Jennifer Allen
Sanford
Summary
Accomplished asset management leader with a strong focus on risk management and seniors housing. Expertise in collaborating across departments to foster teamwork and develop proactive strategies that safeguard against financial risks, ensuring operational efficiency and project success.
Overview
23
23
years of professional experience
Work History
Director, Asset Management
CNL Healthcare Properties, Inc.
Orlando
05.2007 - 03.2026
- Oversaw risk management processes across all projects, ensuring compliance with organizational standards.
- Developed comprehensive strategies to mitigate potential losses from unforeseen events.
- Completed accident and incident reports while conducting ongoing risk assessments.
- Documented activities related to risk management to promote transparency and accountability.
- Reviewed contracts and agreements to enhance claims management effectiveness.
- Executed daily operational tasks accurately in a fast-paced environment.
- Prioritized and organized tasks efficiently to meet service goals.
- Collaborated across departments to enhance teamwork and achieve project objectives.
Senior Accountant
CNL Financial Group, Inc.
Orlando
01.2005 - 05.2007
- Analyze and reconcile general ledger accounts on a monthly, quarterly and annual basis for private partnerships and subsidiaries
- Prepare complete sets of workpapers, including financial statements
- Review general ledgers and supporting documents for private partnerships and subsidiaries
- Review and approve bank reconciliations, sales and use tax returns, joint venture distributions, check requests, invoices and wire transfers
- Prepare the consolidation of joint ventures
- Prepare quarterly and annual limited partner distribution letters
- Prepare quarterly asset ownership report for senior management
- Prepare complete property packages for acquisitions, dispositions and lease amendments
- Assist with documenting internal controls and accounting policies and procedures
- Executed special projects to enhance operational efficiency.
Accountant II
CNL Financial Group, Inc.
Orlando
01.2003 - 01.2005
- Analyzed and reconciled general ledger accounts on a monthly, quarterly and annual basis for private partnerships and subsidiaries
- Prepared comprehensive workpapers, including financial statements, to support accurate reporting
- Prepared a complete set of workpapers, including financial statements
- Reviewed and approved bank reconciliations, sales and use tax returns, and joint venture distributions to ensure compliance and accuracy
- Calculated and prepared monthly joint venture distributions, management fees and inter company billings
- Calculated and prepared monthly joint venture distributions and management fees to facilitate timely financial settlements
- Assisted with documenting internal controls and accounting policies and procedures
- Coded check requests and invoices
- Prepared journal entries and filed as needed
- Special projects as required
Education
BS - Finance
University of Central Florida
Orlando, FLSkills
- Senior Housing experience
- Risk Management
- Real estate accounting
- Firmex and ShareFile
- Samba Safely
- DocuSign expertise
- Microsoft Office Suite
- Problem-solving techniques
- Attention to detail
- Task accuracy
- Organizational skills
- Multitasking
- Team collaboration
- Written communication
- Proactive initiative
- Adapts under pressure
References
Available upon request
Timeline
Director, Asset Management
CNL Healthcare Properties, Inc.
05.2007 - 03.2026
Senior Accountant
CNL Financial Group, Inc.
01.2005 - 05.2007
Accountant II
CNL Financial Group, Inc.
01.2003 - 01.2005
BS - Finance
University of Central Florida