Experience

DSSP Consulting, Inc.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Manager

  • Feb 2013 - Present

  Serving as a Manager for DSSP Consulting for Audit Readiness in the largest logistics combat support agency in the Department of Defense. Conducting staff capability assessments, identifying and prioritizing training needs, managing Human Capital training efforts, and interfacing with multiple lines of business to enhance the Agency’s financial processes, controls, and information. Providing accounting recommendations, developing reconciliation methodology, identifying process and controls gaps, aligning corrective actions with system changes • Analyzing accounting policy and processes in order to validate process controls and documentation including: physical inventory count, sampling methodology, transaction flow/movement, automated and manual controls, key control objectives, key supporting documentation, key reconciliations and journal vouchers, and systems used to determine accuracy and completeness of transactions, etc.• Analyzing workforce competencies, determining target areas for training, working directly with relevant business cycle Subject Matter Experts to develop training materials and establish schedules, etc. • Developing Standard Operating Procedures for recurring transactions and processes. Identifying general ledger touch points and impact on financial statements. Evaluating and prioritizing General Ledger Accounting Codes (GLACs), reconciling balances to financial statements. • Assessing Process Cycle Memoranda (PCMs) to ensure alignment with associated Corrective Action Plans (CAPs), System Change Requests (SCRs), Developing reconciliation methodology and guidance, identifying process and system controls gaps



Kodiak Realty Services

• Director of Residential Operations

  • Jul 2007 - Jul 2012

  • Strategy, Leadership, Organizational Management •Served as the Director of Residential Operations for a commercial and residential management and development company, responsible for all aspects associated with property management and operation, reporting directly to CEO. Direct management and supervision of two luxury facilities and two commercial sites valued at over $200M. Directed activities associated with transitioning portfolio from concept phase to full operational capacity • Accounting, Budgeting, Financial Management • Conducted accounting and financial management oversight and activities: Prepared monthly analyticals for financial statement fluctuation analysis. Worked with auditors on provided by client lists (PBC) and corrective action items discovered through audits. Completed monthly forecasts and projection reports. Calculated and recorded depreciation on property, plant, and equipment (PPE) items. Adjusted expenses, determining new income sources. Conducted all aspects of payables and receivables (coding, recording, tracking, etc), tracking and reporting on capital expenditures. Completed monthly accruals and forecasts, prepared monthly financials on a cash and accrual basis; tracked, analyzed, and reported total monthly revenue and expenses in the amount of $2.5M & $1.4M, respectively. Managed salaries and expenses. Created policies for internal controls, created chart of accounts; reduced aged receivables by 5% across the board and decreased previous balances to no more than 60 days past due• Industry and Association Involvement • Acting Committee Chair (Education Committee) and Board Member of an association representing 130 Northern Virginia companies. Effectively managed structure, curriculum, training requirements, and content of educational and accreditation programs. Brokered a partnership between NVAA and Building Owners and Managers Institute International (BOMI) to begin association sponsored accreditation programs



Carmel Partners

• United States
• Real Estate
• 300 - 400 Employee

• Regional Manager

  • Jul 2005 - Jul 2007

  • Asset Management and Oversight •Conducted Asset Management and Oversight associated with operations and financial activities of 11 business locations, a portfolio valued at over $98M. Advised the Vice President and Board of Directors on issues related to portfolio operations and profitability • Financial Management & Accounting •Reduced discretionary spending and increased operational efficiency, resulting in strict adherence to budget. Increased portfolio revenues by $1.2M in the first 12 months. Completed monthly accruals and forecasts, prepared monthly cash/accrual financial statements; tracked, analyzed, and reported monthly revenue. Prepared monthly analyticals for financial statements. Reconciled accounts by expenditure class, tracked, reported, analyzed obligations & expenditures• Project/Process Management •Led customer service initiatives by implementing customer follow-up programs, reducing maintenance service request completion time, and redefined processes and standards, facilitating significant improvements in every category measured by Kingsley benchmark scores• Supplier/Vendor Management •Sourced and managed suppliers. Managed Requests for Proposals (RFPs), negotiated contracts with vendors and service providers, analyzed bids and proposals from a quantitative and qualitative perspective to determine overall best value• Market Analysis, Opportunity Assessment •Conducted Market Research and created Marketing Plans. Researched, recorded, analyzed, normalized, and presented data relating to market opportunities in order to formulate strategies. Independently developed marketing plans to include SWOT, marketing strategies (product offering, pricing, promotion, service, scheduling), financials (break even analyses, sales and expense forecasts, linking expenses to strategy and tactics), controls, resource management, and resource management. Utilized metrics to analyze effectiveness of marketing operations and calculate return on investment



Colonial Properties Trust

• United States
• Real Estate
• 200 - 300 Employee

• Business Manager

  • 2004 - 2005

  • Management •Effectively managed two luxury facilities, multiple staff teams, budgeting and accounting activities, marketing efforts, contracting activities etc.• Accounting & Financial Management • Conducted monthly budget variance reporting, developed financial statements, implemented efficiency measures that resulted in an increase in net operating income of $84 thousand and expense reduction of $75 thousand within the first months • Management •Effectively managed two luxury facilities, multiple staff teams, budgeting and accounting activities, marketing efforts, contracting activities etc.• Accounting & Financial Management • Conducted monthly budget variance reporting, developed financial statements, implemented efficiency measures that resulted in an increase in net operating income of $84 thousand and expense reduction of $75 thousand within the first months



Steven D. Bell & Company

• Real Estate
• 1 - 100 Employee

• Property Manager

  • 2001 - 2004

  • Management •Managed a 200+ unit property, conducted marketing and advertising activities, evaluated and trained staff, and provided exceptional customer service• Accounting & Financial Management •Handled all accounting activities, budget and variance reporting, payroll, etc. • Systems & Training •Provided assistance as trainer and field support for various accounting software systems (Rent Roll, OneSite, etc) • Management •Managed a 200+ unit property, conducted marketing and advertising activities, evaluated and trained staff, and provided exceptional customer service• Accounting & Financial Management •Handled all accounting activities, budget and variance reporting, payroll, etc. • Systems & Training •Provided assistance as trainer and field support for various accounting software systems (Rent Roll, OneSite, etc)



Business Telecommunications Inc.

• Communications Marketing Partner

  • 2001 - 2002

  • Accounting & Financial Management •Handled all accounting activities, budget and variance reporting, payroll, etc. • Marketing •Conducted outside marketing activities; presentations and sales seminars, represented organization at Chamber of Commerce activities. Pursued independently identified leads, negotiated and entered into telecommunications service contracts• Contracts/Sales •Evaluated customers’ needs and created proposals to best address identified needs. Experienced with Purchase and Contract Specification Development and Negotiation



Herzogenarauch City Government

• Developmental Planner

  • 1996 - 2000

  • Planning, Coordinating, Contracts •Participated in developmental planning activities, zoning permit request evaluation for new construction; scheduled hearings, negotiated contracts, etc.• Accounting & Financial Management •Produced financial and monthly reports, including accounts payable and receivable, staff payroll, state supported funding evaluations, and resident ledgers • Planning, Coordinating, Contracts •Participated in developmental planning activities, zoning permit request evaluation for new construction; scheduled hearings, negotiated contracts, etc.• Accounting & Financial Management •Produced financial and monthly reports, including accounts payable and receivable, staff payroll, state supported funding evaluations, and resident ledgers