Experience

• 

  Maredith Management

  • United States
  • Real Estate
  • 1 - 100 Employee

  • FINANCIAL REPORTING MANAGER

    • May 2007 - Present

    Monitor, maintain, and report on financial information for 61 homeowner’s associations with approximately 13,500+ units.Work with various association auditors to ensure all financial information is received and processed according to their standards. Support each association’s auditor by addressing questions concerning general ledger entries posted during the course of the year. Reconcile over 2,170 checking and savings accounts for member associations to ensure each association’s accounts are in balance. Research and resolve all discrepancies and errors between the bank and the association.Manage the preparation and distribution of internal financial statements and reports – monthly and annual - for 61 associations: balance sheet, income statement, check register, general ledger report, and aged open items.Complete all set up for newly acquired and terminated associations: budget entry, neighborhood units, and account balances. This includes transitioning general ledger balances to TOPS and reconciling all financial information received during the acquisition for new association setup and creating a transition folder with bank statements, account histories, and vendor information for terminated associations.

  • Accounts Payable Administrator

    • May 2007 - Nov 2013

    - Manage day to day operation of the Accounts Payable department supporting ~65 Homeowner’s Associations with over $15M in financial assets. Handle all interactions with attorneys and auditors, including written correspondence, research, and follow up telephone calls.- Process ~6000 invoices annually and complete bank reconciliations for 2000+ accounts to meet contractual obligations – without error. Prepare bank deposits. Generate checks and schedule vendor payments. Create monthly reports for each association – averaging 700 reports annually.- Streamline and document department operating procedures to ensure compliance with vendor and client contracts. Complete all homeowner and vendor setups in TOPS.

• 

  Maryland Bank and Trust

  • Waldorf, MD

  • Teller

    • Aug 2006 - May 2007
    • Waldorf, MD

    - Performed routine and intermediate branch and customer services duties: accepted retail and commercial checking and savings deposits; processed loan payments and transactions for both checking and savings accounts.- Maintained appropriate level of cash on hand. Prepared daily paperwork according to branch procedures (e.g., counting cash balance at beginning of shift and balancing cash and checks against customer records at end of shift).

• 

  DICK'S Sporting Goods

  • Waldorf, MD

  • Sales Associate

    • May 2004 - Jul 2005
    • Waldorf, MD

    - Assisted customers with product selections and purchases for all golf accessories. Offered advice and suggestions about product features and pricing.- Managed inventory of golf products received and stocked during assigned shift.

• 

  Maryland Bank and Trust

  • Waldorf, MD

  • Credit Analyst

    • Sep 1999 - Dec 2001
    • Waldorf, MD

    - Developed credit information for use by lending officers or committees in making lending decisions on new, renewal, or extension loans.- Analyzed financial statements and identified exposures in preparing recommendations of customer credit-worthiness.

• 

  Littman Jewelers

  • Waldorf, MD

  • Assistant Manager

    • Jun 1993 - Sep 1999
    • Waldorf, MD

    - Supervised sales staff for retail operation generating annual sales of $1.2M.- Achieved and consistently exceeded monthly quotas and store sales; 1997 sales of $269,500, 1996 sales of $250,000.

• 

  Americanc

  • Alexandria, VA

  • Sr. Loan Servicing Specialist

    • Dec 1992 - May 1995
    • Alexandria, VA

    - Reduced delinquent commercial tax penalties by 100% and implemented program to prevent late payments for commercial real estate taxes by creating calendar-based logs cross-referenced by jurisdiction and date for each real estate owned property.- Streamlined department operations and improved productivity by combining Lotus spreadsheets and 500+ account commercial loan database.- Conducted quality control reviews of commercial loan documentation to validate contents of $200M loan portfolio.

• 

  Kay Jewelers

  • Waldorf, MD

  • Assistant Manager

    • Jul 1991 - Dec 1992
    • Waldorf, MD

    - Increased store profitability 20% by initiating team approach for sales closures.- Named Sales Associate of the Year for meeting and exceeding sales goals.

• 

  Perpetual Financial Corp.

  • Washington DC/Alexandria, VA

  • Supervisory, and Management positions

    • Nov 1973 - Dec 1991
    • Washington DC/Alexandria, VA

    Held various staff, supervisory, and management positions during a 19+ year career, including: Supervisor - Payroll Department – 1 year supervising staff of four employees Supervisor – Proof Department – 3 years supervising staff of six employees Supervisor – Loan Servicing Department – 2 years supervising staff of ten employees Assistant Manager – Central Payment Processing – 2 years supervising staff of six employees Manager – Savings Customer Service – 2 years supervising staff of ten employees Supervisor – Teller Operations – 3 years supervising staff of 20 employees Head Teller – 2 years Teller – 2 years