| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Street Address EMAIL AVAILABLE PHONE NUMBER AVAILABLEPROFILE: ACCOUNTANT/BOOKKEEPERSenior Accountant licensed in Florida as a Mortgage Loan Originator and as a Community Association Manager, seeking new opportunity to growSenior Accountant with 20 years of success and contributions in the field as a Project Accountant, Assistant General Manager, Office Manager, and Staff Accountant. Adept in financial review/analysis, reporting, auditing, risk management, and improving internal control processes. A bonded Notary Public, licensed Community Association Manager and Licensed Mortgage Broker.Significant Skills and Abilities Include:Diligent and meticulous with a passion for number crunching; keen understanding of GAAP and GAAS, month-end and year-end close, budget administration, variance analysis, and payroll processing.Work well with staff at all levels to achieve all accounting and auditing objectives; highly adaptable to any environment and able to produce immediate results with full regulatory compliance.Consistent record of on-the-job process improvement by providing information transparency into core performance areas.Skilled in Canva, MS Excel, Word, PowerPoint, QuickBooks Enterprise 14 & 18, PayHOA, LendingPad, Arrive, Timberline Gold Accounting, and Maestro Hotel Program; readily adapt to new programs and technologies.Able to partner with executives and line managers to improve performance and compliance.CORE COMPETENCIES INCLUDE:Financial Statement Review & Analysis Financial Reporting AuditingBudget Administration Journals & Reconciliations Risk ManagementFixed Assets Regulatory Compliance Internal Control ProcessesGAAP & GAAS Research & Investigations Process ImprovementOperational Enhancements Cost Control Team LeadershipStaff Training & Development Follow-Up & Problem Solving Revenue GrowthPROFESSIONAL EXPERIENCEEdge Home Finance Mortgage Loan Originator (10/2023 7/2024)Wholesale Mortgage Loan BrokerageAdvertising and self-generation of leads, maintain relationships with various real estate agents, teach first-time home buyer classes, help for-sale-by-owner clients navigate the inquires on their home so only prequalified homebuyers tour the property, recommend the FSBO to retail partners as requested. Walk interested home buyers thru the entire financial process from pulling the credit application all the way to the closing table.Alterra Group, LLC Accounting and Finance Manager (1/2018-7/2024)Real Estate Development CompanyManage recurring monthly bills and on-project vendor invoices for 18 companies with inter-related ownership. Maintain QuickBooks files for all companies. Coordinate with tax accountant to deliver annual books for all companies in a timely manner for tax liability estimation and tax processing. Manage Developer run HOA, including maintaining HOA owner database, applying covenants and restrictions, invoicing and collecting all HOA dues, running monthly meetings and creating the monthly minutes. Ran the homeowner HOA for one year after developer turnover. Was called to quote after one year or other CAM administration, did not win the bid.Spent several months untangling the fraudulent activities and sloppy accounting of previous accountant. Started with multiple copies of many of the company files. Had to recreate 2 years on transactions in multiple companies and balance all intercompany accounts.Builders Blinds, LLC Staff Accountant (2/2013-5/2016)Window Covering Manufacturer and Installation Services ProviderConduct multiple account reconciliations and month-end close. Perform account analysis and identify specific information for cost of goods sold on several product lines. Record general accruals and make all journal entries, as well as cost allocations to several markets. Prepare and generate financial packages, statements, and monthly chart updates. Accountable for a variety of weekly reporting, collections, and pricing error investigation and correction.Aide auditor in all auditing processes and requirements; gather and organize documents and provide additional information as needed.Set-up a new receivables system that reduced average collection times from 47 to 32 days in a 4-month period.Decreased over 90-day balance from $400K to under $70K in 3-months.Created market specific, regional, and companywide templates for financial statements to compare monthly and year-to-date results to budgets and previous periods; established full financial package that was accepted as corporate standard.Developed manual for billing and collections procedures for each customers specific policies.Built market specific and companywide charts that supported upper management in review of Key Performance Indicators (KPIs).Supported Customer Service Department during major period of organizational change and many new staff placements for 2 lines of business that comprised 85% of business; received 5 Star Excellence Award for efforts that resulted in a seamless transitional period.Northeast Florida Aircraft Maintenance, Inc. Staff Accountant/Office Manager (5/2005-12/2012)Aircraft Repair and Maintenance Services ProviderPrepared and processed accounts payable/receivable, collections, and payroll. Performed a variety of administrative and human resources functions of the office. Met with auditors as required and aided in all facets of auditing requirements; developed spreadsheets that contained updated monthly information on all audits. Administered benefits programs that included health, dental, vision, supplemental insurance, and 401K programs; managed open enrollment process yearly. Processed multi-state and federal payroll tax returns and set-up payroll tax accounts for multiple states. Completed state sales and waste tax returns. Recorded and maintained data in QuickBooks and ADP System; generated various financial reports.Created and implemented new billing techniques and reviewed expenditures to identify cost savings possibilities; grew net income by $25K in 1 year.Researched lien procedures and established process that ensured payment for work was completed; company received payment on a number of invoices that would not have been paid had the lien not been properly and timely filed; netted over $12K for 1 invoice.Established an employee incentive program that saved over $100K for the company in 4-year period.EARLY ROLES as Project Accountant, Summit Contractors, Inc. and Front Desk Manager/Assistant General Manager, Suburban Extended Stay Hotel.EDUCATION & TRAININGMasters of AccountancyUniversity of Phoenix, Phoenix, AZGPA 4.0Bachelors in Business Administration, Concentration in AccountingUniversity of Phoenix, Phoenix, AZGPA 3.79Professional Development:Loan Originator - NMLS#2417793Community Association Manager, Licensed in FL, CAM53052The Sales and Use Tax Seminar, Padgett Thompson |
