Bethany Record Email & Phone Number

Financial Planning & Analysis: Oversee budget design, implementation, and follow up reportingOversee and provide forecasts for annual projections, as well as quarterly updatesDesign and implement Financial Statement process with the goal of providing timely and accurate deliverables to be used for analysisCommunicate Financial information to management team in an accessible formatDevelop model for future performance projectionsAccounting:Manage Accounting and Collections staffReview complete monthly, quarterly and annual financial statements and footnotes in accordance with GAAPManage audit with external audit firm Prepare reporting for lenders, as well as meet with lenders to present financial statements and answer questionsAccounts Payable managementAccounts Receivable managementMaintain banking relationshipFile monthly, quarterly and annual taxes in accordance with industry regulationsHuman Resources: Develop policies and procedures to mitigate riskProvide coaching to managers and employees as neededAssist in the development of job training curriculumDevelop Performance Management SystemReview and update HR PoliciesResearch all insurance renewals, and make recommendation to Senior teamExecute benefits management: health, dental, life, 401K, Short term/long term disabilityProcess PayrollOrganize employee wellness opportunitiesProvide guidance to Executive team on personnel issuesManage all issues with the Maine Department of Labor, including unemployment hearings

Portland, Me

Financial Planning & Analysis:• Oversee budget design and preparation in coordination with the President and his team• Design and build reporting packages in industry software that enable more timely and accurate analysis• Design and oversee reporting packages for ownership that include actual to budget comparisons as well as forecasting• Oversee and provide forecasts for annual projections, as well as each future year to the termination of tax credits in year 15• Design and provide analysis and forecasting to ownership in a format that is relevant to their perspective• Design and implement Financial Statement process with the goal of providing timely and accurate deliverables to be used for analysisAccounting:• Insure all reporting compliance with section 42 of the Internal Revenue Code, Department of Housing and Urban Development, and related State Agencies.• Design and implement a comprehensive set of internal controls for all accounting and reporting• Manage staff of six Accountants and three Accounts Payable Specialists• Oversee all accounting of Management Company, Parent Companies and Investment Companies• Review complete monthly, quarterly and annual financial statements and footnotes in accordance with GAAP• Provide monthly budget comparison analysis and re-projections• Manage audit with external audit firm• Manage data conversion projects for acquisitionsAcquisitions• Coordinate accounting diligence for acquisitions• Coordinate with IT department to provide outline of for integration in to accounting software for new acquisitions• Oversee and execute integration of new acquisitions in to accounting software.• Create tracking checklist for new acquisitions for all financial related activities (i.e. reporting deadlines, related party reporting, debt service schedule)• Train new staff on policies and procedures related to new acquisition• Travel to site of new acquisition as needed to guarantee smooth transition

Promoted to Supervise and train three accounts receivable staff in the performance of their duties for 90+ commercial properties and additional residential portfolios.• Assist Director of Property Management Accounting with setting up new building profiles within software, adhering to Sarbanes requirements, and additional tasks as requested• Assisting 25+ property managers with Sarbanes compliance for billing and leasing changes• Assisting with developing procedures to comply with audit controls• Assist property managers and Director of Accounting with annual budgeting process for all Commercial and Residential entities• Review, assess and recommend software changes• Travel to properties as needed to assist with the transition of new acquisitions

Due to increase in portfolio size, the responsibility of property accountant was taken on including preparation of monthly financial statements, including accruals and journal entries; all responsibilities listed below for Lease Administrator.

• Developing expertise in the industry software used• Process financial and tenant activity for over 90 properties• Set up new building profiles within software• Abstract new leases• Adhere to Sarbanes requirements• Set up collection status reports and follow up with outstanding delinquencies• Assist 25+ property managers with compliance for billing and leasing changes• Process daily cash receipts and monthly billings• Assist with audit controls• Track new vendors in compliance with regulations• Assist property managers with budgets

Master Of Science (Ms), Taxation

Certificate Program In Human Resource Management

Bachelor Of Arts (B.A.), Mathematics