Financial Officer Accounts Receivable

MARTIN C. CARTER

*** **** ******

Wilmington DE *9804

302-***-****

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

Skills

Profile:

Extensive, well-rounded background as a financial officer, bookkeeper, loan processor, and store manager for financial services company with 3 million plus in yearly revenue. Have gained a working proficiency with Caliber CRM, QBO, QB Desktop, Accela, Zoho-CRM, Inspected.com, Yardi, Oracle / Netsuite, and Excel among others.

Work

History:

Bookkeeper / Accounts Receivable / Accounts Payab April 2023 – May 2025 Summerfield Master Community Association, Riverview, Florida

• Assigned and uploaded payments to bank.

• Downloaded and applied payments received by bank.

• Handled Returns and Run Reports.

• Receive, enter and fulfill all bills and payments.

• Monthly bank reconciliation on seventeen (17) accounts in two (2) banks.

• Enter security deposit, apply payments, and issue refunds for rental center.

• Draft yearly budget.

• Help determine fiscal direction.

• Advise Community Assistant Manager on future plans. Bookkeeper / Accounting / Admin Assistant January 2023 – March 2023 Elite Pool Designs, Riverview, Florida

• Received Invoices and Purchase orders from vendors, entering them into the Quickbooks Online system.

• Sent out checks to vendors when required.

• Organized and paid all bills for the workshop and owner.

• Handled Building permits for Middle Florida counties / Cities.

• Worked with the Accela system extensively.

• Received Sales Leads from multiple sites and entered and assigned them with Zoho-CRM.

• Filled out inspection paperwork of all varieties.

• In charge of all daily email / physical mail.

• Responded to inquires, took requests for information.

• Sent out Invoices for ongoing projects.

• Set up customers and Projects / Jobs in QuickBooks Online.

• Maintained Hardcopy Binders of Job Status

• Assembled Construction packets for the jobsites.

• Received and applied payments.

Bookkeeper / Accounting / Office Manager November 2022 – January 2023 Integrity Tank Repair, Tampa

• Received Invoices and Purchase orders from vendors, entering them into the Quickbooks Desktop system.

• Sent out checks to vendors on a weekly basis.

• Organized and paid all bills for the workshop and owner.

• Generated bank draw documents.

• Filled out permit and inspection paperwork of all varieties.

• In charge of all daily email / physical mail.

• Responded to inquires, took requests for information.

• Ordered Shop Equipment and supplies.

• Provided vendors with construction specifications.

• Received and applied payments

Bookkeeper / Accounting August 2021 – November 2022 Robert Half Temporary Agency ( Gulf Tile, Sloan/ Face and Body, Waller construction, Anand Vihar construction, Mobley Homes, Cardinal Point management and Shive Time management.)

Hillsborough County, Florida

• Produced Purchase Orders, Change orders and supplementary orders and sent them out.

• Received Invoices and Purchase orders from vendors, entering them into the bill pay system.

• Sent out checks to vendors on a bi-weekly basis.

• Organized and paid all bills for the construction site.

• Generated bank draw documents.

• Filled out permit paperwork of all varieties.

• In charge of all daily email / physical mail.

• Responded to inquires, took requests for information.

• Provided vendors with construction specifications.

• Notarized documents.

Controller/Bookkeeper/ HR Admin December 2010 – July 2021 National Financial LLC Middletown, Delaware

• Ten plus years experience using QuickBooks Desktop and Online;

• Incoming outgoing accounts management and reconciliation, both financial and statistical;

• Managed all aspects of payroll from start to finish;

• 401k plan direction and administration;

• Medical plan direction and administration;

• Receiving, consolidating, verifying and entering all deposit reports;

• Maintaining receivable and payable records for company and stores;

• Identifying and discovering potential Fraud and Product loss;

• Investigating and managing Write-Offs and Chargeback;

• Processing and directing the repossessions of vehicles;

• Providing approvals on high value loans;

• Servicing high value accounts;

• Researching new policies and products;

• Designing and promulgating all the forms and paperwork for the company;

• Maintaining integrity of, troubleshoot, and update company computer system for 17 sites.

Crew Chief/Road Supervisor, Operations Department April 2008 – Dec. 2008 Dunbar Armored Cash Services Newport, Delaware

• Responsible for "First Line" action with new employees, such as road tests, training, evaluation on site as well as on the road;

• Floor supervision of unloading and loading trucks;

• Scheduling trucks and routes to use the company's resources efficiently;

• Interacted with customers on the phone and in person to meet their scheduling needs;

• Responsible for transporting and tracking millions of dollars each day;

• Responsible for teaching firearm safety and skill, as well as the maintenance thereof;

• Responsible for the operation and recharging of ATM machines as well as first line troubleshooting.

Router – Logistics Department October 2007 - March 2008 Burns & McBride, Inc. New Castle, Delaware

• Responsible for the scheduling of all fuel deliveries utilizing company procedures and software programs while seeking to maximize delivery and operational efficiencies; prepare and complete of all fuel oil driver packets, including delivery tickets, driver directions, manifests, maps and money bags;

• Provided customer service over the phone for updating customers accounts, including special delivery instructions and contacting customers with delivery problems or issues;

• Recognized for completing the above duties under a timeline while maintaining maximum efficiency with minimal to no errors. Customer Service Analyst (Data/Phone/Video) May 2006 – Sept. 2007 Verizon Fiber Optic Solutions Center Hampton, Virginia

(Verizon FiOS)

• Troubleshoot customer computers and internet connections, copper-based telephone home networks, and customer video home networks via aural instructions and remote assistance;

• Verify and repair wired and wireless data connections through guided assistance;

• Act as Floor Supervisor for center (250+ Customer Service Analysts) and handled escalation calls on a managerial level;

• Instructed classes of new personnel and instituted “roving” teaching plan for newly added personal;

• Placed consistently in Top 5% statistically;

• Assisted in drafting troubleshooting guidelines for all three services;

• Managed interdepartmental troubleshooting with MSN and AOL representatives;

• Knowledge of Motorola Set top Boxes (2500, 6200, and 6416) and the Microsoft Sea Change provisioning system;

• Knowledge of Delphi Test system, as well as Go 2 Assist, IVAPP/CAD, Cofee, STORC and WAFA/DO leased systems;

Lead Driver 2005 – 2006

Noland Plumbing Supply Newport News, Virginia

• Delivered large quantities of plumbing supplies;

• Organized routes for other drivers;

• Trained drivers and warehouse staff;

• Oversaw training programs to bring the staff into Windows XP as a mainframe vice the UNIX based system they were using;

• Oversaw the safety and health program.

Delivery Driver 2004-2005

Riverside Paper Supply Newport News, Virginia

• Organized delivery route daily, loaded and delivered orders to 20 – 30 customers daily;

• Assisted other drivers in mapping routes;

• Resolved customer problems;

• Advised customers on suitability of products;

• Performed maintenance on company-owned vehicles;

• Collected customer payments.

Lead Driver/Team Leader 2002-2004

ABZ Rentals Newport News, Virginia

• Loaded, delivered and serviced all rental equipment and accessories;

• Directed others in setting up tents, floors, and stages;

• Supervised employees and temps through training programs on various service and assembly jobs;

• Delivered and demonstrated various heavy equipment (i.e.- skid loaders, trenchers, backhoes, and numerous yard and construction machines) to renters;

• Resolved customer problems and complaints;

• Participated in sales calls to demonstrate products;

• Worked with payment delinquent customers to help them understand and meet their financial obligations.

Hardware/Software Technical Support Professional 2000-2001 Gateway Computer Systems (now closed) Hampton, Virginia

• Provided phone and online support for customers;

• Utilized remote access and guidance to fix customer hardware and software problems;

• Used Microsoft’s “Tech NET” and in-house computer resources to research and repair problems encountered by customers;

• Attended over 100 hours of Microsoft-sanctioned instructional programs;

• Ranked 147

th

in efficiency out over 600 Techs at the end of the 90 day probationary period.

Military: United States Navy

Tactical Air Traffic Controller

1984-1990

Education: • Various Microsoft Endorsed Training Programs while employed at Gateway and Verizon

• Air Traffic Control School, U.S. Navy, N.A.T.T.C., NAS Memphis 1986

• Graduate - Green Run High School, Virginia Beach, Virginia

Contact this candidate