A dedicated Accountant with over 25 years experience as a business owner looking to utilize my knowledge and background in the insurance industry.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Accounting Manager
Crescendo Commercial Realty LLC
Cleveland, OH
04.2019 - Current
Assisting with the accounting oversight of 40 Commercial properties which includes over 700 tenants with approximately 2M SqFt. Those responsibilities include the review and approval of accounts payable, accounts receivable, bank reconciliations, general ledger reconciliations and financial reporting.
Responsible for generating monthly reports to ownership including financial statements, cash analysis and budget variances.
Assisted with the CAM reconciliation process and periodically reviewed leases for proper CAM classification.
Assisted Leasing Administrator with the generation of leasing abstracts from original leases.
Worked with Property Management, Transaction Management and the Leasing administrator in addressing any tenant needs, questions, problem resolutions, collections and various projects.
Responsible for the monthly sales tax filings.
Responsible for the process of the quarterly distributions to investors.
Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
Oversaw cash flow, controlled costs and financial matters.
Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
Planned, directed and monitored regulatory operations and tax reporting.
Investigated workplace issues with professionalism and sensitivity and detailed incidents in reports to senior executives.
Encouraged open communications, promoting positive and pro-employee work environment.
Co-Owner
PBC Cosmic Enterprises dba Dave's Cosmic Subs
Fairlawn, OH
03.2015 - 11.2021
Responsible for all financial aspects of 3 locations including financial statements, payroll reporting, AR, AP and franchise reporting.
Responsible for reviewing and negotiating all lease terms for all 3 locations consisting of gross leases and triple net leases.
Owner/Administrator
Senior Select Home Health Care
Fairlawn, OH
02.1997 - 07.2018
Responsible for the day to day financial duties such A/P, A/R, payroll, cash flow and maintaining financial statments.
Carefully selected, developed and retained qualified staff, as well as monitoring the training of the staff.
Created annual goals, objectives and budgets.
Reviewed and negotiated all lease terms relating to all spaces occupied.
Administered, directed and coordinated the activities of the agency.
Actively maintained up-to-date knowledge of applicable state and Federal laws and regulations.
Provided thorough supervision for day-to-day operations of facility in accordance with set policies and guidelines.
Jumped in to fill gaps for on call rotation when necessary.
Closely monitored legislative and regulatory initiatives and agency concerns and contracts and developed strategies to respond.
Marketing Liaison with community and clients.
Controller
VisiCare Home Health
Hudson, OH
08.1992 - 03.1997
Prepared Monthly Financial Statements and the reporting of those statements to Ownership.
Developed and managed budget and revenue expectations while actively seeking ways to eliminate or reduce expenses.
Revised policies and procedures in accordance with changes in local, state and federal laws and regulations.
Reviewed and approved time cards for processing by payroll department.
Designed and developed an automated electronic billing program that expedited claims processing and improved cash flow.
Tax Consultant
Deloitte & Touche
Cleveland, OH
08.1989 - 06.1992
Worked in the Tax department preparing personal and corporate tax returns gaining a strong understanding of the tax law.
Education
BBA - Accounting
University of Cincinnati
Cincinnati, OH
Skills
Financial aptitude
Resolution-oriented
Active listening skills
Strong communication skills
Detail-oriented
Financial Statements Review
Business Operations and Forecasting
GAAP Accounting Practices
Decision Making
Certification
Certificate in Public Accounting
9/1991 - 9/2002
Timeline
Accounting Manager
Crescendo Commercial Realty LLC
04.2019 - Current
Co-Owner
PBC Cosmic Enterprises dba Dave's Cosmic Subs
03.2015 - 11.2021
Owner/Administrator
Senior Select Home Health Care
02.1997 - 07.2018
Controller
VisiCare Home Health
08.1992 - 03.1997
Tax Consultant
Deloitte & Touche
08.1989 - 06.1992
BBA - Accounting
University of Cincinnati
Certificate in Public Accounting
9/1991 - 9/2002
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