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Skills

  • CCTV
  • Sales tax reporting
  • Intuit QuickBooks specialist
  • Customer service
  • Vendor relationships
  • Accounting operations management
  • Great Plains software expertise
  • Operational improvement
  • Inventory management
  • Organization

Work Experiences

  • Collected, analyzed, and summarized account information to produce accurate financial reports each the past year.
  • Reduced financial discrepancies by preparing bank reconciliations, managing field audits, and double-checking accounting records for accuracy.
  • Kept track of expenses and entered deposits into Jira while reconciling monthly bank accounts to ensure accuracy.
  • All figures, calculations, and documents were calculated and verified by me.
  • Analyzed day payments and produced detailed reports in order to identify and recommend improvements in areas where there was room for improvement.
  • Used my math skills to add up totals, double-check figures, and fix errors in physical and digital files.
  • Completed daily computer backups, virus scans, and program updates.
  • Process program was implemented to streamline stakeholder engagement, resulting in process.
  • Prepared and mailed client invoices on time to increase the likelihood of prompt payment.
  • Worked with Property Bookkeeper to process business transactions and keep my financial standing in good shape.

Summaries

  • Detail-oriented and dedicated to high-quality work.
  • Professional and dependable worker with SAP training.
  • Accounts Payable Specialist with a strong understanding of performance reporting and metric accounts.
  • Quality-driven Property Bookkeeper with 10 years of experience supporting accounting functions with teammates.
  • Expert in Power BI and quickly and professionally resolving discrepancies.
  • Streamlining operations for excellent and organized bookkeeping has a proven track record.
  • Strategic planning and performance reporting are consistently accurate when entering data.
  • Proven track record of achieving procedure through effective account management and risk assessment.
  • Team player with strong technical skills and a dedication to financial data entry and recordkeeping accuracy.
  • Dedicated to providing excellent customer service, timely payments, and thorough documentation.

Accomplishments

  • Led quarterly financial audits for 5 residential/commercial properties, uncovering discrepancies and correcting accounting errors amounting to $9.
  • Enhanced rent collection through proactive tenant engagement and follow-ups, leading to a reduction in delinquent accounts by 69%.
  • Developed a tenant credit screening process that improved tenant selection quality and reduced non-payment risk by 24%.
  • Assisted in the creation of the annual operating budget for a $3 real estate portfolio, increasing allocation accuracy by 74%.
  • Created and maintained a capital expenditure tracking system for 6 properties, ensuring all CapEx items were reported correctly and consistently.
  • Reconciled tenant account disagreements promptly, reducing tenant turnover by 21% and encouraging long-term lease renewals.
  • Awarded President's Club for reducing property management operational costs by 59% through renegotiating contracts with key service vendors.
  • Integrated expense tracking across 11 properties, creating a uniform system that reduced accounting discrepancies by 78%.
  • Maintained strict credit control over tenant accounts, resulting in a 48% increase in on-time payments over the course of 6 months.
  • Collaborated with external auditors during annual inspections, reducing audit findings by 36% through comprehensive documentation and reconciliations.

Affiliations

  • Host, Quarterly Webinar Series on Property Accounting Best Practices - method
  • Member, Building Owners and Managers Association (BOMA) - 2017
  • Active Member, Association of Internal Real Estate Auditors (AIREA) process
  • Certified, QuickBooks ProAdvisor Program - program
  • Attendee, Real Estate Accounting and Tax Planning Conference - 2019
  • Certified Bookkeeper, American Institute of Professional Bookkeepers (AIPB) - 2024
  • Member, National Association of Residential Property Managers (NARPM), 2017 – Present
  • Licensed Property Management Professional - Texas, 2016
  • Enrolled, Multi-Family Real Estate Financial Analysis Course - initiative
  • Member, American Accounting Association (AAA) - Real Estate Section - 2017

Certifications

  • First Aid/CPR
  • Google Certified Professional Cloud Architect
  • Certified Audit and Tax Compliance Specialist, from method
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant (CPA), licensed by standard
  • Salesforce
  • Multifamily Property Accounting Certification, through the National Multifamily Housing Council (NMHC)
  • Fundamentals in General Ledger Reconciliation, awarded by category
  • Property Management Financial Proficiency Certificate, awarded by Cedar Works 2021
  • Accounts Payable Specialist Certification, from the Institute of Finance & Management (IOFM)

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