California State Licensed Realtor and Notary Public Loan Signing Agent.

Proactively generated sales for lease-up of new Belmont Village senior community with 176 Independent Living, Assisted Living, and Memory Care apartments in Albany. Generated awareness and interest by counseling future residents and their families in an effort to fully understand the challenges they face and the services they needed to enhance their daily living experiences. Fielded direct inquiries, and worked with referral agencies to qualify prospects and ensure a successful transition to senior living. Planned and conducted tours and facilitated resident move-ins from initial visit through assessment process. Prepared marketing reports and planned and participated in community outreach and networking.

Planned and conducted on-site and off-site community presentations to secure pre-construction apartment reservations for 92 luxury apartments priced up to $1.3M.Introduced prospective residents to the concept and benefits of a Continuing Care Retirement Community (CCRC). Increased Memory Care census from 75% to 100% within two month period.Exceeded sales goal of blue-sky, pre-construction apartment reservations with 86% sold prior to ground-breaking.Maintained high census percentages in all levels of care.Generated entrance fee capital and consistent monthly revenue exceeding budgeted goals.Received commendation from senior management for excellence in reporting of competitor analysis.

Analyzed financial statements and tax returns for potential lending opportunitiesAcquired and managed consumer banking relationships through consistent contact with high-value portfolio of clients and development of effective referral sources.Exceeded 6-month performance goals in second full month of production.

Prepared monthly journal entries and account reconciliations for complex and high-risk accounts.Prepared supporting documentation for SEC and regulatory filings.Reviewed and interpreted policies, reporting requirements, rules and regulations through analysis of regulatory decisions, and recorded the resulting accounting entries.Identified issues, proposed solutions, and documented conclusions with minimal supervision.Managed communication with external CPA firm for annual audit and addressed audit inquiries.Interpreted data, reports, and records for managers and stakeholders.Provided supporting documentation and explanations to internal and external auditors.

Founded business and established influential partnerships with key community referral sources. Hired and managed accounting staff for start-ups and established business clients.Prepared budgets and managed cash flow for multiple entities in a variety of industries, including construction, retail, restaurant, medical, and manufacturing.Served as contracted controller and accounting manager for small to mid-sized business clients.Implemented and managed Payroll through ADP online servicesPerformed accounting software set-up and conversions using QuickBooks Pro & QuickBooks Online.Managed clients’ internal accounting staff and audited accuracy of accounting documentation.Prepared adjusting journal entries as needed and performed month-end close, and financial statement preparation.Prepared sales, business property, and payroll tax returns, and annual vendor 1099 forms.

Managed and expanded a portfolio of business clients as their business needs evolved by deepening relationships through profiling and uncovering deposit, treasury management, and lending needs. Consistently ranked as a top performer on business banking acquisition team throughout state of California.

Performed accounting duties, including bank reconciliation, A/P, A/R, fixed asset depreciation & reconciliation, payroll, G/L review and adjusting journal entry posting, month-end closing, and financial statement preparation.

Accumulated and managed client book in excess of $19 Million dollars in assets and liabilities in North County, San Diego and Inland Empire territory.

Reconciled cash accounts, managed Human Resources, A/P, A/R, inventory, ADP payroll, and general ledger. Performed month-end close and prepared monthly financial statements. Created and documented policies and procedures for accounting, office procedures, sales orders, order processing, shipping and invoicing.

Performed month-end close and prepared monthly, quarterly, and annual consolidated financial statements for 10-store retail clothing chain. Hired and managed accounting staff to support substantial growth from three to ten store organization during two-year period. Managed accounts payable, accounts receivable, human resources, payroll, and store inventory. Analyzed variances of general ledger accounts and recorded monthly expense accruals and prepaid expenses. Reconciled cash accounts & credit card chargebacks. Analyzed inventory variances and recorded shrinkage adjustments. Created and documented policies and procedures for accounting, office procedures, sales orders, order processing, shipping and invoicing. Prepared weekly cash flow projections of revenue, expenditures and line of credit draws and repayments. Prepared tax reports, including annual business property tax, monthly sales & use tax, and payroll taxes. Processed co-op advertising expenses and reimbursements.