Stephen Truhart Email & Phone Number

Bethesda, Maryland, United States

Washington D.C. Metro Area

• Document major YTD operating statement variances and maintain ARGUS projections for all leasing activity.
• Integrate and reconcile data from various accounting systems, Excel files, and forecasting tools such as ARGUSafter consultation with leasing agents, property managers, and project accountants.
• Support budget production process by analyzing variances against prior year and assist in the production ofvarious inputs such as leasing assumptions, expense worksheets, and capital carryover schedules.
• Develop system of documenting and tracking tax assessments and tax appeals. Support as required the taxappeal process by outside tax consultants.

Bethesda, MD

• Certify revenue data in the company’s supplemental quarterly, which provides input for financials displayed in SEC’s EDGAR System 8-K, 10-K, and 10-Q filing.
• Document leasing updates and retain statistics for all leases within the portfolio by coordinating with Portfolio Managers and brokers on progress of lease negotiations and tenant proposals.
• Oversee implementation of ARGUS AE 11.5 software and successful conversion of portfolio forecasting information from the previous internal system.
• Prepare investor presentations utilized by the executive team and management at conferences around the country.

Bethesda, MD

• Balanced and maintained a southern VA portfolio of 15 properties using Yardi; recorded journal entries and accruals in accordance with month-end closing procedures.
• Managed assigned mortgages and real estate tax payments & accruals and produced Real Estate Tax and Escrow reconciliations for all properties on a monthly basis.
• Conferred with third party Property Managers to ensure invoices were recognized and tenant needs were addressed in a timely manner.
• Generated, inputted, and reviewed sections of 10-Q and 10-K filing for submission to the SEC on behalf of FPO for 3Q2015, Year End 2015, and 1Q2016.

Bethesda, MD

• Identified and coded all non-tenant cash receipts deposited daily into company bank accounts.
• Reconciled monthly bank statements with the general ledger utilizing Yardi Voyager.
• Reviewed and scheduled various properties’ monthly mortgage payments while supporting departments for Property Accounting, Fixed Assets, Lease Administration, and Auditors.

Washington D.C. Metro Area

• Collected and analyzed economic and financial statistics for various businesses to support client data requests.
• Collaborated with a team to conduct in-depth, time-sensitive surveys and deliver results to management.
• Used Excel to accurately digitize over 10,000 client data entries ranging from conference feedback surveys to weekly financial reports.

Richmond, Virginia Area

• Developed and administered standardized questionnaires to screen prospective patients and schedule screenings upon request.
• Partnered with the Record Manager to determine which EMR system would be most effective for department staff to provide better quality care to patients.
• Assisted in the department’s transition to electronic medical records (EMR) by inputting information for 80K active patients, utilizing the axiUm database.
• Served as a general department assistant; performed clerical duties, answered and directed incoming phone calls and emails, and trained new employees on use of databases.
• Generated and distributed hard-copy charts to dental students and staff and purged confidential outdated records securely.
• Managed and organized the patient chart room for use by 92 faculty and 300 dental students.