Experience

Everett Housing Authority

• United States
• Real Estate
• 1 - 100 Employee

• Controller

  • Dec 2022 - Present

  Everett, Washington, United States Prepares and/or reviews annual, monthly and quarterly EHA, affiliate, component unit, and departmental financial statements Manages the accounting, preparation of work-papers, and analysis for the annual and any unscheduled audits of agency operations by external auditors including the State Auditor’s Office, HUD auditors, CPA firms, and others. Work directly with auditors in order to facilitate their work and explain EHA’s practices and financial representations. Responsible for… Show more Prepares and/or reviews annual, monthly and quarterly EHA, affiliate, component unit, and departmental financial statements Manages the accounting, preparation of work-papers, and analysis for the annual and any unscheduled audits of agency operations by external auditors including the State Auditor’s Office, HUD auditors, CPA firms, and others. Work directly with auditors in order to facilitate their work and explain EHA’s practices and financial representations. Responsible for preparation of internal and board reports and analysis compared to budget reports Prepares and coordinates annual audited financial statements, support schedules, and analysis for EHA SAO Audit Prepares FDS core governmental units for submittal to REAC Provide expert accounting perspective and interpretation of GASB, FASB, and GAAP accounting standards. Provide guidance and direction to other staff regarding standards and implementation of new changes - implemented GASB 96 & GASB 87 Works closely with the CFO/Senior Director of Finance, Deputy Director of Finance and others to oversee operations of the Finance Department. Works to ensure the smooth and timely operation of department functions and provides oversight and direction to department personnel, supervises certain staff, and provides and assures adequate and proper in-service training for personnel. Provides review and oversight as needed of payroll entry, reporting, importing, and other payroll functions as related to financial statements Provides mentorship and career guidance, assists staff with organization of work and empowers them to create processes and improve efficiency, work automation, and performance to accomplish the work of the team Show less



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Full-Time Professional - Senior Accountant/Controller

  • Jun 2022 - Dec 2022

  Greater Seattle Area Prepared monthly and annual financial statements for private development company Performed monthly transactions for all aspects of property management accounting and development draws for ongoing construction Acted as controller for private development company, performing treasury management, accounting compliance for development, and training new staff Prepared tax returns for individuals, corporations, partnerships, non-profits, and trust tax returns, including balance sheet… Show more Prepared monthly and annual financial statements for private development company Performed monthly transactions for all aspects of property management accounting and development draws for ongoing construction Acted as controller for private development company, performing treasury management, accounting compliance for development, and training new staff Prepared tax returns for individuals, corporations, partnerships, non-profits, and trust tax returns, including balance sheet reconciliations, adjustments from accrual to cash, and preparation of support schedules including 1099s Show less



City of Seattle

• United States
• Government Administration
• 700 & Above Employee

• Senior Accountant - Citywide Accounting

  • Apr 2021 - Jan 2022

  Seattle, Washington, United States Prepare monthly property tax allocations and annual reconciliation, accrual, and reporting. Prepare monthly allocation of investment/interest income to City funds and reconcile to financial statements. Perform biweekly reconciliation between accounting ledgers and the payroll system. Serve as accounting subject matter expert in preparing for replacement of the Citywide (HRIS) human resources and payroll information system. Process payment cancellations for City departments, ensuring… Show more Prepare monthly property tax allocations and annual reconciliation, accrual, and reporting. Prepare monthly allocation of investment/interest income to City funds and reconcile to financial statements. Perform biweekly reconciliation between accounting ledgers and the payroll system. Serve as accounting subject matter expert in preparing for replacement of the Citywide (HRIS) human resources and payroll information system. Process payment cancellations for City departments, ensuring appropriate documentation and internal controls. Design and develop a variety of queries, macros, and complex spreadsheets from downloaded data, and compile reports including variance analysis - use of PeopleSoft 9.2 (Oracle) ERP System Complete highly complex reconciliations of assigned account balances across the general ledger, subsidiary ledgers, and treasury systems. Review financial transactions and the accuracy and completeness of supporting documentation to ensure compliance with internal controls, policies, and procedures. Research, analyze, and prepare adjusting journals for a variety of financial transactions. Assist team with special projects and ongoing efforts to strengthen monitoring of the City’s overall financial health. Improve, streamline, and automate various accounting processes. Attended WA Annual MuniMuni Conference Attended WA Virtual Digital Government Summit -2021 Show less



Brinkman Real Estate

• United States
• Real Estate
• 1 - 100 Employee

• Accounting and Finance Manager

  • Mar 2020 - Jun 2020

  Fort Collins, Colorado Area Managed, coached/mentored, and trained a full-service operational accounting team and provided deliverables related to property development, management, and investment accounting Prepared and presented budgets, forecasts, bank reconciliations, cash-flow statements and financial analysis for multiple projects, properties, and operating entities Prepared legal revenue billing invoices and employee utilization model for management packets Applied principles of accounting (GAAP) to prepare… Show more Managed, coached/mentored, and trained a full-service operational accounting team and provided deliverables related to property development, management, and investment accounting Prepared and presented budgets, forecasts, bank reconciliations, cash-flow statements and financial analysis for multiple projects, properties, and operating entities Prepared legal revenue billing invoices and employee utilization model for management packets Applied principles of accounting (GAAP) to prepare journal entries, analyze financial metrics/KPIs, and prepared monthly financial reports Prepared over 20 general ledger balance sheet reconciliations and conducted key month end procedures including coordinating with construction accounting team to ensure concurrent timely month end close Prepared and submitted compliance financial statement reporting packets monthly for internal and external investor stakeholders Primary responsible for GL accounting for managed properties portfolios totaling $231 million in real estate assets including commercial, retail, office, and residential Partnered with external CPA firm to ensure the timely completion and filing of taxes, including distribution workpapers, circulating K-1s, and reviewing return accuracy (Form 1065) Assisted in the preparation of cash flows monthly for properties and operating entities including forecasting future cash needs for commercial, retail, office, residential, and hospitality properties Assisted in creating, documenting, and communicating systemic processes and internal controls to improve efficiencies and minimize risk Performed property setup in Yardi systems, including setting up property types, unit types, and tenant ledger information Attended and participated in YASC Spring Training 2020 Digital Conference Show less



Housing Catalyst

• United States
• Real Estate
• 1 - 100 Employee

• Accountant

  • Aug 2018 - Feb 2020

  Fort Collins, Colorado Area Applied principles of accounting to prepare journal entries, analyze financial information metrics, and prepare and submit monthly and quarterly financial reports for financial reporting compliance Reduced the month-end close and year-end close process with use of automated Excel formulas and Macros in VBA Prepared and maintained over 40 general ledger balance sheet reconciliations Provided treasury and cash management for company's non-profit $5.1 million operational bank account and… Show more Applied principles of accounting to prepare journal entries, analyze financial information metrics, and prepare and submit monthly and quarterly financial reports for financial reporting compliance Reduced the month-end close and year-end close process with use of automated Excel formulas and Macros in VBA Prepared and maintained over 40 general ledger balance sheet reconciliations Provided treasury and cash management for company's non-profit $5.1 million operational bank account and performed 30+ bank reconciliations per month Primary responsibility for GL fund/grant accounting for non-profit entity, totaling $19 million in real estate assets, and 7 separate tax credit properties (LIHTC), totaling $135 million in real estate assets Primary responsibility for set-up, maintenance, and standardized reporting for fixed assets of all entities managed by public housing agency Assisted in the design, installation, modification, documentation, and coordination of implementation of accounting systems/modules and accounting control procedures Assisted with preparation of audit schedules and work papers, including depreciation/amortization schedules, prepaid asset schedules, and various other audit support Assisted with the preparation and monitoring of budgets within the accounting system Collaborated with internal department teams and external partners/stakeholders to provide qualitative data to assist in organizations community mission and commitment to low/moderate income residents Conducted studies and submits recommendations for improving the organization’s accounting operation Lead project to upgrade payments to tenants resulting in organization savings of tens of thousands of dollars per year Successful completion Employer Council supervisor training including supervision core competencies, manager legal issues, and performance management and documentation Show less



Soukup, Bush & Associates, P.C.

• United States
• Accounting
• 1 - 100 Employee

• CPA-Associate

  • Jan 2015 - May 2018

  Fort Collins, Colorado Area Prepared IRS forms/returns for individuals (Form 1040), partnerships (Form 1065), corporations ( Form 1120-S & C), non-profit tax returns ( Form 990), and various state and federal forms (including 1099s, oil & gas returns, and trust and estate Form 1041) Prepared tax projections, tax research, and written communications with the IRS Performed financial statement audits for privately-held businesses with revenues ranged from $5 million to $27 million Performed internal control… Show more Prepared IRS forms/returns for individuals (Form 1040), partnerships (Form 1065), corporations ( Form 1120-S & C), non-profit tax returns ( Form 990), and various state and federal forms (including 1099s, oil & gas returns, and trust and estate Form 1041) Prepared tax projections, tax research, and written communications with the IRS Performed financial statement audits for privately-held businesses with revenues ranged from $5 million to $27 million Performed internal control review, including testing controls, preparing report with findings and risk mitigation, and collaborating with senior management to optimize segregation of duties Performed non-profit audits, including planning, testing, and ensuring proper recording of complex grant accounting transactions Trained new associates through one-on-one demonstration and provided guidance on accounting principles and IRS compliance Assisted the firm with internal peer review, required by PCAOB, to maintain compliance documents for completeness and accuracy Prepared non-audited financial statements and compilations for clients Provided general bookkeeping/consulting services for clients in Quickbooks, including bank reconciliations, journal entries, and entering A/P & A/R transactions Experienced with CaseWare, Adobe Acrobat Pro, Lacerte, CCH, E-Forms, TValue, and Quickbooks (desktop & online) Experienced in paperless electronic office environment Show less



Adams State University

• United States
• Higher Education
• 300 - 400 Employee

• Student Life Center Receptionist

  • Aug 2010 - Jul 2014

  Adams State University Monitored and screened visitors to verify accessibility to inter-office personnel Corresponded with clients through email, telephone, or postal mail Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure student satisfaction. Directed incoming calls to internal personnel and departments, routing to best-qualified entity to respond to callers' needs. Coordinated office inventory by restocking supplies and placing purchase orders. Greeted… Show more Monitored and screened visitors to verify accessibility to inter-office personnel Corresponded with clients through email, telephone, or postal mail Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure student satisfaction. Directed incoming calls to internal personnel and departments, routing to best-qualified entity to respond to callers' needs. Coordinated office inventory by restocking supplies and placing purchase orders. Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance. Provided clerical support to company employees, including copying, faxing and file management. Trained new employees, allowing management to focus on long term goals Organized, planned, and advertised events in ASU social lounge, ensuring returning business and developing campus community Developed a strong understanding of various department and resources provided within each department to accurately refer students and faculty to correct directories and resources Show less