Prepare and deliver customized client-facing materials in response to prospective and existing client requests;Ensure the timely delivery of standard and customized data and reporting requests;Serve as the point person for the Investor Portal (access to investor portal, data entry) and participation in maintenance (updating client records);Proactive, energetic, creative, and capable of tackling questions and solving problems independently and resourcefully;Respond to investor inquiries on a timely basis, providing excellent client service through well researched and meaningful explanations;Understand and be able to cogently explain the business plan for each investment as well as the relative degree of performance against said plan;Maintain meaningful dialog and relationships with current investors through phone and in-person communication;Superior qualitative ability including written and verbal communication skills;Assist in the preparation and delivery of investor information for one-off events such as capital calls, quarterly dividends and sales;Willingness to take initiative and complete projects independently on a timely basis

Ensures that the organization has the accounting policies, procedures, internal controls, segregation of duties and systems in place to support effective program implementation and to ensure flawless audits.Developing and maintaining accounting policies and proceduresPlanning, organizing and coordinating the year-end close process with internal and external auditorsEnsuring successful completion of the company’s tax filingsPreparing financial statements, including cash flow statementsPlanning, budgeting and authorizing expenditures

Responsible for hands-on management of operations and maintenance to preserve and increase the value of residential properties 250+ units. Design and implement effective marketing initiatives for existing and potential residents. Review and approve all prospective tenant applications. Negotiate, prepare and monitor all legal documents relating to tenant occupancy. Schedule and supervise inspections and maintenance programs. Valuate, approve and monitor all vendor contracts. Review and reconcile all accounting to develop and administer complete and accurate annual budgets. Present monthly management reports including updates on administrative items, financial situation and condition of the property. Interview, hire, train and performance manage onsite staff. Respond to, investigate and resolve all tenant concerns to achieve a high level of customer service. Monitor and ensure compliance with all municipality rules of occupancy.

Restructured existing administrative procedure, designed and implemented new policies and procedures, which were presented to executive team which and ultimately adopted. Organized and expedited workflow to comply with deadline and priorities. Independently coordinated onsite and offsite quarterly business and performance review meetings. Managed travel arrangement for VP of Operations and select employees. Ensured bookings adhered to schedule and personnel preference while maximizing cost-efficiencies. Scheduled appointments and maintained calendar for COO and CFO. Systematically increased office organization by developing more efficient filing/documenting system and customer database protocols.

Recorded the company’s book utilizing QuickBooks Intuit. Provided monthly reports and bank reconciliations for CPA. Processed A/R, A/P and invoices. Assisted with H/R and Payroll request. Provided direct support to the President.

Responsible for invoicing, entering purchase orders, costing out purchase orders, inventory, filing monthly excise tax, managed accounts receivables, assist the President of the company and the General Sales Manager. Extensive use of QuickBooks.

Responsible for appraising commercial property working under the direction of the President. Managed clients and provided feasibility, arbitration, litigation support, expert witness testimony, financial analysis and other consultation services. Reviewed / analyzed lease agreements, developed feasibility assessments + market research projects. Managed IT department and spearheaded telephone system conversion. Managed and approved Research Assistant deliverables.

Develop financial tools and convey the financial results in an efficient and effective manner to all management levels. Work closely with management in operations and serve as the primary analyst. Contribute to the development of monthly & quarterly “close” and forecast processes as it relates to organization expense components.