Heather Leyva
Universal City,TX
Summary
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences. Organized and dependable candidate with successful multiple priorities and a positive attitude. Willingness to take on added responsibilities to meet team goals and work well with a team or on my own.
Overview
10
10
years of professional experience
Work History
Portfolio Supervisor
AAM
03.2017 - Current
- Currently manage largest Portfolio within our San Antonio company
- Knowledgeable about all Governing Documents for each individual community.
- Created yearly budgets for each community for the Board's approval.
- Communicate with Homeowners/Board Members to resolve matters that need immediate attention.
- Work closely with vendors to ensure projects/assignments are completed per scope of work and in a timely basis.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Provided strategy advice to high net worth clients.
- Developed strategic plans for day-to-day financial operations.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Established and checked coding procedures, monitored reports and updated internal files.
- Met with Board's of Directors on regular basis.
Tax Auditor
York Tax Bureau
02.2014 - 11.2014
- Communicated with and assisted taxpayers or representatives regarding filing tax declarations, audits process, audit findings, explaining application of tax laws and regulations.
- Prepared working papers, reports and supporting documentation for audit findings.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Communicated and resolved technical and controversial tax matters with professional judgment.
- Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
Education
No Degree - Criminal Justice
University of Phoenix
Tempe, AZNo Degree - Criminal Justice
DeVry University
Villa Park, ILSkills
- Project Manage,ent
- Strategic Planning
- Adaptability and Flexibility
- Organizational Skills
- Time Management
- Decision Making
- Client Relationship Manage
- Financial Analysis
- Budgeting and Forecasting
- Conflict Resolution
- VMS software for Homeowner's Association, IPS software, Microsoft Office, SmartWebs, Gate Century, Dwelling Live, and Brivo
- Self-Directed
- Team building
- Excellent Communication
- Decision-Making
Accomplishments
- Dean's List at Devry University
- Supervised team of 4 staff members.
- Documented and resolved issues with both Homeowners and Board's of Directors
Affiliations
- BOMA-Building Owners and Management Association. BOMA consists of 90 Charters across the US, and is considered a Federation.
Timeline
Portfolio Supervisor
AAM
03.2017 - Current
Tax Auditor
York Tax Bureau
02.2014 - 11.2014
No Degree - Criminal Justice
University of Phoenix
No Degree - Criminal Justice
DeVry University
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