Controller-Commercial

• Oct 2016 - Jun 2019

Assistant Controller / Financial Analyst

• Sep 1986 - Dec 2015

Past work responsibilities include: Preparation of monthly financial statements for distribution to owners. Prepare, examine, or analyze accounting records, general ledgers, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Reconcile all balance sheet accounts to the supporting detail. Develop, maintain, and analyze budgets, preparing periodic reports that compare… Show more Past work responsibilities include: Preparation of monthly financial statements for distribution to owners. Prepare, examine, or analyze accounting records, general ledgers, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Reconcile all balance sheet accounts to the supporting detail. Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs. Research variances from budget. Prepare various financial reports, budgets, or other financial analysis as requested by management. Supervise, train and mentor employees performing financial reporting, accounting, billing, accounts payable, collections, and budgeting duties. Oversee the preparation of and review annual retail shopping center tenant recovery (CAM) billings and reconciliations and assure that tenants are billed in accordance with their leases. Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities. Assist the leasing department by reviewing modifications to the standard lease and drafting lease language. Review all leases prior to sending to tenant for signature. Prepare or review documents such as leases, contracts, purchase agreements, and closing statements. Coordinate due diligence processes for purchase agreements. Act as liaison with lender when obtaining loans for acquisitions or refinancing existing loans. Confer with escrow companies and lenders to ensure that terms and conditions of purchase agreements are met before closing dates and coordinate disbursement of funds. Prepare and/or review financial information so that outside accountants can complete tax returns. Develop and maintain relationships with banking, and insurance personnel to facilitate financial activities. Obtain and review insurance quotes for a portfolio of over 60 shopping centers. Show less Past work responsibilities include: Preparation of monthly financial statements for distribution to owners. Prepare, examine, or analyze accounting records, general ledgers, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Reconcile all balance sheet accounts to the supporting detail. Develop, maintain, and analyze budgets, preparing periodic reports that compare… Show more Past work responsibilities include: Preparation of monthly financial statements for distribution to owners. Prepare, examine, or analyze accounting records, general ledgers, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Reconcile all balance sheet accounts to the supporting detail. Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs. Research variances from budget. Prepare various financial reports, budgets, or other financial analysis as requested by management. Supervise, train and mentor employees performing financial reporting, accounting, billing, accounts payable, collections, and budgeting duties. Oversee the preparation of and review annual retail shopping center tenant recovery (CAM) billings and reconciliations and assure that tenants are billed in accordance with their leases. Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities. Assist the leasing department by reviewing modifications to the standard lease and drafting lease language. Review all leases prior to sending to tenant for signature. Prepare or review documents such as leases, contracts, purchase agreements, and closing statements. Coordinate due diligence processes for purchase agreements. Act as liaison with lender when obtaining loans for acquisitions or refinancing existing loans. Confer with escrow companies and lenders to ensure that terms and conditions of purchase agreements are met before closing dates and coordinate disbursement of funds. Prepare and/or review financial information so that outside accountants can complete tax returns. Develop and maintain relationships with banking, and insurance personnel to facilitate financial activities. Obtain and review insurance quotes for a portfolio of over 60 shopping centers. Show less

Senior Accountant

• Sep 1985 - Sep 1986

Senior Accountant - Audit Department

Staff Accountant/Senior Accountant - Audit Department

• Oct 1982 - Sep 1985