With a comprehensive understanding of daily operations in the Community Association Industry, I specialize in developing and enhancing management services to meet community expectations and needs. My passion lies in offering valuable insights and strategic solutions to a wide range of clients, ensuring the efficient functioning of the Association and fostering strong client relationships. My main objective is to ensure client retention, which demands adaptability, creativity, and a results-driven approach. I am dedicated to overcoming challenges and delivering impactful solutions that drive client satisfaction.
Overview
17
17
years of professional experience
Work History
Consultant
Consultant/Support for Management Company’s transitioning to Vantaca Software
04.2023 - Current
Liaised with executive and financial team to better understand software, and recommend appropriate solutions.
Reduced discrepancies in financial records by conducting thorough audits and addressing any irregularities found.
Training and support of 6+ staff members don applications for software transition
Supervise/guide/support operational success of Company’s financial department
Training of action steps for real estate transactions for declarant to builder accounts, and prorated assessments
Entering new platted sections & the onboarding process of new communities
Entering Budgets/Notes
Training on setting up the annual billing statements/charge tags/merging
Guidance & support on Invoicing, payables, and GL coding
Vice President/Share Holder
CMI
10.2021 - 01.2024
Established a culture of continuous improvement, fostering innovation and driving sustainable growth
Fully ran the operations of the Financial department for over 30 Communities.
Assisted in the upgrading of accounting software, and implementation.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
Reconciled and corrected issues with financial records.
Provided support during audits by supplying requested documentation promptly and accurately.
Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
Generated detailed financial reports for management review, facilitating informed decision-making.
Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.
Managed month-end and year-end closing.
Enhanced financial reporting for executive decision-making by producing accurate and timely financial statements.
Monthly invoicing of Company administration charges & processing reimbursements
Generate Annual and Monthly Invoicing/Statements of Assessments & Utilities
Onboarding beginning balances, charges, setting up banking accounts, and homeowners (Contact info, legal descriptions, email/mailing addresses) for new Communities
Support to clients on Budgets and financial goals or expectations
Recommendations to Boards for banking investment opportunities to optimize their Capital Improvement or Reserve funds
President
Commonvest Community Association Management
01.2017 - 01.2021
Hired and managed 7 employees to maximize productivity while training staff on best practices and protocols.
Prepared annual budget forecasts and monitored performance to meet organizational objectives.
Monitored key business risks and established risk management procedures.
Cultivated strong relationships with external partners to foster collaboration and maximize resources.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Managed time efficiently in order to complete all tasks within deadlines.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Demonstrated strong organizational and time management skills while managing multiple projects.
Strengthened communication skills through regular interactions with others.
Established and maintained strong relationships with customers, vendors and strategic partners.
Managed financial, operational and human resources to optimize business performance.
Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
Vice President/Owner
Stanley & Payne Property Executives, LLC
07.2007 - 12.2016
Streamlined operations by communicating efficiently with clients, keeping meticulous records, budget management, and internal collaboration.
Continuously assessed community goals and objectives, making data-driven decisions to align strategies with overall organizational priorities.
Hired and managed 7+ employees to maximize productivity while training staff on best practices and protocols.
Evaluated property conditions and recommended improvements.
Kept communities in compliance with their governance, local, state, and federal regulations.
Monitored and tracked payments and expenses, providing timely and accurate financial reports.
Developed and managed budget for community projects, ensuring effective allocation of resources and financial sustainability.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Excellent communication skills, both verbal and written.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Managed time efficiently in order to complete all tasks within deadlines.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Demonstrated strong organizational and time management skills while managing multiple projects.
Education
High School Diploma -
West Covina High School
West Covina, CA
General Studies
Columbia Christian College
Portland, OR
Skills
Self-Driven with strong work ethic
Attention to detail
Goal-oriented
Ability to Prioritize & Multitask
Organization & Planning
Consultant/Training/Support for Software transition
Client Relationships
Team Leadership & Development
Integrity and Honesty
Executive Support
Teamwork and Collaboration
Multitasking
Customer Relationship Management
Conflict Resolution
References
References upon Request
Accomplishments
Employed and supervised team of 7 staff members.
Introduced new software platform, achieving efficient processes, realtime interaction between clients, members, and staff, and at the same time reducing company overhead.
Affiliations
CAI-Community Association Institute-Houston Chapter
Conroe Noon Lions Club- Served as: Treasurer, Secretary, Membership
Languages
Spanish
Professional Working
Timeline
Consultant
Consultant/Support for Management Company’s transitioning to Vantaca Software
04.2023 - Current
Vice President/Share Holder
CMI
10.2021 - 01.2024
President
Commonvest Community Association Management
01.2017 - 01.2021
Vice President/Owner
Stanley & Payne Property Executives, LLC
07.2007 - 12.2016
High School Diploma -
West Covina High School
General Studies
Columbia Christian College
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