Experience

Provident Realty Advisors

• United States
• Real Estate
• 1 - 100 Employee

• Accountant

  • Dec 2022 - Present



Caddis Partners

• Dallas/Fort Worth Area

• Accounting Manager

  • Feb 2016 - Present

  • Responsible for all corporate accounting functions, including annual audit and management of sr. associate. • Manage the financials for all pursuits related to senior living housing and medical office building development. • Financial functions for 48+ Promote and Class B entities. • Maintain and provide quarterly compliance reporting to lenders for the guarantors, including their personal financial statements, contingent liabilities schedule, and liquidity verification. • Capable of performing entity formations, registered agent mgmt., annual filings, and terminations. Show less



Windridge Real Estate, LLC

• Dallas, Texas

• Office Manager / Accountant

  • Oct 2005 - Feb 2016

  • Responsible for all accounting functions including AR/AP, billing, and financial statements for 50+ entities • Processed all construction draws, reviewed and tracked lien waivers • Prepared partnership reports and distribution checks • Interfaced with insurance companies regarding existing and new insurance coverage • Responsible for all accounting functions including AR/AP, billing, and financial statements for 50+ entities • Processed all construction draws, reviewed and tracked lien waivers • Prepared partnership reports and distribution checks • Interfaced with insurance companies regarding existing and new insurance coverage



TXS Industrial Design

• United States
• Design Services
• 1 - 100 Employee

• Office Manager/Bookkeeper

  • Aug 2003 - Oct 2005

  • Responsible for all accounting functions including AR/AP, billing, payroll, tax management and financial statements. • Interpret and analyzes financial information continually. • Human Resources - new employee processing, maintains employee files, benefits administration, performs annual review of corporate benefits. • Managed all aspects of marketing. • Responsible for all accounting functions including AR/AP, billing, payroll, tax management and financial statements. • Interpret and analyzes financial information continually. • Human Resources - new employee processing, maintains employee files, benefits administration, performs annual review of corporate benefits. • Managed all aspects of marketing.



Data Race, Inc (d.b.a. IP AXESS

• Plano, Texas

• Marketing Manager

  • Apr 2000 - Jul 2001

  • Developed, implemented, and managed the channel marketing program. • Initiated the concept and execution of numerous marketing tools • Developed and regulated all product and sales promotions. • Managed all company events including executive briefings, customer meetings, and tradeshows. • Developed, implemented, and managed the channel marketing program. • Initiated the concept and execution of numerous marketing tools • Developed and regulated all product and sales promotions. • Managed all company events including executive briefings, customer meetings, and tradeshows.