• Verify accurate recording and recognition of revenue and expenses• Review and execute customer contracts• Ensure customer billing matches contract specifications• Provide weekly revenue and cost reports • Supervise AP, AR, and Office Management staff• Maintain business relationships with high value customers

• Manage setting up and transitioning new client property management contracts• Conduct Yardi and Avid software implementations (i.e. CheckScan module, Report Scheduler, Tenant Recovery, Management Fee Calculator, Customized Yardi Menus, Fixed Asset module, and Avidpay)• Standardized accounting processes for Asset Services Created an accounting policy & procedure manual Developed official accounting procedures (i.e. lease entry, recurring JE, AP coding, accruals, late fees… Show more • Manage setting up and transitioning new client property management contracts• Conduct Yardi and Avid software implementations (i.e. CheckScan module, Report Scheduler, Tenant Recovery, Management Fee Calculator, Customized Yardi Menus, Fixed Asset module, and Avidpay)• Standardized accounting processes for Asset Services Created an accounting policy & procedure manual Developed official accounting procedures (i.e. lease entry, recurring JE, AP coding, accruals, late fees, billback policy, cam reconciliation reviews, and budget reviews) Standardized financial packages Standardized accounting forms Initiated monthly balance sheet reconciliations• Oversee a team of 10 accounting employees and approximately 150 properties • Implemented a monthly webinar training for the Asset Services department • Oversee client audits • Maintain relationships with major clients• Processed 2016 & 2017 vendor 1099s Show less

• Prepared and reconciled intercompany transactions• Created monthly financial currency gain/loss transactions• Consolidated international balance sheets, profit and loss, and other statements• Prepared ad hoc reports or analysis for internal management and external auditors• Maintained and balanced general ledger and subsidiary accounts• Prepared monthly financial reports

Oversee 3rd party accounting for 90+ properties on a cash or accrual basis o Review monthly balance sheet reconciliations and bank reconciliationso Review and approve proposed journal entrieso Supervise A/P process in Nexus Payableso Ensure monthly and annual close deadlines are meto Review general ledgers for expense codingo Review accruals, prepaids, and fixed assetso Ensure financial statements comply with GAAP standardsSupervise a team of four portfolio… Show more Oversee 3rd party accounting for 90+ properties on a cash or accrual basis o Review monthly balance sheet reconciliations and bank reconciliationso Review and approve proposed journal entrieso Supervise A/P process in Nexus Payableso Ensure monthly and annual close deadlines are meto Review general ledgers for expense codingo Review accruals, prepaids, and fixed assetso Ensure financial statements comply with GAAP standardsSupervise a team of four portfolio accountantso Hire and train new employeeso Perform annual employee evaluationso Maintain employee relations and resolve any potential concernso Created new employee training manualo Oversee monthly team meetingso Manage and assign employee workloadsOversaw transitioning properties to MRI software and training staff on new software Manage property transitionsCreated and implemented monthly balance sheet reconciliationsCreated policy manualTroubleshoot and resolve property owner concernsWorked with external auditors for annual SOC1 auditsMaintain a portfolio of specialized propertiesEnsure timely property tax, debt, and insurance paymentsOversaw appropriate document management Show less

 Provided full service accounting for 40+ properties Audited budgets and cam reconciliations Responsible for A/P and A/R as well as cash management Completed monthly bank reconciliations Created general ledger adjustments Researched accounting issues Generated and distributed monthly financial statements  Processed owner contributions/distributions Specialized in receiverships and bank repossessed properties

Specialized in supporting premium options clients by performing options trades, calculating margin requirements, and educating them about trading options and the associated risksTraded stocks, bonds, and mutual fundsProvided customer service and troubleshooting servicesTrained for tax specialist and bill payment servicesAcquired FINRA 4, 7, and 63 stockbroker licenses