Caitlan Marshall-Pape
Victoria
Summary
Results-driven finance professional with experience in accounts payable and receivable, account reconciliation, and budget analysis. Proven ability to enhance financial operations through meticulous documentation and strong customer relations, complemented by advanced Excel and data analysis skills. Eager to leverage these competencies in an Accountant position, contributing to a dynamic team while fostering personal and professional growth. Committed to driving efficiency and delivering exceptional financial insights that support organizational objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Administrative Assistant
O'Connor Building Partners, LP.
Victoria, TX
01.2024 - Current
- Managed billing cycles for commercial tenants, utilizing variance reports to eliminate billing errors and ensure lease compliance and accuracy for lease renewals, new tenant entries, and complex rent schedules. .
- Leverage historical General Ledger data to develop accurate annual operating budgets and provide data-driven financial forecasts in order to estimate tenants operating expenses for the following calendar year.
- Completed the full reconciliation cycle, from verifying Yardi data accuracy to generating and distributing finalized adjustment letters to commercial tenants.
- Partnered directly with the management company owner to provide critical financial data and calculate and new reconciliation totals for two separate audit periods (2019-2021 and 2023).
- Processed accounts payable by categorizing entries into recurring expenses and work order payments for repairs and supplies. Supported financial operations by accurately recording preventative maintenance and annual inspection costs. Assisted in maintaining accurate financial records through diligent data entry of various payable transactions.
- Assisted leasing team with proper execution of leases and verification of information in Yardi. Organized and filed proof of insurance, tenant warden details, building information, signage, and directory materials.
- Facilitated communication and project scheduling for maintenance staff and third-party vendors, monitoring work order status to guarantee service level agreements were met and invoiced appropriately.
- Proactively collaborated on cross-departmental projects outside of core responsibilities, demonstrating a high degree of adaptability and a commitment to team success.
Administration Clerk
Coral Cay Beachfront Condominiums
Port Aransas, TX
09.2013 - 07.2014
- Managed bookkeeping functions by balancing accounts and performing comprehensive nightly audits.
- Facilitated seamless guest check-in and payment transactions, contributing to overall satisfaction. Delivered property maps and room keys, effectively addressing guest inquiries to enhance service quality.
- Coordinate housekeeping duties and maintenance staff service requests via work order forms, which seamlessly ensured an efficient check-in and check-out process.
- Keep accurate and up-to-date records pertaining to room availability, incoming guests, departing guests, payments required, guest accounts, and potential reservations.
- Coordinated responses to inquiries via email and telephone, ensuring efficient handling of availability and booking requests.
- Established and maintained standard office procedures to achieve demanding targets.
Leasing Manager/Leasing Agent
Windy Shores
Aransas Pass, TX
01.2013 - 03.2014
- Managed meticulously organized tenant profiles and financial records, ensuring all documentation was up to date and readily available for audit and reporting purposes.
- Managed distribution of notices related to payments, contract breaches, and construction updates to grounds. Guided tenants in comprehending leasing agreements and resolved their questions effectively.
- Addressed tenant inquiries and prospective tenant questions with promptness and professionalism.
- Provided guidance and support to prospective tenants to streamline information gathering and application processes.
- Coordinated with property manager and maintenance crew to ensure timely scheduling and accurate documentation of work orders.
- Performed regular assessments of property grounds, amenities, and equipment to maintain high standards of maintenance and safety.
- Facilitated scheduling and coordination of vendor activities, including major repairs and remodeling projects, to enhance property management efficiency.
Education
Master's Degree - Accounting
University of Houston-Victoria
TX12-2023
Bachelor's Degree - Accounting
University of Houston-Victoria
TXAssociate's Degree - General Studies, Business Management
Victoria College
TXSkills
- Strong problem solver & critical thinker
- Workflow optimization and task prioritization
- Meticulous documentation, recordkeeping and data organization
- Planning and implementation of streamlined processes
- Effective professional communication
- Accounting and Bookkeeping
- Financial data assessment
- Efficient and eager learner
- Demonstrated excellence in finance and accounting studies
- Application of feedback to enhance performance
Certification
- Certificate of Office Support Staff MSA
- Certificate of Occupation Skills-Business Relationship Building
- Certificate of Office Management
Timeline
Administrative Assistant
O'Connor Building Partners, LP.
01.2024 - Current
Administration Clerk
Coral Cay Beachfront Condominiums
09.2013 - 07.2014
Leasing Manager/Leasing Agent
Windy Shores
01.2013 - 03.2014
Bachelor's Degree - Accounting
University of Houston-Victoria
Associate's Degree - General Studies, Business Management
Victoria College
Master's Degree - Accounting
University of Houston-Victoria