Experience

SX Business Services

• United States
• Accounting
• 1 - 100 Employee

• VP of Accounting

  • Apr 2015 - Present



WinnResidential

• Portfolio Controller

  • Dec 2012 - Apr 2015



Sawyer Realty Holdings LLC

• United States
• Real Estate
• 1 - 100 Employee

• Assistant Controller

  • May 2004 - Nov 2012

  Senior Portfolio Accounting Manager, 4/2007 – 9/2010Portfolio Accounting Manager, 5/2004 - 4/2007Privately held real estate investment and management company that owns and manages multifamily apartment communities.•Manage the process of all month end close procedures including review of financial reporting, variance analysis, preparation and distribution of financial reports. •Manage team of 12 employees in Acctg and AP Depts.Complete and deliver annual performance reviews. Mentor staff by optimizing exposure within the company.•Streamline accounting process to increase efficiencies and productivity of the Accounting Dept Staff increased assignments resulting in over 50% savings in overhead.•Work closely with the Director of Operations, Regional Managers and Property Managers. Facilitate monthly portfolio NOI reviews.•Establish and maintain confident working relationship with investors and third party clients. •Co-ordinate with external audit firms for interim and year end audits. Review annual audit work paper packages. Maintain zero audit entries for past 6 years.•Complete financial analysis on the performance of portfolios.•Provide cash flow projections. Includes both on entity and/or portfolio level. Determine quarterly distributions or need for capital call.•Assist in the preparation and review of annual budgets with the Vice President of Operations and the Vice President of Accounting.•Developed the Accounting Policy and Procedures manual.•Provide support to the Director of Loan Administration. Calculate income and expense prorations for the dispositions of entities. •Coordinate property insurance claims with the Director of Construction and outside insurance brokers. Ensure timely receipt of POL’s, submit reimbursement requests to lenders and timely payment to contractors. Responsible for monthly updates to the Executives. Calculate asset gain/loss.•Support the Cash Management Analyst and the Manager of Finance and Reporting.



Corcoran Jennison

• United States
• Real Estate
• 1 - 100 Employee

• Accounting Manager

  • 1999 - 2004

  Privately held company that provides and manages mixed-income housing. • Successfully transitioned 30 properties for a third party client from seven different management companies throughout the United States.• Provided high level of customer service with external and internal clients. Acted as a resource for the Directors of Operations, Regional Managers and Property Managers.• Reviewed annual audit work paper packages and audited financial statements.• Ensured all HUD, state agency, and third party reporting requirements met timely.• Managed the day to day work assignments of three accountants and two accounts payable staff. Reviewed monthly financial statements and bank statement reconciliations. Provided annual performance reviews.• Provided cash flow projections. Assessed properties’ need for influx of funds. • Responsible for cash management of 38 properties. Oversaw the transfer of funds from the local accounts to the operating accounts, made weekly check run selections, reviewed invoices and signed checks.• Coordinated the opening of operating, depository, and security deposit accounts.



Lend Lease Real Estate Investmens formerly Boston Financial Group

• Associate

  • 1994 - 2000

  Institutional manager and real estate service company that provides multifamily portfolio management, asset management, low income tax credits financing, residential and senior living property management. Institutional manager and real estate service company that provides multifamily portfolio management, asset management, low income tax credits financing, residential and senior living property management.



Saunders Real Estate Corporatin

• Accountant

  • 1993 - 1994

  Privately held investment real estate company that owns and manages residential, commercial, and retail property. Privately held investment real estate company that owns and manages residential, commercial, and retail property.



The Hamilton Company

• Accountant

  • 1991 - 1993

  Privately held real estate organization that owns and manages multi-income housing and commercial property. Privately held real estate organization that owns and manages multi-income housing and commercial property.