Kate Wilson Email and Phone Number
Kate Wilson work email
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Kate Wilson personal email
Senior accounting professional with experience ranging from P&L/financial statement preparation and analysis, general ledger/trial balance auditing, accounts payable/receivable, and various reporting and reconciliations. Experience in staff training and mentoring, as well as software training. Expert technical proficiency in Microsoft Teams, Excel, Outlook, Word, PowerPoint, and Access, as well as Yardi, MRI, Quickbooks, RealPage/OneSite, and TOPS accounting software. Hosted and attended approximately 3 million Zoom meetings. :)Licensed Professional REALTOR® Member: Montgomery County Association of REALTORS® (MCAR), the Pennsylvania Association of REALTORS® (PAR), and the National Association of REALTORS® (NAR) Specialties: accountant, accounts payable, accruals, balance sheet, bank reconciliation, budget preparation, budgeting, cash management, control, financial, general ledger, gl, mentoring, microsoft office, payroll processing, property management, record keeping, reports, retail, tax planning, training,
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Senior AccountantKorman Communities Aug 2021 - PresentPlymouth Meeting, Pennsylvania, Us
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Licensed RealtorRealty One Group Restore Jan 2022 - PresentCollegeville, Pa, UsMember of the Tri-County Suburban REALTORS®, the Pennsylvania Association of REALTORS® (PAR), and the National Association of REALTORS® (NAR) since 2019 -
Licensed Real Estate Salesperson And Realtor®Advantage Real Estate Services Jul 2018 - Jan 2022In 2018 I was given the tremendous opportunity to become a licensed real estate salesperson with Advantage Real Estate Services, an affiliate company of DiLucia Management Corporation. I became a member of the Tri-County Suburban REALTORS®, the Pennsylvania Association of REALTORS® (PAR), and the National Association of REALTORS® (NAR) in 2019. I believe in keeping up with educating myself on current real estate laws and matters through continuing education classes, office training, and networking. Drawing from my extensive experience in the residential property management industry beginning in 2001, I have formed a solid foundation and have a strong commitment to provide my present and future clients throughout the Philadelphia region with exceptional service.
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Financial AnalystDilucia Management Corp. Aug 2010 - Aug 2021Lansdale, Pa, UsAs a member of the Corporate Management team, I am responsible for planning, implementing, managing and controlling all financial-related activities for DiLucia Management's portfolio of Condominium and Homeowner Associations in New Jersey and Pennsylvania. I am tasked with overseeing the timely issuance of monthly operations reports to the various Boards of Trustees, preparing annual operating budgets for each entity, ensuring that effective internal controls are in place, as well as ensuring compliance with GAAP and federal, state and local regulatory laws for financial and tax reporting. I also work closely with each association's Property Manager with regard to ordering and reviewing Capital Reserve studies, and advising boards on capital expenditures. -
Community Association ManagerDilucia Management Corp. Aug 2010 - Jun 2016Lansdale, Pa, UsManager of multiple COA/HOA Communities Village Grande at English Mill HOA - Egg Harbor Township, NJVillage Grande at Little Mill HOA - Egg Harbor Township, NJTimber Glen COA - Mays Landing, NJTavistock at Mays Landing HOA - Mays Landing, NJ5300 Boardwalk COA - Ventnor, NJLakeside Estates COA - Egg Harbor Township, NJCarriage Crossing HOA - Harleysville, PA
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Senior Accountant; Accounting TrainerPinnacle Property Management Services Jan 2009 - Aug 2010Addison, Tx, Us949-0800Prepared and reviewed all aspects of financial record keeping and owner reporting for a portfolio of 10 apartment complexes across the US.Demonstrated sound cash management essential to timely payments, including mortgages, property taxes, owner distributions, initiated ACH and wire payments and transfersCertified Accounting Trainer; also chosen to mentor to new employeesMaintained and reconciled 40+ bank accounts monthlyMonthly General Ledger account analysis and reconciliationAnalyzed monthly operating statement (P&L), record journal entries for reclasses and accruals, explain large variances -
Senior Property AccountantColonial Properties Trust Jun 2007 - Dec 2008Germantown, Tn, Us795-8904Responsible for all aspects of financial record keeping and reporting for a portfolio of 22 office buildings as well as miscellaneous owners associations 1,960,000 total portfolio square footage consisting of 100+ tenantsPerformed General Ledger reconciliations with strong concentration on Balance Sheet accountsPerformed annual Common Area Maintenance (CAM) reconciliations for all tenants, and developed an improved CAM template that was adapted and used by entire departmentWith input from property managers, performed monthly variance reporting and budget reforecastingTracked Tenant Improvement and Building Improvement job status and estimated depreciationPrepared detailed annual budgets for entire portfolio on a building level -
Staff Accountant, Promoted To Senior AccountantWatson Real Estate And Management Inc Aug 2005 - May 2007Residential Property Management, COA/HOA; 599-4990Responsible for all aspects of financial record keeping for firm with portfolio valued over $100 million770,000 total portfolio square footage consisting of 1,600+ apartment/condo unitsSupervised full cycle accounts payable teamBudget preparation for 8 LLC's and 2 corporations, 30+ bank reconciliations per month, GL reviewPayroll processing and payroll tax fillings, federal and state tax reporting Prepared capital expenditure draws specific to each bank and each loan
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Leasing AgentDilucia Management Corp. Nov 2002 - Aug 2005Lansdale, Pa, Us
Kate Wilson Skills
Kate Wilson Education Details
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Mount St. Mary'S UniversityAccounting And Finance -
Stockton UniversityFinance
Frequently Asked Questions about Kate Wilson
What company does Kate Wilson work for?
Kate Wilson works for Korman Communities
What is Kate Wilson's role at the current company?
Kate Wilson's current role is Senior Accountant - Korman Communities / Realtor® - Realty ONE Blue Bell.
What is Kate Wilson's email address?
Kate Wilson's email address is kw****@****ies.com
What schools did Kate Wilson attend?
Kate Wilson attended Mount St. Mary's University, Stockton University.
What skills is Kate Wilson known for?
Kate Wilson has skills like Accounts Payable, Accounting, General Ledger, Account Reconciliation, Finance, Financial Statements, Real Estate, Property Management, Contract Negotiation, Budgets, Yardi, Quickbooks.
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