Highly motivated and detail oriented individual with a proven track record in multiple business types. Adept at working effectively unsupervised and quickly mastering new skills. Recognized for analytical thinking and creating workflow efficiencies.
Overview
37
37
years of professional experience
Work History
Bookkeeper
Tatum Ranch Community Association HOA
Cave Creek, AZ
02.2023 - Current
Maintained full compliance when executing and tracking bank reconciliations, accounts payable and receivable, journal entries, billing and collections.
Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
Lead banking and software transitions to improve efficiencies for homeowners and company operations.
Assisted in budget preparation and forecasting, community project planning, and investment analysis.
Real Estate Appraiser
Camelot Appraisals
Phoenix, AZ
10.2020 - 10.2024
Tracked income, expense, payroll, and tax data utilizing Quicken software.
Performed detailed analysis of real estate property to determine market value for clients.
Created written appraisals detailing the estimated value of a property based on comparable sales, market trends and other factors.
Realtor
Realty ONE Group
Glendale, AZ
07.2004 - 10.2024
Tracked income, expense, payroll, and tax data utilizing Quicken software.
Coordinated with buyers, sellers, appraisers, title companies, lenders, home inspectors, and other third parties to ensure a successful closing process.
Escrow Officer
Old Republic and Magnus Title
Scottsdale, AZ
03.2015 - 10.2020
Processed payments related to mortgage loans, taxes, insurance premiums and other fees associated with the sale of a property.
Maintained accurate records of all transactions including deposits, withdrawals, disbursements and closing statements.
Reconciled balances in escrow accounts at the end of each month for accuracy and completeness.
Managed multiple files simultaneously while ensuring adherence to deadlines.
Recruiter, Trainer, and Franchise Store Owner
Texaco & Shell Oil Company
Glendale, AZ
07.1987 - 08.2003
Supervised the personnel and operations of four training facilities that hired and trained over 1,000 employees a year for 150 retail locations.
Trained in bookkeeping, P&L analysis, profit margins, inventory control, and store operation.
Developed training curriculum and worked closely with HR to document and distribute government and company guidelines.
Owned and operated a major retail franchise with over $2m in annual sales.
Responsible for all aspects of store operations, including business development and analysis, licensing, bookkeeping, daily deposits, product orders, inventory control, security, hiring, training, accounts receivable and payable, bank reconciliation, budgeting, and tax and payroll management.
Increased sales volume by over 34% in three years, while reducing expenses by 12%.
Education
Some College (No Degree) - Bookkeeping, Analytics and Business
Maricopa Community Colleges
Phoenix, AZ
Skills
Microsoft Office Suite
QuickBooks training
GAAP knowledge
Accounts payable and receivable (AP/AR)
Accounting reconciliation
Financial reporting
Timeline
Bookkeeper
Tatum Ranch Community Association HOA
02.2023 - Current
Real Estate Appraiser
Camelot Appraisals
10.2020 - 10.2024
Escrow Officer
Old Republic and Magnus Title
03.2015 - 10.2020
Realtor
Realty ONE Group
07.2004 - 10.2024
Recruiter, Trainer, and Franchise Store Owner
Texaco & Shell Oil Company
07.1987 - 08.2003
Some College (No Degree) - Bookkeeping, Analytics and Business
Maricopa Community Colleges
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