Jack Colwell, Mba, Clss Gb, Cam, Nalp Email & Phone Number

Noblesville, IN, US

Noblesville, Indiana, United States

Noblesville, Indiana, United States

Fishers, Indiana

Anywhere

Fishers, IN

• Managed rental and renovation/resale properties
• Evaluated and selected properties for investment
• Negotiated contracts for selling and buying real estate
• Selected and managed contractors for property rehabilitation
• Maintained company books, prepared financial statements, and prepared and filed tax documents
• Developed budgets, financial forecasts, and pro forma.

Fishers, Indiana

• Prepared 2012 and 2014 tax documents and financial statements including balance sheets, profit & loss, business personal property tax returns, sales tax returns, and annual trial balances
• Maintained books, fixed asset schedules, and loan documentation
• Negotiated financial, employment, real estate contracts
• Conducted research and prepared reports for use in strategic business and financial management
• Completed monthly bank reconciliations and journal entries
• Managed accounts payable and receivable

Indianapolis, Indiana Area

• Prepared all tax documents for 150 individual, business, non-profit, trust, and HOA clients
• Maintained fixed asset schedules for business clients
• Performed audits on general ledgers, accounts payable and receivable, and financial statements for business clients
• Provided tax and financial planning advice to clients
• Researched and prepared reports for audit and tax engagements
• Completed intercompany reconciliations for multiple clients

Fishers, IN

• Managed $1 million annually in rental and resale properties
• Evaluated and selected properties for investment
• Negotiated contracts for selling and buying real estate
• Selected and managed contractors for property rehabilitation
• Prepared company accounting records and filed tax documents
• Developed budgets, financial forecasts, and pro forma

Indianapolis, Indiana Area

• Developed tax forecasts for individual and business clients
• Prepared tax returns for individual, business, and trust entities
• Created standard and consolidated financial statements for business clients

Indianapolis, Indiana Area

• Assisted CFO with evaluation of new real estate development opportunities
• Performed detailed analysis and financial return possibilities for numerous apartment community purchase transactions
• Audited and reconciled accounts for 42 apartment communities
• Compiled a market comparison study of dozens of Indianapolis area apartment communities for use in market positioning of new acquisitions
• Developed a ratio utility billing formula for a local 640 unit property that was adopted and used by a Motorola affiliated national utility billing service
• Assisted in the on-site management and maintenance of three Carmel, IN apartment communities

Muncie, Indiana Area

• Managed intake and discharge of shelter guests
• Prepared daily reports for the Director
• Performed financial audits and tax documentation for the shelter
• Maintained and cleaned facility
• Distributed medication as needed
• Assisted with preparation and service of meals

Huntington, Indiana

• Maintained production materials for six manufacturing lines on a just in time basis
• Developed and implemented Excel based inventory flow management system, reducing factory materials management labor by 50%
• Managed finished goods inventory and shipping
• Operated various types of fork lifts

Huntington, Indiana

• Managed 96 residential rental units
• Evaluated and selected properties for investment
• Negotiated contracts for buying, leasing, and selling residential real estate
• Selected and managed employees and contractors
• Prepared company accounting records and filed tax documents
• Developed budgets, financial forecasts, and pro forma

Fort Wayne, Indiana Area

• Negotiated contracts for sellers and buyers valued at more than $300 million
• Compiled and analyzed loan and credit files
• Negotiated settlements with clients' creditors
• Initiated and maintained relationships with customers, financial institutions, service agencies, credit organizations, and attorneys
• Trained new mortgage loan officers
• Earned Indiana's #1 top producing loan officer, non-conforming lending division, 1998

Huntington, Indiana

• Assisted supervisors in planning daily product schedules and personnel assignments
• Accounted for all inventory, physically and electronically, throughout the production process
• Developed solutions for more efficient movement of materials through facility
• Improved labor efficiency by 25% in the material handling process
• Trained and facilitated numerous quality improvement teams
• Trained production employees to perform their respective jobs

Master Of Business Administration (M.B.A.), Corporate Finance

Bachelor Of Applied Science (B.A.Sc.), Accounting, Cum Laude

Activities and Societies: Beta Alpha Psi - Reporting Chair; Beta Gamma Sigma; Accounting Club; Volunteer Income Tax Assistance.

Bachelor Of Applied Science (B.A.Sc.), Residential Property Management, Cum Laude

Activities and Societies: Phi Upsilon Omicron - Treasurer; Residential Property Management Association - Treasurer; Community Association.