Full-cycle accounting advisory services specializing in streamlining accounting processes through automation which significantly increase efficiencies for accounts receivable, accounts payable, and payroll teams. Review and assess vendor contracts for cost-reduction strategies, accurate billing, and expense reporting. Assist Department heads with budget management, vendor management, and employee expense management, often resulting in 5% or more significant savings. Reconcile bank accounts, general ledger accounts and month-end closing entries to ensure accurate financial reporting. Budget development, budget/actual variance analysis, and internal control system reviews to maximize revenues, control expenses, and positively impact the organization’s bottom line. Full-service individual tax planning, tax preparation, and tax compliance for business entities and executives. Proactively stay updated with evolving tax regulations through research and planning to identify tax mitigation and deferral strategies. Evaluation of optimum entity structures for the determination and realization of tax savings.

Manage all accounting functions; including, bank and investment account reconciliations, payroll processing and payroll tax compliance, accounts payable, and cash-flow management for Family Office, Schmidt Family Foundation, Schmidt Companies, Inc. including five wholly owned subsidiaries. Compilation of monthly comprehensive consolidated cost-basis financial statements for Owner with detailed budget variance and cash-flow analysis used to manage daily operations. Maintain current on IRS rules for Non-Profit and For-Profit Entities working closely with external CPAs for timely accurate tax return filing. Produce Fair-Market Value Financial Statements for the Foundation Board of Trustees Bi-Annual meetings and approve and process all expenses and grants applications ensuring financial compliance for grantees. Review and work closely with Legal Advisors reviewing contracts, insurance policies, administrative agreements and complex legal structures. Manage external Investment Advisory Teams to ensure investments are in-line with established investment policies with monthly reporting of results and strategies to the Owner.

Manage 100,000 square foot commercial office park. Responsible for all financial accounting functions including, accounts payable, accounts receivable, bank reconciliations, journal entries and general ledger maintenance. Compile timely monthly financial reports with detailed budget variance analysis for Owners, external CPAs and Banks. Manage Tenant related matters including; lease negotiation, lease origination, lease covenant compliance, including ensuring adequate liability insurance is maintained, accounting for tenant security deposits and the timely collection of rent payments. Prepare annual budgets and negotiate vendor contracts resulting in projected 2015 Budget savings in excess of $0.30 per square foot.

Treasurer for the Orlando chapter of Commercial Real Estate Women (CREW) with over 8,000 members nationwide/ 150+ in the Orlando chapter. Served on the Executive Advisor committee and as Chair of the Finance Committee from 2004-2009. Developed detailed budgets and managed all financial aspects for the CREW Orlando Chapter.

Primary point of contact to affluent and high net worth clients. Mary works closely with a team of experienced specialists to offer banking, financial planning, trust and estate services, investment management, insurance and customized credit solutions for clients within the Private Banking Group of Mercantile Bank. Focus on business and personal financial solutions primarily for CPAs, Attorneys, Physicians and business owners in the greater Central Florida Market.

Selected as Corporate Delegate for Leadership Winter Park, a nationwide community-awareness and leadership preparation effort in the prestigious Winter Park community designed to identify and promote potential leaders from the business community. Class XX featured already known community leaders who are interested in broadening their contacts and shared visions and consisted of 44 high-profile class members who are active in the Prestigious Winter Park commmunity.

Promoted to Private Banking Relationship Manager• Built assets under management to $50mm in 16 months• Implemented high quality referral initiative with internal business units in Commercial Real Estate Lending, Business Banking, Wachovia Small Business Capital, Wachovia Exchange Services (1031 Exchange Services), and Wealth Management’s Affluent Credit Services.• Consistently exceeded monthly production sales goals of $1mm deposit validations, $1mm loan volume and $200m investment sales with focus on Key Employee and Small Business owner’s qualified retirement plans solutions.

Established property-wide policies and procedures for Hotel/Casinos. Lead procurement and implementation of systems to account for Hotel, Spa, Casino, and Restaurant revenues. Successfully managed 35 accounting/auditing personnel responsible for generating daily and month-end financial statements. Responsible for filing of Federal, State and County taxes and property-wide regulatory compliance meeting established deadlines. Conducted gaming, food and beverage and hotel audits to ensure expense controls in place and revenue accounting procedures adhered to with results of increased profitability and expense management

Established property-wide policies and procedures for Hotel/Casinos. Lead procurement and implementation of systems to account for Hotel, Spa, Casino, and Restaurant revenues. Successfully managed 35 accounting/auditing personnel responsible for generating daily and month-end financial statements. Responsible for filing of Federal, State and County taxes and property-wide regulatory compliance meeting established deadlines. Conducted gaming, food and beverage and hotel audits to ensure expense controls in place and revenue accounting procedures adhered to with results of increased profitability and expense management

Regulatory Audits and Compliance work for Las Vegas Resort properties