Brooks Willemoes
Gulf Shores,AL
Summary
Results-driven professional with a strong background in client accounting services and property management. As a Finance Manager in the property management sector, I played a key role in driving organizational growth, contributing to the successful expansion of the company’s portfolio from 170 to 536 units in just six months through strategic financial oversight and operational efficiency. In my role as an Accounting Services Associate, I manage the books for a diverse portfolio of clients, ensuring accuracy in financial reporting, timely accounting processes, and compliance with best practices. Known for thriving in collaborative environments, I bring a team-oriented mindset and a commitment to delivering high-quality results that support business objectives and long-term success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Accounting Services Associate
Crow Shields Bailey PC
04.2024 - Current
- Manage day-to-day accounting functions for multiple clients across diverse industries, ensuring timely and accurate financial reporting
- Perform monthly, quarterly, and annual account reconciliations, including bank, credit card, and intercompany accounts
- Manage accounts payable and receivable, ensuring accurate coding, timely payments, and report verification
- Prepare and post journal entries and maintain general ledger integrity
- Conduct month-end and year-end close processes, ensuring compliance with GAAP and internal controls
- Collaborate directly with clients & colleagues to resolve accounting issues, improve efficiency, and provide financial insights
- Prepare customized financial reports, dashboards, and budgets to support client decision-making
- Manage client books using a variety of accounting tools such as QuickBooks Desktop & Online, Fixed Asset Software, & Bill.com
- Ensure compliance with regulatory requirements and assist with external audits when necessary
- Support payroll processing and file quarterly payroll tax returns, monthly sales tax returns, and annual 1099 & W2s
Finance Manager
SVN | Toomey Property Advisors
03.2023 - 04.2024
- Oversee daily transactions in the property management division, including the management of funds for 13 multi-family properties across Alabama and Florida
- Process rent income and account for all business revenue equaling approximately $2.5 million in annual income
- Perform account reconciliations and monitor activity for approximately 20 operating and security deposit accounts
- Assist with the preparation of budgets and broker opinion of value for the sale and refinancing of multi-family properties
- Build, manage, and audit a database of integrity, transparency, and accuracy to account for 13 multi-family properties, including 536 units and approximately $200,000 in monthly expenses
- Implement procedures throughout all departments including training new employees in proper methods of bookkeeping, payment collection, and accuracy verification
- Participate in meetings with multi-family owners and investors to collaborate and strategize on goals and targets
- Build strong relationships with current tenants, applicants, vendors, investors, and partners
- Properly allocate and account income bases for specific government funding and regulations
- Contributed to the growth of a multi-family portfolio from 170 to 536 units, including the addition of 3 large multi-family properties in the span of 6 months
Finance Intern
Urology Associates of Mobile
05.2022 - 12.2022
- Strategized problem-solving and established financial goals in meetings with upper-level management
- Collaborated with the Chief Financial Officer to analyze Profit & Loss, Balance Sheet, and compose Proforma Statements
- Maintained accurate data and record-keeping in Quickbooks
- Designed a spreadsheet to audit patient insurance payments for errors and corrected accordingly
- Conducted research for the CFO including market insight and private equity acquisitions in the healthcare industry
Education
Bachelor of Science - Finance
University of South Alabama (AACSB)
Mobile, AL12-2022
Skills
Communication
Teamwork
Problem Solving
Adaptability
Leadership
Project Management
Microsoft Office
Quickbooks
US GAAP
Financial Reporting
Accounting Processes
Bookkeeping
Tax Preparation
Accomplishments
Recipient of the 2023 SVN | Toomey Property Advisors "The Peoples Choice" award for demonstration in leadership, mentorship, and being an overall team player.
Certification
Intuit Bookkeeping Certification
Quickbooks Desktop Certification
Quickbooks Online Certification Level 1
Timeline
Accounting Services Associate
Crow Shields Bailey PC
04.2024 - Current
Finance Manager
SVN | Toomey Property Advisors
03.2023 - 04.2024
Finance Intern
Urology Associates of Mobile
05.2022 - 12.2022
Bachelor of Science - Finance
University of South Alabama (AACSB)
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