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Skills

  • Advanced bookkeeping skills
  • Process equipment
  • Intuit QuickBooks specialist
  • Process improvement
  • Audit preparation and execution for property portfolios
  • Stakeholder relationship management
  • Organization
  • SAP expertise
  • Tax accounting specialization
  • Cross-functional team collaboration

Work Experiences

  • Taught accounting principles and company procedures to new employees.
  • Worked with Residential Accountants to ensure that all regulatory requirements were met and that regulatory risks were minimized.
  • Researched technical tax issues related to consulting projects ahead of time.
  • Assisted in the financial due diligence process during acquisitions of program properties, resulting in 11 successful deal closures within three years.
  • Achieved a 46% improvement in reporting accuracy.
  • Achieved a 23% reduction in penalties.
  • Conducted variance analysis for budgeting.
  • Collaborated with property managers.
  • Monthly expense variances and explanations were collected and reported.
  • Avoided cost overruns by 39%.

Summaries

  • Exceptional at writing detailed reports and budgets, conducting thorough financial analysis, and strategizing for superior client service.
  • Within Miscellaneous, senior Residential Accountant and outstanding performer in cross-functional collaboration and stakeholder engagement.
  • Costs were consistently reduced while profits were increased.
  • Adept at working with property managers.
  • Advanced knowledge of framework and program specifications.
  • Accomplished Residential Accountant specializing in budgeting.
  • Involved in ensuring that business operations are fully compliant and within budgetary constraints.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Accountant who is goal-oriented and has a track record of accurate reporting and budget management.
  • Achieved results within two years.

Accomplishments

  • Collaborated with team of 8 in the development of initiative.
  • Managed a portfolio of 2 properties, leading annual budgeting activities with zero variance from financial forecasts.
  • Reconciled 10 tenant security deposits, decreasing discrepancies and enhancing efficiency by 53% across multiple properties.
  • Completed financial audits for a system portfolio valued at 17, ensuring full compliance with GAAP and identifying potential recoveries of 16.
  • Successfully reduced property tax penalties by 21% after revising the annual tax planning process for Chicago in 2022.
  • Identified and corrected long-standing billing errors, resulting in recovered revenue of 18 across multiple residential properties.
  • Monitored and analyzed key property financials, delivering actionable insights that reduced operational costs by 18% for method portfolios.
  • Streamlined month-end reconciliation processes, using automated tools to significantly reduce the month-end financial close by 70% days.
  • Collaborated with property managers and maintenance teams to improve capital expenditure planning, resulting in 53% cost savings in 2020.
  • Enforced tighter internal controls over tenant transactions, reducing bad debt write-offs by 28% in 2018.

Affiliations

  • Collaborative Institute for Planning and Development (Residential Focus Group)
  • National Association of Residential Property Managers (NARPM)
  • Women in Housing & Finance, Inc. (WHF)
  • Real Estate Board of New York Accounting Committee
  • International Association of Administrative Professionals
  • Freemason
  • Lions Club
  • Project Management Institute (PMI) for Real Estate Development
  • Tax Executives Institute (TEI) Real Estate Chapter
  • Local Real Estate Networking Clubs for Accountants

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Advanced Property Tax Specialist (APTS) – initiative
  • Cisco Certified Network Associate (CCNA)
  • Real Estate Taxation Certificate – category
  • Certified Property Manager (CPM) – category
  • CompTIA A+ Technician
  • Excel for Financial Professionals (Advanced) Certification – program
  • Certificate in Real Estate Finance and Investment (CREFI) – standard
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified in Financial Modeling & Valuation (FMVA) – system

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