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Personal Pitch
Comprehensive Accounting Solutions: QuickBooks Cleanup, Catchup, & Financial Management
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Work Background
BASIC EQUIPMENTFinancial Controller
Apr. 2022Houston, Texas, United StatesImplement and effectively track profits and allocate expenses across multiple related companies in various industries, analyzing each company for profitability and mutual benefit as well as identifying areas for improvement. Financial reporting & closings for month-end, period-end, job-end as well as various outside audits. Job-cost tracking with reports for Profit & Loss, Materials, and Labor. Cash Flow forecasting and financial analysis on weekly, monthly, annual basis.
HP Piping LLCFinancial Controller
Sep. 2016 - Apr. 2022Houston, Texas AreaManage all aspects of the accounting department, as well as oversee purchasing and inventory for growing fabrication company in the oil and gas industry grossing 7-8 figures annually. Utilized full QuickBooks Enterprise Solutions 2020 functions to implement and effectively track profits and allocate expenses. Successfully managed fully staffed accounting department of 7, sometimes spread across multiple locations, as well as oversaw other departments as they related to the general financial functions.
Financial reporting for month/job-end, maintain bank lines of credit and outside audits, including WIP.
Job-cost tracking with reports for Profit & Loss, Materials, Labor and Inventory transfers.
Oversee accurate in-house posting of weekly payroll.
Daily, weekly and monthly bank reconciliations. Worked with bank on issues with accounts, lines of credit and loans.
Cash Flow forecasting, budgeting and financial analysis on annual, semi-annual and monthly basis.
Maintained and reconcile company credit cards and expense reports.
Coordinate and manage employee benefits and property insurance, 401k etc.
Prepared and file monthly Texas sales taxes and Worker's Comp, as well as various annual informational filings and renditions.
Audit inventory controls and oversee asset management.
Works closely CPAs when needed and external financial auditors - passing with ease.
Tycoon TruckingAccounting Manager
Jul. 2014 - Sep. 2016Channelview, Texas 77530Monitor multiple companies' QuickBooks files for accuracy and uniformity. Post and cross-post income and expenses from one company to another in various industries. Customer invoicing, collections, deposits, accounts payable and check runs. Daily monitor and reconcile credit accounts and bank accounts for multiple companies. Process weekly payroll for in-house employees, subcontractors & owner/operators.
ChemQuest ChemicalsAccounting Manager
Nov. 2013 - Jun. 2014Pasadena, TexasUtilize full QuickBooks Enterprise Solutions 14 to perform the following: Assisted in reconciling both company and customer inventory, built and adjusted assemblies. Bank and credit card reconciliations for multiple accounts and card holders. Bi-weekly payroll. Significant Achievements:
Implemented clear and concise monthly customer inventory reports directly out of QuickBooks rather than creating those reports by hand in Excel. Implemented scanning documents into the system so warehouse, front office and offsite managers could access information quickly and efficiently.
HP Piping Solutions, LLC & Journey Services, LLCAccounting Manager/Assistant Controller
Apr. 2010 - Nov. 2013Houston, TexasImplemented and effectively tracked profits and allocate expenses for growing manufacturing company in the oil and gas industries grossing over 7 figures annually and for a growing startup commercial paint and staffing company. Significant achievements: Developed, trained people and implemented inventory control systems and processes as well as changed over multiple departments from manual processes (purchasing, shipping, receiving, inventory, payroll, etc.) to streamline workload by utilizing those functions in QuickBooks, allowing progress to be tracked more efficiently and accurately. Further implemented a system where each department scanned in the proper paperwork into a central server so other departments across the plant/warehouse could have access to it with less chance of paperwork being misplaced or lost, cutting man-hours needed to physically walk paperwork form one department to another when needed.
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