Anna Lee Ney Email & Phone Number

Los Alamos, New Mexico, United States

Accounts Payable Clerk: Receiving invoices, reconciling accounts, sending out for approvals, tracking invoice status, and processing invoices for payment.• Developed an Accounts Payable workflow and identified areas of weaknesses.• Invented Accounts Payable statistics/metrics to measure human performance, company cash flow, and invoice aging from an invoice log by creating Pivot Tables in Excel.• Identify workflow issues with other departments. Streamlined processes to lessen invoice aging issues.

Austin, Texas Area

Property accountant solely managed all financial transactions for a commercial property management company with 12 properties, 19 buildings, and nine entities with revenue of $30 million yearly.• Lead on accounting software conversion. Created new accounting procedures, troubleshot software issues, and trained property managers on invoice approval processes.• Full cycle accounts payable. Processes 500 invoices/monthly on average in Yardi.• Posts an average of 350 rent payments per month.• Research accounting discrepancy inquires made by tenants, property managers, and ownerships.• Calculates tenant submeters and other reimbursable expenses per lease contracts.• Creates monthly expense reports for ownership approval averaging $2 million in expenses.

Austin, Texas Area

Office management, including building maintenance, computer technology support, and company bookkeeping.• Implemented new processes to track sales tax. During a 7-year state audit, tracking was a useful tool in defending taxable services, avoiding a possible $45K penalty.• Procured furniture, art, and accessories for over 75 multi-family construction projects in TX and CO.• Developed a purchase order tracking system to monitor approximately 100 orders for each project.• Communicated project updates to the design team and clients, resulting in timely project installs.• Led furniture installations by providing instructions to installation teams according to furniture floor plans.

Washington D.C. Metro Area

SUMMARY: Served in a multi-faceted position performing financial management, human resources, administration functions, and event management for a non-profit funded by the Deputy Mayor’s office to promote Economic Development. • Supervised Administrative Associate position.• Built a $5 million balanced budget consisting of operating and program budgets with grant funds from the city.• Forecasted, monitored, and tracked cash flow of all grant funds and board member donations.• Presented financial updates at executive board meetings while compiling the meeting minutes.• Conducted preliminary interviewing and negotiations with candidates applying to the organization. • Produced a clean annual audit in 2013.• Developed a time tracking system to calculate accurate overhead costs for programs.• Generated an event space rental revenue stream and reduced health insurance expenses by $15,000

Washington D.C. Metro Area

KMG Management/PriceBenowitz LLP KMG ManagementSUMMARY: Performed all accounting for property management with 30 properties.• Reconciled and classified by LLC 2012 books for accurate tax reporting.• Managed three sets of accounting and prepared taxes for eighteen LLCs.• Implemented new accounting and payroll procedures to ensure accuracy.• Drafted financial reports for bankruptcy properties.PriceBenowitz LawSUMMARY: Performed all accounting for the law firm with revenue.• Hired and supervised account receivables manager and accounting intern.• Promoted to law firm accounting within 30 days of starting at KMG Management.• Implemented accounting procedures to enable accounts receivable to collect 50% of the delinquent accounts.• Instrumental in creating a human resources department.

Alexandria, Va

SUMMARY: Served in a multi-faceted position performing financial management, human resources, administration functions, and project management.• Supervised Administrative Assistant.• Created a marketplace revenue stream for Learning By Design on the website.• Built survey templates, ran and analyzed data, developed charts, generated data tables, and produced the final version of client reports.

Washington D.C. Metro Area

SUMMARY: Performed all accounting functions and human resources.• Overhauled company and client accounting records to ensure the accuracy of financial reports.• Maintained multiple construction budgets up to $65 million each.• Streamlined client and tenant operating budgets and budget process.• Wrote human resources policies and procedures, including on-boarding and out-boarding staff programs.• Provided advice and counsel to senior management and staff in all areas of HR regulations and issues.• Created an employee benefits orientation class.• Negotiated company health insurance contracts to lower insurance costs.

Alexandria, Va

SUMMARY: Managed accounts payable and accounts receivable. Reconciled bank and credit card accounts. Calculated and filed sales and meal taxes. Forecasted weekly cash flow. Created monthly financial reports. Calculated and processed salary employee and commission payroll. Maintained company and personnel records, vacation accruals, and employee benefit programs, such as medical and 401k programs.• Decreased overall business expenses by 5% and reduced food costs by 7% by creating a tracking system.• Processed payroll for up to 150 contract employees bi-monthly and prepared 1099 statements.• Managed and coordinated events, including movie premieres, US Presidential Inauguration, and high-level client engagements.Significant events include:2009 US Presidential Inauguration event2008 Washington Kastles inaugural season concession management and sales2008 Navy Memorial - various cocktail events2008 Women's Bar Annual Dinner2008 Lifetime Movie premiere of "The Capture of the Green River Killer" red carpet event2007 AIA (American Institute of Architects) Holiday Party

Santa Fe, New Mexico Area

SUMMARY: Founded a start-up wedding and event coordinating boutique business. • Ranked among the top 15 wedding coordinators in New Mexico by the second year in business.• Coordinated weddings, family reunions, trade shows, and fashion shows up to 300 attendees per event.• Oversaw vendors and waitstaff up to 20 people per event.• Created budgets, event checklists, day-of instructions, and timelines.• Designed and created invitations, welcome gifts, and event promotional items.• Built and maintained a retail website.

Los Alamos, New Mexico

SUMMARY: Managed the day-to-day operations of a retail floral shop. Performed accounting, human resources, inventory ordering, and customer relations. Volunteered and sponsored community events.• Supervised up to ten employees.• Drafted, executed, and maintained business and marketing plans increasing revenue by 5% each year.• Created company policies, customer service manual, and floral designing procedures.• Wrote and implemented a training program specific to the floral business.• Established inventory control and job costing systems lowering expenses by 5%.• Volunteered and sponsored community events.• Board Member of New Mexico State Floral Association.

Los Alamos, New Mexico

Commercial Loan Assistant (July 1997 to September 1999)Prepared and closed automobile, unsecured, commercial, mobile home, bridge, and Small Business Administration loans daily. Analyzed financial information using credit reports and other financial documents for loan prequalification. Tracked progress and budgets construction loans. Collected on past-due loans using skip tracing techniques. Processed Mortgage loans during the early refinance boom.Loan Documentation (August 1996 to July 1997)Audited loan files to ensure they meet bank requirements. Filed liens, mortgage deeds, car titles, and Uniform Commercial Code (UCC) documents with appropriate agencies.Bookkeeping/Customer Service (December 1993 to August 1996)Assisted customers daily to resolve checking and savings account issues and discrepancies. Prepared customer bank statements, placed stop payments on checks and ACH transactions. Investigated and filled fraudulent check cases with authories.