Accounting Office Manager

Susan Katich

Gibsonia, PA *****

*********@*****.***

724-***-**** home

724-***-**** cell

Results oriented, detailed professional with comprehensive leadership, operations, recruiting and training experience. Twenty years of Administrative/Office Manager and Accounting experience in Commercial Real Estate, Financial Services, Beverage Distribution and service industry with success in all areas. WORK EXPERIENCE

Accounting Manager/Controller

Denillo Heating & Cooling – Bethel Park, PA – June 2024 - Present

• Record accounts receivable and deposits.

• Enter all accounts payable into Quickbooks Online.

• Calculate and process weekly payroll using Quickbooks online payroll system.

• Maintain company records, personnel files, and track attendance and PTO.

• Handle HR issues, benefit enrollments, HSA, FSA, HRA and 401K.

• Enforce all office policies and procedures.

• Maintain detailed records of company activity.

• Handle month / year end close. Work with accountant to provide information.

• Supervise all administrative staff.

• Provide reports to the management team for review.

• Monitor AR and follow up with customers with outstanding balances. Office/Accounting Manager

Crown Advisors – Pittsburgh, PA – August 2021 – May 2024

• Responsible for all accounts payable, accounts receivable, reconciling bank accounts, financial reporting using QuickBooks.

• Work with accountant to supply information for filing tax returns and tax estimates.

• Calculate and process semi-monthly payroll and employee expense reports using Paychex payroll system.

• Maintain company records, personnel files, and tracking attendance and PTO.

• Handle all HR issues, benefit enrollments, HSA, FSA, HRA and 401K.

• Update and maintain information in CRM.

• Maintain multiple insurance policies.

• Conduct orientation programs for new employees.

• Calculating and payment of sales tax, county real estate taxes, local property tax, and business privilege taxes.

• Act as first line of technical support.

• Enforce all firm’s local office policies and procedures.

• Maintain detailed records of company activity.

• Handle outside vendor relationships and contracts to assure best rates and terms.

• Supervise all administrative staff.

Office Manager

Keurig Dr Pepper - Cranberry Township, PA - May 2016 to July 2021

• Maintain company records (i.e., personnel files), track attendance, vacation, conduct new hire orientation, onboarding for the Pittsburgh branch, training and administer pay increases for employees. Act as local HR representative dealing with questions regarding benefits and payroll.

• Supervise and train all administrative staff in the Pittsburgh Branch.

• Chosen as the SME (Subject Matter Expert) by the Director of Finance for the North Business Unit to train all administrative personnel in the proper scanning and electronic deposit process.

• Calculate and submit payroll and commissions to the payroll department. Approve timesheet in Kronos.

• Run SAP reports to track cash/product over/short, commissions, case count, provide backups for all variances. Run reports for outstanding accounts payable. Process refund requests.

• Receive completed purchase orders and receiving documents from internal employees. Ensure proper approval signatures have been collected and obtain missing signatures in compliance with authorization levels needed. Code and approve all invoices for payment.

• Receive invoices from vendors and perform three-way match with PO’s and receivers; research discrepancies with originator and/or department manager and ensure that PO or invoice is corrected.

• Process check requests and invoices for payment; ensure that all discounts are taken, code to proper general ledger account and determine taxability of expenses and record proper tax expenses.

• Resolve pricing, quantity and other related issues with vendors should discrepancies occur. File A/P package

(invoices, receivers, and PO’s) by vendor upon completion of processing. Check diligently to ensure duplicate invoices are not paid.

• Provide feedback and training to organizations regarding A/P policies and procedures. Assist in month end accounting closing.

• Ensure company cash controls are being followed. Local point of contact for compliance related questions.

• Respond to request for vendor information as needed.

• Order office supplies, furniture, and order and maintain all office equipment including computer equipment. Office Manager

Fragasso Financial Advisors - Pittsburgh, PA - May 2013 to January 2016

• Responsible for all onboarding paperwork and orientation of all new employees.

• Main contact with property owners concerning repairs and maintenance.

• Managing, attaining, and renewing securities registration and insurance licensing for all registered reps.

• Manage outside offices for technology and productivity issues.

• Track and monitor continuing education status for all registered reps.

• Coordinate major maintenance and repairs with vendors for all offices.

• Processed all invoices and payments through QuickBooks and reconciled bank statements.

• Order office supplies, furniture, and order and maintain all office equipment.

• Track and maintain attendance and HR portion of the payroll system.

• Maintains and updates electronic and paper personnel files for all employees.

• Coordinate IT initiatives & computer maintenance and replacement issues.

• Act as first line for technical support.

• Update safety and evacuation plans.

• Coordinate emergency business recovery and continuation plans.

• Updating procedures manual and guidelines.

• Track continuing education credits for all licensed personnel.

• Heavy responsibility in the compliance department. Manager of Administrative Services

EMPYREAN SERVICES - March 2011 to May 2013

• Supervises all Human Resources, Administrative and Payroll Personnel.

• Oversees and ensures the accuracy of the weekly and bi-weekly payroll and expenses.

• Oversees and ensures the accuracy of the bi-weekly client invoicing.

• Handles all state and unemployment compensation taxes.

• Handles all certifications of government funding for jobsite living expenses.

• Works closely with the recruiting department to assist in the onboarding process.

• Works with John Hancock on employee 401k contributions.

• Maintains and updates electronic and paper personnel files for all employees.

• Handles preparation of state and local tax reports.

• Performs special assignments and projects as needed. Office Manager - Operations

GENWORTH FINANCIAL - 2007 to 2011

• Oversee the day-to-day operations of the Mid-Atlantic Region.

• Supervises all administrative personnel and sales agents.

• Oversee all Marketing Programs and track progress of all programs and report results.

• Track and report on all Recruiting efforts for the region.

• Provide significant input to Mid-Atlantic Agency to create and implement agent generated business.

• Responsible for all aspects of the Lead Management System from ordering to lead assignment.

• Responsible for training agents on all the different computer systems.

• Coordinate all meetings and training sessions and handle all follow-up.

• Provide support for over 60 sales agents.

• Processed all invoices and payments through QuickBooks and reconciled bank statements.

• Handled payroll and benefits for all full-time employees.

• First point of contact for the agents on all sales related issues. Specimen Processing Technician

QUEST DIAGNOSTICS - 2005 to 2007 (night)

• Enter and verify patient information and test code information into main computer for processing.

• Process special specimens (kidney stones, brain tissue, bone marrow, etc.) for the Hospital Team for send outs to specific labs for processing.

Auditor

PJAX TRUCKING COMPANY - 2002 to 2005 (night)

• Audited billing information entered by data entry employees.

• Calculated contracted billing costs for specific clients.

• Tracked customer information.

• Updated customer data base

Mailhandler/Clerk

U S POSTAL SERVICE - 2000 to 2002 (night)

• Worked in the bulk mail center sorting and loading mail.

• Also worked as a clerk inputting zip code information to sort flat mail. Office Manager

GEYER CONSTRUCTION - 1997 to 2000

• Preparation and balancing of weekly payroll account.

• Preparation of contracts, proposals, and work orders. Executive Assistant to the President

BRUCE PLASTICS, INC - 1996 to 1997 (part-time)

• Assisted the President of the Company in all aspects of his daily business.

• Paid bills, personal and professional

• Made travel arrangements both local and international.

• Composed and typed correspondence

• Opened and sorted all mail.

• Answered and returned phone calls.

Office Manager

E.V. BISHOFF - 1996 to 1996

• Responsible for the operation and supervision of the management office, clerical, and maintenance staff

• Set up new functional property management office, filing system, operations manual.

• Set up contracts with local vendors such as cleaning company, telephone company, office supplies and furniture, etc.

• Assisted Operations Manager in tracking construction jobs and other special projects.

• Follow-up with tenants on service requests and complaints to completion Executive Assistant

ZAMAGIAS PROPERTIES - 1993 to 1996

• Responsible for the day-to-day operation of the building management office and 20 retail strip centers consisting of administrative and secretarial functions.

• Preparation of vendor contracts, snow removal contracts, event agreements, and license agreements

• Prepared monthly operations reports and monthly expense reports.

• Tracked individual tenant insurance and current addresses.

• Performed special assignments such as new business proposals, operations manual and asset management packages.

Administrative Assistant/Events Coordinator

OLIVER REALTY - 1988 to 1993

Property Management

• Responsible for the day-to-day operation of the building management office consisting of all administrative and secretarial functions including supervision of administrative and cleaning personnel.

• Preparation and input of income and expense budget information.

• Coding and processing bills for payment.

• Ordering office supplies and equipment.

• Co-developed a computerized energy management report, work order system and escalation program.

• Performed special assignments such as the organization and development of Proposals, Operations Manuals and CPM Management Plans.

• Responsible for supervision and training of clerical personnel

• Track employee information, record, and process timecards for 25 employees Leasing

• Preparation and processing of correspondence including monthly leasing reports, tenant and client letters, leases, and lease amendments.

• Assisted in showing tenant space, updating stacking plan plat book and client relations. Event Coordination

• Responsible for coordination of building events i.e., summer concerts, ice sculpture exhibition, fund raisers, arts festival exhibition, student art shows, etc.

• Responsible for the creation of P/R material and the generation and layout of a quarterly tenant newsletter

• Organize annual picnic for over 200 employees including reservations, catering, and events.

• Coordinate and schedule tenant conferences and generate bills. EDUCATION

Business Administration

Community College of Allegheny County

Business

Blairsville Senior High School

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