Alex Boyle Email & Phone Number

Brookfield, Wisconsin, United States

Brookfield

Train and develop new team members on software, systems, and processes Assist managers with projects and efficiency improvementsReview preferred return distribution calculations and create schedules for newly acquired assetsPropose and prepare quarterly co-investment payments to investorsPrepare cost segregation templates and coordinate with engineer teams to complete studiesMaintain cash balances across all direct owned entities and distribute as necessaryOversee delivery of investor portal fund accounting capital calls, payments, and documents

Brookfield, Wisconsin

Prepared and distributed all assigned monthly financial reports to third party ownersCompiled and analyzed financial information in preparation for entry into various financial statements and accounting reports and made appropriate journal entries for recording in the general ledgerReviewed budget, revenue, expense, payroll entries, invoices, other accounting documents and resolved discrepancies, as necessaryCommunicated with on-site property management to assist in completing daily and post close activitiesAnswered questions, provided support, and ensured timely completion of accounting processes for on-time client and company reportingPerformed construction draw requests with lender, handle real estate tax and CAM billings.Annual completion of 1099s and necessary tax preparation

13400 Bishops Lane, Brookfield Wi 53005

Completed internal audit preparation of tax packages of company owned entitiesParticipation in activities that encompassed various departments and roles:Fund Accounting: Monthly accruals, monthly financials, subsidiary financials, income allocationGeneral Accounting: Accounts payable, accounts receivable, journal entriesSuccessfully applied monthly bank reconciliations of 30+ accountsManaged daily remote deposits and cash receiptsProcessed preferred returns schedules involving active and past investors

3402 N Oakland Ave

Was responsible for filling, maintaining and supervising 24-unit propertyEstablished and maintain effective landlord-tenant relationships Maintained detailed legal and financial records

711 Fox Street, Mukwonago 53149

Created mock product samples to help gain new customer businessConducted and complied market research and analysisProduced and maintained sales and marketing materials Maintained an internal sample product website