Skills

• CPA Candidate
• Home construction knowledge.
• Ability to analyze job cost variance data and take corrective actions.
• Proficient in Microsoft Office, Lotus, All Windows applications.
• Working knowledge of Oracle, SAP, QuickBooks, ACT, CBS, LoanIQ, and CARS.
• Working Knowledge of Intuit Master Builder.
• Knowledge of generally accepted accounting principles.
• Preparation of financial statements.
• Experience in accounts payable and accounts receivable.
• Knowledge of Escrow title and closing software.
• Experience with bank reconciliation's and journal entries for general and escrow accounts.

Experience

Accountant, Confidential

• Enter in daily deposits to customer's accounts.

• PO Retrievals from outside sources.
• Verification of PO's Count and Catch Weight.
• Verification and distribution of monthly refund statements and checks.
• Processing and submitting expense reports and checks.

Financial Claims Analyst, Confidential

• Responsible for complex review of documents in order to evaluate and assign values to claims while maintaining the integrity of claims data with tasks including data entry and related duties to ensure excellent client service.
• Review claims submissions and apply completeness criteria to determine completeness of required documentation.
• Review financial and/or medical records and apply complex methodology in order to value claims.
• Review claims in order to provide information to the client and other counsel outside the firm.
• Perform regular quality control of client databases through secondary review of claims information.
• May include research of financial and medical terminology as well as financial documents and pharmaceuticals.
• May include preparation of correspondence to communicate benefit determinations,
• Data enter claims information in order to generate correspondence and reports related to status of claims submissions.

Tax Preparer, Confidential

• Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application.
• Provides details to clients concerning appropriate company products and services.
• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations.
• Audits all tax return forms for accuracy and completeness i.e., client signatures .
• Researches tax related questions and issues, and responds to clients appropriately and within a timely manner.
• Resolves client complaints, or refers situations to supervisor as appropriate for resolution.

Office Assistant, Confidential

• Created database of patient files.
• Data Entry.
• Maintained patient files.
• Various office duties as needed.

Accounts Payable Specialist, Confidential

• Payment of vendor invoices and the reimbursement of employee expense reports for all US Operations.
• Ensure that all vendor invoices and employee expense reports are accompanied by the appropriate supporting documentation, project coding, and payment approval before issuing payment.
• Workflow administration and resolving internal and external customers' inquires.
• Provide information for audit requests and special projects maintain SOX documentation and testing, and vendor invoice and employee expense report resolution.

Receptionist, Confidential

• Answered phones, greeted clients, and scheduled appointments for clients and court dates.
• Responsible for all correspondences to clients, courts, and other attorneys.
• Drafted motions, and orders for presentation to court.
• Drafted process server notices.
• Maintained client files.

Business Analyst, Confidential

• Performs moderately complex accounts receivable assignments in an accounting office.
• Prepares and submits invoices and performs moderately complex payment research.
• Verifies and posts accounts receivable transactions to journals, ledgers, and other records.
• Checks and verifies data for completeness and accuracy.
• Responsive financial management and cost analysis support to the business management office to include: development and oversight of organization budgets, cost/expense tracking, invoicing and tracking invoicing, validation/reconciliation and variance reporting general business support in the generation and issuance of Internal Work Authorizations, resolution of time reporting issues and other financial analyses requests.
• Interfaces with customer representative, and outside agencies in the performance of the position's assignments.
• Performs compliance audits to determine adequacy of procedures, and conformance to existing policies and procedures.

Rebate Auditor, Confidential

• Analyze rebate checks.
• Audit variances.
• Code variances in accrued rebate amounts.
• Research variances in accrued rebates and check payments.

Estimator, Confidential

• Issue accurate budgets and purchase orders for new homes under construction.
• Control and reduce direct construction costs.
• Participate and give input in new homes design meetings.
• Recruit and maintain reliable trade partners and suppliers.
• Review, qualify and hire trade partners.
• Negotiate prices, including terms and model discounts with all trade partners and in addition negotiate rebates from manufacturers.
• Solicit bids from outside trades on a routine basis to confirm current competitive rates from trade partners.
• Continually look into innovative products, techniques, and monitor trends and changes in the home building industry.
• Maintain accurate standard specifications and scopes of work for each trade partner.
• Provide consistent and strong support to superintendents and the production manager.
• Establish standard operating procedures for purchasing, monitor the effectiveness of procedures, revise and improve purchasing processes and procedures.
• Research and approve variance purchase orders to meet accounting department deadlines, and reissue any disputed purchase orders if for a valid reason.
• Participate in correction of design problems to minimize budget variances, and reduce costs.
• Establish the necessary systems for estimating the cost of all homes constructed by the company.
• Estimate the cost of all homes to be constructed by the company and establish the estimate for each of these homes prior to the start of construction.

Accounts Payable Manager, Confidential

• Responsible for resolving purchase order, contract, invoice, or payment discrepancies and documentation.
• Verifies vendor accounts by reconciling monthly statements and related transactions.
• Provide analysis of expenditures and variances, provide monthly AP accrual, and provide recommendations for modifications to the annual budget.
• Coordinate daily workflow to ensure timely preparation and approval of payment disbursement.
• Responsible for processing monthly closing, account analysis, processing expense statements and reporting.
• Provide the status of paid and unpaid invoices, purchase orders and the budget upon request.
• Prioritize the daily duties of the staff and ensure that they adhere to the procedures and policies that are in place.
• Manage issues or concerns with vendors pertaining to payment disbursement and purchase order amounts.
• Responsible for selecting new hires, training staff on new procedures, and evaluating workers.
• Maintain the order/invoice relationship within the system.
• Maintain all vendor files
• Maintain the sub-contractors' insurance records.
• Maintain a file on W-9 forms and keep the sub-contractors records current for 1099s.
• Prepare the 1099s.
• Accountant/Office Manager,

Confidential

• Maintain CBS accounting system for two separate entities.
• Process invoices for all entities.
• Prepare state tax and monthly 941 taxes.
• Perform journal entries monthly.
• Process accounts payables for both entities.
• Serve as the Administrative Assistant to the owner.
• Process the weekly payroll.
• All other administrative and accounting duties required.

Contract Employee:

Construction Accountant, 1 Confidential

• Maintain Access database for all contractors.
• Process bids and change orders.
• Perform detailed audit checks for all bids and change orders.
• Track completion and final transactions for the projects end date.

New Account Representative, Confidential

• Open new accounts for brokers.
• Process new account forms, applications, disclosure letters, trusts and estate papers.
• Make changes to trade accounts.
• Worked with Phase 3 software.

Accounts Payable Specialist, Confidential

• Prepare batches for Cornerstone Realty.
• Contact vendors.
• Research checks.
• Accountant,

Confidential

• Preparing bank reconciliation's at Dominion VA Power.
• Researching old reconciling items on the various bank statements.
• Entering journal entries to make corrections.
• Accounts Receivable Specialist, Confidential
• Reconciled old outstanding accounts receivables at Cigna Healthcare.