Controller

• Oct 2020 - Present

• FULL CHARGE RESPONSIBILITY FOR RAINTREE INVESTMENT CORPORATION’S FINANCIAL STATEMENTS (DRAFTING, RECONCILING, AND MONITORING TRANSACTIONS) • CONSULTED WITH RAINTREE ABOUT IMPROVEMENT OF THEIR EMPLOYEE REIMBURSEMENT PROCESSES • MANAGED AND DRAFTED FINANCIAL STATEMENTS FOR BANK COMPLIANCE REQUIREMENTS FOR BANK CONSTRUCTION LOANS FOR MULTIPLE REAL ESTATE DEALS OF RAINTREE INVESTMENT CORPORATION NATIONWIDE • DRAFTED CONSTRUCTION DRAWS FOR THE VARIOUS BANK CONSTRUCTION LOANS THAT REQUIRED FINANCIAL STATEMENTS • REVIEWED AND APPROVED RAINTREE EXPENSES AND PAYMENTS USING CONCUR • REVIEWED AND APPROVED PROPERTY MANAGEMENT FINANCIALS FOR BANK COMPLIANCE • DESIGNED AND MANAGED CASH ROLLS FOR VARIOUS ENTITIES FOR CASH MANAGEMENT • GATHERED ACCOUNTING DATA FOR THE DIRECTION AND EXECUTION OF EXTERNAL AUDITS • PERFORMED BANK WIRES FOR ACH PAYMENTS TO CONTRACTORS • CONSULTED WITH RAINTREE ON VARIOUS OTHER ACCOUNTING AND TAX ISSUES Show less

Controller

• Sep 2017 - Present

Full charge responsibility of all accounting operations for 8 different entities within the Momentum Development Group entity  Implemented web hosting for the accounting software for all of these entities  Assisted with budget preparation and performed cash forecasting for the companies  Implemented Expensify for expense tracking for AMEX transactions  Streamlined reconciliations with templates that I built to make the accounting operations more efficient, allowing days to be taken off of monthly close process  Quickbooks Online and Desktop Certified 2017-2018  Currently in the process of sitting for the CPA Exam  1040 Schedule C and 1065 Tax Prep Show less

Consultant

• Jul 2020 - Present

Accountant

• Nov 2015 - Aug 2017

● Full charge responsibility for reconciling all balance sheet accounts, accounting operations, and drafting all of the financial statements for the Marketing company of Progrexion, Revenue Manager for a small subsidiary of the Marketing company. ● Assist in quarterly and annual external audits ● Maintained and created schedules, booked the current month’s rent expense, reconciled, and performed all of the Accounts Payable for all the leases for the company ● Managed and Reconciled all of the Marketing Company’s spend which produces the company’s revenue (12-15 MM monthly), wrote accrual for Marketing spend monthly (7MM-9MM monthly), maintained vendor reconciliations for the previous month’s accrual and booked true-ups based on accrual variances. Renovated the processes to book this large accrual from 3 days down to 1 day. ● Managed and Reconciled Marketing’s prepaid accounts ● Provided coding instructions and released wire transfers for Accounts Payable ● Cash reconciliations for 2 companies, totaling over $40 million monthly ● Managed payroll travel reimbursements for Progrexion’s marketing company ● Collected data for and completed quarterly sales tax returns ● Managed and performed all of the accounting for our lobbying attorney that operates his law firm out of our corporate offices (drafting financials, A/R, A/P, Balance Sheet reconciliations, etc.) ● As a revenue manager, booked and managed all of the A/R for the Marketing subsidiary, booked cash receipts for those A/R accounts, and performed collection efforts where necessary based on A/R aging schedules. Show less

Property Accountant

• Dec 2013 - Nov 2015

● Maintained the books for 30-37 properties, with revenues over $30 million dollars annually. ● Made journal entries to record accruals and deferrals ● Researched and resolved deposit discrepancies with properties ● Maintained Tax Schedules to track accrual estimates for property taxes ● Performed Bank Reconciliations and Cash Management for all properties ● Audited and approved invoices for payment ● Tracked accounts for balance sheet reconciliations ● Reconciled mortgages for properties ● Headed up a conversion team that converted ESS from Great Plains to Microsoft AX, and assisted with converting reporting from IBM Cognos TM1 to Microsoft AX. Show less