Terry Weiss, CPA
Senior Accountant at Citimark- Claim this Profile
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Bio
Experience
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Citimark
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United States
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Leasing Non-residential Real Estate
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1 - 100 Employee
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Senior Accountant
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May 2021 - Present
• Lead receivables for all owned and managed properties, collecting and depositing around 1.5 million dollars per month in cash receipts • Oversee all debt by managing covenants and creating abstracts for use by management • Understand and interpret all new leases to calculate leasing commissions, tenant improvement allowances, and to input into MRI accounting software • Reconcile 70 bank accounts per month. Includes managed, operating, and investor accounts • Create and review all bills. Includes tenant rent statements, construction bills, maintenance bills, and various other bills as needed • Perform monthly close processes. Begins by reconciling the general ledger and producing financial statements to be used by internal management and external investors • Assist property management in annual budget process by building the Excel template and bridging the gap between property management and accounting • Create quarterly investor reports that include financial statements, budget to actual comparisons, and projected changes during the hold of the investment Show less
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Weiss Small Business Services
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Plainfield, Indiana, United States
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Owner
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May 2019 - Present
I provide comprehensive financial services that allows small business owners to focus on running their business, not dealing with the numbers • Authorize bi-weekly payroll while keeping internal records to file the appropriate state and federal tax forms • Investigate and respond to tax issues, saving an average of $25,000 annually • Reconcile monthly bank statements with internal records • Prepare mock financial statements as needed for equipment and personal loan support required by the lending institution • Apply for various government relief available due to COVID-19 Show less
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Bradley Associates
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United States
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Accounting
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1 - 100 Employee
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Senior Accountant
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Jan 2021 - May 2021
• Complete Medicaid and Medicare Cost Reports to maximize client reimbursement while complying with federal and state regulations• Perform root cause analysis to correct sources of financial variances• Train and teach new employees the fundamentals of healthcare reimbursement and firm expectations as well as complexities of firm software• Self-manage deadlines, ensuring all necessary documentation is submitted to the appropriate reimbursement office
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Staff Accountant
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May 2018 - Jan 2021
Staff accountant learning the healthcare industry and reimbursement regulations• Complete Medicaid and Medicare Cost Reports to maximize client reimbursement while complying with federal and state regulations• Perform root cause analysis to correct sources of financial variances• Train and teach new employees the fundamentals of healthcare reimbursement and firm expectations• Self-manage deadlines, ensuring all necessary documentation is submitted to the appropriate reimbursement office Show less
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ALDI USA
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United States
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Retail
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700 & Above Employee
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Full Time Store Associate
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Nov 2016 - May 2018
Full time associate focused on productivity and customer service • Cashier at industry leading speeds totaling nearly $1,000,000 in annual product sales • Assist customers with questions regarding products or processes • Learn and improve processes for cleaning, stocking, and cashiering to maximize efficiency throughout the store Full time associate focused on productivity and customer service • Cashier at industry leading speeds totaling nearly $1,000,000 in annual product sales • Assist customers with questions regarding products or processes • Learn and improve processes for cleaning, stocking, and cashiering to maximize efficiency throughout the store
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Papa Johns
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United States
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Restaurants
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700 & Above Employee
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Assistant General Manager
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Oct 2013 - Oct 2016
Assistant general manager primarily focused on ordering inventory and running shifts •Resolved disputes between diverse employees •Decided hundreds of dollars of inventory to order based on an average amount of weekly sales ranging from 2,000-9,000 dollars •Ran shifts with up to 10 employees Assistant general manager primarily focused on ordering inventory and running shifts •Resolved disputes between diverse employees •Decided hundreds of dollars of inventory to order based on an average amount of weekly sales ranging from 2,000-9,000 dollars •Ran shifts with up to 10 employees
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Cook Medical
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Finished Quality Inspector
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May 2015 - Aug 2015
Hired as a summer intern to aid Cook in catching up on the millions of dollars of back orders. Primary duties consisted of transferring products from production to storage and using computer software to inspect products. •Organized tens of thousands of dollars of products to streamline inspection •Reduced the number of back orders during employment by 10% •Consistently used computer software to access specs for inspecting products Hired as a summer intern to aid Cook in catching up on the millions of dollars of back orders. Primary duties consisted of transferring products from production to storage and using computer software to inspect products. •Organized tens of thousands of dollars of products to streamline inspection •Reduced the number of back orders during employment by 10% •Consistently used computer software to access specs for inspecting products
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Education
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Indiana University Bloomington
Bachelor’s Degree, Accounting and Finance