Responsible for managing financial & reporting activitiesHuman resourcesOperations

• Created systemized internal controls and financial reporting processes at corporate office and offsite operating entities.• Set up entities in accounting software & trained users. • Created a virtual office environment to include cloud-based MS Exchange, voice over IP phone service, data files and backup system. • Prepared complex reports for operating businesses using Excel for preparation of financial statements, budgets, analysis, investment performance, marketing packages and tracking critical dates for project management.• Prepared annual audit and tax return workpapers for review and audit by outside public accounting firm for multiple entities & entity types.• Maintained & prepared all confidential personal investment information and financial records for Owner/CEO.• Summarized income tax information for outside accounting firm and provided detail of investment income including a multitude of private investments with active & passive flow through activity for Owner/CEO.• Prepared & coordinated with CEO on personal long-term financial plan workbook to include all assets, investment earnings and inflation assumptions and detailed expense scenarios.

• Prepared financing packages for bankers on behalf of the property ownership entity, including pro-forma financial statements, budgets, break-even analysis, construction cost budgets, gathering materials such as franchise & organizational documents, site & market information.• Reviewed vendor contracts for consistency & beneficial changes including all types of business insurance and credit card processing.• Hired, trained and managed workflow of interns working on various entities accounting.• Worked with attorneys & management on employee handbooks, employment and separation agreements.• Administered 401k plan, medical plan and cafeteria plans.• Coordinated transactional activities with buyers, sellers, brokers, attorneys & title companies on purchase agreements, due diligence documents, settlement statements, wire transfers and post closing adjustments both on the acquisition and sale side of transactions.

• Property Accountant for several commercial office properties• Prepared & tracked rent rolls, tenant lease expirations• Spreadsheet preparation budgets, detailed financial reporting• Tracked requirements for business entity licensing compliance• Set up paper & electronic filing systems to encompass various company activities