Polished finance professional with a track record of accomplishment spanning 30 years. Extensive background in bookkeeping, controlling, payroll processing, payroll taxes, accounts payable, accounts receivable, budgeting & compliance. Excellent communication skills & client relations.
Dedicated financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Gifted in handling high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Appreciated for genuine work ethic, successful strategies & dedication. Recognized for creative implementation of new systems to increase efficiency and department output. Highly motivated, results oriented and solutions focused take-charge business professional.
Looking for new opportunity where accuracy, attention to detail and exceptional organizational skills will be appreciated.
- Complete financial management & controller duties for traditional real estate company, and numerous subsidiaries including investments, long-term holds and property management.
- Perform banking, business administration and financial tasks to guarantee five-star service for owners.
- Research & prepare budgets, cash flow projections, analysis and monthly, quarterly and annual reports.
- Create organizational structures to improve the accounting and finance functions for main company and subsidiaries.
- Identify improvement changes regarding key processes for internal controls and accounting procedures.
- Execute core financial processes, including vendor setup and payment, process receivables, process payables, operational expenses, administration, posting and reconciling of 15 bank accounts with several million dollars in revenue.
- Record & reconcile real estate agent commissions and expenses.
- Hiring duties, oversee payroll and payroll taxes, employee relations.
- Create documents to display financial reports and data using QuickBooks, Excel & Google Spreadsheets. Developed budgets and strategic plans for day-to-day operations.
- Build from ground up - property management company, which now manages 60 properties, utilizing Buildium then Appfolio software.
- Property Management - 60 properties - collections, lease preparation, maintenance requests, tenant relations, bookkeeping.
- Oversee in-house property purchases. 55 properties to-date. Manage payments for mortgages, HOA dues, insurance policies, repairs & maintenance, property taxes & more.
- Financial management of 75 flipped properties, to-date.
- Numerous other projects and duties.
- Manage up to 15 client accounts, with dedicated personal service.
- Maintain and process accounts payable & accounts receivable.
- Complete daily cash functions like account tracking, budgeting, donating and all types of cash and banking reconciliations with 100% accuracy.
- Process Payrolls, file payroll tax returns and prepare governmental reports in compliance with strict standards.
- Complete daily accounting tasks including tracking funds, preparing deposits and reconciling accounts.
- Generate financial statements and facilitate account closing procedures each month.
- Resolve financial and tax issues.
- Liaison with CPA Firms for tax return preparation.
- Sort financial documents, code accounting entries for data processing and posted daily receipts and payments.
- Produce month-end closing reports and provided actionable suggestions on remittance for quick resolution.
- Organize and carry out efficient month-end, quarterly and year-end processes.
- QuickBooks professional.
- Process payrolls & payroll tax returns for 30 companies.
- Complete account management for 20 companies.
- Billing, accounts payable, accounts receivable.
- Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
- Worked with accountant for tax preparation & processing.
- Strengthened financial management processes to ensure accuracy.
- Built and strengthened long-lasting client relationships based on excellent service.
- Worked with a wide variety of businesses including but not limited to: attorneys, physicians, veterinarians, real estate agents, vacation rentals, property management, construction companies, retail stores, charter boat rentals and restaurants.
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School Attended
- Fashion Institute Of Technology
Job Titles Held:
- Finance Manager
- Owner
- Bookkeeping Account Manager
Degrees
- Associate of Arts
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