Robyn Swift
Pollock Pines
Summary
Offering strategic mindset and ability to quickly learn and adapt to new operational environments. Brings strong understanding of organizational processes and keen eye for detail. Ready to use and develop problem-solving and analytical skills in an Operational role.
Overview
25
25
years of professional experience
Work History
Corporate Controller
Diversified Window Coverings, Inc.
07.2020 - Current
- Complete journal entries, reconciliations, and account analysis to prepare monthly financial documents and general account management.
- Prepare balance sheets, cash flow reports, income statements and work in progress schedule
- Provide treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Manage payroll data entry and processing for 20 employees to comply with predetermined company guidelines.
- Manage all facets of Labor Compliance as required per project requirements. Including the usage of LCPTracker, CA DIR, eMars and other software
- Oversee accounts payable and receivable operations for Construction business with $5 million in annual revenue.
- Established strong relationships with key stakeholders including banks, auditors, and vendors to further organizational goals.
- Manage field schedule for two offices to ensure work is completed in line with overall project schedule and to align with forecasted billings each month to maximize cash flow
- Analyzed and documented company processes for executive leadership and suggested areas for improvement.
- Built and maintain custom work flow process for the complete lifecycle of the project using monday.com.
Business Operations Manager
Identity Automation, LP
07.2013 - 06.2020
- Implemented new software solutions to automate manual processes, significantly reducing time spent on administrative tasks. Software include Sage Intacct. Salesforce, Salesforce CPQ, Avalara and FloQast.
- Responsible for the Business operations software for the Administrative and Sales teams
- Managed a team of accounting, renewals specialists and systems analysts
- Reviewed Weekly Billings, Collection Status, Audit AP entries for proper cost accounting, Research and Resolve Discrepancies, Manage Vendors, Generate Payments
- Process Purchase Orders and Contracts, Maintain project schedule and time entries for complete forecast and cost accounting
- Responsible for project closeout including final contract reconciliation with all outstanding change orders, Final Budget Reconciliation. Set up renewal schedules and maintain customer contact during renewal cycle to insure renewals are handled timely and there are no customer outages. Maintained an annual recurring revenue of $30+ million
- Procured State, National and Federal purchasing contracts. Maintain all necessary reporting and compliance within these contracts. Contracts included Texas DIR, TCPN and GSA
- Reporting: Monthly reporting of Sales Tax and Workers Compensation to multiple entities, Quarterly Sales Commissions
- Trained new hires, providing information, and insight into corporate policies and procedures. Responsible for onboarding, terminations, benefits administration and employee relations
- Maintain Licensing compliance on the local, state and federal levels
Office Manager
Diversified Window Coverings, Inc.
06.2002 - 06.2013
- Monthly Reporting of: Income Statement, Balance Sheet, Work in Process, Cash Flow, Sales Tax, Workers Compensation, Sales Commissions, Monthly and Year End Closeout
- Accounts Receivable: AIA Billings, Lien Releases, Collections, Stop Notices and Mechanics Liens
- Accounts Payable: Audit and Enter Invoices, Research and Resolve Discrepancies, Manage Vendors, Generate Payments
- Project Initiation: Process Contracts, Request and Maintain Insurance Certificates, Preliminary Lien Notices, Enter Project into Accounting System for Complete Job Costing
- Project Closeout: Final Contract Reconciliation with all outstanding Change Orders, Final Budget Reconciliation, Maintain Warranties and Operation & Maintenance Manuals
- Payroll: Weekly processing of time cards, reconciliation and preparation of all payroll reporting including weekly certified payroll reports, monthly utilization reports and payment of Fringe Benefits to appropriate Trust Funds
- GSA Contract Administration: as the sole authorizer for the contract I submitted all bids, reviewed and sign contracts, processed billings via Credit Card or through WAWF, maintained all compliance reports as required by GSA
- Human Resources: Employee onboarding and termination, benefits administration, employee relations, Maintain E-Verify Compliance, Maintain RapidGATE for company and employees
- Conversion of Accounting Software from Peachtree to Sage Masterbuilder to Foundation SAAS
- Conversion from Single Desktops to Network servers and then to Cloud Servers to create a paperless environment
- Maintain Licensing compliance on the local, state and federal levels, including maintaining company information in SAM
- Facility Maintenance: Maintain and update contracts for HVAC, janitorial, communications, equipment and supplies
Senior Teller / Personal Banker
Bank of America
01.2000 - 07.2001
- Cash handling for deposits, withdrawals and payments
- Balancing Vault , Processing and balancing of ATM’s, Opening and Closing security procedures
- Opening New Accounts, Knowledge of products and services offered by the bank, direct customers to appropriate product for their needs
Education
Bachelor of the Arts - History
University of California, San Diego
San Diego, CASkills
- Financial forecasting
- Budget management
- Strategic planning
- Cash flow management
- Organized and detail oriented
- Operations oversight
- Construction administration
- Human resources management
Timeline
Corporate Controller
Diversified Window Coverings, Inc.
07.2020 - Current
Business Operations Manager
Identity Automation, LP
07.2013 - 06.2020
Office Manager
Diversified Window Coverings, Inc.
06.2002 - 06.2013
Senior Teller / Personal Banker
Bank of America
01.2000 - 07.2001
Bachelor of the Arts - History
University of California, San Diego
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