-• Directed full GAAP accounting for ten entities, including LLCs, C-Corps, and S-Corps.• Maintained signature authority for multiple bank accounts with approximately $3 million monthly transactions.• Managed daily transactions and transfers to ensure adequate funds availablity for expenditures and reporting to management.• Oversaw accuracy and timely completion of payroll, 401k, and insurance for all employees.• Supervised and trained accounts payable assistant to use Quick Books.• Oversaw 1099 reporting for all companies.• Managed year end audits and tax returns with outside firms.• Prepared rate case filings for public utility companies.• Coordinated and managed multiple special projects as requested by management.Achievements:• Completed total revision of financial information for all companies in 5 months while meeting tax deadline.• Established uniform accounts, quarterly accrual entries, and standard account coding procedures.• Produced comparative Q1, Q2, and Q3 financials within 2 weeks from receipt of audited financial statements from previous year.• Completed intensive rate case filing documents within 3 weeks of year end.

• Prepared and coordinated construction draw packages.• Developed Excel models for various accounting activities.• Prepare monthly financial statements for over 100 companies.• Initiated and monitored asset management draw packages and revenue projections.• Managed all accounting and accounts payable functions using QuickBooks and Peachtree.• Directed 1099 reporting for all companies.• Assisted with year-end audits and tax returns.• Coordinated and managed multiple special projects as requested by management.Achievements:• Created permanent annual savings of over $10,000 by streamlining accounting processes to eliminate paper, duplicate check stock, overnight delivery costs, and other items.• Established asset management reporting structures for both outside capital and debt partners as well as for internal revenue and expense projections.• Developed process to tie general ledger to cumulative draw reports to ensure all costs were reimbursed during funding.

• Directed monthly accounting for 10 properties.• Managed cash for property bank accounts to ensure prompt bill payment.• Prepared and maintained 1099 instructions for property accounting group.Achievements:• Integrated company’s first Canadian venture, and established Canadian bank accounts and internal currency conversion procedures.• Developed several spreadsheets: one to easily split a single property into 3 units for loan compliance reporting and another to calculate complicated Philadelphia taxes on a property for Temple University.• Coordinated management company transfer of $8 million revenue property.

• Coordinated and ensured accuracy of Duke Energy Gas Transmission budget of $30.4 billion for all departments reporting to the group president.• Collected capital project forecasts from multiple team locations in US and Canada to prepare monthly management reports on tight deadlines.• Verified reported capital project costs with controller’s actual booked costs and reconciled all differences.• Coordinated, prepared, and analyzed 90-day cash forecast for the US and Canadian operations for vice-president and CFO.• Coordinated and assisted in development of financial and strategic presentations to various Wall Street analysts, other outside groups and internal management briefings.