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
2025.01 - 2025.09
- 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
2024.02 - 2025.03
- 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
2022.08 - 2024.01
- 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
2020.05 - 2022.07
- 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
2018.03 - 2020.04
- 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 2001.04 -
Skills
Friendly, positive attitude
Teamwork and collaboration
Computer skills
Problem-solving
Time management
Data entry
Timeline
Senior Accountant & CRM Specialist
Prime Roofing Contractors
2025.01 - 2025.09
Financial Accountant
EcoHome Energy Solutions
2024.02 - 2025.03
Accounting & CRM Specialist
ProBuild Roofing Solutions
2022.08 - 2024.01
Accountant / CRM Coordinator
Skyline Roofing & Construction
2020.05 - 2022.07
Junior Accountant
MetroBuild Roofing Services
2018.03 - 2020.04
Bachelor of Science in Accountancy (BSA) - Accounting
Far Eastern University (FEU)
2001.04 -