Financial Accountant

• Aug 2023 - Present

Assistant Property Manager

• Jan 2015 - Sep 2023

Constructs Tableau visualizations based on competitor rents and historical rental rates in order to determine optimal pricing & make necessary adjustments to leasing specials & renewal increases Analyzes pricing & financial data through Tableau dashboards, Power BI reports & LRO Articulates pricing & renewal recommendations to upper management during weekly & monthly pricing discussions Performs ETL tasks by extracting, transforming & loading data into Tableau desktop from different… Show more Constructs Tableau visualizations based on competitor rents and historical rental rates in order to determine optimal pricing & make necessary adjustments to leasing specials & renewal increases Analyzes pricing & financial data through Tableau dashboards, Power BI reports & LRO Articulates pricing & renewal recommendations to upper management during weekly & monthly pricing discussions Performs ETL tasks by extracting, transforming & loading data into Tableau desktop from different data sources Works within Tableau desktop to generate visualizations, such as, bars, bar graphs & scatter plots Project Management Schedules/executes unit renovation construction project (95% complete) to ensure a quality product based on SOW & Waterfall methodology Monitors/communicates supplier, vendor & subcontractor project schedules Supports procurement project activities during all phases of the project Continuously improves project processes to maximize efficiency, product quality & improve lead time performance Engages in supplier management, including completing critical scheduling adjustments & addressing supply chain issues Constructs/Issues FF&E purchase orders through Yardi procurement management system Maintains lasting business relationships with vendor, subcontractors & suppliers Approves for payment vendor invoices & remainder security deposits thru Procure-to-Pay Liaises with A/P department regarding invoices & purchase order discrepancies/delays Coordinates with vendors to ensure timely delivery & quality of materials/services Lease Contract Administrator & Property Accountant Audits residential physical and digital files for accuracy & compliance Lease contract renewal negotiation Performs cash management activities, payment processing & monthly closeout reconciliation Processes deposit statements for former residents Adept at handling multiple client requests & queries in a quick, courteous & professional manner while providing high customer satisfaction Show less Constructs Tableau visualizations based on competitor rents and historical rental rates in order to determine optimal pricing & make necessary adjustments to leasing specials & renewal increases Analyzes pricing & financial data through Tableau dashboards, Power BI reports & LRO Articulates pricing & renewal recommendations to upper management during weekly & monthly pricing discussions Performs ETL tasks by extracting, transforming & loading data into Tableau desktop from different… Show more Constructs Tableau visualizations based on competitor rents and historical rental rates in order to determine optimal pricing & make necessary adjustments to leasing specials & renewal increases Analyzes pricing & financial data through Tableau dashboards, Power BI reports & LRO Articulates pricing & renewal recommendations to upper management during weekly & monthly pricing discussions Performs ETL tasks by extracting, transforming & loading data into Tableau desktop from different data sources Works within Tableau desktop to generate visualizations, such as, bars, bar graphs & scatter plots Project Management Schedules/executes unit renovation construction project (95% complete) to ensure a quality product based on SOW & Waterfall methodology Monitors/communicates supplier, vendor & subcontractor project schedules Supports procurement project activities during all phases of the project Continuously improves project processes to maximize efficiency, product quality & improve lead time performance Engages in supplier management, including completing critical scheduling adjustments & addressing supply chain issues Constructs/Issues FF&E purchase orders through Yardi procurement management system Maintains lasting business relationships with vendor, subcontractors & suppliers Approves for payment vendor invoices & remainder security deposits thru Procure-to-Pay Liaises with A/P department regarding invoices & purchase order discrepancies/delays Coordinates with vendors to ensure timely delivery & quality of materials/services Lease Contract Administrator & Property Accountant Audits residential physical and digital files for accuracy & compliance Lease contract renewal negotiation Performs cash management activities, payment processing & monthly closeout reconciliation Processes deposit statements for former residents Adept at handling multiple client requests & queries in a quick, courteous & professional manner while providing high customer satisfaction Show less

Leasing Consultant

• Jun 2012 - Jan 2015

-Facilitated the application administering process and lease contract generation for new residents -Utilized MRI and Yardi Residential Management software in processing residential requests -Generated purchase orders for apartment turns using OPS and Yardi procurement software -Completed scheduling and organization of apartment turn process-June 2012-March 2013 -Processed and negotiated lease renewals- March 2013-April 2014 -Became office Bookkeeper- October 2013 -Processed… Show more -Facilitated the application administering process and lease contract generation for new residents -Utilized MRI and Yardi Residential Management software in processing residential requests -Generated purchase orders for apartment turns using OPS and Yardi procurement software -Completed scheduling and organization of apartment turn process-June 2012-March 2013 -Processed and negotiated lease renewals- March 2013-April 2014 -Became office Bookkeeper- October 2013 -Processed statements of deposits for former residents- December 2013 Show less -Facilitated the application administering process and lease contract generation for new residents -Utilized MRI and Yardi Residential Management software in processing residential requests -Generated purchase orders for apartment turns using OPS and Yardi procurement software -Completed scheduling and organization of apartment turn process-June 2012-March 2013 -Processed and negotiated lease renewals- March 2013-April 2014 -Became office Bookkeeper- October 2013 -Processed… Show more -Facilitated the application administering process and lease contract generation for new residents -Utilized MRI and Yardi Residential Management software in processing residential requests -Generated purchase orders for apartment turns using OPS and Yardi procurement software -Completed scheduling and organization of apartment turn process-June 2012-March 2013 -Processed and negotiated lease renewals- March 2013-April 2014 -Became office Bookkeeper- October 2013 -Processed statements of deposits for former residents- December 2013 Show less

Claims Examiner

• Sep 2011 - Jun 2012

-Adjudicated travel insurance claims while utilizing PeopleSoft -Analyzed qualitative and quantitative data to determine a claim’s outcome -Balanced examining claims, making outbound calls, and answering inbound calls -Used ImageNow to access documentation during the adjudication process -Initiated filing of insurance claims

Travel Insurance Agent

• Mar 2010 - Sep 2011

-Became a Mentor for new Customer Service employees- May 2011 -Recognized for top call quality- April 2011, June 2011 -Became a Telecommuting Agent- November 2010-September 2011 -Obtained Limited Lines Insurance License for all 50 states- Fall-2010 -Received customer service compliments- April 2010, August 2010, February 2011, June 2011 -Constructed new policies and modified existing policies for customers via PeopleSoft -Processed quotes and purchases on existing… Show more -Became a Mentor for new Customer Service employees- May 2011 -Recognized for top call quality- April 2011, June 2011 -Became a Telecommuting Agent- November 2010-September 2011 -Obtained Limited Lines Insurance License for all 50 states- Fall-2010 -Received customer service compliments- April 2010, August 2010, February 2011, June 2011 -Constructed new policies and modified existing policies for customers via PeopleSoft -Processed quotes and purchases on existing products -Communicated with Operations personnel concerning customer purchases and claim inquiries