Manage financial operations on 30 communities of $12M combined monthly revenue. Analyze Tax Cuts and Jobs Act 2017 for impact and applications on property acquisition, opportunity zone investments and investor tax returns. Plan, test and execute HR/payroll system. Manage HR/direct reports during payroll system implementation. Transition vendor processing into centralized platform. Digitize full employee lifecycle.Revise standard operation procedures for benefits and payroll processes. Implement business intelligence software, giving upper management access to real-time data of property operations/performance, enhancing multi-site communication. Update internal controls to comply with new accounts payable system, payment processing and payroll processing. Develop KPIs for faster onsite problem identification. Select Accomplishments:• Contributed 19.5% portfolio growth in one year by implementing process improvements and updates that have become industry best practices.• Achieved $75k yearly profit sharing by assisting with contract negotiations to attain national retailer account.• Reduced annual payroll by 51%/$75k by implementing accounts payable software solution, and annual company HR/payroll overhead by 43%/$270k.• Boosted by $32k annual revenue by allocating invoice processing direct costs to individual properties.• Slashed by 75% year-end audit request follow-up and processing time for property accounts payable from 90 days to seven days as result of implementation of automated system.• Saved 15% on telecommunication and 50% on IT contracts annually by evaluating existing contracts. • Invited to property management software panel to provide industry insight after working with vendor vice president and development team to create/implement customer solution for tax law data analysis.• Achieved accelerated depreciation of $11.1M in year one using tax law analysis for project valued at $45M and $11.1M capital invested.

Oversaw financial reporting, tax planning and reporting, cash management and debt management process for 30 communities. Consolidated property management software. Upgraded chart of accounts and budget templates and developed new budgeting process for corporate operations. Reconciled backlog of unrecorded operations. Coordinated GAAP-based, federal, and donor specific audits.Managed treasury function and banking relationships. Served as primary contact with auditors and for all principal individual, family, trust and business tax entities for 50+ returns. Select Accomplishments:• Saved $175k and 31% of annual software costs by migrating customer-facing software to one system, allowing for faster solution processing and more centralized data repository.

Managed financial statement preparation for $5M to $50M revenue businesses, including consolidated and comparative cash flow statements with footnote disclosures. Conducted client consultation meetings to maximize cash flow using tax planning and operational strategies. Developed and launched new hire training program with emphasis on technological efficiencies and tax return and financial statement preparation.Provided personal and business income projections for clients’ tax planning. Handled preparation of individual 1040 returns, including some with international income, and 1065, 1120, and 1120s returns. Served as primary contact of IRS Large Business and International tax payer group during business reviews and audits. Prepared tax returns for clients including entrepreneurs and privately held companies.Select Accomplishments:• Selected to prepare one of largest 1040 returns at 3,500 pages and $20M revenue, requiring state apportionment for all 50 states. • Saved client $18k in state taxes by recommending and executing strategy to move approximately $216k taxable income to jurisdiction with lower tax rate.

Consulted with and delivered assurance services to real estate clients, including publicly held real estate investment fund, non-profit and construction companies. Analyzed real estate investment valuations using financial statements and partnership agreements to aid client decision making. Assessed reasonableness of impairment analyses performed on prospective properties. Prepared quarterly and year-end financial statements in compliance with U.S. GAAP and SEC requirements. Assigned new client requiring quarterly comparative 10-k reporting. Created template for financial statement preparation.Select Accomplishments:• Co-supervised staff with senior manager, resulting in manager’s ability to attain $345k in additional work.