Mark Finley Email & Phone Number

El Segundo, Ca, Us

Brentwood, California, United States

• Approves daily invoices and review to ensure the accuracy of accounts payables• Prepare and process tenant bill-backs, TI reimbursement and check requests• Pre-posting of monthly rent roll and distribution of monthly rent statements• Provide follow-up and updating notes on delinquencies, watchlist and monthly late fee reports• Prepare all required legal notices, including but not limited to Notices of Non-Responsibility process, 3-day notices and notice of abandonment• Assist with property inspections, including Yardi input• Assist with tenant move in and move out walkthroughs, including checklist review• Assist with annual budgets, accrual reports, bad debt forms, security deposit and CAM reconciliations• Assist the Manager and/or Director of Property Management with vendor bidding, monitoring vendor POs and contract agreements• Implement the approved operating and capital budgets, resolving property management issues, and various department's needs• Provide support to the Manager and/or Director of Property Management with various reporting needs, including but not limited to accrual, space prep, watchlist and incident reports, etc• Assist the Manager and/or Director of Property Management with Tenant and Suite build outs as well as capital upgrades• Provide support to collect, review and update tenant and vendor's insurance certificates• Prepare tenant notifications for property activities and lease compliance• Assist in the transition process of new acquisitions and dispositions• Interface with tenants and vendors on repair and maintenance issues• Assist Tenants with online Tenant portal for rent payments and work order requests• Monitor and maintain properties in Yardi Elevate system for service calls and ensuring timely completion• Perform other activities as required by the Managers and/or Director of Property Management to ensure a high operation standard

Brentwood, California, United States

• Provide support to Property and Portfolio Managers in the management of a large portfolio of industrial properties • Assisting in processing daily invoices, tenant bill-back and preparation of check requests• Reviewing and ensuring the accuracy of accounts payable• Support manager in pre-posting of monthly rent roll and distribution of monthly rent statements • Providing follow-up with tenants on delinquencies and updating accounts receivable notes and watch list• Preparing tenant notifications for property activities and lease compliance • Monitor and maintain properties in work order system for service calls and ensuring timely completion • Contribution in preparing all required legal notices, including 3-day notices and notice of abandonment• Assisting the Property Manager with vendor bidding, monitoring vendor PO's and service contracts, implementing the approved operating and capital budgets, resolving property management issues, preparing, and distributing monthly reports and assisting with property management, accounting, marketing, and construction needs• Assisting in the transition process of new acquisitions and dispositions • Interfacing with tenants and vendors on repair and maintenance issues• Preparing job costs, work orders and obtaining proper approvals• Assisting with property inspections, move ins and move outs, and annual budgets • Collecting, reviewing, and updating tenant and vendor insurance certificates • Planning tenant appreciation events • Maintaining fire life safety tracking and HVAC inventory spreadsheets

El Segundo, California

El Segundo, California

• Facilitate compliance audit data by compiling and analyzing internal and external information• Compose daily Letters of Education to field reps• Support departments by collecting and coordinating internal compliance data with auditors and various departments• Streamline administrative support by implementing systems, procedures, and policies; completing projects in support of compliance auditors• Strong knowledge of FINRA, SEC and state regulations• Review customer complaints and resolve or escalate as appropriate• Analyzed exception reports for patterns of sales practice issues and violations • Review 40+ exception reports for patterns of sales practice issues or violations of FINRA and firm regulations• Reconcile monthly representative Personal Brokerage account payments• Screen and itemize 80+ emails for entire Compliance department

Hollywood, California

• Reconciled weekly account payables reports and billing• Prepared weekly accounts receivable Reports• Facilitated monthly Screening Catering Events• Oversaw Facilities Financial budget reconciliation• Oversaw Cafe Financial budget reconciliation• Consolidated Weekly ADP timesheet for 50 plus employees• Produced Quarterly forecasting for both Cafe and Facilities• Weekly Payroll budget and ADP entrees• Organized Human Recourse new hire processing, Corrective Issues, and terminations• Handled office Inventory for 50 employees

Whittier, California

• Reconciled monthly accounts payables and billing• Process and create 60+ daily Purchase Orders• Answer and route 30+ switchboard calls• Process service Request and route work orders• Handle and facilitate school events and setups• Provide customer service to students and staff• Daily tracking of incoming/outgoing UPS and mail packages• Monthly accounting and budget forecasting

Santa Monica, California

• Responsible for creating Accounts Payable Reports• Reviewed Accounts Payable invoices for accuracy, necessary approvals, contracts and purchase order matching.• Maintained great customer relationships by responding accurately to both internal (employee) and external (vendor) questions and requests for information.• Reconciled month-end Accounts Payable accruals• Participated in special projects and prepare reports as required• Assisted in quarterly 1099 reporting and mailing• Expensed reimbursement processing and experience with Wire Transfer/EFT

Santa Monica, California

• Processing of advisory related fees, wires, checks, representative commissions, client’s consulting payments and all advisory monthly/quarterly incoming fees.• Provided service and guidance to branch offices regarding our firm advisory platforms• Processed and input all client new account packets• Created excel spreadsheets and word Documents for wire and check tracking• Researched and clear all compliance representative’s commissions holds• Provided administrative support to the advisory department, including representative commission inquires

Santa Monica, California

• Supervised mailroom employees, including administering duties and scheduling• Couriered service Breakdown• Processed representative UPS Campus-ship accounts for employees and field representatives• Scheduled Iron Mountain Pick-Ups and maintain storage area• Mapped monthly seating charts for 150 employees• Logged and distribute daily incoming checks, stocks certificate etc…• Handled representative order requests using (Product Link)• Facilitated all fax machine, copy, and mailing request