Kelli Vernon Email and Phone Number

• Perform daily detail review and authorization of vouchers in the firm's invoice and expense management system to ensure appropriate coding for the general ledger and compliance with established firm policies.• Calculate and record revenue from various systems into the Yardi general ledger system.• Report monthly Bank reconciliation and payroll for multiple properties within the Sun Community.• Take a lead on obtaining and recording revenue and payment data on all new • Report and record 15-30 month-end task by downloading and updating into Excel spreadsheets.acquisitions and assist in onboarding them into the appropriate systems.• Support team with vendor reconciliation, research and resolve payment issues timely.• Oversee ancillary inventory count and adjustment process on a quarterly basis, inclusive of setting timeline, reviewing reporting, and adjusting the inventory value on the balance sheets.• Communicate with vendors/employees to resolve any outstanding issues.• Provide adequate training, coaching/mentoring, and performance management to staff.• Work with financial performance team on special projects, inclusive of process improvement/efficiency opportunities as needed.• Back up for banking tasks such as downloading daily reports, initiate wires, apply vendor payments and upload positive pay transactions.• Provide administrative assistance and perform other tasks and projects as assigned by the Director of Finance and/or Vice-President of Finance.

• Daily task included sending out checks, answering phones, processing paperwork and scheduling appointments.• Interview prospective clients over the phone to obtain data regarding their financial resources and needs.• Direct contact with underwriter in submitting all necessary forms and provided accurate follow-ups to ensure insurance policy completion.• Ensure the policy requirements were fulfilled, including medical examinations and the completion of appropriate forms.