kelley robertson.resume.11.2.16
TRANSCRIPT
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Kelley Robertson [email protected] San Jose, CA 95120
Mobile: 408‐569‐3907 www.linkedin.com/in/kelleyrobertson5 VP/SENIOR ACCOUNTANT
o 28 years in the construction industry o 20 years as sole accounting department employee for HVAC subcontractor with revenue of $5M/year
Analytical and accomplished professional with extensive experience in all aspects of construction accounting, human resource relations, 401k and retirement fund management, health insurance and HSA research and implementation. Proven ability to develop and integrate processes and procedures improving efficiency and positively affecting bottom‐line productivity. Skilled in account analysis, versed in establishing collection priorities designed to reduce aged receivables. Strong combination of software knowledge. Excellent interpersonal, verbal and written skills. Practiced in handling difficult and volatile situations and adept at complicated interaction. Demonstrates professionalism which strengthens overall company image.
KEY PROFICIENCIES CFO & Strategic Business
Partner to Senior Executive Team
Internal & External Audits
Account Research & Analysis
G/L & Subsidiary Ledger Reconciliations
Formulate Company’s Future Direction
Variance Analyses
Union Trust Fund Reporting
Job Cost Analysis
Prepare/present P&L Reports
Supervise A/R and Collection Processes
Budget Coordination
Unemployment Reporting
Financial Performance Evaluation & Reporting
Retirement Fund Tracking
Insurance of Appropriate Legal Compliance
Payroll Verification and Distribution
Progress & Retention Billing
Preliminary 30‐Day Notices
Cash Flow Planning and Forecasting
PROFESSIONAL EXPERIENCE VICE PRESIDENT/SR. ACCOUNTANT ‐ Michael D. Burns Company, Inc. San Jose, CA ‐ 1994‐2016
Enhanced and implemented financial and accounting systems. Assisted in formulating the company’s future direction and
supporting tactical initiatives, implementing and directing strategic business plans. Participated in key decisions as a
member of the executive management team. Oversaw employee benefit plans, with particular emphasis on maximizing
a cost‐effective benefits package. Monitored legal issues involving the company as well as those affecting the industry.
Ensured that recordkeeping met requirements of auditors and government agencies. Prepared & maintained “IIPP,”
handouts, and held in‐house and jobsite meetings as the company’s designated “Safety Coordinator.” Coordinated,
provided for, and attended all audits from outside sources; i.e. IRS, State Board of Equalization, Sheet Metal Workers’
Union Local 104, & Workman’s Compensation, after which I investigated their findings and recommendations. Purchased
and set up office computers, phone systems and cellular phones.
Filled numerous roles outside the accounting department; assisting other departments’ functions, assisting estimators,
representing the firm and attending jobsite meetings, handling material purchasing/material delivery scheduling, technical
support and human resources.
Accounts Receivable/Job Cost Analysis Monitor project contracts & change orders; audit totals, ensure paperwork is complete & backup present Maintain billing files for each project, create monthly progress and retention billings, back‐up, lien releases Report on progress costs, material, and labor for each active job, calculate profit percentage upon
completion Keep in contact with clients regarding payment expectations.
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Accounts Payable Code, approve and schedule all payables, meeting deadlines and reporting requirements Negotiate vender discounts
Payroll Set up new employees confirming all required company, federal, and state forms are complete and
references checked Track and submit weekly payroll for 5‐25 employees; both union and non‐union Calculate and submit monthly Workman’s Compensation reports Prepare monthly Trust Fund reports benefiting union employees, calculating per‐employee distribution and
remitting payment meeting strict deadline Complete Certified Payroll reports for city, state and government projects as required Break down employees’ hours by project to ensure up‐to‐date job cost tracking visibility Verify, approve, and distribute paychecks
Cash Receipts Reconcile all bank statements Provide financial analyses as needed for cash distribution and forecasting Maintain day‐to‐day banking, deposits, and balances
Vehicle Purchases and Maintenance Create and control spreadsheet of company owned vehicles to track license, registration & maintenance Manage fleet requisitions and sales Check employee driver’s license records with liability insurance carrier to ensure approval for use of
company‐owned vehicles CONTROLLER ‐ XL Construction Corporation, San Jose, CA
Managed A/R, A/P, & payroll Reviewed and tracked owner & subcontractor contracts and change orders Collections Scheduled subcontractor payment and tracked required lien release and paperwork receipts
PROJECT MANAGER ADMIN ‐ Stop‐Fire Inc, San Jose, CA
Reviewed estimates and bid wording for accuracy and compared with bid requests Contacted owner, general contractor and/or subcontractors on projects for timing and scheduling Reviewed and approved purchase orders and receipts
ACCOUNTS PAYABLE SUPPORT ‐ ROMA Construction Corporation, Santa Clara, CA Coded, confirmed pricing, and entered all payables Worked with Controller and Assistant Controller on scheduling subcontractor payments & percentages due Tracked preliminary notices and verified receipt of releases before paying subcontractors
PROJECT SCHEDULING, PURCHASING ‐ Crocker & Associates, General Contractor, San Jose, CA
Created purchase orders, priced material, ordered and verified jobsite delivery of construction material Contacted subcontractors daily for jobsite progress updates and scheduled accordingly
SOFTWARE EXPERTISE QuickBooks Pro 2016
Microsoft Office 2013
Outlook & Outlook Express
Windows 7,8,10
ADP Run Payroll
Adobe Photoshop Elements
Adobe Acrobat X Pro
MORE ABOUT ME I am a chair on the board of “Silicon Valley Cares” a non‐profit organization which raises funds for non‐profit agencies benefitting children, animals, the homeless, and families in crisis situations within Santa Clara County. 2016 marks my 7th year with “SVC” and my 3rd year serving on the board.