Detail-oriented accounting professional specializing in business real estate. Manages transactions in compliance with GAAP and Sarbanes-Oxley regulations. Skilled in QuickBooks and financial reporting, consistently meeting deadlines while handling multiple client relationships. Supports business leaders in informed property decision-making, allowing core operations to remain the focus.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Accountant
Summit Financial And Insurance
Dallas, Texas
01.2026 - Current
Reviewed financial statements to identify discrepancies, ensuring compliance and enhancing overall accuracy.
Maintained accurate financial transaction records in QuickBooks, supporting timely financial reporting.
Oversaw conversion of accounting systems from SAGE to QuickBooks for new Insurance Plan unit acquisition.
Supported audits by providing essential documentation and detailed explanations.
Conducted staff training sessions on new system functionalities, improving team proficiency and reducing errors.
Senior Accountant
Compass Datacenters
Dallas, Texas
11.2025 - 01.2026
Prepared and analyzed financial statements for internal and external stakeholders.
Managed monthly financial close and reconciliations for multiple accounts.
Developed budgeting processes to enhance departmental financial planning and oversight.
Led audits by coordinating with external auditors and providing necessary documentation.
Senior Accounting Analyst (Contract)
Christus Healthcare
Dallas, TX
06.2025 - 11.2025
Collaborated with CFO and CEO to compile financial statements, including income statements, balance sheets, and cash flow statements, enhancing overall financial transparency.
Compiled and booked month-end close entries for hospitals owned and operated by Christ's Healthcare, ensuring timely financial reporting.
Compiled audit documentation for private company audits, facilitating compliance and accuracy.
Coordinated with stakeholders to resolve healthcare accounting issues for multiple entities, improving collaboration and efficiency.
Utilized healthcare accounting software, including INFOR, Lease Harbor, and Lease Accelerator, to streamline financial processes.
Senior Accounting Analyst (Contract)
E&H Distribution
Dallas, TX
12.2024 - 03.2025
Oversee and assist in implementing new accounting software QuickBooks from Jonas Construction Accounting software.
Work with company CFO and CEO with compilation of financial statements such as Income Statements, Balance Sheet & Cash Flow Statements.
Assist the Accounts Payable Department with invoice processing for various vendors.
Compile audit documentation required for private company audits.
Work with accounts receivable department for making calls to vendors that were past due on their bills and help collection efforts.
Senior Accountant (Contract)
Dalfen Industrial
Dallas, TX
09.2024 - 11.2024
Prepare and oversee the preparation of accurate financial statements, including balance sheets, income statements, and cash flow statements.
Ensure timely and accurate reporting in compliance with accounting standards (GAAP, IFRS, etc.).
Review monthly, quarterly, and annual financial statements to ensure accuracy and completeness.
Oversee and manage the general ledger, ensuring all financial transactions are accurately recorded.
Perform regular reconciliations of accounts and ensure proper journal entries are made.
Conduct financial analysis, including variance analysis and forecasting, to support management in decision-making.
Provide insight into financial trends, risks, and opportunities for operational improvements.
Senior Accountant (Contract)
Lincoln Property Company
Dallas, TX
06.2024 - 08.2024
Prepare and review accurate and timely financial statements, including balance sheets, income statements, and cash flow reports, for multiple properties.
Perform regular reconciliations of general ledger accounts, ensuring that all transactions are properly recorded, and discrepancies are promptly addressed.
Assist in developing and monitoring annual budgets, forecasts, and variance analyses to support financial planning and property performance evaluation.
Mentor and guide junior accountants and accounting staff, providing training and support to ensure high performance and professional development.
Perform month end close activities for 5 properties which are managed by Lincoln.
Accounting & Finance Consultant (Contract)
Granite Properties
Dallas, TX
01.2024 - 05.2024
Managed full-cycle accounting operations for multiple real estate properties, ensuring accurate financial reporting and compliance with industry regulations.
Spearheaded the implementation of advanced accounting software, streamlining financial processes and reducing reporting errors by 20%.
Led monthly, quarterly, and annual financial close processes, including preparation of financial statements, reconciliations, and variance analysis for senior management review.
Developed and maintained complex financial models to analyze property performance, forecast cash flows, and assess investment opportunities, resulting in informed decision-making.
Coordinated with external auditors to facilitate smooth audits of real estate entities, ensuring timely completion and adherence to audit standards.
Implemented internal controls and procedures to mitigate financial risks and safeguard assets across real estate portfolios.
Accounting & Finance Consultant (Contract)
Buff City Soap
Dallas, TX
03.2023 - 12.2023
Managed comprehensive accounting functions for a plant-based soap retail company, ensuring accurate financial reporting and compliance with industry standards and regulations.
Implemented cost-effective inventory management strategies, optimizing stock levels and reducing carrying costs by 15% through accurate demand forecasting and supply chain analysis.
Led the transition to sustainable accounting practices, incorporating environmental impact assessments into financial reporting and advocating for eco-friendly initiatives across the organization.
Developed and maintained robust internal controls to safeguard assets and minimize financial risks in a fast-paced retail environment, resulting in improved fraud prevention and detection measures.
Collaborated with cross-functional teams to streamline financial processes and enhance efficiency in areas such as procurement, production, and sales, driving operational excellence and cost savings.
Associate-Investment Banking Accounting Team
Goldman Sachs & Co.
Dallas, TX
12.2022 - 02.2023
Supported senior bankers in executing M&A transactions, IPOs, and debt financing by preparing detailed financial models, including DCF, LBO, and merger consequences analysis, to assess valuation and financial feasibility.
Conducted due diligence activities, including financial statement analysis, industry research, and company benchmarking, to identify risks and opportunities for clients in various sectors, resulting in informed decision-making and deal structuring.
Assisted in the drafting of pitch books, offering memoranda, and other marketing materials for client presentations, synthesizing complex financial information into clear and compelling narratives to attract potential investors and acquirers.
Played a key role in the execution of capital raising transactions, including equity and debt offerings, by coordinating with internal and external stakeholders, managing documentation, and ensuring compliance with regulatory requirements.
Senior Accountant- Portfolio Accounting Team
Digital Realty
Dallas, TX
05.2021 - 12.2022
Managed the accounting operations for a diverse portfolio of commercial and residential real estate properties, ensuring accurate financial reporting and adherence to regulatory requirements.
Led the implementation of property management accounting software, resulting in improved efficiency, streamlined workflows, and enhanced reporting capabilities for property owners and stakeholders.
Oversaw the monthly, quarterly, and annual financial close processes for real estate entities, including preparation of financial statements, balance sheet reconciliations, and variance analysis.
Coordinated with property managers and asset management teams to develop annual operating budgets and forecasts, providing valuable financial insights and supporting strategic decision-making.
Conducted detailed financial analysis of property performance, including revenue and expense trends, occupancy rates, and lease negotiations, to optimize profitability and maximize return on investment.
Managed lease accounting processes, including CAM reconciliations, tenant billings, and rent escalations, ensuring accuracy and compliance with lease agreements and GAAP standards.
Senior Accountant-Fixed Assets and Leases
AECOM
Austin, TX
02.2016 - 04.2021
Responsible for managing rental payments/accounting for 180 AECOM US and Canada Leases.
Assist real estate portfolio manager in analyzing fixed and variable operating expenses/real estate tax.
Audit yearly operating expense/cam reconciliations provided by Landlord.
Assist management with ASC-840 Capital Lease test.
Assisted in ASC 842 lease standard transition for FY20.
Maintain accurate records for changes in Lease Contracts, Rental schedules etc.
Reconcile real estate balance sheet accounts such as Prepaid, Deferred Rent & Deposits.
Assist management with quarterly flux analysis.
Generated over 1m dollars in real estate operating expense savings over 3 years.
Staff Accountant - Payroll
09.2015 - 02.2016
Responsible for handling monthly reconciliations and journal entry for accrued salaries account.
Reconcile high dollar value balance sheets such as employee benefits, 401k, pension plans.
Responsible for weekly and bi-weekly payrolls amounting to 45 million dollars/week.
Usage of Oracle, Excel VBA, AP Wizard, ADP and Blackline daily.
Project Accountant
06.2015 - 09.2015
Provided project level accounting setup through usage of Oracle and APIC.
Reviewed potential projects in US and Canada while approving projects that met financial goals.
Reviewed legal contractual documents and budgets to make sure that project had a solid structure.
Assist project managers with project accounting setup using documents such as Scope definition Form, Master Agreement etc.
Volunteer Tax Preparer
Foundation Communities
01.2015 - 04.2015
Got 100,000$ in refunds for the Austin Community with 4 months of service.
Helped low to middle-class families file their income tax returns with the IRS.
Analyzed complex tax transactions while offering excellent customer service.
Technology Services Intern
AT&T
Austin, TX
06.2014 - 10.2014
Provided customer service and technology support for AT&T Business Services Division.
Utilized workflow systems such as SASHA, Goliath and Putty to create troubled tickets for customers.
Identified problems in customer routers by remote access and delegated all information to tier 2 engineers.
Assisted customers utilizing AT&T Connect to organize online meetings with 100+ participants.
Education
Masters - professional accounting
Texas A&M University Corpus Christi
02.2026
Bachelor of Business Administration - Accounting
The University of Texas at Austin, McCombs School of Business
Real Estate Records and Portfolio Management at Charter Communications, SpectrumReal Estate Records and Portfolio Management at Charter Communications, Spectrum
Security Supervisor & Mobile Security Specialist at Paladin Security Group, Ltd. & Signal of OttawaSecurity Supervisor & Mobile Security Specialist at Paladin Security Group, Ltd. & Signal of Ottawa