Randi D. Fritz
RANDI D. FRITZ
3051 Spring Branch Dr.
Little Elm, Texas 75068
Phone: ------------
Email: ------------
HIGHLIGHTS
Seasoned Corporate/Transactional Paralegal, Executive Assistant and Accounting/Benefits Manager with 10+ years of experience in a top-level support position providing excellent written and verbal communication skills including the acquisition and facilitation of critical client relationships.
PROFICIENCY
Quickbooks Intuit Online; Texas SOS Direct Online Filing System; Westlaw; Rippe Kingston; Bill4Time Accounting Software
EXPERIENCE
ACCOUNTING/BENEFITS MANAGER - Apostrophe D Restaurants, LLC – October 2017 – July 2020
Specialties include: Processing payroll for six restaurants and corporate team, invoice entry, printing checks for multiple vendors, reconciliation of invoices and against Fintech and multiple operating and petty bank accounts, processed Sales Tax payments for all locations, distribution of corporate credit card statements and allocating charges to correct accounts, determining eligibility for medical, dental and vision benefits for all employees, handled enrollment and terminations for all locations, distribution of SBC/SPD plan documents, processed COBRA information with carrier, maintenance of company-wide benefits census, maintenance of corporate books, handled all renewals for alcohol and food licenses and various permits, established new vendor accounts, responded to all TWC claims and processed governmental notices, W2 distribution, 1099 distribution to vendors, etc; processed year-end series ACA codes.
CORPORATE/TRANSACTIONAL PARALEGAL AND EXECUTIVE ASSISTANT
Ferguson Braswell Fraser Kubasta PC – February 2010 – September 2017
Corporate: business entity formation, filings with Texas Secretary of State/SOS Direct; entity restructuring and reorganization; drafted board/shareholder and member/manager consents; corporate clean-up and minute book maintenance; mergers; conversions; company dissolutions and amendments.
Transactional: preparation of term sheets, assistance with merger and acquisition agreements including ancillary documents; assistance with schedules; preparation and maintenance of transaction checklists; preparation of signature /packets for both buyer and seller; compilation of executed documents; facilitated closings; UCC filings.
Executive Support: interfaced with clients and coordinated/scheduled meetings; coordinated business events and board meetings; booked travel arrangements for partners; managed multiple projects and deadlines; updated and maintained action plan spreadsheets; managed accounts receivable reports and sent out collection emails for both Kyle Ferguson and Paul Braswell; trained and assisted new hires in our corporate section.
OFFICE MANAGER
Farmers Insurance District 18 Office – November 2005 - February 2010
I provided the support necessary to help over 30 insurance agencies run their businesses as efficiently as possible.
EDUCATION / MEMBERSHIPS
Associate of Arts – Collin County Community College / Notary Public
RANDI D. FRITZ
3051 Spring Branch Dr.
Little Elm, Texas 75068
Phone: ------------
Email: ------------
HIGHLIGHTS
Seasoned Corporate/Transactional Paralegal, Executive Assistant and Accounting/Benefits Manager with 10+ years of experience in a top-level support position providing excellent written and verbal communication skills including the acquisition and facilitation of critical client relationships.
PROFICIENCY
Quickbooks Intuit Online; Texas SOS Direct Online Filing System; Westlaw; Rippe Kingston; Bill4Time Accounting Software
EXPERIENCE
ACCOUNTING/BENEFITS MANAGER - Apostrophe D Restaurants, LLC – October 2017 – July 2020
Specialties include: Processing payroll for six restaurants and corporate team, invoice entry, printing checks for multiple vendors, reconciliation of invoices and against Fintech and multiple operating and petty bank accounts, processed Sales Tax payments for all locations, distribution of corporate credit card statements and allocating charges to correct accounts, determining eligibility for medical, dental and vision benefits for all employees, handled enrollment and terminations for all locations, distribution of SBC/SPD plan documents, processed COBRA information with carrier, maintenance of company-wide benefits census, maintenance of corporate books, handled all renewals for alcohol and food licenses and various permits, established new vendor accounts, responded to all TWC claims and processed governmental notices, W2 distribution, 1099 distribution to vendors, etc; processed year-end series ACA codes.
CORPORATE/TRANSACTIONAL PARALEGAL AND EXECUTIVE ASSISTANT
Ferguson Braswell Fraser Kubasta PC – February 2010 – September 2017
Corporate: business entity formation, filings with Texas Secretary of State/SOS Direct; entity restructuring and reorganization; drafted board/shareholder and member/manager consents; corporate clean-up and minute book maintenance; mergers; conversions; company dissolutions and amendments.
Transactional: preparation of term sheets, assistance with merger and acquisition agreements including ancillary documents; assistance with schedules; preparation and maintenance of transaction checklists; preparation of signature /packets for both buyer and seller; compilation of executed documents; facilitated closings; UCC filings.
Executive Support: interfaced with clients and coordinated/scheduled meetings; coordinated business events and board meetings; booked travel arrangements for partners; managed multiple projects and deadlines; updated and maintained action plan spreadsheets; managed accounts receivable reports and sent out collection emails for both Kyle Ferguson and Paul Braswell; trained and assisted new hires in our corporate section.
OFFICE MANAGER
Farmers Insurance District 18 Office – November 2005 - February 2010
I provided the support necessary to help over 30 insurance agencies run their businesses as efficiently as possible.
EDUCATION / MEMBERSHIPS
Associate of Arts – Collin County Community College / Notary Public