Susan Whittaker Email & Phone Number

Westerville, Ohio, United States

Columbus, Ohio, United States

• Manage 25 commercial properties, coordinated with property managers• Ensure timely payment of invoices, mortgage payments, real estate taxes• Monitor cash and bank reconciliations• Report cash flow analyses to leadership upon request• Analyze and report percentage of recovery to expenses• Analyze and report budget variances• Review CAM reconciliations• Analyze expenses and researched anomalies• Completed distribution calculations for asset management to review and approve• Special projects, reports, analyses upon request by leadership

Columbus, Ohio, United States

• Managed comprehensive financial aspects of residential real estate transactions, ensuring adherence to Ohio laws and ethical guidelines, reflecting a strong foundation in management.• Led successful property financial negotiations in a highly competitive market, showcasing analytical acumen and strategic decision-making.• Coordinated financial communication with clients, lenders and co-operating agents, underlining a proactive approach to gain a win-win scenario for the benefit of clients.• Advised and educated clients on property value assessments, market conditions, potential financial consequences of client decisions showcasing an ability to make and guide sound financial decisions.• Taught business and accounting modules for real estate professionals at the brokerage office, highlighting expertise in financial best practices and accounting for small businesses.• Maintained business finances, reconciliations, and payroll, demonstrating proficiency in accounting software and financial management in a real estate context.

Westerville, Ohio, United States

• Oversaw and managed a diverse portfolio of client accounts, conducting monthly transaction reviews and balance sheet reconciliations, ensuring accuracy and alignment with accounting best practices.• Delivered in-depth financial analysis on identified issues, enabling clients to make informed property-related decisions and enhancing the accuracy of financial statements.• Maintained, updated, and analyzed amortization and depreciation data, underlining a rigorous approach to property accounting and financial reporting.• Prepared and presented monthly compilation reports, showcasing proficiency in Microsoft Office Suite, particularly advanced capabilities in Excel.• Facilitated financial inquiries, working closely with both internal teams and external entities like banks, demonstrating adeptness in inter-departmental communication and stakeholder engagement.• Advised, coached, and trained clients' accounting personnel, emphasizing continual improvement in financial processes and property account management.• Led special projects, identifying operational efficiency opportunities and providing solutions to complex reconciliation challenges, underscoring analytical expertise and problem-solving capabilities

Columbus, Ohio, United States

• Directed comprehensive audits for all banking departments, focusing on evaluating controls, and analyzing compliance with regulations and the existence of needed controls to ensure proper financial reporting.• Assessed and ensured the effectiveness of financial controls in place, addressing any weaknesses and recommending enhancements to safeguard company assets and ensure accurate reporting.• Engaged in ongoing audits of mortgage-related entities, ensuring alignment with regulatory and financial practices and standards.• Spearheaded special projects, including the resolution of complex reconciliation challenges with property-related accounts, demonstrating strong analytical capabilities and a detail-oriented approach.• Conducted in-depth fraud investigations within various divisions, collaborating with external entities, and ensuring financial integrity and adherence to regulatory standards.• Played a key role in research, calculation, and reconciliations of mortgage assets and servicing to prepare implementation of assets on main mortgage servicing system to ensure smooth transition of servicing and proper financial statements, further solidifying expertise in accounting.