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Skills

  • Funding Requests
  • Property Management Financial Proficiency Certification
  • Calculating liabilities
  • Communication of financial data to non-financial stakeholders
  • Cash flow reporting accuracy
  • Common Area Maintenance (CAM) reconciliation
  • Month End Close
  • Client billing reconciliation
  • CAM and rent escalation adjustments
  • Cost-saving budgeting recommendations

Work Experiences

  • Helped management finalize the annual expense plans.
  • Prepared financial pages for senior management to review.
  • Created reports that included a variety of metrics and account data.
  • Assisted with the creation of new property accounts as well as the determination of tax filing and data requirements.
  • Looked over collection reports to see how far collections had progressed and how much money was still owed.
  • Was in charge of all phases of certified audits for an 85-person CPA firm.
  • Created a tracker for staff expenses and reimbursements, which resulted in system.
  • Monthly expense variances and explanations were collected and reported.
  • Was in charge of forecasting, operations, accounting close, and reporting for a $240 million prescription drug rebate revenue program.
  • Compiled documentation for income statement and balance sheet accounts in preparation for the year-end audit cycle.

Summaries

  • Account Assistant with a strong desire to improve team efficiency and streamline operations.
  • Asana and Workday are two areas in which I excel.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Innovative accountant with experience extracting financial data from a variety of reporting systems and recommending important operational changes.
  • Ready to provide Lakeside Partners with excellent results.
  • Excellent interpersonal and conflict resolution skills.
  • Property Accountant is a hardworking individual who is familiar with scripted interactions and collection guidelines.
  • Within Accounting and Finance, senior Property Accountant and outstanding performer in strategic planning and stakeholder engagement.
  • Systematic and well-organized, with a keen eye for detail, mathematical prowess, and GAAP expertise.
  • Committed to enhancing internal controls, reducing costs, and assisting businesses in achieving their financial objectives.

Accomplishments

  • Developed audit-ready financial packages for investors on a portfolio of 12 properties, consistently meeting quarterly reporting deadlines.
  • Documented and resolved system which led to method.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Presented annual budget projections, leading cost-saving initiatives that reduced operating expenses across multiple properties by 30%.
  • Processed biweekly payroll for 17 properties using method and ensured compliance with multi-state labor laws.
  • Produced cash flow projections for 7 properties, improving liquidity planning and resource allocation for future capital expenditures.
  • Framework Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2017.
  • Implemented a new tenant chargeback process, reducing outstanding balances by $18 over a 2017-month period.
  • Worked with legal teams to resolve outstanding lease accounting issues, resulting in cost recoveries exceeding $8.
  • Analyzed and reported on variances between actual and budgeted performance, contributing to a 60% improvement in cost controls.

Affiliations

  • Freemason
  • Real Estate Accounting and Financial Reporting Forum
  • American Marketing Association
  • Council of Real Estate Brokerage Managers (CRB)
  • Rotary International
  • Building Owners and Managers Association International (BOMA)
  • RICS - Royal Institution of Chartered Surveyors
  • American Institute of Certified Public Accountants (AICPA)
  • Real Estate Investment Securities Association (REISA)
  • Real Property Association of Canada (REALPAC)

Certifications

  • Financial Modeling & Valuation Analyst (FMVA) - Corporate Finance Institute
  • ServSafe
  • Certified Property Manager (CPM) - procedure
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Network Associate (CCNA)
  • Apple Certified Associate (ACA)
  • First Aid/CPR Certified
  • Certificate in Real Estate Investment Performance Measurement category
  • Real Estate Taxation Specialist Certification
  • SHRM Certified Professional (SHRM-CP)

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