Objective:
To obtain a position that utilizes my knowledge and skills to further the growth of company goals while maintaining a positive team environment.
Education:
Norwell High School
Diploma of Education
Sinclair Community College
Associates of Science in Accounting
Computer Skills:
McLeod Loadmaster Circulation Pro Mas 90 Great Plains
Quickbooks Peachtree Prophet 21 AMS 2000
ADP Payroll Horizon Payroll Google Drives Account Manager
Use of Microsoft Office (Excel, Word, Access, and Outlook)
Professional Skills:
Business Management
Communicate with Boss and Business Owners for Planning and Management of Goals
Planning and prioritizing to ensure that goals and deadlines are met
Budgeting and allocation of finances
Delegation and Communication with Peers and Employees what is needed to accomplish company goals
Brainstorming to solve issues that may arise
Communication with Team Leaders and employees on problems and solutions
Motivation of employees
oPlanning of company parties
oProviding internal advancement of current employees
oRecognition of employee achievements
oAssignment of challenging tasks to develop critical thinking and problem-solving skills and mentorship through these tasks
Management
Monthly and year end closing
Prepare / Pays IFTA, CAT, and Sales Taxes
Prepare documents for financial audit
Create mapping and maintain chart of accounts
Financial forecasting and reporting
Reconcile general ledger accounts to accounting software to maintain accurate GL records
(Company worked for was a subsidiary of another company)
Reconcile bank statements for up to 10 divisions / companies
Regulated petty cash monies
Set up processes and divisions of labor for the accounting department to ensure proper procedures are followed according to accounting standards
Approve and record PTO for direct reports.
Settling of internal employee disputes
Process & Approve Payroll
Ensure accuracy of payroll garnishments and child support
Assessment and payment of federal, state, and payroll taxes
Document all processes and procedures for each employee to ensure all work is done correctly and without issue
Ensure segregation of duties are correct
Train new employees on processes and procedures related to their job function
Oversee proper billing of loads
Human Resource for incoming personnel – Hiring and release of Employees
Professional Skills Continued:
Accounts Receivable
Data entry of price increases to each subscriber / customer pricing type
Data entry of price increases for each distributor / carrier type
Creation and maintenance of new and existing customer accounts
Establish credit lines and limits for new customers
Distribute W-9 and insurance information to customers
Create estimate for product and service orders from customers
Set up service calls for installation of parts purchased
Compare payroll to A/P billing to ensure all hours paid to employees are being billed
Creation of customer invoices (building the invoice format)
Creation of Renewal notices within the Circulation Pro system (building the renewal format)
Data entry of customer invoices and credit memo’s
Receive payment from customer
Prepare and make Bank Deposits
Send out monthly and bi-weekly billing statements
Accounts Payable
Purchase and retain proper inventory of sale items and office supplies
Manage inventory control in accounting software in conjunction with warehouse totals
Uphold inventory pricing and cost mark-up’s
Receive products and stock shelves
Compare purchase orders with received shipments to create back orders and insure proper prices were invoiced
Generate purchase orders, vendor returns, and entry of payables
Initiate new vendors and obtain W-9, 1099, and insurance information
Reconciliation of credit card receipts to billing
Ensure that the proper General Ledger accounts were used in the reconciliation of all payables including vendor and credit card receipts
Budgeted reimbursement of vendor invoices
Payroll Union & Non-Union
Retain personnel records (I-9, W-2, and W-4, Insurance records, current residence, and any payroll deductions)
Procure state licenses to allow employees to work in different states
Calculate time and process payroll for a staff of 400
Record time into ADP or Horizon payroll system
Calculate commissions and process expense reports
Submit monthly payroll reporting of health insurance
Submit monthly payroll reporting for health (HSA) and savings (401K & Roth IRAs)
Reconcile insurance billing with withholdings from employees
Pay state and federal taxes weekly, bi-monthly, monthly, and yearly
Issue year end W-2 and 1099’s
Professional Skills Continued:
Administrative
Develop filing system for all company records
Formulate meetings and conferences
Arrange flight, vehicle, and hotel accommodations
Typing of Meeting minutes and Executive letters
Maintain postage meters with post office
Mailroom duties - mailing of invoices, renewals, and any outgoing mail
Receipt and distribution of all incoming mail to correct departments
Work History:
PTJL Properties Start: 03/2008
Managing Member End: Current
FreightCo Acquisitions & FreightCo Dedicated Start: 07/2021
Business Manager / Controller End: 04/2023
Ag Trucking Inc. Start: 09/2018
Assistant Controller End: 07/2021
Fort Wayne Newspapers Start: 06/2014
Circulation Accounting Supervisor End: 09/2018
Interest:
I have for the last several years participated in “The day of Caring” presented by the United Way in Allen County. I contribute my time and money to taking care of our elderly. I also volunteered at the Dayton Humane Society walking the animals or just spending time giving them one on one attention.
Professional References:
Name: Peter P. Livoti
Address: Englewood, OH 45322
Company: PPJL Properties, LLC.
Position: Owner
Phone: 937-***-****
Name: Brian Dill
Address: Huntington, IN
Company: Premier Distributing
Phone: 260-***-****
Name: Jason Kitt
Address: Roanoke, IN
Company: Kitts Outdoor Supply
Phone: 260-***-****
Name: Jessica Krautkramer
Address: Fort Wayne, IN
Company: FreightCo
Position: Dispatch Manager
Phone: 260-***-****
Personal References
Name: Christina Hammer
Address: Swanton, OH 43558
Position: Best friend of 30+ years
Phone: 419-***-****