Bio
Credentials
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CPA
Maryland CPA Board
Experience
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Real Estate Professional
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Feb 2022 - Present
Currently looking to invest in and manage Multi-family properties in the Baltimore area
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Accountant
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Feb 2020 - Feb 2022
Pratt Street Capital is a privately held real estate investment company that has specialized in direct equity and joint ventures for outside investors and developers since 2006.With over 3 million square feet of retail and industrial projects under management and an aggregate completed value of over $500 million in real estate transactions, Pratt Street has a proven track record of successful real estate investing
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CareFirst BlueCross BlueShield
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Baltimore, Maryland Area
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Sr Financial Accountant
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Aug 2016 - Feb 2020
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Baltimore, Maryland Area
• Accounting for Insurance Brokers including; o Running queries/reports of outstanding A/Ro Multiple monthly follow up with each Broker in various capacitieso Administer Quarterly audit of Credit & Collections Standards (scheduling, creating sampling & review)• Various monthly Journal Entries• Accounting for Large Group Cash Receiptso Run daily reports from various platforms to track cash receiptso Follow up with appropriate business areas regarding overapplied or underapplied receiptso Research misapplications and/or errors and follow up as neededo Identify intercompany transactions to be corrected and adjusted• Responsible for monthly agings to be sent to other groups within Finance, to analyze trends and support• Account reconciliationo Responsible for 21 monthly reconciliations and analysis of various accounts; Suspense, AR, AP & Liability o Running reports from various systems and databases to support reconciliations and research within each platform as needed • Yearend/Quarterly Audit reconciliation preparation for various accounts• Notable Achievements:o Assisted in the team effort to set up of the subledger, “Cash Log”. This process reconciles cash receipts over multiple accounting platforms and intercompany transactions. o Created Trending analysis worksheet for Suspense accounts, Surcharge payments. o Created Aging worksheets and trending for the Large Group Unapplied Cash Accounts which lead to creation of task force to research growing balances• Was responsible for the accounting of Surcharges paid to various states o Monthly, quarterly and yearly Assessments and payments to various stateso Verifying and updating rates for each state and applicable surchargeo Full cycle accounting including: paying, tracking, posting journal entries, reconciliation and trending analysis.
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Myers and Stauffer LC
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Owings Mills
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Staff Accountant
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Aug 2013 - Aug 2016
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Owings Mills
• Complete AUP Audit for Reimbursement programs for Medicaid Cost Settlement & Disproportionate Share Program including; o Vouching cost reports to the financial statements and supporting workpapers.o Running various management reports and analyzing resultso Prepare working papers to document scope and findings of audit in accordance with Medicaid or other government program regulations and AICPA standardso Conduct research in order to determine billing and reimbursement compliance with relevant Medicaid, Medicare or other government program regulationso Demonstrate excellence in communication skills, data gathering, analysis, reporting, and process improvemento Maintain security and confidentiality of all protected health information when analyzing materialo Maintain thorough electronic documentation• Audited state of New Jersey hospitals participating in charity care program:o Audit on location reviewing samplings to give assurance the hospital complied with the New Jersey charity care program.• Participate in essential phases of litigation support engagements including document analysis and assessment, updating and maintaining large evidence databases.
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Associate Intern
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Jan 2013 - Jun 2013
• Prepare Individual, Partnership, S Corp Tax Returns under the guidance of Firm Partner• Participate in Client/Partner Tax preparation meetings• Assist in Audit preparation by classifying checks and loan statement in a multipage Microsoft Excel spreadsheet• Assist in Audit of a Private School’s Employee Benefits• Provide bookkeeping services for small companies with over $2M in revenue; including general journal entries, monthly and quarterly reconciliations, and year-end entries under the guidance of Associates
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Education
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2012 - 2013The Community College of Baltimore County
Accounting -
2009 - 2012Ner Israel Rabbinical College
Bachelor’s Degree, Talmudic Law -
Becker Professional Education
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TA
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