Sr Accounting Systems

• Jul 2021 - Present

Chief Financial Officer

• Dec 2002 - Mar 2021

• Supervises accounting department & all financial preparation of two C-Corps, family trust, and 30 LLCs • Communicates financials reporting to shareholders, banks and mortgage lenders • Coordinates annual third party audit and prepares audit workpapers • Reviews and approves tax return preparation by third party CPA • Assists in the development of mixed use multi-family & commercial development projects and with the application for historic tax credits at both Federal and State levels • Supports management of up to $132M in assets, including financial and budget preparation, coordinates with insurance and legal professionals to safeguard assets • Guides multi-family and commercial property management business operations overseeing 32 companies with combined annual revenue of $17M by working directly with property owners, homeowners’ associations, property managers, and leasing agents • Selects, customizes, implements, and administers software systems including Yardi property management suite, Microsoft Office suite, Google suite, Intermedia cloud email and Mitel phone systems and assists third-party technology contractors with hardware maintenance and implementation • Manages human resources of up to 40 employees, including employee benefits and services, workmen’s compensation, payroll processing, and 401-K administration Show less

Senior Accountant

• Sep 2001 - Dec 2002

• Administered all aspects monthly financial preparation for various clients • Managed each clients’ cash, accounts payable, accounts receivables & fixed assets • Prepared federal, state and local income tax returns for individuals, partnerships and corporations. • Assisted audit team with fieldwork and preparation of audit work papers • Instructed clients by holding monthly Quickbooks software training courses • Administered all aspects monthly financial preparation for various clients • Managed each clients’ cash, accounts payable, accounts receivables & fixed assets • Prepared federal, state and local income tax returns for individuals, partnerships and corporations. • Assisted audit team with fieldwork and preparation of audit work papers • Instructed clients by holding monthly Quickbooks software training courses

Accountant

• Nov 1994 - Sep 2001

• Administered all aspects monthly financial preparation for 35 clients • Managed each clients’ cash, accounts payable, accounts receivables & fixed assets • Assisted with client budget preparation, accounting procedures & training • Created projections and pro formas for the development of new client investments • Compiled documentation for client construction loan and permanent financing applications • Prepared federal, state and local income tax returns for individuals, partnerships and corporations. • Coordinated yearly audits with the external auditors and prepared audit work papers • Supervised and trained accounts payable/receivable staff Show less

Accounting Supervisor

• Jan 1994 - Oct 1994

• Supervised all areas of financial preparation, including inventories, receivables, payables, expenses and gross profit• Reviewed and prepared monthly financial statements for 12 grain elevators• Communicated accounting information to division manager and elevator managers• Trained new personnel in accounting and bookkeeping procedures, at corporate office and at remote sites• Screened & hired prospective bookkeeping personnel• Prepared accounting system and computer systems for the purchase of new facilities Show less

Accountant

• Jul 1990 - Dec 1993

• Performed gross profit analysis on grain and fertilizer products• Calculated monthly ending inventory values• Analyzed open purchases and sale contracts and compared cost to market value• Responsible for all accounting and financial reports for investment subsidiary• Allocated monthly company expenses including: insurance, rent, utilities, telephone, benefits and supplies• Prepared state grain taxes and local property taxes and filed tax returns• Reconciled balance sheet accounts including inventories, payables, and receivables Show less