Industry is driven by technology, HOA services are no exception. Properly investing in your digital systems will keep your teams organized, on track, and looking ahead. I can hone your teams' tools and practices, allowing them to focus on the projects that matter.It's my passion to help organizations in the Real Estate sector be their best through constructive teamwork within their digital spaces. I offer effective & professional consultation in complete business operations throughout the industry, specializing in Association, Property, & Project Management.I enjoy collaborating with my clients, taking time to understand their values & processes. I believe that most businesses already have the tools they need to thrive. I'll work hard to ensure maximum return from the services in which you've already invested.If your systems have been (or need to be) upgraded, I will guide your team through that transition period. I provide customized implementation plans, quality group & individual training sessions, and multi-media training materials for systems that are new or changing.I really look forward to helping your organization reach its digital destinations.

I create custom 3d renderings using CAD software to bring your potential designs to life.Are you torn between design ideas for your space? Is it impossible to get started for fear of making the wrong design decision? Are you having a hard time deciding on a budget because you don't know what actual value will be provided?Worry no more. I work with people at any stage in their project to ensure that your vision is the best it can be. Explore a brilliantly beautiful model of your future space before a single nail is hung. Evaluate several options before making any permanent decisions. Feel confident about the investment you are making on your property.

I oversaw all business operations for this condominium association with 330 units, with an annual operating budget just over $1.5 Million.I supported the Board of Directors in all HOA matters. My primary role was facilitating the Board's business for all monthly and annual meetings. I researched, tracked, and compiled information for all vendor contracts, legal issues, violations, collections, personnel issues, and financials.I assured that the association's governance was within the framework of the Davis Stirling Act and California Code of Regulations: Title 25.I handled critical annual events like budgeting, reserve studies, insurance renewals, Board elections, and financial reviews. I tracked those and other recurring events, ensuring they were handled within their prescribed timelines. I made sure that our policies and procedures were up to date with changes in local, state, and federal law.I oversaw all facilities projects including general maintenance, capital improvements, reserve item replacements, and infrastructure overhauls. I managed the team that maintained all aspects of the critical utility services provided, including electric, gas, water, and sewer. We directly managed repairs and replacement of these services as well as direct billing homeowners for the utilities.I passed the torch at Madrid Manor so I could focus on growing my own business.

As Business & Finance Manager I oversaw monthly/annual financials, budgeting, reserves, and company wide data systems. Promoted from my role as Accounts Manager, I expanded on the foundation I built with Rent Manager PMS to bring all accounting functions in-house as of June 2017.I played a critical role in budget development and expense tracking, as well as our Reserve studies and capital expenses. I helped develop new methods for tracking Reserve costs, making it easier for other departments to plan for those large expenses.I oversaw multiple direct reports, and ensured that daily accounting procedures were carried out properly. I reported to our Board of Directors, presented monthly financials and oversaw all collections efforts for delinquent accounts. That included correspondence with residents, communications with legal counsel, and the processing of liens.As our GSuite Administrator, I brought our company into the 21st century with 100% cloud computing. All employees now share in a single digital work space, enabling collaboration and sharing of information that is rarely seen in the senior housing industry.As a large HOA, Madrid Manor experiences many title transfers each year. I facilitated the escrow process for home sales within our community, and created online systems facilitating transfer of HOA documents, and allowing home buyers to register from the comfort of their own home. I know over 200 of our residents by first name, and enjoy taking time out of my day getting to know them even better.

In my roll as Accounts Manager I was responsible for maintaining over 300 client accounts before eventually taking on the responsibility of Business & Finance Manager.I lead an overhaul of the data systems used for client account management, with a strong emphasis on data integrity and customer service. I was responsible for the daily activity in both Accounts Receivable and Accounts Payable. Everything from customer invoicing, delinquency reporting, cash receipts and web based payments. I was in charge of vendor information, contract negotiation, and semi-monthly check runs.I implemented Rent Manager Property Management software to handle many aspects of our Company's needs, eventually enabling us to bring all accounting and management functions in-house.I created the company's first website, and oversaw implementation of a resident web portal allowing our residents to access important account information online, as well as make payments, reducing time and efforts spent collecting Association Dues. As a result I provided in-person and over-the-phone computer troubleshooting for the seniors in our community on a daily basis. Offering patient, detailed instructions for navigating these new digital environments.

Proficiency in: QuickBooks Pro, Paylocity Web Pay, Appfolio Property Management Software, Brink POS, Aloha POS, Micros POS, Microsoft Office Suite, ProfitStars Remote Deposits, Asana Task Management and Google App Suite.Accounts Payable duties including invoice coding and entry, weekly check runs (100+), and vendor relations for our 13 individual companies.Accounts Receivable duties for our 13 individual companies including a full service hotel property, busy nightclub, fast-casual restaurant, 6 multi-unit apartment buildings, and a downtown commercial office building. Daily electronic scanning and deposits of checks.Bank statement reconciliation for various companies.Monthly reconciliation of all employee credit cards between various companies.Payroll processing for over 70 employees between various companies. Maintaining records for wage garnishment and other payroll deductions.Human Resources responsibilities including interviewing potential staff members, on-boarding of new hires for multiple companies, organizing and filing all employee documents, revision and consolidation of multiple employee handbooks and hiring packets.General administrative and clerical duties, including filing, organizing, email composition and phone correspondence.

Worked independently in a busy front desk setting.Assisted guests in all stages of their stay. From web based and telephone bookings, to check in and check out.Continued my working knowledge of Opera Property Management software and trained other employees on using the program.Assisted in billing inquiries and processed large payments via credit card and cash transactions.Assisted sales managers in person, via email and over the phone.Designed and implemented employee task lists, training documents and property brochures.Worked as Hotel Auditor closing out the computer systems daily; sending all batches, recording revenue reports, and sending detailed logs to the owner and property managers in a timely manner.Promoted within the company to be the Accounting Clerk for the corporate office.

Oversaw quality assurance and customer satisfaction.Developed strong time management skills.Trained new employees in proper procedural implementation.Supervised daily prep of all restaurant products. Performed accounts receivable duties.Promoted employee cohesion.Performed duties in a fast, efficient, and energetic manner.

Assisted interim director of the Lionel Hampton International Jazz Festival.Composed emails and documents on behalf of the director and managers.Created advertisement pamphlets and flyers.Tended to VIPs and festival donors.Designed and edited festival programs.Managed small volunteer teams through the busiest festival events.

Bookkeeping and AR/AP.Recording invoices, sending payments and receiving payments.Procedural duties.Worked without supervision.Calculated gains and recorded sales.Fielded employee questions regarding pay, insurance, and related policies.

Interacted with many guests in person, over the phone, and via mail.Communicated with other departments like catering, accounting, and housekeeping.Completed many reservations, transactions, and cancellations daily.Handled large monetary transactions.Dealt often with large influxes for specific University related events.Assisted guests with concierge service: making recommendations for local events and attractions, suggesting appropriate restaurant and entertainment venues, and directing guests to businesses and appointments throughout the city.