Experience

Boston Investments

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Accountant

  • Jan 2020 - Present

  Oversee financial reporting for multiple Real-Estate entities (150+ properties) Responsible for month-to-month reconciliation of bank accounts, mortgages, and loans, and year end adjustments. Direct reporting and analysis of financial data, annual budgets and expense tracking. Partner with owners and CPA to develop, implement and improve analysis of metrics to drive and achieve annual goals. Coordinate and manage all audits, including year-end, and corporate tax audits. Record acquisition/sale of assets. Track and mange new tenants’ deposits, monthly rental income, and manage vendor payments. Show less



David's World Famous

• United States

• Accountant

  • Feb 2015 - Jan 2020

  Oversee financial reporting, budget, and local tax compliance for multiple Real-Estate entities, restaurant and catering company. Track and manage month to month payment deposits, and vendor payments. Responsible for month-to-month reconciliation of bank accounts, mortgages, and loans. Direct reporting and analysis of financial data, annual budgets and expense tracking. Coordinate and manage all audits, including year-end, sales tax and corporate tax audits. Oversee financial reporting, budget, and local tax compliance for multiple Real-Estate entities, restaurant and catering company. Track and manage month to month payment deposits, and vendor payments. Responsible for month-to-month reconciliation of bank accounts, mortgages, and loans. Direct reporting and analysis of financial data, annual budgets and expense tracking. Coordinate and manage all audits, including year-end, sales tax and corporate tax audits.



Jay R. Goldstein, CPA

• Needham, Massachusetts, United States

• Staff Accountant

  • Aug 2011 - Feb 2015

  Reviewed, and maintained general ledger. Responsible for the financial month-end, and year-end closing, including, payroll and sales tax reports. Prepared and presented yearly budgets and forecast. Performed general accounting functions including the preparation and review of monthly journal entries. Responsible for both, individual and corporate tax return preparation Reviewed, and maintained general ledger. Responsible for the financial month-end, and year-end closing, including, payroll and sales tax reports. Prepared and presented yearly budgets and forecast. Performed general accounting functions including the preparation and review of monthly journal entries. Responsible for both, individual and corporate tax return preparation



Data Services Corp

• Pembroke Pines, Florida, United States

• Director of Finance

  • Jun 2009 - Feb 2011

  Conducted financial analysis, including reports, budgets, and forecasts. Managed financial internal and external audits. Partnered with various business leaders to implement best practices. Lead and developed a team to execute on day-to-day operations, while simultaneously support strategic growth plans. Leveraged business knowledge and expertise to analyze business process, metrics and key performance indicators to improve operational efficiency. Conducted financial analysis, including reports, budgets, and forecasts. Managed financial internal and external audits. Partnered with various business leaders to implement best practices. Lead and developed a team to execute on day-to-day operations, while simultaneously support strategic growth plans. Leveraged business knowledge and expertise to analyze business process, metrics and key performance indicators to improve operational efficiency.



Melnick, Lilienfeld, & Castonguay CPAs

• Aventura, Florida, United States

• Staff Accountant

  • Dec 2007 - Jun 2009

  Reviewed and prepared month-to-month and year-end journal entries and general ledger. Responsible for tax preparation (Corporate, Trust, Partnership and Individual) Partnered with CFO on the business planning cycle and preparation of forecast and budgets. Reviewed and prepared month-to-month and year-end journal entries and general ledger. Responsible for tax preparation (Corporate, Trust, Partnership and Individual) Partnered with CFO on the business planning cycle and preparation of forecast and budgets.



Global Chemical Diagnostics, Corp

• Davie, Florida, United States

• Office Manager/Controller

  • Jun 2001 - Dec 2007

  Developed and implemented new purchasing practices system. Established and executed financial controls and accounting process to ensure compliance with applicable internal and external standards. Worked closely with the CFO to identify and communicate risks to senior leadership and take action to mitigate them. Developed and implemented new purchasing practices system. Established and executed financial controls and accounting process to ensure compliance with applicable internal and external standards. Worked closely with the CFO to identify and communicate risks to senior leadership and take action to mitigate them.



Randall M Stafman Pa

• United States
• Accounting

• Administrative Assistant/Bookkeeper

  • Jun 1999 - Jun 2001

  Prepared bank reconciliation, payroll procession and account adjustments. Followed up with the appropriate staff associate to ensure requests and correspondences were responded to on a timely basis Organized, prioritized and appropriately handled sensitive and confidential documents and ensured action/attention required was addressed Created and maintained client and prospect address lists for marketing mailings and various other mailers Scanned checks, updated website and accurately submitted expense reports Ordered office supplies Show less