Experience

Glenwood Development

• Real Estate
• 1 - 100 Employee

• Principal

  • Dec 2016 - Present

  Mesa, Arizona



Ensemble Real Estate Solutions & Investments

• Assistant Controller

  • Jun 2016 - Nov 2016

  Phoenix, Arizona Area Ensemble is a full-service real estate solutions and investments provider that creates exceptional real estate in the healthcare, hospitality, commercial and urban multifamily/mixed-use sectors. I was responsible for the accounting and investor reporting functions of the hospitality division.



The Wolff Company

• United States
• Real Estate
• 100 - 200 Employee

• Private Equity Analyst

  • Jul 2015 - Jun 2016

  Scottsdale, AZ With more than $3.0 billion in discretionary capital, The Wolff Company is a fully-integrated real estate private equity firm that is focused on the multifamily sector. I was responsible for creating quarterly performance reports for four funds which included operating metrics such as IRR, MOIC, cash yield, and time weighted returns. I also created fund cash flow models which forecasted debt/equity draws, fund expenses, and operating distributions.



EY

• Entertainment Providers
• 1 - 100 Employee

• Tax Accountant

  • Oct 2013 - Jul 2015

  Greater Washington, D.C. & Phoenix, AZ Prepared corporate tax returns for clients in various industries such as real estate, technology, and consumer products Played an integral role in multiple research credit studies that entailed interviewing project managers and software engineers, analyzing qualified research expenses, and calculating the tax benefit Performed tax provision procedures in accordance with ASC 740 while working on year end and quarterly tax provisions Prepared individual and trust tax returns



Txtwire Technologies

• United States
• Telecommunications
• 1 - 100 Employee

• Controller

  • Jan 2012 - Sep 2013

  Idaho Falls, Idaho Prepared monthly and annual financial statements in accordance with GAAP Completed monthly bank reconciliations and closing journal entries for depreciation, prepaid expenses, and unearned revenue Oversaw billing department and internal controls for cash and company assets Managed cash receipts and disbursements Prepared and filed state and federal payroll tax forms



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Business Tax Services Intern

  • Jan 2011 - Apr 2011

  Greater Washington D.C. Effectively managed time and met tight deadlines while preparing two corporate and six partnership tax returns using technical accounting software. Utilitzed and enhanced my knowledge of Microsoft Excel through preparing and analyzing trial balances and financial statements of global entities with cash flows exceeding $50,000,000.



Mansperger Patterson McMullin PLC

• United States
• Accounting
• 1 - 100 Employee

• Tax/Audit Intern

  • Jan 2010 - Apr 2010

  Tempe, AZ Utilized knowledge of ProSystem tax software to prepare over 150 individual tax returns Completed audit procedures for cash and accounts payable for 3 corporations in the construction, aerospace, and automotive industries Promptly communicated with clients regarding missing tax documents to ensure timely filing of their tax returns

• Tax/Audit Intern

  • Jan 2009 - Apr 2009

  Tempe, AZ Mastered tax preparation and data storage software such as ProSystem fx Tax and Engagement with limited training through the preparation of over 125 individual tax returns Completed audit procedures for cash and accounts payable for 3 corporations in the construction, aerospace, and automotive industries Increased efficiency through organizing and scanning over 700 documents into electronic folders

• Leasing/Advertising Assistant

  • Jul 2007 - Apr 2008

  Mesa, Arizona Collaborated in tenant leasing for 12 shopping centers through on-site advertising and e-mail marketing campaigns Updated company website monthly using Adobe Acrobat software Improved professional communication skills through informing and educating local business owners and tenant representatives about our properties



The Church of Jesus Christ of Latter-day Saints

• United States
• Religious Institutions
• 700 & Above Employee

• Full-time Volunteer Representative

  • Jul 2005 - Jul 2007

  Dallas, Texas Entrusted by Area President to oversee the training of 175 other representatives Utilized public speaking skills by conducting and speaking at area and district conferences