Experience

Insite Properties

• United States
• Real Estate
• 1 - 100 Employee

• Director of Accounting

  • Sep 2023 - Present

  Charlotte, North Carolina, United States



Grubb Properties

• United States
• Real Estate
• 100 - 200 Employee

• Assistant Property Controller

  • Apr 2017 - Sep 2023

  Charlotte, North Carolina Manage general accounting, financial reporting, and cash management functions for 50+ commercial and multifamily properties. Analyzes various general ledger accounts to ensure activity is accurately recorded. Implemented Vendor Cafe, an online vendor portal and electronic invoice platform, to streamline the invoice processing system for more than 150 vendors and Paymode-X for payment processing. Review and approve management fees, bank reconciliations, mortgage and… Show more Manage general accounting, financial reporting, and cash management functions for 50+ commercial and multifamily properties. Analyzes various general ledger accounts to ensure activity is accurately recorded. Implemented Vendor Cafe, an online vendor portal and electronic invoice platform, to streamline the invoice processing system for more than 150 vendors and Paymode-X for payment processing. Review and approve management fees, bank reconciliations, mortgage and distribution wires and weekly check runs. Manage Accounts Payable/Accounts Receivable team and 6 Property Accountants. Assist Property Managers with forecasting and budgeting. Oversee team on AR And AP processing, including maintaining vendor and W9 information, coding and entering invoices, check printing and preparation of 1099s. Show less



Fairfield Residential

• United States
• Real Estate
• 700 & Above Employee

• Regional Accounting Manager/Assistant Controller

  • Oct 2012 - Apr 2017

  Charlotte, NC Opened new Corporate Office, negotiated the lease terms, oversaw the build-out of the space and the hiring and training of the redevelopment construction accounting team. Managed all the finance and accounting activities for 6 portfolios (72+ properties across 7 states). Reviewed construction draws, monitored monthly draw funding. Validated subcontractor requirements including adherence to lien waiver policies prior to payments. Monthly, quarterly and year-end… Show more Opened new Corporate Office, negotiated the lease terms, oversaw the build-out of the space and the hiring and training of the redevelopment construction accounting team. Managed all the finance and accounting activities for 6 portfolios (72+ properties across 7 states). Reviewed construction draws, monitored monthly draw funding. Validated subcontractor requirements including adherence to lien waiver policies prior to payments. Monthly, quarterly and year-end reporting to Investors. Oversaw all immediate needs on projects and provided required documentation to Lenders. Reconciliation of all redevelopment bank statements, prepared journal entries and wire transfers. Liaison with Asset Management, Project Management and Property Managers to control budgets to insure job cost entries are recorded. Show less



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Mgr. of Real Estate Accounting Operations / Sr Investment Accountant

  • Nov 2009 - Nov 2012

  Charlotte, NC Certified Fraud Examination Certificate (CFE) completed November 2012. Facilitated the conversion, testing and implementation of accounting software from CTI to Yardi 6.0 Managed accounts payable, accounts receivable, cash management and operational reporting for investment accounting. Preparation and filing of financial statements for external reporting with the Securities and Exchange Commission (SEC). Reports include quarterly 10-Q, annual Form 10-K, Prospectus and… Show more Certified Fraud Examination Certificate (CFE) completed November 2012. Facilitated the conversion, testing and implementation of accounting software from CTI to Yardi 6.0 Managed accounts payable, accounts receivable, cash management and operational reporting for investment accounting. Preparation and filing of financial statements for external reporting with the Securities and Exchange Commission (SEC). Reports include quarterly 10-Q, annual Form 10-K, Prospectus and Form 8-K. Oversight of the daily financial close, including the calculation and reporting of the NOI for the real estate fund account, which is used to calculate the daily value of the accumulation unit (AUV). Worked as project manager on ad hoc projects for real estate accounting including the automation of NCREIF asset reporting, custom development of Yardi financial reports, budget loading, review and consolidation process. Continuous evaluation and improvement of processes to enhance systems, reports and analysis to afford efficiencies, cost savings and added value to the organization. Assisted external auditors with requests and questions for quarterly reviews and annual audits. Ensured all processes within the group were SOX compliant, provided internal audit group with all information necessary for testing and updated internal control procedures. Show less



JLL

• United States
• Real Estate
• 700 & Above Employee

• Finance Manager

  • May 2006 - Aug 2009

  Recognized as Top 20% of Company's Performing Manager's Corporate Finance Committee Member Manage the financial reporting process for an 8 million square foot Facility Management portfolio geographically dispersed in 5 States, coordinated capital and expense budget development, financial analysis and benchmarking. Direct the preparation and interpretation of the portfolio's financials to ensure that sound management decisions can be made through standardized reliable… Show more Recognized as Top 20% of Company's Performing Manager's Corporate Finance Committee Member Manage the financial reporting process for an 8 million square foot Facility Management portfolio geographically dispersed in 5 States, coordinated capital and expense budget development, financial analysis and benchmarking. Direct the preparation and interpretation of the portfolio's financials to ensure that sound management decisions can be made through standardized reliable reporting and that timely and accurate operations reports are distributed to the management team. Oversee the operation, staffing and development of 8 accounting personnel and provide Regional Accounting support for key Jones Lang LaSalle accounts. Serve as a liaison between our management organization and the client by providing a seamless interface into the client financial organization. Successfully transitioned a 3 million square foot Midwest portfolio by coordinating with Duke Energy and legacy Cinergy employees to provide parallel reporting in the Midwest and the Carolinas regions. Ensure proper accounting systems and processes are in place and maintained in accordance with GAAP. Coordinate the specifications and deployment of systems as needed including the implementation of Realm/Pay invoice processing system, facilitating the P-Card acquisition process, transition of the Call Center to Pittsburgh and the implementation of the 360 Facility system. Show less



The Mills Corporation

• Real Estate
• 1 - 100 Employee

• Property Accounting Manager

  • Jul 1999 - May 2006

  Managed and coordinated all functions of the on-site accounting department including accounts receivable, accounts payable, financial reporting, budgeting and year-end reconciliations for a 1.4 million square foot super regional shopping center with over 200+ stores, 12 out-parcels and a 300,000 square foot power center. Assured timely and accurate reconciliation's of GL and bank statements, preparation of reports including monthly project status reports for Investors, month-end close… Show more Managed and coordinated all functions of the on-site accounting department including accounts receivable, accounts payable, financial reporting, budgeting and year-end reconciliations for a 1.4 million square foot super regional shopping center with over 200+ stores, 12 out-parcels and a 300,000 square foot power center. Assured timely and accurate reconciliation's of GL and bank statements, preparation of reports including monthly project status reports for Investors, month-end close reporting, future costs and revenues projections, financial analysis and budget preparation and reforecasting. Allocated annual cash receivables in excess of $30M and administered Tenant Incentive Grant sales tax program. Tracked annual tenant sales in excess of $300M, sales analyses, sales auditing and percentage rent calculations. Administered accounts payable accounting and controls in support of corporate policies, Sarbanes-Oxley compliances, and initiated procedures to improve overall strategies and controls to escalate company's performance. Selected by Regional Vice President to serve as a mentor in the Leadership, Training & Development Mentoring Program to assist in training and support of property accounting managers at 42 shopping mall locations. Show less



GVA ADVANTIS CORPORATE HQ

• Senior Lease Administrator

  • May 1997 - Jul 1999

  Managed and distributed workload to lease administrative staff, conducted audits in conjunction with the director of property accounting and prepared annual operational budgets for a portfolio of 10 retail centers and 5 office buildings. Promoted to senior level position within 6 months of employment; assuming the supervision and direction of a staff of 8 lease administrators in corporate and regional offices. Coordinated special projects, assisted with transition of new… Show more Managed and distributed workload to lease administrative staff, conducted audits in conjunction with the director of property accounting and prepared annual operational budgets for a portfolio of 10 retail centers and 5 office buildings. Promoted to senior level position within 6 months of employment; assuming the supervision and direction of a staff of 8 lease administrators in corporate and regional offices. Coordinated special projects, assisted with transition of new acquisition properties including conducting the due diligence for refinanced centers. Wrote and implemented policy & procedures manual for lease administration. Created, reviewed and abstracted lease agreements, analyzed and completed all year-end reconciliation's, calculated CPI, sales and percentage rent and reviewed tenant improvement and allowance clauses. Show less