International Business Environments and Operations 16th Global Edition test b...
Full charge bookkeeper j. morrison
1. JoAnn M. Morrison
138 Hogue Farm Lane, Queenstown, MD 21658
Cell: 410-924-7888 Email: yost2017@gmail.com
Summary of Skills
Proficient in Quick Books and Peachtree accounting systems, MS Office, MS Word,
Excel, Certified Payroll reporting and CCIP reporting
Effective financial analysis, including budget and profit and loss monitoring
Accurately process high volume A/P, A/R, bank loan and credit card reconciliations
Capable of recruiting, training and managing as many as 30 employees working at
several locations, encouraging their work productivity and career growth
Highly motivated, dedicated, self-learner, superior organizational and clear
communication skills, excellent work ethics, trustworthy and a true team member
Able to manage multiple priorities accurately and efficiently while maintaining
attention to detail and professionalism, able or work independently with confidence
ProfessionalExperience
2013 to Present Full Charge Bookkeeper
Fulgent Contracting Corporation - 112 St. Claire Place, Stevensville, MD 21666
Process all A/R and A/P for over 1,000 clients and vendors using QuickBooks
Manage all bank loan, credit card and petty cash postings and reconciliations
Prepare and analyze job budgets, profit and loss statements and journal entries
Prepare monthly reporting of all aging accounts and assist with collections
Assist CPAwith yearend reports, reviews and analysis, prepare 1099's and W-2's
Maintain insurance requirements and assist with AISC and insurance audits
Provide accurate, timely and professional customer service assistance
Prepare payroll reports, review for proper hourly wages, 401K, health and tax
deductions and authorize final processing
Analyze, review and submit MD DLLR and federal certified payroll
Apply for and submit all CCIP, Alliant and AON Wrap requirements
1997 to 2013 Partner & Managing Member
Lighthouse Development, LLC - 1106 Butterworth Ct., Stevensville, MD 21666
As co-owner of this home building company, my partner and I developed a business plan,
insured compliance with state and federal licensing regulations and operating requirements.
We recruited employees and established a strong subcontractor work force. After the initial
establishment of this company, I was responsible for the following:
2. A/P and A/R responsibilities using the Peachtree accounting system
Reconciliation of all bank accounts and lines of credit (well over $4,000,000.)
Preparing, monitoring and analyzing profit and loss and job costing
All payroll responsibilities including federal and state reporting and payroll deposits
Compiling and submitting documents required to obtain building permits
Negotiating sales contracts, cost of Work Authorizations and Change Orders
Providing pricing estimates and selections of materials
Meeting with clients regularly to ensure adherence with construction schedule
Maintaining client’s complete satisfaction, satisfy concerns and answer questions
Following up with clients to manage any call back or warranty concerns
Remain educated on local, state and federal regulatory and procedural changes
1990 to 1997 Regional Operations Manager
ICM Mortgage Corporation – 600 Walker Dr., Greenbelt, MD 20770
Supervised up to 30 employees working in the loan processing, underwriting and
settlement departments at three regional offices
Recruited staff, evaluated performance and provided career growth training
Modified procedures to increase productivity and compliance with industry changes
Underwrote the more complicated VA, FHA and Conventional loans for the region
Managed the most difficult client concerns to achieve customer satisfaction
Prepared and presented all reports required by senior management
1985 to 1990 Operations Manger
AmeriStar Financial, Greenbelt, MD 20770
Recruited, hired, trained and supervised all employees in the loan processing,
underwriting and settlement departments
Managed timely work flow by developing defined position requirements, providing
specialized training and implementing motivational incentives
Remained educated on industry changes and implemented internal policy and
procedural changes as required.
Prepared monthly production reports for senior management
Education
1975 – Bowie Sr. High School – Graduated with emphasis in business
Community Service
Deputy Phil’s Chemical Awareness Program – Volunteer at Island Alliance Church
Volunteer with Maryland You Are Beautiful projects
Interests
Boating, Diving, Fishing and Photography