• Manage multi-entity AP and month-end accounting activities, including invoice validation, purchase-order matching, accruals, journal entries, and balance-sheet reconciliations.
• Review vendor invoices and supporting documents for coding, entity, job, and payment-status issues before preparing them for accounting review.
• Coordinate invoice approvals, vendor follow-up, payment preparation, and correction of incomplete or inconsistent records.
• Analyze open bills and vendor balances to support payment planning and management review.
• Reconcile bank activity and accounting records, investigating unmatched payments, possible duplicates, missing documentation, and unclear classifications.
• Prepare structured workbooks and exception lists that connect transaction findings to the underlying documents.
• Separate completed accounting work from pending approval, unresolved research, and transactions requiring additional information.
• Use current financial exports and documented source dates to avoid presenting stale balances as current information.

• Built an invoice-processing workflow that extracts invoice data from PDFs, organizes source documents, and prepares QuickBooks import files for review.
• Applied OCR and vendor-specific parsing to capture invoice numbers, dates, vendors, amounts, descriptions, and coding fields.
• Added checks for missing fields, duplicate invoices, inconsistent totals, and questionable coding before a bill becomes import-ready.
• Used existing vendor coding history and source documents to support coding suggestions and reduce repeated research.
• Developed RECONCILINATOR to compare vendor statements and accounting exports, identify matching invoices, and flag balance or payment discrepancies.
• Designed reconciliation review around traceable source records, saved notes, and explicit handling of unresolved items.
• Linked reconciliation findings to PDF locations and spreadsheet cells so reviewers could inspect the evidence behind a match.
• Added saved review sessions and repeatable exports so reconciliation work could continue across browser sessions and application restarts.
• Reviewed a dated AP dataset containing 1,112 open bills across 172 vendors to organize outstanding obligations and payment questions.
• Created clear distinctions between a statement balance difference, a missing source record, a payment timing issue, and an item needing vendor clarification.

Limit The 1,112-bill example is a dated export, not today's AP or bills personally entered.

• Built repeatable reporting workflows for payables, bank activity, billing, employee reimbursements, fuel, fleet, and payroll-related review.
• Prepared management reports and Outlook drafts with supporting files, reconciled totals, and questions requiring a decision.
• Built a local finance automation hub to show workflow status, available outputs, access readiness, and pending review queues.
• Added source dates, freshness checks, and explicit missing-data states to recurring reporting processes.
• Structured daily and weekly reporting around business-day schedules and reviewable deliverables.
• Preserved human approval checkpoints for accounting changes and report distribution.
• Translated complex transaction findings into concise explanations of the issue, financial effect, and next action.

Limit Individual workflows have different operating states; configured schedules and alerts are not evidence that every mapped process runs unattended. Earlier approval descriptions reflect their workflow phase.

• Built Excel job-costing models connecting job records with material, labor, revenue, and cost data.
• Created views for job-level costs, purchasing records, AP/AR, overdue receivables, and potentially unbilled work.
• Investigated disagreements between operational billing status and QuickBooks rather than treating every unmatched operational record as lost revenue.
• Distinguished invoice aging, due-date aging, collection records, and evidence of bank receipt when preparing receivables reporting.
• Built repeatable financial review outputs that preserve unresolved cases instead of forcing unsupported matches.
• Prepared a dated job-cost workbook using 1,389 closed-job records, 1,383 material rows, and 2,779 labor/revenue/cost rows.

Limit Keeps unresolved cases visible rather than forcing unsupported matches.

• Identified missing hour approvals and incomplete employee information before payroll was ready for final review.
• Compared employee rosters and contact records across payroll and business systems to resolve identity and assignment inconsistencies.
• Preserved separate treatment of regular hours, overtime, leave, reimbursements, deductions, and job-specific reporting.
• Prepared certified payroll support for the Light of Life project using field-time records and Paychex payroll evidence.
• Documented conflicts between job hours, employee classifications, wage/fringe information, and payroll statements for resolution.
• Organized weekly payroll packages and reviewer questions without treating a prepared draft as an accepted compliance filing.

Limit The records support draft preparation and reconciliation; final payroll submission, acceptance, and payment are not established.

• Supported construction accounting and project closeouts for Realty Services Risk and Governance.
• Reviewed project costs, vendor transactions, purchase orders, invoice records, and payment status during closeout analysis.
• Verified that costs were tied to the appropriate project identifiers and investigated inconsistent or incomplete records.
• Supported expense-versus-asset classification and reclassification questions for project spending.
• Developed Excel workflows to validate project and vendor transaction data for risk and governance reporting.
• Organized supporting evidence so reviewers could trace financial conclusions to the relevant transactions.
• Worked with procurement, risk, vendor management, environmental, and energy-related teams to resolve project and reporting questions.
• Connected accounting detail with broader construction, real-estate, and governance processes.

• Processed vendor invoices and employee expense records in a corporate accounts-payable environment.
• Reviewed invoice coding, vendor information, and accounting distributions before payment.
• Investigated invoice, expense, and payment discrepancies with vendors and internal departments.
• Maintained supporting records and followed internal review and control procedures.
• Contributed detailed transaction review during a contract assignment within a financial-services company.

• Managed multi-entity accounts payable and related accounting processes.
• Reviewed invoices, purchase orders, approvals, payment activity, and expense classifications.
• Prepared month-end accruals, journal entries, and balance-sheet reconciliations.
• Analyzed AP aging and vendor balances to support payment planning and account resolution.
• Investigated coding errors, missing information, duplicate concerns, and vendor discrepancies.
• Developed Excel and VBA workflows for AP tasks and reconciliations.
• Established reusable accounting workbooks and process improvements later expanded into the finance automation work following the 2026 return.
• Worked across accounting and operations to connect financial records with purchasing and job information.

• Completed bank and general-ledger reconciliations across multiple entities.
• Reconciled cash and intercompany balances, including intercompany loan-related records.
• Managed AP and AR coding, supporting documentation, and transaction research.
• Used Timberline and TimberScan in property accounting workflows.
• Prepared checks and supported vendor payment processing.
• Posted tenant payments and maintained supporting account records.
• Supported utility and railcar billing and tenant allocations involving real-estate taxes and insurance.
• Investigated discrepancies between source records, account balances, and recorded transactions.
• Supported CFO budget reviews, forecasts, and financial projects through detailed accounting analysis.
• Worked across property-related entities and account structures to keep financial records organized and reconciled.

• Handled daily AP processing, including invoices, purchase orders, expense reports, credit memos, and payment transactions.
• Managed vendor and supplier communication to resolve billing, coding, and payment questions.
• Validated invoice content and supporting records before processing.
• Helped organize backlogged AP records and research previously unresolved billing issues.
• Identified and corrected invoicing and journal-entry errors discovered during account review.
• Prepared AP liability summaries and cash-flow information for company executives.
• Maintained invoice records and coordinated with a geographically distributed vendor network.
• Worked with purchasing, operations, and accounting colleagues to resolve transaction discrepancies.
• Supported logistics-related vendor coordination, including inbound/outbound freight matters.

• Built fuel reporting that normalizes vendor transaction files, checks invoice totals, and connects card/PIN assignments to employee and vehicle records.
• Prepared weekly fuel summaries, employee comparisons, exception lists, and map-based review outputs.
• Added duplicate controls, source-file tracking, and explicit treatment of unknown employee assignments.
• Designed rolling comparisons to preserve missing weeks as missing rather than silently treating them as zero activity.
• Developed Signal to compare payroll/timecard records with vehicle GPS, phone-location evidence, and fuel stops for operational review.
• Created employee-day maps and discrepancy packets to help managers investigate conflicting records.
• Applied assignment and identity checks before attributing a vehicle, phone, or fuel event to an employee.

Limit These are review and reporting tools; location discrepancies require context and do not establish employee misconduct.

• Serve as project manager for the Light of Life bathroom renovation assignment, coordinating field work, project documents, purchasing questions, and accounting support.
• Organize the subcontract, drawings, correspondence, schedule, scope clarifications, insurance records, and billing requirements into a working project record.
• Review contract and scope documents for inconsistent dates, room references, door specifications, finish details, and unresolved responsibilities.
• Coordinate a working schedule covering demolition, rough-in, waterproofing, curing/testing, finishes, doors, and punch-list activities.
• Translate field information and revised project documents into practical questions for the contractor, leadership, and crew.
• Review materials and labor plans, compare different budget versions, and avoid combining incompatible estimates.
• Track long-lead door and hardware requirements, quote questions, temporary-door needs, and occupied-building constraints.
• Coordinate insurance and certificate-of-insurance questions, additional-insured requirements, entity names, and payroll-provider/broker follow-up.
• Support prevailing-wage and certified payroll preparation using the applicable project documents, employee time evidence, and payroll records.
• Prepare and review weekly certified payroll packages, identifying missing breakdowns, conflicting hours, and classification questions.
• Support AIA-style progress billing and schedule-of-values review, including base scope, contingency treatment, retention, and supporting documentation.
• Coordinate the first pay-application review and communicate open items required before the package could be treated as complete.
• Prepared a revised Pay Application 1 and Weeks 1–2 payroll package in PDF and Excel, with professional presentation and supporting project records.
• Track project actions and communications across field staff, company leadership, contractor representatives, insurance contacts, and payroll support.
• Bring accounting controls into project management by linking schedule, scope, labor evidence, purchasing, and progress billing.

Limit Ongoing as of October 9, 2026. Not described as finished.

• Develop and maintain a Power Apps expense/reimbursement application and its related Power Automate workflows.
• Troubleshoot expense submissions, approval routing, flow bindings, connector authentication, user access, and notifications.
• Coordinate SharePoint/Excel storage and employee roster data used by internal business applications.
• Investigate production problems across the app, flow, connection, permissions, and stored records rather than correcting only the visible symptom.
• Verify published application changes and document remaining issues for follow-up.
• Support employees with work-app access, Microsoft 365 connections, and device-related account setup.
• Use direct operational feedback to improve forms, validation, error messages, and handoffs.

• Handle cellular and landline issues throughout the company, coordinating employee needs, service-provider support, and follow-up through resolution.
• Activate employee mobile service, configure business email and work applications, transfer data, and help employees begin using their devices.
• Administer mobile-device workflows and troubleshoot issues involving IBM MaaS360, work apps, account access, and device configuration.
• Coordinate phone service, billing, line assignments, outages, and provider requests with carriers and telecommunications vendors.
• Train employees on device setup and work-related phone use, including practical support beyond computer-based help requests.
• Maintain the connection between employee rosters, wireless lines, devices, and service records.
• Combine hands-on employee support with account-level wireless audits and cost review.
• Serve as the central point of coordination for company phone problems across both mobile and landline services.
• Mapped the TPx/UCx phone system into a four-page call-tree document covering auto attendants, department hunt groups, employee assignments, and no-answer routing.

Limit Practical telecom administration, not network engineering.

• Handle legal mail and general mail throughout the company, organizing incoming correspondence and routing it to the appropriate people.
• Scan and split combined mail packets into separate matters with clear file names and supporting documents.
• Identify response dates, requested actions, missing information, and ownership questions in incoming correspondence.
• Route legal notices, insurance materials, regulatory correspondence, vendor issues, and other company mail to leadership, counsel, or the relevant business owner.
• Prepare concise summaries and draft follow-up messages that preserve the original documents and distinguish stated deadlines from assumptions.
• Maintain matter-specific records to support follow-up and reduce the risk of a notice being lost within a mixed scan.
• Coordinate company licensing and administrative documentation requests when they arrive through the mail workflow.
• Connect physical-mail handling with digital records and internal communication so off-computer work remains visible and actionable.

Limit Legal correspondence administration and coordination; not legal practice or a professional license.