Summary
Overview
Work History
Education
Skills
Software
Timeline
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Jessica Heilman

Sunbury,OH

Summary

Results-driven prior small business owner with strong organizational skills eager to secure secretarial and/or fiscal support staff position. Detail-oriented team player with the ability to handle multiple projects simultaneously with a high degree of accuracy. Meticulous, conscientious and methodical in approach with strong background in community management, financial analysis, budgeting and forecasting.


Overview

10
10
years of professional experience

Work History

Vice President/Owner

HOA Business Solutions
02.2018 - 01.2023
  • Financial management and budgeting for 30 HOA communities with over 1800 homeowners.
  • Ensured regulatory compliance by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
  • Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across all organizations.
  • Managed financial, operational and human resources to optimize business performance.
  • Ensured accurate financial reporting through regular reviews of all accounts.
  • Maintained organized records and provided timely access to necessary documents, ensuring compliance with accounting standards.
  • Supported managers with financial analysis, forecasting, and budgetary input as needed.
  • Implemented procedures for applying codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Reconciled bank accounts and evaluated financial records. Streamlined invoices and payment systems.
  • Reduced outstanding account balances through diligent follow-up on past due invoices.
  • Improved department efficiency through adoption of new technologies and automation tools.
  • Ensured compliance with federal, state, and local regulations.
  • Assisted board members with long-term financial plans by analyzing historical data and projecting future expenditures.
  • Increased efficiency in budget preparation process by developing user-friendly templates for departmental input.
  • Contributed to strategic planning initiatives by providing relevant financial data for decision-making purposes.
  • Educated staff members on budgetary policies and procedures.
  • Completed daily cash functions like payroll, budgeting and bank reconciliations.
  • Streamlined financial processes by implementing automated systems.
  • Provided annual budget preparation for 30 communities.
  • Reduced financial risk by implementing effective internal controls and compliance measures.

Community Association Manager/Accountant

HOA Business Solutions
10.2012 - 02.2018
  • Improved community satisfaction by efficiently addressing and resolving homeowner concerns.
  • Managed budgets for 30 communities, ensuring financial stability and proper allocation of funds.
  • Developed and maintained strong relationships with vendors, resulting in cost-effective services for 30 communities.
  • Streamlined administrative processes, increasing efficiency in operations.
  • Coordinated communications between residents, board members, contractors, and staff to keep everyone informed about important updates or changes within all communities.
  • Facilitated conflict resolution among residents by mediating disputes professionally and diplomatically.
  • Prepared comprehensive financial reports for board review, ensuring transparency in budgeting decisions and fiscal health of each association managed.
  • Assisted boards in updating governing documents to reflect current industry standards and legal requirements.

Education

Associate of Science - Accounting

Leeward Community College
Pearl City, HI

Skills

  • Staff Development
  • Financial Management
  • Forecasting
  • Account Reconciliation
  • Financial records and reporting
  • Internal Controls
  • Variance Analysis
  • Payroll Processing
  • Audit Coordination
  • General ledger accounting
  • Tax Compliance
  • Budget Development & Administration

Software

Village Management Software

Yardi

AvidXchange

Quickbooks

AppFolio

Microsoft Office

Timeline

Vice President/Owner

HOA Business Solutions
02.2018 - 01.2023

Community Association Manager/Accountant

HOA Business Solutions
10.2012 - 02.2018

Associate of Science - Accounting

Leeward Community College

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Jessica Heilman