Casey Orr Email & Phone Number

Fort Lauderdale, Fl, Us

Boca Raton, Fl, Us

• Managed employee training for 5 new hires over a period of 2 years, offering continuous guidance and mentorship on best practices back while providing constructive feedback. • Led team of 6 accountants to prepare monthly draw requests for 130+ single, multi-family and renovation projects as well as acquisitions. • Create and distribute capital call for 8 Fund accounts to ensure prompt submission and receipt of funding from investment partners. • Oversee monthly budget reallocation and projected cost adjustments. Review and finalize projected cost reports (PCRs) before distribution to investment management committee. • Daily use of the Yardi, CIS, Vena and Textura systems, along with strong excel.• Create and distribute monthly guaranteed cost analysis across active construction projects.• Monitor monthly pipeline report to plan for upcoming projects to be added to draw portfolio and schedule.

Boca Raton, Fl, Us

• Supervise and manage workflow for preparation and distribution of monthly draw requests for 100+ legal entities. • Create monthly draw schedule for team.• Review draws and provide feedback for team members as assigned. • Set up contracts, change orders and insurance updates in accounting software. • Prepare and distribute capital call for 5 large Fund packages to investors. • Act as liaison between the draw team and field to resolve draw discrepancies and escalations. • Train Draw Accountants. • Supervise PCR (projected cost report) posting.

Boca Raton, Fl, Us

• Senior associate tasked with reviewing AIA draw documents for compliance and accuracy before circulation to field associates. Identify and resolve escalated issues. • Create monthly draw schedule for Department. • Forecast actual vs. budget spending and analyze projects to provide meaningful input to project and office leadership. • Review job costs for budget variances, cost code errors, dollar amount errors on invoices, etc. • Run various reports and perform budget tracking. • Create and submit Capital Call for large portfolio funding request with investors.

Boca Raton, Fl, Us

• Preparation of monthly draw requests for 25 legal entities.• Distribute and update monthly PCR’s for assigned projects.• Set up contracts, change orders and insurance updates in accounting software.• Review AP batches for accuracy.• Daily use of the Yardi, CIS and Textura systems, along with strong excel.

HUMAN RESOURCES: • Implements HR services; employee acquisition, employment processing, compensation, training and development, records management, safety training, employee relations and retention, and completing personnel transactions.• Assists management with HR policy adherence, disciplinary actions and documentation. • Ensures up-to-date maintenance of employee records in accordance with legal requirements and corporate policies.ACCOUNTING:• Lead and coordinate all aspects of the business office, including supervision of the billing, collecting, payroll and accounts payable functions; Coordinates and attends meetings as needed.• Initiated new payment protocol for recurring disbursements, leading to a 60% decrease in processing time.• Completion of general accounting activities; A/P, A/R, purchasing, invoicing, payroll and bank statement reconciliation; NTOs, ROLs; maintenance of financial paperwork. OFFICE MANAGEMENT:• Develop administration staff through training, monitor and review work progress/accuracy through written policies, practices and procedures; coordinate and direct day-to-day responsibilities of office staff.• Manage owner expectations by communicating project status and issues; resolving concerns; analyzing time and cost issues; preparing reports. • Vendor liaison for upcoming, awarded, and in process projects; completion of subcontractor agreement and scope of work timeline. • Completion of official Bid Packet proposals for government-owned open contracts; Completion of new contract documents, supplemental certifications and form submissions upon award.

• Received Employee of the Month in April 2012 and Employee of the Year in 2012. • Instituted and co-wrote company’s first Policy and Procedure manual for departments.HUMAN RESOURCES:• Sourced, screened, and evaluated administration candidate applications/resumes for qualifications; On-boarding/supervision of staff. Increased administration staff by 300% due to company growth and department need. • Completed Compliance and Audit tasks from our corporate financial vendors in a time-sensitive period to keep non-profit status and continued Grant approval until business change in December 2013.ACCOUNTING: • Established tracked budgeting system to improve service and operation expense tracking, reducing time spent in reconciliation and general ledger entries. Reduced company spending by 40% by negotiating contracts or services. • Generated Monthly financial reports; federal and state audited financial statements, cash management reports, disbursement analysis and other Ad Hoc reports as required. • Decreased time spent on general accounting activities by 50% by introducing new entry and memorized transaction protocols in invoicing, A/P, A/R, payroll, purchasing, bank deposits and reconciling statements.• Generated financial data and accounting services in connection with change in business name and strategy, including licensing requirements, registrations and collaboration with attorney. Corporate liaison with vendors and auditors.OFFICE MANAGEMENT:• Led and directed administration employees including assigning, monitoring and reviewing work progress/accuracy; providing guidance and training; delivering disciplinary actions and documentation, when necessary. • Accomplished reduced cost purchase of office supplies and equipment ensuring supply needs met and equipment costs minimized. • Upon Special Event Fundraisers, took lead role to plan, coordinate and implement special events.

• Determined each students swimming ability, interest and limitation to ensure that a correlating training program is created; provided both group and private lessons at our facility and in client’s home. • Strategized different ways of teaching swimming to a diverse group of students. Monitored students, providing additional/extra assistance to struggling swimmers.• Evaluated student performance on a regular basis and provided insight to help improve technique.• Upon Special Events, took lead to plan, coordinate and implement event, while ensuring safety of children and proper clean up procedures.

Margate, Fl, Us

• Supervised a group of up to 25 children.• • Constructed a student work schedule to best utilize time for children’s activities, leading multiple workstations with the children including homework, outside activities, math, reading, and cooking while building child/counselor relationships by interacting with the children and their parents/guardians.• Listened to questions, comments and concerns from students, addressing any issues with parents or upper management. • Awarded Most Improved Employee during my brief stay with the company due to my quick understanding of the needs of my position as well as my ability to actively listen to any suggestions and ideas from my peers and upper management.

Davie, Florida, Us

St. Louis, Mo, Us

-Built branch relationships by answering inquiries regarding Retirement Accounts, Education Accounts and IRS guidelines.-Used keen problem solving skills and probing techniques to address and resolve diverse client and branch issues and unique needs.-Assisted fellow associates with questions regarding inquires into social security.-Resolved escalated situations between Advisors and various departments.-Worked with team members to develop and implement activities designed to promote activity within our department, becoming the president of the Retirement Activity Committee.-Liaison between financial advisor and processing team of our department.

St. Louis, Mo, Us

-Researched money transactions into and out of financial advisor and branch office assistant Edward Jones retirement and non-retirement accounts, reporting suspicious activity.-Reviewed work processed by other associates for accuracy and completeness.-Accepted incoming returned mail from large outgoing wire transfers sent from our department, creating a duplicate letter to be re-mailed to clients.-Prepare department files for audit examinations.

St. Louis, Mo, Us

-Responded to inbound student and staff inquiries concerning daily activities performed by our office.-Assisted management in preparation of marketing and informational pieces surrounding Maryville Athletics.-Delivered and picked up any incoming and outgoing mail correspondence, delivering to the appropriate staff member.-Created staff work schedules to ensure adequate people are covering all athletic events.-Sharpened the skill of working under pressure by staffing various athletic games, keeping track of the rotation of players into and out of the game during play.