Diana Bagley
Cypress,TX
Summary
Accomplished finance professional with a robust background in integrating real estate, accounting, financial planning and analysis (FP&A), reporting, profit and loss (P&L) governance, and regulatory compliance. Extensive experience in financial management and property accounting, leveraging advanced accounting principles to ensure precise financial reporting and adherence to compliance standards. Strong understanding of budgeting and financial analysis, with a proven track record of enhancing systems.
Overview
21
21
years of professional experience
Work History
Senior Property Accountant
Avison Young
Houston, TX
09.2025 - Current
- Assisted in transitioning from MRI to Yardi Voyager by auditing and validating data during the conversion process. Supported team members by troubleshooting issues and providing training to enhance overall team efficiency.
- Executed full cycle accounting by managing monthly property entries and accruals for 6-8 properties in Mid-Atlantic region.
- Assisted in performing balance sheet reconciliations and general ledger analysis. Supported preparation of income statements and variance analyses for monthly management review. Facilitated distribution of financial reports to management.
- Developed strong working relationships with external auditors, facilitating efficient year-end audits and minimizing discrepancies identified during reviews.
- Analyzed existing workflows and instituted improvements that optimized accounting processes and decreased error rates.
- Facilitated communication with property management teams to enhance cash flow management strategies.
Sr Accounting Manager & Sr Financial Analyst
REIS Associates
Houston, TX
02.2017 - 10.2024
- Managed a Class A Office Joint Venture portfolio and fund-level accounting for a 24-property portfolio totaling 600,000 rentable square feet (RSF).
- Performed in-depth due diligence for property acquisitions and dispositions, including financial analysis, market research, and risk assessments.
- Analyzed lease terms, rent rolls, and occupancy trends to forecast revenue, assess tenant creditworthiness, and support leasing strategies that aligned with market trends.
- Managed lender relationships, including loan compliance, draw requests, and covenant reporting, ensuring timely funding for property improvements and maintaining strong financial health.
- Utilized MRI, Yardi, JDE, QuickBooks, and Kardin to manage budgets, reforecasts, and recoveries, driving efficiency in financial reporting processes.
- Prepared and analyzed monthly reports, accounts receivable (AR) delinquencies, funding requests, capital calls, and budget reforecasts to support strategic decision-making.
- Provided critical support to Asset Management and Senior Management on special projects and financial analysis.
- Led projects such as due diligence for transitional properties and accounts payable (AP) analysis to address cash flow issues.
- Conducted balance sheet reconciliations, general ledger (GL) analysis, income statements, and variance analyses for monthly reviews, and prepared quarterly cash flow analyses to advise on partnership distributions and contributions.
- Managed loan draw processes, maintained lender relationships, and ensured compliance with building improvements (BI), tenant improvements (TI), and leasing commissions (LC) requirements per loan agreements.
Sr. Accountant - Investments
PM Realty Group
Houston, TX
07.2015 - 02.2017
- Oversaw financials for a 600,000 RSF Class A Office Joint Venture, ensuring accurate reporting and alignment with partnership objectives.
- Led capital calls, fund distributions, and investment activities by preparing critical documentation and conducting comprehensive financial analysis.
- Conducted variance analyses and trend reporting on portfolio performance, identifying areas for optimization and presenting findings to senior management.
- Ensured compliance with tax regulations and industry standards, preparing tax documentation and coordinating with tax advisors for investment-related tax filings.
- Established and configured the MRI for accounting and Kardin for budgeting, reforecasting, and recovery tracking upon property acquisition, streamlining financial processes.
- Performed bank account management for operating, lockbox, and security deposit accounts, and including executing wire transfers.
- Led loan draw management and lender relationships, ensuring compliance with loan agreements and timely funding for building improvements, tenant improvements, and leasing commissions.
- Streamlined capital tracking processes, linking budgets to tracking sheets and securing required approvals to enhance project transparency and control.
Sr. Property Accountant
Cousins Properties Inc.
Houston, TX
09.2014 - 07.2015
- Led the conversion from JDE to Yardi Voyager, auditing and validating data during the transition.
- Managed monthly property entries, accruals, and tracked capital expenditures (CapEx) and fixed assets for depreciation.
- Calculated FASB13/Straight-line rents and quarterly recoveries for a portfolio of 1.3-1.5 million square feet.
- Conducted balance sheet reconciliations, GL analysis, income statement preparation, and variance analyses for monthly review and distribution to management.
Accountant / Finance Analyst
CB Richard Ellis (CBRE)
Houston, TX
11.2012 - 09.2014
- Prepared MRI Reporting System month-end close accounting packages, including journal entries and GL maintenance.
- Managed AR by applying and posting cash receipts, retrieving lockbox data, researching unidentified receipts, and handling non-sufficient funds (NSFs); conducted variance analysis for outstanding charges over 90 days.
- Processed AP using Yardi P2P/PayPlus, coding invoices for corporate and property-level expenses across 21 properties.
- Developed, analyzed, and adjusted budget packages for MH, covering revenue, expenses, capital, and recoveries.
- Entered budget data into the MH EPSI system to maintain accurate financial records.
- Conducted leasing analysis and prepared monthly rent roll reporting to support portfolio performance insights.
Finance Analyst
Contract Work
Houston, TX
06.2012 - 11.2012
- Prepared 2013 budget packages for JP Morgan at Cassidy Turley, ensuring accurate financial projections.
- Reviewed all leases for percentage of tenant area (POTA) calculations at M-M Properties.
Finance Analyst
Holliday Fenoglio Fowler LP.
Houston, TX
02.2012 - 06.2012
- Created real estate packages with market research, rent/sales comps, lease abstracts, and key aerials for clients.
- Researched local demographics to provide valuable insights into surrounding towns and cities for each deal.
Sr. Finance Analyst
Crescent Real Estate Equities
Houston, TX
12.2004 - 01.2012
- Provided threshold explanations for 10% or $25K favorable/unfavorable variances across individual assets and consolidated portfolios, supporting detailed variance reports and trend analyses for income statements ($200M+ revenue, $110M+ expenses), net operating income (NOI) ($100M+), and CapEx ($120M+).
- Analyzed year-over-year net cash flow variances (±10%) and capital expenditures to identify cost-saving opportunities.
- Developed detailed financial models to project revenue and assess property performance.
- Analyzed financial data to inform strategic decision-making and support investment initiatives.
Education
Master of Science - Finance, Accounting, Statistics Focus
University of Phoenix
Phoenix, AZBachelor of Business Administration (BBA) - Business Administration Management
University of Kentucky
Lexington, KYSkills
- MRI, Yardi Voyager & Yardi Elevate, JDE, CTI, Kardin, AVID AP System, PayScan & PayPlus (P2P), Argus Valuation DCF, DYNA, MS Office Suite (Access, Excel, Word, Outlook, & PowerPoint), Adobe Acrobat Pro, Online Research via Internet Explorer
- Commercial property accounting: Month/Year End Close, Bank reconciliation, Cash management, CAM reconciliations, Customer service, Problem-solving, Time management, Organizational skills, Analytical thinking, Self motivation, Critical thinking and analysis
CORE COMPETENCIES
- Cash Management Budgeting & Forecasting Cash Flow Management
- Data Validation & Interpretation Financial Statement Preparation Tax Compliance & Reporting
- Account Reconciliations Portfolio Management Asset Management
Timeline
Senior Property Accountant
Avison Young
09.2025 - Current
Sr Accounting Manager & Sr Financial Analyst
REIS Associates
02.2017 - 10.2024
Sr. Accountant - Investments
PM Realty Group
07.2015 - 02.2017
Sr. Property Accountant
Cousins Properties Inc.
09.2014 - 07.2015
Accountant / Finance Analyst
CB Richard Ellis (CBRE)
11.2012 - 09.2014
Finance Analyst
Contract Work
06.2012 - 11.2012
Finance Analyst
Holliday Fenoglio Fowler LP.
02.2012 - 06.2012
Sr. Finance Analyst
Crescent Real Estate Equities
12.2004 - 01.2012
Master of Science - Finance, Accounting, Statistics Focus
University of Phoenix
Bachelor of Business Administration (BBA) - Business Administration Management
University of Kentucky