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  " I have over 25 years in small business management and accounting services. Call for a FREE CONSULTATION !"

 Proficient with:

 * Quickbooks
 * The Construction Manager
 * Microsoft Excel, Word, Outlook
 * OAKS CI
   

 

 

 

 

 
  Certifications/Seminars attended

 * OAKS CI - Web-based Financial Project Management
 * OAKS CI Basic Unifer - Web-based Project Management
  101
 * BWC Seminar - Construction Safety Leadership
 * BWC Seminar - Controlling Workers' Compensation Costs
 * BWC Seminar - Turning Return-To-Work Strategy
  Weaknesses into Strength
 * BWC Seminar -Practical Safety Tips for Small Business
 * BWC Seminar - PPE (Personal Protective Equipment)
  selection Criteria 
 * BWC Seminar - Haz Com Training
 * BWC - PPE (Personal Protective Equipment)


 PROFILE
An experienced Administrative Assistant and Controller.
· Fundamental accounting knowledge of financial statements, taxation & auditing procedures.
· Involved in and maintained all aspects of a construction company.
· Implemented safety policies and procedures.
· Set up and maintained in-house audit procedures.
· Created forms to analyze financial and statistical information.

EXPERIENCE
Ultra Concrete Construction, Inc. Granville, Ohio 1992 to 2010
Office Manager and Controller
· Managed, supervised & scheduled day-to-day operations, safety issues & bookkeeping of a concrete construction company.
· Responsible for cash receipts, bank accounts, billing, collecting, tracking & analyzing various accounts.
· Tracked, compared & reported job costs, quantities, change orders & work
authorizations.
· Prepared payrolls, quarterly & year-end payroll tax reports & W-2's.
· Maintained & administered employee records, insurance, unemployment information, & workers' compensation claims.
· Conducted new hire orientation.
· Wrote company policies & procedures.
· Initiated, researched & wrote administrative procedures manuals & employee manuals.
· Researched, developed & wrote company safety polices & procedures congruent with OSHA standards & conducted safety inspections.
· Assisted in purchasing supplies & job materials.
· Prepared monthly financial statements & summarized information for tax preparation.
· Developed annual sales & expense budgets & responsible for monitoring/updating of these budgets.
· Tracked, monitored and analyzed all financial & administrative aspects of the business.

Dennis & Schisler, Inc., Mount Vernon, Ohio 1988 to 1991
Staff Accountant for CPA firm
· Direct client contact, maintained client records.
· Prepared payroll, summarized quarterly/year end information & completed tax reports.
· Summarized information for preparation of financial statements & tax returns.
· Maintained & reconciled client checking accounts & bank records.

Financial Data Services, Inc. 1982 to 1988
Administrative Assistant for an insurance, investment & financial planning firm
· Administered insurance & security /investment forms.
· Scheduled client meetings and conferences.
· Managed client records.
· Prepared client materials & presentations.

EDUCATION
Central Ohio Technical College - Associate Degree in Accounting

 

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