Assistant Controller

• Mar 2023 - Present

Accounting Manager

• Dec 2020 - Mar 2023

Outsourced Accounting Supervisor

• Aug 2019 - Nov 2020

Senior Accountant II

• Jul 2016 - Aug 2019

Accounting Director

• Feb 2013 - Dec 2015

As the Accounting Director at Oculus Realty, LLC, I oversee all accounting functions supporting the 1000+ unit portfolio. As the Accounting Director at Oculus Realty, LLC, I oversee all accounting functions supporting the 1000+ unit portfolio.

Staff Accountant

• Dec 2012 - Feb 2013

Staff Accountant

• Mar 2006 - Nov 2012

The Donaldson Group, LLC March 2006 - Present Rockville, Maryland Staff Accountant AP • Invoice Processing and cutting checks • Manage the recording and payments of all mortgage payments, recurring accounts payables, garnishments, and benefits • Voiding checks, stopping payment, and Positive Pay processing. • Assist in preparation of monthly bill packages AR • Research accounting issues in Residential Management (resident & commercial), Accounts… Show more The Donaldson Group, LLC March 2006 - Present Rockville, Maryland Staff Accountant AP • Invoice Processing and cutting checks • Manage the recording and payments of all mortgage payments, recurring accounts payables, garnishments, and benefits • Voiding checks, stopping payment, and Positive Pay processing. • Assist in preparation of monthly bill packages AR • Research accounting issues in Residential Management (resident & commercial), Accounts Payable, and General Ledger • Post NSF checks and rent payments to the accounting system. • Update Rent Schedules • Review statement of deposits and make revisions to the statements when needed GL/Support • Key and make journal entries into the GL system • Make accrual journal entries • Assist comptroller, assistant controller, CFO, and directors of accounts payable and accounts receivable on any duties where necessary • Support Property Managers and Regional Property managers on financial statement variances • Support property staff with accounting issues at residential, commercial, and corporate entities • Import payroll from ADP into accounting system, make necessary account transfers and journal entries Other Accounting Functions • Prepare monthly bank statement reconciliations and make corrections • Prepare yearly unclaimed property to the state for unclaimed security deposits. • Assist construction department with various tasks in Job Cost module • Gather information for audit requests • Setting up new properties, closing end of month Residential Management (residential & commercial), Account Payable, and General Ledger. • Run Cash Flow Projection reports, make reprojection changes, and redistribute reports to clients • Budget uploads and corrections • Run, print, copy, and scan monthly financial statement and distribute copies Show less The Donaldson Group, LLC March 2006 - Present Rockville, Maryland Staff Accountant AP • Invoice Processing and cutting checks • Manage the recording and payments of all mortgage payments, recurring accounts payables, garnishments, and benefits • Voiding checks, stopping payment, and Positive Pay processing. • Assist in preparation of monthly bill packages AR • Research accounting issues in Residential Management (resident & commercial), Accounts… Show more The Donaldson Group, LLC March 2006 - Present Rockville, Maryland Staff Accountant AP • Invoice Processing and cutting checks • Manage the recording and payments of all mortgage payments, recurring accounts payables, garnishments, and benefits • Voiding checks, stopping payment, and Positive Pay processing. • Assist in preparation of monthly bill packages AR • Research accounting issues in Residential Management (resident & commercial), Accounts Payable, and General Ledger • Post NSF checks and rent payments to the accounting system. • Update Rent Schedules • Review statement of deposits and make revisions to the statements when needed GL/Support • Key and make journal entries into the GL system • Make accrual journal entries • Assist comptroller, assistant controller, CFO, and directors of accounts payable and accounts receivable on any duties where necessary • Support Property Managers and Regional Property managers on financial statement variances • Support property staff with accounting issues at residential, commercial, and corporate entities • Import payroll from ADP into accounting system, make necessary account transfers and journal entries Other Accounting Functions • Prepare monthly bank statement reconciliations and make corrections • Prepare yearly unclaimed property to the state for unclaimed security deposits. • Assist construction department with various tasks in Job Cost module • Gather information for audit requests • Setting up new properties, closing end of month Residential Management (residential & commercial), Account Payable, and General Ledger. • Run Cash Flow Projection reports, make reprojection changes, and redistribute reports to clients • Budget uploads and corrections • Run, print, copy, and scan monthly financial statement and distribute copies Show less