
Senior accounting and finance leader with 20 years of experience in accounting operations, financial reporting, treasury management, compliance, and audit coordination. Expertise in month-end and year-end close processes, strengthening internal controls, and enhancing operational efficiency. Skilled in cross-functional collaboration with operations, executive leadership, and external stakeholders to drive business growth and financial accuracy. Proficient in Yardi, MRI, Timberline/Sage, ERP implementations, and advanced Excel reporting.
· Lead accounting operations and financial reporting for a 25-community residential portfolio, ensuring accuracy, GAAP compliance, and timely month-end close execution
· Oversee general ledger activity, reconciliations, financial reporting, and accounting controls to support accurate financial statements and audit readiness
· Partnered cross-functionally with operations and leadership teams to facilitate budgeting, forecasting, financial analysis, and strategic planning initiatives
· Streamlined month-end close and reporting workflows, improving efficiency and strengthening reporting accuracy
· Managed cash flow planning, treasury operations, and banking relationships to enhance liquidity management and meet operational objectives
· Supervise and develop a team of four accountants through coaching, training, and performance management
· Collaborated with internal and external stakeholders to resolve financial issues, ensure compliance, and streamline operational processes
· Directed accounting and financial operations for 16 homeowner associations, overseeing monthly close, budgeting, forecasting, cash management, and financial reporting
· Managed and developed a 15-person accounting team, including hiring, coaching, performance management, and staff development
· Implemented and optimized ERP and financial systems, enhancing reporting accuracy and internal controls
· Strengthened accounting policies and operational procedures across multiple entities to enhance financial controls
· Partnered with operational leadership to support strategic planning, financial analysis, and process improvement initiatives
· Coordinated audit activities with external auditors, ensuring timely completion and compliance with standards
· Directed accounting operations, financial reporting, budgeting, and month-end close processes for a 23,000-unit portfolio across 100+ properties and 90+ entities
· Oversaw complex accounting activities for capital projects, construction draws, intercompany transactions, and multi-entity consolidations, ensuring accuracy and compliance
· Developed and implemented accounting policies, internal controls, and compliance procedures, enhancing financial accuracy and reducing operational risk
· Partnered with executive leadership to analyze financial performance, support operational initiatives, and improve profitability
· Led enterprise-wide treasury and cash management activities, overseeing 200+ bank accounts and strengthening liquidity controls and cash visibility
· Collaborated with auditors, lenders, investors, and operational leaders to support audit completion, compliance reporting, and financial transparency
Led process improvement initiatives across multi-state operations that improved workflow efficiency and reduced operational costs
· Prepared consolidated financial statements and managed general ledger accounting for a multi-entity real estate investment organization with assets exceeding $150M
· Managed private capital transactions and treasury activities for funds exceeding $200M, including wire transfers, ACH processing, and multi-bank cash management
· Managed monthly construction draw processes for 20 multifamily residential development projects, ensuring accurate job cost tracking and timely funding coordination
· Supported annual external audits, ensuring compliance with accounting policies and reporting requirements
· Managed monthly reconciliations and facilitated accounts payable, accounts receivable, intercompany transactions, journal entries, and tax filings
Executed audit field work at client locations, verifying compliance with U.S. GAAP standards.
Collaborated with clients to clarify financial statements and resolve inquiries during audits.
U.S. GAAP. Clients included financial institutions, real estate development companies, not-for-profits and the fishing industry