Experience

Roberts Resorts & Communities

• United States
• Real Estate
• 1 - 100 Employee

• Controller

  • Feb 2018 - Present

  Scottsdale, Arizona



Soaren

• United States
• Financial Services
• 1 - 100 Employee

• Senior Accountant

  • Nov 2016 - Feb 2018

  Phoenix, Arizona Manage investor equity and debt contributions, distributions and reporting. Close accounting records for multiple entities. Perform monthly balance sheet reconciliations. Perform accounting research and document findings. Record daily, weekly and monthly journal entries.



Lat33 Capital, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Accountant

  • Apr 2015 - Nov 2016

  Scottsdale, AZ Managed SEC reporting process and prepared documents including forms 10-K, 10-Q and 8-K. Supervised debt compliance reporting process including covenant calculations and analysis. Prepared various crucial monthly reporting schedules including real estate owned, equity and debt. Reviewed monthly close documents provided by the accounting staff. Prepared asset sales entries and analyzed proceeds to record gains or losses on sales. Performed research regarding accounting guidance… Show more Managed SEC reporting process and prepared documents including forms 10-K, 10-Q and 8-K. Supervised debt compliance reporting process including covenant calculations and analysis. Prepared various crucial monthly reporting schedules including real estate owned, equity and debt. Reviewed monthly close documents provided by the accounting staff. Prepared asset sales entries and analyzed proceeds to record gains or losses on sales. Performed research regarding accounting guidance and prepared memos documenting conclusions. Prepared monthly, quarterly and annual financial statements including balance sheet, income statement, statement of cash flows and statement of equity. Analyzed classifications of real estate owned and conducted meetings with other departments. Assisted management with various projects, tasks and duties. Show less



American Residential Properties, Inc

• Senior SEC Reporting Analyst

  • Jul 2013 - Apr 2015

  Scottsdale, AZ Prepared, managed and filed forms 10-K, 10-Q and quarterly Earnings Release reports to the SEC. Issued 8-K related to debt issuance, stock compensation awards and management presentations. Prepared quarterly financial statements including balance sheet, income statement, statement of cash flows and statement of equity. Analyzed trends and activity in financial statements and presented findings to management. Audited and issued monthly management presentations with the… Show more Prepared, managed and filed forms 10-K, 10-Q and quarterly Earnings Release reports to the SEC. Issued 8-K related to debt issuance, stock compensation awards and management presentations. Prepared quarterly financial statements including balance sheet, income statement, statement of cash flows and statement of equity. Analyzed trends and activity in financial statements and presented findings to management. Audited and issued monthly management presentations with the SEC. Reviewed financial reporting support files including stock compensation, debt and mortgage financings. Organized quarterly debt compliance calculations and related compliance certification for bank review. Prepared and recorded consolidation and equity journal entries for quarterly reporting. Managed external audit team relating to the audit of the annual report and quarterly reports. Show less



Starwood Hotels & Resorts Worldwide, Inc.

• Senior Accountant

  • Sep 2012 - Jul 2013

  Scottsdale AZ Managed, recorded, and reviewed intercompany debt journal entries, agreements and monthly reporting schedules. Audited balance sheet accounts and recorded adjusting journal entries to reflect proper account balances. Prepared quarterly Earnings Release and filed with the SEC. Supervised cash posting staff and associated journal entries. Controlled and finalized monthly reporting schedules for various balance sheet accounts. Reconciled over 225 balance sheet accounts on a monthly… Show more Managed, recorded, and reviewed intercompany debt journal entries, agreements and monthly reporting schedules. Audited balance sheet accounts and recorded adjusting journal entries to reflect proper account balances. Prepared quarterly Earnings Release and filed with the SEC. Supervised cash posting staff and associated journal entries. Controlled and finalized monthly reporting schedules for various balance sheet accounts. Reconciled over 225 balance sheet accounts on a monthly basis. Performed special projects to increase efficiency regarding accounting processes and internal controls. Show less



Moss Adams, LLP

• Senior Auditor

  • Oct 2010 - Sep 2012

  Scottsdale, AZ Planned, performed, and reviewed client engagements, accurately, within budget under high production demands. Managed audit engagements and Staff for clients in various industries including healthcare, SEC regulated corporations, hospitality and manufacturing and distribution. Assisted with preparing, delivering and reviewing financial statements with clients. Trained and managed audit Staff. Reviewed, documented and tested internal controls in accordance with audit… Show more Planned, performed, and reviewed client engagements, accurately, within budget under high production demands. Managed audit engagements and Staff for clients in various industries including healthcare, SEC regulated corporations, hospitality and manufacturing and distribution. Assisted with preparing, delivering and reviewing financial statements with clients. Trained and managed audit Staff. Reviewed, documented and tested internal controls in accordance with audit approach. Assisted in development and maintenance of client relationships to ensure deadlines were met. Facilitated effective communication between clients and all levels of the audit team. Planned engagements by assisting Managers, developed time budgets and delegated duties to Staff. Evaluated client data using analytical statistics to develop trends and expectations of operations. Show less