Isaac Levin, Cpa Email & Phone Number

Cary, North Carolina, United States

Prepare monthly, quarterly and annual financial statements. Budget preparation and review in conjunction with Property Management; lease and tenant analysis, process reconciliations including CAM ~ 100 tenants. Multi-property financial leadership and financial statements, including separate, specific reporting for select entities – totals over $100M for 10 major properties and company stakeholders (investors and lenders). Special Assistant to Tax Team (questions, other matters). Yardi Automation innovation – completed course in automating the management team calculations monthly; developed new automation for the company and the 20 entities. This increased proficiency, saving the company extensive hours.

Raleigh, Nc

Accurate balance sheet reconciliation to sub-ledgers and/or supporting documentation and income statement review at month-endBank reconciliations including clean up significantly aged outstanding checksGeneral ledger maintenance including identification and reclassification of transactions miscodedReviewing invoices for accuracy and payment of accounts payable and mortgagesFinancial variance analysis and month end reporting preparationAd hoc analysis

Waltham, Ma

•Successfully prepared and audited ledger cards within Escrow accounts, preparing and auditing closing packets, scanning deal related documents and commission checks into a web-based system. Printed and distributed escrow and commission checks, shredding checks and filing as well as various residential project related activities. •Operated in a paperless environment using several internal accounting systems including Trident, HomeBase, ITMS, SharePoint and web-based Escrow systems in order to pay Sales Associates, Referrals and Cooperative Brokers. Focused on ensuring accuracy, timely completion, and the highest level of customer service on behalf of Sales Associates and Branch Offices. •Audited real estate transactions sent in by 25 field offices to ensure accuracy and compliance with company policies. Audited approximately 100 deals daily and was responsible for handling customer service to ensure transactions were handled professionally and efficiently. •Interacted with office administrators when issues arose with a real estate transaction and walked as well as explained to them a resolution.•Assumed an accounts payable role by proofreading invoices for accuracy and compliance and submitted it for deposit when ready. Amended invoices as appropriate to ensure accuracy. Edited and wrote up adjustments to correct real estate transactions that had already been finalized.

Saugus, Ma

•Generated and handled incoming prospect traffic, toured available inventory, qualified applicants and renewed second generation leases.•Represented the Dolben Company to prospective tenants via phone and on site at a 326-unit apartment community featuring nine different floor plans. Interviewed prospective tenants and recorded information to ascertain needs. •Demonstrated customer service skills to both internal and external customers. Created and maintained ongoing relationships with potential and current residents of the Dolben Company. •Utilized customer service skills to take resident requests, address resident concerns, and resolve them quickly; successfully matched prospective tenant needs with features of specific apartments.•Prepared paperwork for prospective applicants including credit reports and rental history verification.•Assisted with resident move-ins, worked with residents to renew their current lease and implemented external marketing for the community. Additionally, assisted with resident retention, renewal programs, and community events.