Yardi Voyager
Jennifer M. Shoemaker
Pearland,Texas
Summary
Experienced Senior Accountant and Controller with a strong background in financial analysis, planning, property management accounting, and cash management. Recognized as a financial leader with extensive knowledge of GAAP accounting principles, regulations, and audit management. Committed to ensuring company financial operations are compliant, accurate, and cost-effective. Detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy. With over 25 years of experience in the field, eager to leverage expertise and take on new challenging roles.
Overview
14
14
years of professional experience
Work History
Recoveries Controller
Global Net Lease
04.2023 - 07.2024
- Managed comprehensive and complex Common Area Maintenance (CAM) reconciliations for commercial and retail portfolio of 140+ properties, including Reciprocal Easement Agreements (REA) and Easement Agreement and Operating Easement Agreements (OEA) process while adhering to each tenants lease specifications.
- Executed strategic initiatives to efficiently recover outstanding funds, significantly enhancing revenue collection.
- Successfully recovered over $1.5 million within a 9-month period, securing critical revenues that would have otherwise remained unclaimed.
- Mentored and guided property management accounting team through complex CAM reconciliation concepts and processes, promoting a culture of continuous learning and professional development.
- Collaborated with cross-functional teams to integrate financial operations seamlessly, ensuring cohesive organizational performance and timely resolution of all tenant inquiries and disputes.
- Assisted IT team with integration of CAM reconciliations from Excel into MRI software and adapted process to document new procedures from beginning to end including dispute resolution.
Controller
Aduro Advisors, LLC
10.2022 - 04.2023
- Oversaw full cycle accounting operations for venture capital portfolio, demonstrating successful transition from property management to venture capital accounting, adapting to industry-specific financial practices.
- Supervised and mentored portfolio team with monthly accounting tasks such as bank reconciliations, journal entries, quarterly reporting including Income Statements, Balance Sheets, Statement of Cash Flows, general ledger reconciliations, and expense variance explanations.
- Managed payroll process, expense reimbursements, quarterly and annual tax returns and 1099 reporting for portfolio entities.
- Proposed and implemented with other portfolio Controllers robust financial controls to maintain the integrity of accounting records, ensure all deadlines were met, and GAAP (Generally Accepted Accounting Principles) were adhered to.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Controller
Clear Property Management
02.2022 - 08.2022
- Managed full-cycle accounting for a 15+ multi-family portfolio utilizing both Cash and Accrual accounting methods, adhering to GAAP guidelines and established reporting time schedules.
- Created complex schedules such as prepaid insurance, amortization, accruals, and tax and insurance escrows that were used monthly to ensure accuracy and maintain positive cash flows.
- Collaborated with property managers and accounting team to streamline financial statement review and distribution, annual budgeting processes, expense variance explanations, replacement reserve requests with lender, and compliance reporting while improving overall efficiency and accuracy.
- Contributed training and mentorship to team's professional development by fostering an educational environment and encouraging the team to communicate effectively, learn new skills, and grow with the company.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages that included balance sheets, cash flow reports and income statements.
Controller
SDI Realty Advisors
05.2020 - 02.2022
- Prepared balance sheets, cash flow reports, and income statements for 85+ entities in addition to creating consolidated corporate financial reports monthly in accordance with GAAP guidelines by completing journal entries, reconciliations, and assessing key performance indicators (KPI's) to provide insightful financial analysis to executive team thereby allowing better decision-making and strategic planning.
- Facilitated successful audits, meticulously preparing all necessary documents and reports and collaborating with an external CPA and legal firms to ensure accurate representation of company's financial position for tax returns and audits for compliance and fostering relationships with external stakeholders, including investors, banks, and regulatory agencies to support business objectives.
- Improved cash flow management with rigorous monitoring and analysis of receivables and payables, providing timely and accurate Common Area Maintenance (CAM) reconciliations to tenants and mitigating any disputes that arose ensuring prompt payment, and safeguarded company's financial health by implementing robust internal controls and risk mitigation measures.
- Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis, including creation of various detailed schedules such as depreciation, amortization, prepaid items, budget variations, collections, and trend monitoring.
- Played key role in strategic planning sessions, offering insights based on financial analysis and projections with detailed quarterly variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management.
Portfolio & Finance Manager
Triten Real Estate Partners
08.2019 - 03.2020
- Directed comprehensive financial operations for development side of real estate portfolio, ensuring timely preparation and submission of AIA construction loan draws and documentation for projects in development and construction phase to lenders as needed, all while maintaining financial integrity and transparency and adhering to GAAP guidelines.
- Administered treasury management functions, maintained database of all legal entities including any lender covenants and restrictions, reporting deadlines for both internal and external requirements for taxes and all other pertinent documentation and reporting and assisted in the set up of new entities as needed.
- Collaborated with external CPA firm for partnership tax returns and prepare documentation for annual audits required by lenders and regulatory compliance agencies including the distribution of K-1's to partners and communicating with management team, clients, auditors, lenders, and regulatory compliance contacts to provide requested information in a timely manner.
- Provided guidance and mentorship to team's professional development by fostering an unrestricted educational environment and encouraging the team to strengthen their ability to communicate effectively, learn new skills, and grow with the department and the company.
- Streamlined financial processes by integrating the implementation of a construction module within Yardi, improving management of development projects, reducing processing time, and identifying trends and variances utilizing Excel.
Controller
The Vista Companies
11.2018 - 07.2019
- Managed comprehensive property management accounting for commercial, retail, development, and corporate books by utilizing financial strategies that ensured seamless financial transitions including acquisitions, dispositions, and development projects including posting journal entries as well as preparation and submission of AIA construction loan draws and documentation for projects in development and construction phase to lenders as needed, all while maintaining financial integrity and transparency
- Facilitated corporate accounting including cash management and forecasting, payables, management fees, invoice allocations, consolidations, quarterly distributions, and inter-company reconciliation ensuring GAAP standards were maintained
- Contributed to property valuation assessment process, supporting the organization's long-term asset management strategies
- Established and implemented financial policies to ensure compliance with regulatory standards and communicating with management team, clients, auditors, lenders, and regulatory compliance contacts to provide requested information in a timely manner
- Collaborated with external CPA firm for tax returns including distribution of K-1's to over 500 investors, prepared documentation for annual audits required by lenders and regulatory compliance agencies
- Mentored and supervised team members on essential accounting principles, promoting continuous learning and professional development by fostering an open, educational environment and encouraging the team to strengthen the communicate effectively ultimately contributing to productivity and the company's financial success.
Controller
WLS Interests, Inc
08.2014 - 11.2018
- Oversaw comprehensive accounting operations for a diverse portfolio of 50+ entities including commercial, multi-family, retail, hotel, development, and corporate books demonstrating expertise in property management accounting.
- Prepared balance sheets, cash flow reports, and income statements for all entities in addition to creating consolidated corporate financial reports monthly in accordance with GAAP guidelines by completing journal entries, reconciliations, and assessing key performance indicators (KPI's) to provide insightful financial analysis to executive team thereby allowing better decision-making and strategic planning.
- Facilitated successful audits, meticulously preparing all necessary documents and reports and collaborating with an external CPA and legal firms to ensure accurate representation of company's financial position for all tax returns and audits for compliance and fostering relationships with external stakeholders, including investors, banks, and regulatory agencies to support business objectives.
- Improved cash flow management with rigorous monitoring and analysis of receivables and payables, and safeguarded company's financial health by implementing robust internal controls and risk mitigation measures.
- Assisted executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis, including creation of various detailed schedules such as depreciation, amortization, prepaid items, budget variations, collections, and trend monitoring.
Commercial Sr. Property Accountant
Latter & Blum Property Management, Inc
12.2010 - 08.2014
- Directed Commercial Management department full-cycle accounting for a portfolio of 120+ commercial properties utilizing both Cash and Accrual accounting methods, consistently achieving established reporting time schedules while exceeding industry standards and ensuring GAAP guidelines were maintained by completing journal entries, reconciliations, and assessing key performance indicators (KPI's) to provide insightful financial analysis to executive team thereby allowing better decision-making and strategic planning.
- Facilitated successful audits, meticulously preparing all necessary documents and reports and collaborating with an external CPA and legal firms to ensure accurate representation of company's financial position for tax returns and audits for compliance and fostering relationships with external stakeholders, including investors, banks, and regulatory agencies to support business objectives.
- Improved cash flow management with rigorous monitoring and analysis of receivables and payables, providing timely and accurate Common Area Maintenance (CAM) reconciliations to tenants and mitigating any disputes that arose ensuring prompt payment, and safeguarded company's financial health by implementing robust internal controls and risk mitigation measures.
- Collaborated with management team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
- Contributed to the continuous improvement of accounting policies and procedures through regular reviews of best practices, maintaining alignment with industry standards.
- Played key role in strategic planning sessions, offering insights based on financial analysis and projections with detailed quarterly variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management.
Education
Bachelor of Science - Business Administration And Management
University of Phoenix
Houston, TX09.2005
Diploma - Computerized Accounting
The Bradford School of Business
Houston, TX08.1998
Skills
- GAAP & Regulatory Compliance & IFRS Knowledge
- Cash Management & Cash Flow Forecasting
- Financial Budgeting & Forecasting
- Financial Statement Reporting & Review - Balance Sheet, Cash Flow Statement, Income Statement
- Financial Planning & Trend Analysis
- Team Building Leadership & Mentoring
- CAM Reconciliations & CPI Adjustments
- Audit & Compliance Management
- Accounts Payable & Receivable Management
- General Ledger & Journal Entries
- Yardi Voyager Admin & Module Implementation
- Accounting Software: Yardi, MRI, AMSI, Skyline, QuickBooks, Xero
Document Management & Collaboration: Adobe Acrobat, ShareFile, Dropbox, Google, Slack, and Zoom - Cost Accounting & Fixed Asset Management
- Account Reconciliations: Bank, General Ledger
- General Ledger Accounting & Management
- Budget Preparation & Administration
- Team Oversight & Collaboration
- Risk Management & Mitigation
- Internal Controls Development & Management
- Financial & Audit Management
- Revenue Recognition
- Strategic Planning with Executive Team
- Treasury Management Administration
- Debt Monitoring & Management
- Internal Controls & Procedure Development
- Audit Coordination & Document Recordkeeping
- Investment Analysis & Working Capital Management
- Financial Planning & Intercompany Transactions
- Attention to Detail & Organizational Skills
- Teamwork and Collaboration & Task Prioritization
- Analytical Thinking & Problem-Solving
- Multitasking Abilities & Time Management
- Relationship Building & Interpersonal Communication
- Reporting Oversight & Audit Preparation
- Active Listening & Excellent Communication (Oral and Written)
- Financial Controls & Procurement Management
- Problem-solving Abilities & Reliability
- Adaptability and Flexibility & Decision-Making
- Self-Motivation & Interpersonal Skills
- Professionalism & Adaptability
- Analytical Skills & Problem-solving Aptitude
- Business Forecasting & Variance Analysis
- Schedules: Depreciation, Amortization, Prepaids, Accruals
- General Ledger Journal Entries & Reconciliation
- Developmental Accounting & Funding Requests (AIA)
- Rent Roll & Asset Management Reports
- Microsoft Office: Word, Excel, Outlook, Access, PowerPoint
- Employee Motivation & Training
- Workload Management & Goal Tasking
- Annual & Compliance Reporting
Accomplishments
- Global Net Lease - Recovered over $1.5 million in CAM reconciliations and disputes in a nine-month period.
- Tarantino Properties, Inc. - Located a clause in a GSA government lease allowing a tax adjustment totaling over $11,000 to be recovered.
- The Cowperwood Company - Created an independent trending spreadsheet and proved a billing error on a fire line from The City of Dallas leading to a $6,000 recovery.
- National Oilwell, LP. (Aug 2000 to Jan 2001) - Located several oversights in Leases resulting in over $7,000 in operating expenses being recovered from sublease contracts.
- BGK Texas Property Management, Inc. (Jan 1999 to Aug 2000) - Created an independent trending spreadsheet which proved a severe leak on The City of Houston water line at the property resulting in a recovery of $11,000.
Affiliations
- Institute of Managerial Accountants Member
- Marquis Who's Who Honored Listee
- Institute of Real Estate Management Associate Member
- Village Grove Homeowner's Association, Inc - President since 2017
Certification
- First Aid Certification
- Basic Life Support Certification (BLS)
- Texas Driver's License
- CPR/AED Certification
- Texas Notary Public – ID # 12262188
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkWork Location
RemoteImportant To Me
Work-life balanceFlexible work hoursWork from home optionQuote
The quality of a person's life is in direct proportion to their commitment to excellence, regardless of their chosen field of endeavor.
Vince Lombardi
Software
Yardi
MRI
AMSI
Skyline
Quickbooks
Microsoft Office
Adobe Acrobat
Languages
English
Bilingual or Proficient (C2)
Interests
Volunteering
Skydiving
Hiking
German Shepherd Dogs
Timeline
Recoveries Controller
Global Net Lease
04.2023 - 07.2024
Controller
Aduro Advisors, LLC
10.2022 - 04.2023
Controller
Clear Property Management
02.2022 - 08.2022
Controller
SDI Realty Advisors
05.2020 - 02.2022
Portfolio & Finance Manager
Triten Real Estate Partners
08.2019 - 03.2020
Controller
The Vista Companies
11.2018 - 07.2019
Controller
WLS Interests, Inc
08.2014 - 11.2018
Commercial Sr. Property Accountant
Latter & Blum Property Management, Inc
12.2010 - 08.2014
Bachelor of Science - Business Administration And Management
University of Phoenix
Diploma - Computerized Accounting
The Bradford School of Business
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