Experience

Modiv

• United States
• Business Consulting and Services

• Controller - Product Finance

  • May 2015 - Present

  Facilitate REIT equity controls surrounding share issuance, transfers, dividend distributions and redemptions. Integrate, enhance, and administer financial software, web services, and applications connected to the corporate web platform leveraging automation via APIs. Manage equity ledgers ensuring synchronicity between corporate financial software and shareholder accounting software. Coordinate equity disclosures for SEC filings and financial audits. Facilitate REIT equity controls surrounding share issuance, transfers, dividend distributions and redemptions. Integrate, enhance, and administer financial software, web services, and applications connected to the corporate web platform leveraging automation via APIs. Manage equity ledgers ensuring synchronicity between corporate financial software and shareholder accounting software. Coordinate equity disclosures for SEC filings and financial audits.



SkyCare EHR

• Accounting/Human Resources/IT Manager

  • Feb 2010 - May 2015

  Manage overall accrual based accounting and finance activities which includes periodic financial reporting, forecasting, and daily bookkeeping. Support management with employee and labor relations, recruitment and staffing, procedure compliance, and coaching/counseling. Maintain multi-level internal networks, VOIP phone system, and desktop environments. Manage overall accrual based accounting and finance activities which includes periodic financial reporting, forecasting, and daily bookkeeping. Support management with employee and labor relations, recruitment and staffing, procedure compliance, and coaching/counseling. Maintain multi-level internal networks, VOIP phone system, and desktop environments.



Nationwide Local Listing

• Human Resources Manager / Accounting Clerk

  • Aug 2008 - Feb 2010

  Manage employee and labor relations, recruit and hire personnel, create and interpret contractual agreements, mitigate personnel conflicts, conduct new hire orientation, process daily bookkeeping, A/R, A/P, generate financial reports, process payroll, resolve customer contractual conflicts, litigate customer payments with merchants, manage office grounds, and coordinate company events. Manage employee and labor relations, recruit and hire personnel, create and interpret contractual agreements, mitigate personnel conflicts, conduct new hire orientation, process daily bookkeeping, A/R, A/P, generate financial reports, process payroll, resolve customer contractual conflicts, litigate customer payments with merchants, manage office grounds, and coordinate company events.



Western Capital Mortgage

• Real Estate
• 1 - 100 Employee

• Marketing Manager

  • 2003 - Dec 2007

  Worked with company owner and directors to develop lead generation and marketing campaigns ranging from Direct Mail to DRTV. Managed corporate web based CRM providing 60 plus sales representatives with 7,000 cross-media leads per month. Developed and executed lead distribution logic within CRM enhancing prospect contact ratios by 30%. Worked with company owner and directors to develop lead generation and marketing campaigns ranging from Direct Mail to DRTV. Managed corporate web based CRM providing 60 plus sales representatives with 7,000 cross-media leads per month. Developed and executed lead distribution logic within CRM enhancing prospect contact ratios by 30%.