Budget analyst with accounting, financial and operational experience. Mature leadership skills gained through years of hands on experience overseeing organizational success. Skilled administering multi-million dollar budgets. Effective supervisor fostering positive respectful and effective relationships. Extensive budget modeling and forecasting experience. CPA candidate proficient maintaining GAAP based general ledgers and preparing detailed financial statements, footnotes and variance narratives.
Developed budget model for $28M business building revenue database and expense data based on contracts, historical data, industry metrics and statistical methodology allowing detailed analysis of actual results to budget.
Teamed with investor group on sale of $25 million asset performing due diligence and title review. Created valuation model used as basis to negotiate selling price and obtain financing.
Automated critical Excel spreadsheets to improve efficiency and accuracy by creating input sheets for one time data entry.
Created policy and procedure manuals incorporating standard internal control methods meeting audit standards.
Developed and implemented company wide budget and reporting process including training staff and managers to achieve company wide budget compliance and cost savings
Managed payroll and developed employee benefits package including 401K and medical coverages. Teamed with counsel to create employee manual. Developed Access database reporting module to track actual payroll to budget..
Directed accounting and reporting for joint venture ownership comprised of CalPERS and CalSTERS Set up entire accounting system from purchase and implementation of accounting software to development of policy and procedures and internal controls.
Managed and administered 200 leases totaling 750,000 square feet.
Prepared annual budgets updated quarterly, Prepared year end true ups for gross and NNN leases. Administered payroll for management company Coordinated annual audits by national firm.
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