Summary
Overview
Work History
Education
Skills
Timeline
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Michelle Benitez

Accounting Expert | QuickBooks, AccuLynx & GHL Xero, Zoho Books, FreshBooks, Sage 50.

Summary

Dynamic Senior Accountant with a proven track record at Prime Roofing Contractors, excelling in QuickBooks Online and CRM integration. Enhanced cash flow visibility through custom dashboards and reduced outstanding receivables by 30%. Known for strong problem-solving skills and a collaborative spirit, driving efficiency and accuracy in financial operations.

Overview

8
8
years of professional experience

Work History

Senior Accountant & CRM Specialist

Prime Roofing Contractors
01.2025 - 09.2025
  • Managing end-to-end bookkeeping using QuickBooks Online, including accounts payable/receivable, payroll, reconciliations, and monthly reporting.
  • Integrated AccuLynx with QuickBooks, automating job costing, project estimates, invoicing, and payment tracking.
  • Built custom dashboards combining CRM and financial data, giving management real-time insights into cash flow, receivables, and job profitability.
  • Created financial forecasting models to guide project bidding decisions.
  • Configured GHL pipelines for lead nurturing, project stages, and automated client communications.
  • Trained admin staff on using GHL workflows for follow-ups and payment reminders, reducing outstanding receivables by 30%.
  • Streamlined subcontractor payment process with milestone-based approvals, cutting disputes by 25%.

Financial Accountant

EcoHome Energy Solutions
02.2024 - 03.2025
  • Handled QuickBooks Online bookkeeping, including accounts payable, receivables, reconciliations, and VAT submissions.
  • Processed ECO4 funding claims and ensured compliance with strict government audit requirements.
  • Created digital filing systems for receipts, subcontractor invoices, and compliance documentation.
  • Liaised with auditors to prepare financial reports for grant verification.
  • Improved funding claim processing time by 20% by standardizing reporting templates.
  • Implemented cost-control measures by tracking material expenses against project budgets.

Accounting & CRM Specialist

ProBuild Roofing Solutions
08.2022 - 01.2024
  • Migrated the company from Excel-based tracking to Go High Level (GHL), building automated workflows for sales leads, contracts, and client reminders.
  • Configured AccuLynx for accurate project estimates and integrated it with QuickBooks to avoid double entry.
  • Handled QuickBooks Online bookkeeping, reconciliations, payroll for 25+ employees, and subcontractor invoicing.
  • Designed custom reporting in QuickBooks for project profitability and revenue forecasting.
  • Reduced overdue invoices by 20% by setting up GHL’s automated SMS/email payment reminders.
  • Assisted management in analyzing profit margins for large commercial roofing projects.

Accountant / CRM Coordinator

Skyline Roofing & Construction
05.2020 - 07.2022
  • Managed payroll, vendor payments, and reconciliations in QuickBooks Online for a mid-sized roofing company.
  • Integrated AccuLynx to sync estimates, work orders, and invoices with the accounting system.
  • Built month-end closing procedures, reducing errors and improving reporting timelines.
  • Worked with project managers to track material costs and ensure accurate job costing.
  • Generated reports for management, including outstanding receivables and subcontractor balances.
  • Improved efficiency by 35% through reducing manual data entry between CRM and QuickBooks.

Junior Accountant

MetroBuild Roofing Services
03.2018 - 04.2020
  • Transitioned company records from spreadsheets into QuickBooks Online.
  • Prepared daily reconciliations and assisted in month-end financial statements.
  • Processed payroll for field staff and managed subcontractor invoices.
  • Monitored expenses related to roofing jobs, including materials, rentals, and subcontracted labor.
  • Supported senior accountant in preparing tax filings and compliance reports.
  • Helped project teams track profit margins on residential roofing contracts.

Education

Bachelor of Science in Accountancy (BSA) - Accounting

Far Eastern University (FEU)
Manila
04.2001 -

Skills

    Friendly, positive attitude

    Teamwork and collaboration

    Computer skills

    Problem-solving

    Time management

    Data entry

Timeline

Senior Accountant & CRM Specialist

Prime Roofing Contractors
01.2025 - 09.2025

Financial Accountant

EcoHome Energy Solutions
02.2024 - 03.2025

Accounting & CRM Specialist

ProBuild Roofing Solutions
08.2022 - 01.2024

Accountant / CRM Coordinator

Skyline Roofing & Construction
05.2020 - 07.2022

Junior Accountant

MetroBuild Roofing Services
03.2018 - 04.2020

Bachelor of Science in Accountancy (BSA) - Accounting

Far Eastern University (FEU)
04.2001 -

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Michelle BenitezAccounting Expert | QuickBooks, AccuLynx & GHL Xero, Zoho Books, FreshBooks, Sage 50.