Experience

FirstService Residential MidAtlantic, LLC

• United States
• 1 - 100 Employee

• Senior Staff Accountant

  • Jul 2021 - Present

  United States Responsible for all aspects of the general ledger close. Prepares standard monthly journal entries. Prepares monthly financial statements, including but not limited to, the balance sheet, income statement and cash flow statement. Assists in the preparation of annual budgets and other forecasts. Prepares special financial reports as needed. Assists auditors and prepares schedules and works papers as necessary for the annual audit. Reconciles balance sheet accounts. Other… Show more Responsible for all aspects of the general ledger close. Prepares standard monthly journal entries. Prepares monthly financial statements, including but not limited to, the balance sheet, income statement and cash flow statement. Assists in the preparation of annual budgets and other forecasts. Prepares special financial reports as needed. Assists auditors and prepares schedules and works papers as necessary for the annual audit. Reconciles balance sheet accounts. Other assignments as necessary and/or required.

• Community Manager

  • Apr 2021 - Jul 2021

  United States General: Assure that the policies, resolutions and goals of the Board are carried out Be knowledgeable of all Association Governing Documents, Rules and Regulations and general legal requirements of a community association Provide excellent customer service and maintain open lines of communication with fellow Associates, homeowners and Board of Trustees Have general knowledge and understanding of building systems and components Be available to be on-call to handle after-hours… Show more General: Assure that the policies, resolutions and goals of the Board are carried out Be knowledgeable of all Association Governing Documents, Rules and Regulations and general legal requirements of a community association Provide excellent customer service and maintain open lines of communication with fellow Associates, homeowners and Board of Trustees Have general knowledge and understanding of building systems and components Be available to be on-call to handle after-hours emergencies Prepare weekly and monthly corporate and regional reports, as required Follow all policies and procedures of the company and Association Assist the Board in preparing an Emergency/Disaster Preparedness Plan, if applicable Such other duties and responsibilities as may reasonably be directed and required Fiscal: Provide input and assist the Board with the preparation of the Association’s annual budget Be responsible for the daily implementation of the annual budget, perform general financial management and recordkeeping Coordinate receipt and review of invoices for services and ensure timely payment of bills Assist Association and In House counsel on collection matters and monitor maintenance fee accounts Verify checks when returned from Accounting. Ensure that all invoicing backup is attached to check and duplicate payments are not received. Correct any errors prior to Board signature.



Cantey Associates, CPA's

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Oct 2019 - Mar 2021

  Wheaton, Illinois, United States • Prepare Tax Returns for Associations • Perform audits, reviews, compilations • Completes audit work papers by documenting audit tests and findings o Cash, receivables, prepaid, accounts payable, interest income, cash disbursements • Ensures compliance with established internal control procedures by examining records, reports, operating practices, and documentation. • Contributes to team effort by accomplishing related results as needed



Kane County, Illinois

• United States
• Government Administration
• 300 - 400 Employee

• Staff Accountant/ ITA Specialist

  • Nov 2016 - Oct 2018

  Geneva, IL

• Accounts Payable Clerk

  • Feb 2016 - Nov 2016

  Geneva, IL Provided support in day-to-day functions to maintain integrity of fiscal records and reports for the Workforce Innnovation and Opportunity Act (WIOA) Program. Responsible for handling certain phases of the accounts payable process, including the assurance that the expenses are allowable per various service under contracts and the policies of the Illinois Department of Commerce and Economic Opportunity (DCEO).



CARUSO MANAGEMENT GROUP

• United States
• Individual and Family Services

• Property Accountant

  • Aug 2012 - Jul 2015

  Naperville, IL Prepared, examined and analyzed accounting records, financial statements and other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards. Responsible for record-keeping of all homeowner documents for 70 properties and over 550,000 individual homes. Managed Accounts Payable and Accounts Receivable for all properties. Supervised multiple Accounts Payable’s employees and interns. Monitor Accounts Payable budget to… Show more Prepared, examined and analyzed accounting records, financial statements and other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards. Responsible for record-keeping of all homeowner documents for 70 properties and over 550,000 individual homes. Managed Accounts Payable and Accounts Receivable for all properties. Supervised multiple Accounts Payable’s employees and interns. Monitor Accounts Payable budget to ensure accuracy of all bi-weekly entries. Show less



Jackson Hewitt Tax Service Inc.

• United States
• Financial Services
• 700 & Above Employee

• Professional Tax Preparer

  • Jan 2004 - Apr 2012

  Aurora, IL Determine taxes owed or overpaid and complete all relevant tax forms. Prepare tax returns for individuals and small businesses. Work closely with customers to obtain information on taxable income and deductible expenses and allowances. Provide advice and furnish taxpayers with sufficient information to ensure proper completion of tax forms. Compute preparation fees based on complexity and processing time



Macom Corporation

• India
• Engines and Power Transmission Equipment Manufacturing
• 100 - 200 Employee

• Accounting Manager/Assistant Property Manager

  • Sep 2002 - Mar 2008

  Naperville, IL Assisted in budget preparation for multi-million dollar communities. Issued invoices for 15 single-family, commercial and clubhouse communities. Reconciled bank accounts managed Accounts Payable and Accounts Receivable for all properties. Completed and issued required paperwork for closing and refinance of all properties. Assisted Property Manager with Homeowners Association matters.