SUMMARY:

• Microsoft Certified Technology Specialist in Dynamics GP Financials
• Goal - oriented professional who enjoys a challenge and is committed to the highest quality standards
• A hands-on leader recognized as intuitive, creative, and insightful with strong team building and facilitation techniques; skilled in creating staff loyalty and empowering employees to excel
• Effective team player with proven communication skills
• Possess a unique mix of sophisticated business development and advanced technology skills to provide consistently superior financial and operational results
• Highly presentable and confident demeanor; strong ability to work well under pressure

SOFTWARE SKILLS:

• MS Word SAP QuickBooks MS FRx
• MS Excel AS400 Dynamics GP MS Management Reporter
• Access Oracle Dynamics CRM Integration Manager
• Power Point Sage/Timberline SQL Crystal Reports

EXPERIENCE:

Confidential, Frankfort, IL

Accountant & Project Manager

Responsibilities:

• General accounting functions, A/P, A/R, journal entries, reconcile balance sheet accounts
• Perform all payroll functions for bi-monthly payroll runs
• Create purchase orders, place orders for materials and coordinate subcontract work, and properly code actual costs to projects
• Create billings and waivers
• Track projects for shipments and coordinate deliveries, monitor budgets, and track costs and revenues
• Reconcile bank accounts to General Ledger, prepare and record asset, liability, revenue and expense entries
• Create reports in Microsoft Dynamics GP to track revenues, expenses, sales tax, and project data
• Assist in the preparation of bid packages, create presentations for customers and trade shows
• Coordinate travel arrangements for trade shows and out of town events
• Update and monitor website, create marketing materials and ads

Confidential, Tinley Park, IL

Accounting Manager/Assistant Controller

Responsibilities:

• Oversee and mentor a team of Staff Accountants for an organization of real estate and construction development divisions that offer investment, construction, residential and commercial development, and brokerage services
• Management of financial statement preparation and review, Balance Sheet reconciliation, financial reporting activities, and related variance analysis for the closing of monthly, quarterly, and annual accounting cycles
• Reconcile the company's bank accounts to the General Ledger, prepare and record asset, liability, revenue and expense entries
• Monitor department budgets: Assist in the preparation of annual budgets and monthly forecasts and perform monthly variance analysis
• Interface with internal and external customers and assist them with accounting and finance inquiries
• Created databases, implemented and documented processes and procedures, and trained and coordinated staff in the organization of a new construction and development entity
• Review contracts for accuracy, ensure proper insurance requirements are met and documented, and all licensing and permits are in place
• Monitor project budgets and ensure proper coding, tracking of cost, and reporting of revenues
• Create purchase orders, place orders for materials and equipment rentals, and properly code actual costs to projects
• Create billing and waivers, coordinate bank draws with title companies, record loans, new purchases and line of credit transactions
• Implemented and trained staff on a new inventory tracking process and database
• Utilized my strong organizational skills to balance intercompany ledgers between multiple entities

Confidential, Oakbrook Terrace, IL

Accounting Manager/Controller/Database Admin

Responsibilities:

• Lead the daily operations of the accounting and support team to promote the department's goals and objectives while assuring appropriate segregation of duties and internal controls; create training manuals and perform all staff training on policies and procedures as well as advanced training on accounting programs and databases
• Maintain a documented system of accounting policies and procedures; ensure all accounting transactions are handled correctly and according to GAAP
• Monitor and analyze departmental performance to develop more efficient procedures and use of resources while maintaining a consistent high level of accuracy; advise staff in the handling of non-routine reporting transactions
• Communicate with other departments to verify transaction report data and issues
• Ensure AP invoices are appropriately reviewed, approved, reconciled against sales and paid in a timely manner
• Perform all Month End, Quarterly, and Year End Close procedures to ensure accurate and timely data; maintain monthly close, accounting reconciliation, and financial reporting files
• Balance general ledger by verifying, allocating, posting and reconciling transactions and preparing a trial balance
• Prepare financial statements, supporting schedules and variance analysis; prepare monthly and quarterly bank compliance packages
• Create and maintain all FRx financial reports; develop custom reports to meet unique industry reporting needs
• Analyze revenues, commissions and expenses to ensure they are recorded appropriately on a monthly basis
• Respond to inquiries from the CEO and Board of Directors regarding financial results and special reporting requests
• Work with the retained CPA firm to ensure a clean and timely Year End audit
• Perform all Microsoft GP and SQL database troubleshooting, updates, and maintenance

Confidential, Mt. Prospect, IL

Support Analyst/Staff Accountant

Responsibilities:

• Successfully managed the daily operations and accounting functions for a leading software sales company listed as Microsoft’s #1 VAR in the Midwest: responsible for all GL Transactions and coding, AR, AP, Payroll, Tax, Purchasing, Billing, Cash Receipts, Reporting, Project Creation and support for Project Management team
• Perform bank reconciliations on a monthly basis; record daily cash transactions and report daily cash balances to the managing partners
• Enter sales orders related to new projects using Project Accounting and process monthly invoices against those sales orders
• Install, upgrade, and repair Microsoft software applications to meet the needs of users; communicate changes, enhancements, and modifications to management and other employees so that issues and solutions are understood
• Work with users and developers/programmers to correct recurring problems with Microsoft Dynamics software
• Implement security procedures to ensure that Microsoft Dynamics applications remain protected
• Training end users on newly implemented and upgraded Dynamics GP and Dynamics CRM systems

Confidential, Mt. Prospect, IL

Office Supervisor-Finance & Business Administration

Responsibilities:

• Provided training and direction to staff; set goals and conducted regular performance assessments
• Responsible for conducting new employee orientation and human resource administration
• Assisted District Manager, Operations Manager, and Sales Manager with preparation of yearly budget and plan; actively participated in monthly and quarterly monitoring meetings
• Prepared monthly AR forecasts; conducted weekly reviews of high risk accounts with Sales and Operations
• Reviewed customer credit through the D&B database to lower financial risks; provided solutions for high-risk customers consisting of joint check agreements, standby letters of credit, and prepayment of phases
• Maintained a professional and respected relationship with large accounts resulting in regular payments
• Supported Administrative and Finance teams across the U.S. through on-site training, troubleshooting, and process management providing training and high-level support in the areas of Booking Administration, AR, Project Management, and Sarbanes Oxley compliance
• Investigated and resolved system issues; worked closely with developers and consultants to improve system functionality and ensure a smooth transition for management and staff throughout the implementation process