Daniel Bagley Email & Phone Number

Baltimore, Md, Us

Baltimore, Maryland, United States

Supervise an accounting team of three ensuring all accounting needs are met both on property and corporate level Responsible for Underwriting prospective propertiesAssist in the Capital Markets and due diligence process of potential investments identifying investment goals and viability as well as debt structuringProvide monthly financial analysis and modeling to ensure business objectives are metPreparation of annual taxes, preparing P&L Statements and Balance Sheets as well as Liaison for internal and external financial and compliance auditsCash/Account management and monthly budget analysis to ensure properties are performing according to goals and objectivesTreasury and investor management including debt and interest and investor returns and escrow analysisOversee Accounts Payable/Receivable including monthly owner reportingAd-hoc financial analysis as needed

Baltimore, Maryland, United States

Management and auditing of tenant ledgers ensuring full cycle billing such as posting charges, payments and adjustmentsDevelop control standards that ensure transactions are completed and recorded timely and accuratelyResponsible for tenant billing and lease auditingResearch and identify discrepancies to provide documentation to tenants and collect unpaid balancesNegotiating lease renewal processResponsible for filing of eviction paperwork with courtsCoordination of evictions with county and city sheriff offices

Oversee account management, monthly reconciliations, and quarterly budget to actual analyses identifying trends and potential efficienciesSpearhead the bookkeeping and money management process, including payroll management.Created processes and procedures to streamline the daily bookkeeping needs with a focus on employee time managementPreparation of annual P&L and Balance sheets working with their external accountantAnalyze legal documents including insurance policies and vendor contractsWorking with the accounts receivable team to ensure all billing is done and received in a timely manner

Greater Piladelphia Area

Spend time in various departments to learn the workings of each in order to gain practical knowledge needed in running of a nursing home. Mentored by department heads in the basics of efficient operations and excellent resident care. Assist Administrator in various support needs related to the smooth functioning of all departments and providing quality care for residents. Assist with compliance of federal and state regulations. Handle communications, tracking information, and reporting. Investigate resident complaints and help prepare reports for the state. Assist with implementing and enforcing policies to maintain five star CMS rating.• Director of Central Supply• Attend and run daily morning report meeting; track census• Investigate and resolve resident complaints• Participant in annual state survey; prepared survey binder; attended daily meetings with surveyors and assisted surveyors in obtaining information they requested; active participant in submitting Plan of Corrections• Participant in Joint Commission survey; participated in meetings with surveyor; obtained information surveyor requested; submitted Plans of Correction • Attend and run monthly and quarterly QA meetings• Implement and participate in Ambassador Rounds and Call Bell audits• Assist Administrator in Management By Walking Around

Assist the Nursing Home Administrator in various support needs related to the smooth functioning of all departments. Help with compliance of federal and state regulations. Handle communications, tracking information, and reporting. Investigate resident complaints and help prepare reports for the state.

Rotated through all departments of a full-service, senior living facility focused on providing an engaging and optimal lifestyle for residents. Mentored by department heads in the basics of efficient operations and excellent resident care.

Helped run bi-annual, weekend events with approximately 300 teens and 50 advisors offering a religious and social experience. Developed ongoing relationships with teens, maintaining weekly contact and mentoring.