Teresa Heitzman

Teresa Heitzman

Office Manager

Followers of Teresa Heitzman137 followers
location of Teresa HeitzmanGreater Minneapolis-St. Paul Area

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  • Timeline

  • About me

    Controller

  • Education

    • University of Minnesota Crookston

      2012 - 2015
      Bachelor’s Degree Business Management
  • Experience

    • Station 19 Architects, Inc

      Jan 1996 - Jan 2002
      Office Manager

      • Managed accounting for several small companies using Quickbooks and Deltek Advantage• Posted accounts receivable, cash receipts, expenses and other transactions to journal and ledgers• Reconciled multiple bank accounts and general ledger accounts• Prepared monthly financial statements• Created project and yearly budgets• Confidentially maintained the records for the 401K plan, employee files, and all business issues• Supervised and trained administrative assistants• Worked with insurance brokers to review health, dental, long term disability, and life policies• Recommended and then implemented the new insurance plans• Coordinated efficiently an office relocation• Developed strong relationships with vendors and staff by being efficient, honest, and courteous Show less

    • Aramark

      Jan 2002 - Jan 2004
      Unit Accounting Manager

      • Handled accounting for food service units in county jails including AP, AR and payroll• Trained food service directors in entering their financial information using Excel spreadsheets• Confidentially maintained employee records• Assisted Regional Finance Director in miscellaneous projects as needed

    • Station 19 Architects, Inc

      Jan 2004 - Jan 2014
      Office Manager

      • Managed accounting for several small companies using Quickbooks and Deltek Advantage• Posted accounts receivable, cash receipts, expenses and other transactions to journal and ledgers• Reconciled multiple bank accounts and general ledger accounts• Prepared monthly financial statements• Created project and yearly budgets• Confidentially maintained the records for the 401K plan, employee files, and all business issues• Supervised and trained administrative assistants• Worked with insurance brokers to review health, dental, long term disability, and life policies• Recommended and then implemented the new insurance plans• Coordinated efficiently an office relocation• Developed strong relationships with vendors and staff by being efficient, honest, and courteous Show less

    • CBRE

      Nov 2015 - Aug 2018

      -Worked with accountants to verify accuracy of general ledger-Communicated with tenants regarding AR issues, collections, and repairs needed-Bid construction projects and managed schedules and budgets between all stakeholders-Coordinated vendor contracts and maintenance repairs to correlate with established budget -Met with landlords and tenants to help facilitate open communications-Inspected tenant spaces and exteriors of building-Reached out to governmental offices as required to complete projects Show less

      • Associate Real Estate Manager

        Jul 2016 - Aug 2018
      • Real Estate Accountant

        Nov 2015 - Jul 2016
    • Gausman & Moore Associates, Inc

      Aug 2018 - Apr 2019
      Accounting & HR Specialist

      -Performed accounting for 65 person engineering firm with locations in Minnesota & California-Created customized reports to meet project management needs-Coordinated payroll with deductions-Built relationships with clients by creating accurate invoices and answering client questions quickly-Analyzed accounts and corrects errors -Worked with insurance and 401K brokers to renew and add benefits based on budgetary requirements-Managed employee performance review process and follows up with employee/employer concerns Show less

    • Newmark

      Apr 2019 - May 2021
      Finance Manager

      -Manages the finances of 50 South Sixth Street in downtown Minneapolis for the building owner-Creates budgets and reforecasts the budgets based on actual operating expenses-Prepares monthly executive summary financial reports for the landlord-Analyzes financials to create variance reports with comments and accruals -Collaborates with accounting team to create accurate general ledger-Maintains accounts receivable and accounts payable-Works with tenants to clarify billing questions and collect payments-Reconciles the year end tenant operating expenses Show less

    • Summerhill Commercial Real Estate, LLC

      May 2021 - now
      • Controller

        Dec 2023 - now
      • Assistant Controller

        May 2021 - Dec 2023
  • Licenses & Certifications

    • Realtor

      Kaplan