Samuel Covert Email & Phone Number

Dallas, Tx, Us

Lead a team of four real estate accountants, managing the financial operations for six assets across two portfolios totaling over 6.3 million square feet of commercial and retail propertiesConduct in-depth variance analysis on monthly, quarterly, and year-to-date bases, translating complex financial data into clear, actionable insights for senior management and stakeholdersSpearhead cross-portfolio standardization and process improvement initiatives, enhancing efficiency and ensuring consistent financial reporting across different assetsDeveloped and implemented analytics-focused procedures to enhance the quality and efficiency of financial reporting and property accounting processesLeveraging experience managing accounting for diverse properties and portfolios, led journal entry preparation standardization effort to increase efficiency and better ensure regulatory complianceOversaw the complex accounting treatment of assets and liabilities related to the sale of 777 Tower, including cross-functional coordination with FP&A and Asset Management to minimize disruption and maximize success

New York, Ny, Us

New York, Ny, Us

Serves as the subject matter expert for various business processes, including Taxes and Insurance, Fixed Assets, Monthly Close, Accounts Payable, Communications/Operations, Straight Line Rent, and Percentage RentLeads special business process accounting projects as needed to provide stakeholders with clear-cut analysis and feasible solutions that meet regulatory requirements and GAAP guidelinesOwns monthly, quarterly, and year-to-date variance analytics, distilling complex quantitative factors into concise explanations for higher-level stakeholdersPrepares and delivers audit evidence and accounting reports in response to requests from external auditors and internal asset management stakeholders, respectively Leveraging previous Big Four public accounting experience, continues to mentor junior accountants to develop their confidence and competenciesEmbraces and embodies the Brookfield team spirit through planning of various team-building activities

New York, Ny, Us

Drove process improvement, including independently developing import templates that significantly reduced the time needed to complete monthly journal entriesApplied prior audit management experience to proactively identify potential problems and communicate solutions to superiorsEmbraced complex and specialty financial statement areas, including preparation of the affiliated charge footnote and the supporting schedules for external reportingLed the bifurcation of the two properties processes to enable more efficient completion of monthly activities; a higher-quality review that reduced errors; and a lower-stress close

Akron, Ohio, Us

Managed the audit and financial statement preparation lifecycle, including planning, fieldwork, and reportingHelped ensure engagement quality by performing a detailed review of staff and senior-prepared workpapers Coordinated multiple simultaneous engagements to achieve audit objectives within set budgetsImplemented procedures to increase both audit quality and efficiency, including analyticsDeveloped staff and senior accountants with one-on-one mentorship Conducted interviews and helped decide on hiring Staff and Senior Accountant candidatesLed department-wide training on new audit software, methodology updates, and accounting treatment changes, including the Paycheck Protection Program (PPP)As a member of the firm-wide ASC 842 Lease Accounting adoption and implementation committee, helped formulate BMF’s methodology to execute the related audit and consulting engagements

Akron, Ohio, Us

Planed, executed, and closed financial statement audits of clients in multiple industries throughout Northeast OhioPerformed audits for a billion-dollar manufacturing client, including inventory observations covering $400 million worth of goodsLed multiple simultaneous engagements by effectively managing staff auditors, performing detail reviews of workpapers, and driving budget managementPromoted a positive firm culture and wellness through involvement with the Employee Engagement committee

Prepared financial statements for numerous middle-market clients throughout Northeast OhioPlanned and performed financial statement and benefit plan audits for manufacturing, not-for-profit, and healthcare organizations across the regionGained significant experience in technical accounting, including substantively testing balance sheet and income statement accounts and full-physical inventory observationsServed as a subject matter expert for ICFR procedures, including control walkthroughs and fraud inquiries with client senior management to support external audits

London, Gb

Worked with a range of Financial Statement and professionals, provided financial audit and control assurance services to a diverse range of clients in the Industrial and Consumer sectors, including a Fortune 500 company. Specific duties included:Planned and performed SOX 404 audits, including walkthroughs and tests of controls (ICFR) over multiple routine business processes, including Purchase to Pay, Order to Cash, Hire to Retire, Make to Demand, FSCP, and other, non-routine processes Assessed risk and applied conclusions to create a risk-based and efficient integrated audit plan, including incorporation of the risks of using technology (including electronic reporting and end-user computing software programs)Performed substantive and controls testing to provide reasonable assurance that controls over financial reporting were operating effectively and that account balances were stated appropriately and accurately and in accordance with applicable guidancePerformed tests of details over samples of balance sheet and income statement accounts in accordance with GAAP as part of substantive audit proceduresLed site visits, including audits of inventory processes, identification of control gaps, and recommendation of improvements to aid audit quality and efficiency, for two plants that were new to the audit as a result of a major client acquisitionSupervised and trained new staff and interns to foster their professional growth while improving the quality of the auditDuring testing of internal controls, when exceptions were discovered, assessed the effect on ICFR and financial reporting opinions, including evaluation of risk mitigating procedures and compensating controlsBuilt rapport and established trust with a variety of client personnel while identifying, communicating, and resolving issues

Detroit, Mi, Us

Used data analytics to evaluate the performance of bankers and get them the coaching they neededLead the intern effort to improve Quicken Loans college recruitment planLearned about the mortgage industry, and improved sales techniquesHelped create a dynamic campus ambassador program for Quicken LoansUsed excel to generate reports and track team progress towards goalsCreated, communicated and tracked contests to promote competition amoungst bankers

During school breaks: Researched details of various municipal bond financings using multiple market databases and informational services and documented relevant details including original structure, credit rating, call features, final maturity and coupon rates.Analyzed bond transactions to determine suitability for refinancing using state-of-the-art financial software.Reported refinancing candidates that met industry threshold for execution.Ran original debt service schedules for a number of new money bond issues.

Top GAP store card salesman for Detroit district (50+ cards/month) for third quarter of 2013Employee of the Month for June, 2013Assisted patrons with locating merchandiseEntered sales information to complete transactionsResponsible for maintenance of displaysActed as deterrent to shopliftersResolved customer issues/problems

Advised patrons in choosing clothing itemsResolved customer issues/problemsConfronted and acted as a deterrent to shopliftersSeized shoplifters and recovered merchandise

Assisted in the construction of a pole barnRestored in-ground swimming poolRoof tear-off/applied shinglesSurveying-used transit to set grade

Bachelor'S Degree, Accounting And Finance

High School