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Skills

  • Intuit QuickBooks specialist
  • Data trending knowledge
  • Dispute Resolution and Risk Mitigation
  • Process improvement
  • System equipment
  • Budget forecasting
  • Operational improvement
  • Communications
  • Cash Flow Statement Preparation
  • Client relations and communication

Work Experiences

  • Delivered reconciled balance sheets with 100% accuracy.
  • Verified over $13 in cash and credit payments on a daily basis.
  • Created a tracker for staff expenses and reimbursements, which resulted in metric.
  • Achieved Excellence Award for reducing outstanding tenant balances by $7 within 2019 while enhancing internal controls over revenue collection.
  • Coordinated quarterly external audits.
  • Achieved Top Performer for reducing outstanding tenant balances.
  • Designed and maintained a detailed rent roll for 14 properties, providing clear, accurate insights into financial performance and aiding leasing decisions.
  • Compiled general ledger entries with 100% accuracy on a tight deadline.
  • Was in charge of the entire accounting cycle, which included gathering data, preparing documents, completing reports, and closing the books.
  • Aided leasing decisions.

Summaries

  • Real Estate Accountant with 13 years of successful vendor management and strategic planning experience.
  • Achieved a 57% reduction in taxable income.
  • Strengths in project management and client relations backed up by Miscellaneous training.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Detail-oriented with a broad understanding of cash and record management, as well as comprehensive account reconciliations.
  • Achieved a reduction in late fees by 74%.
  • Offering 10 years of financial management experience, including payroll, budgets, reports, audits, journals, expenditures, and payments for 18 locations.
  • Accountant with extensive knowledge of the laws and procedures that govern business operations, tax filings, and regulatory compliance.
  • Adept at managing complex property tax filings across multiple states, demonstrating a strong ability to ensure compliance and mitigate financial risk.
  • Accomplished Real Estate Accountant known for creating CAM reconciliations that recovered over $8 in tenant reimbursements for 10 commercial properties.

Accomplishments

  • Investigated and resolved real estate tax discrepancies, resulting in a 28% reduction in penalties from the previous year.
  • Streamlined workflow processes between the accounting and property management teams, increasing efficiency and decreasing task completion time by 55%
  • Created quarterly financial statements for 15 properties adhering to both GAAP and real estate accounting standards, reducing report discrepancies by 20%
  • Collaborated with tax consultants to identify potential real estate tax incentives, securing savings of 6 in 2019.
  • Maintained long-term debt schedules for 16 properties, ensuring timely payments and accurate financial reporting.
  • Implemented cost-saving measures that reduced compliance overhead by 23%, ensuring smooth alignment with GAAP standards.
  • Developed a cash flow forecasting model for 3 portfolios, providing stakeholders with critical insights to better structure future real estate investments.
  • Delivered variance reports throughout the fiscal year, identifying key revenue and expense trends across 8 managed properties.
  • Reduced delinquent receivables by 35% by restructuring the collection policy and improving communication with tenants.
  • Documented and resolved standard which led to framework.

Affiliations

  • Real Estate Investment Advisory Council (REIAC)
  • Real Estate Finance Association (REFA)
  • Association for Computing Machinery
  • American Marketing Association
  • Global Association of Risk Professionals (GARP)
  • Association of Accountants and Financial Professionals in Business (IMA)
  • National Association of Real Estate Investment Managers (NAREIM)
  • International Council of Shopping Centers (ICSC)
  • Society of Human Resource Management
  • Mortgage Bankers Association (MBA)

Certifications

  • Certified Tax Preparer for Real Estate by process
  • Google Certified Professional Cloud Architect
  • Real Estate Investment Trust (REIT) Certificate Ironclad Systems
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Tax Advisor (CTA)
  • Certified Public Accountant
  • Certified Property Manager (CPM) from Cedar Works
  • Advanced Real Estate Accounting Certification by category or Summit Group
  • Cisco Certified Internetwork Expert (CCIE)
  • Leadership in Energy and Environmental Design Accredited Professional (LEED AP)

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