Reporting to CHS

Sarasota Vascular Specialists Bookkeeper/Exec. Asst March 2012 - Sep 2015

• Full charge bookkeeper for 4 Vascular Surgeons

• Legal expert case assistance for one physician

• Medical Billing, Scheduling, Collections

• Medical and in-office surgical assisting as needed References

Available on Request

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