Joshua Alexander
Dallas,TX
Summary
Property Accountant with extensive expertise in real estate accounting principles. Skilled in financial reporting, variance analysis, and property budget preparation, ensuring precise financial operations. Proven track record of enhancing processes for greater efficiency and productivity. Strong analytical skills and proficiency in property management software systems.
Overview
12
12
years of professional experience
Work History
Property Accountant
Centennial Real Estate
Birmingham, Alabama
07.2024 - Current
- Prepared monthly financial statements and reconciled bank accounts.
- Processed tenant invoices and tracked payments using Yardi accounting software.
- Maintained accurate financial records and updated ledger entries regularly.
- Provided support to other departments within the organization in regards to accounting-related tasks or queries.
- Maintained and coordinated accounting control procedures by analyzing revenue and expenditure trends and recommending appropriate budget levels to verify expenditure control.
- Generated reports to analyze variances between actual vs. budgeted expenses.
- Maintained accurate records of all property transactions.
Audit Supervisor
Avenu Insights and Analytics
Birmingham, AL
05.2022 - 07.2024
- Organized and deployed resources to execute audit plans.
- Made recommendations to resolve compliance audit findings.
- Conducted follow-up reviews of financial, operational, IT and regulatory compliance deficiencies noted during audits.
- Supported and directed internal audit staff of six people.
- Administered training on audit procedures and regulations compliance to integrate new employees.
- Identified potential areas of risk or non-compliance with regulations and standards.
Tax Auditor
Avenu Insights and Analytics
Birmingham, AL
03.2020 - 05.2022
- Determine scope of audit to develop testing of internal controls and reconciliations.
- Research accounting and tax data with established schedule of performance expectations.
- Interpret state and county code and guidelines for purposes of tax assessment.
- Utilize integrated tax systems to reconcile financial statements and reports.
- Compile detailed reports of audit findings to discuss with supervisor.
- Apply tax accounting principles to prepare and review tax returns and reports for parent corporation and subsidiaries and committed to timely and accurate compliance.
- Identify tax-related issues and address with management team, suggesting methods for improvement.
General Manager
Milo’s Hamburgers
Montgomery, AL
05.2018 - 03.2020
- Streamlined operational efficiencies by coordinating staff development and succession planning
- Processed sales orders and completed administrative tasks, including bookkeeping, purchasing, tracking and credit applications
- Ordered and manage over $5000 in inventory every month
- Set and administer annual operating budget, consistently maintaining controls and preventing overages
- Established clear performance goals and metrics for revenue, P&L, customer service and customer retention for each retail unit
- Established, enforced and updated policies to keep business agile and responsive to changing market conditions
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products
- Set sales budget for all prime costs, loss of goods and controllables to improve cash flow
- Strategized long-term business needs while generating guest relations feedback for process improvements
Junior Accountant
Southeastern Property Development
Birmingham, AL
08.2017 - 04.2018
- Advised Controller on monthly, quarterly and yearly budgets based on forecasting, financial statuses and financial strategies
- Balanced reports and batch summaries to submit for approval
- Reviewed and reconciled discrepancies in accounts and financial documentation
- Analyzed financial documents to verify accounting data and mathematical accuracy
- Assessed accuracy, completeness and integrity of company financial records
- Coordinated timely payments from vendors, clients and accountholders
- Supported budget administration with detailed expense analyses and report reviews
- Provided weekly cash flow report containing inflows, outflows and projections to controller
- Reviewed and reconciled month end totals ensuring timely and accurate reporting of all financial information
- Reviewed general ledger entries for accuracy and completeness
Office Manager Bookkeeper
Southeastern Property Management
Birmingham, AL
08.2017 - 04.2018
- Automated office operations, managing client correspondence, record tracking and data communications in database and case management software
- Oversaw office financial management, including AP/AR and payroll administration
- Handled supply purchases and inventory management for office operations and equipment maintenance
- Served as main point of contact for outside vendors
- Improved operational efficiencies, managing work requests, new orders, pricing and changes while coordinating logistics to verify delivery dates
- Produced professional and error-free letters, presentations and spreadsheets
- Streamlined back office services for clients to promote proper functionality and positive user experience
- Saved costs by soliciting vendor quotes to ensure optimal material purchase pricing
- Oversaw daily functions
Loan Origination Manager
CNG Holdings
Birmingham, AL
10.2016 - 08.2017
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
- Performed daily maintenance of loan applicant database
- Maintained confidentiality of bank records and client information
- Balanced daily cash deposits and vault inventory with zero error rate
- Secured payments by following up with customers which disregarded promise to pay
- Assembled in-store marketing displays
- Minimized total number of delinquent accounts through accurate collection management
General Manager
McDonald's
Alexander City, AL
08.2014 - 10.2016
- Formalized operational systems and procedures by developing and introducing employee handbook, detailed job descriptions and work-flow plans
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability
- Coordinated monthly budgets, managed profit and loss, and consistently met desired margin targets
- Established clear performance goals and metrics for revenue, P&L, customer service and customer retention for each retail unit
Tax Intern
Impact Alabama
Anniston, AL
01.2014 - 04.2014
- Assigned employee tasks based on training and skills
- Put together team schedules based on coverage requirements and employee availability
- Established and enforced sales goals to boost team success
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products
- Fostered healthy team environments to promote collaboration and boost productivity
- Developed and implemented promotional strategies to drive business success and maintain budgetary guidelines
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability
- Oversaw inventory management with cycle counts, audits and shrinkage control
- Oversaw daily operations of store, including inventory and supply restocking, cash-handling and assisting customers
- Completed tax returns for individuals
- Invoiced customers, reconciled accounts and managed other bookkeeping tasks
- Discussed and explained various tax forms with taxpayers
- Answered questions from taxpayers and assisted individuals with completing tax forms
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns
- Produced US and state income, gift tax and estate tax returns for individuals
Education
Bachelor of Science - Accounting
Jacksonville State University
Jacksonville, ALSkills
- CPA candidate
- Bank account reconciliation
- Month end reconciliation
- Full-cycle accounting
- Tax Preparation
- Strategic Planning
- Quickbooks Pro Advisor
- Financial Auditing
- Report generation and statistics
- Financial statement analysis
- Balance sheets
- Risk aversion recommendations
- Sarbanes-Oxley regulations
- Risk management
- Auditing
- Yardi software- Multiple Platforms
Timeline
Property Accountant
Centennial Real Estate
07.2024 - Current
Audit Supervisor
Avenu Insights and Analytics
05.2022 - 07.2024
Tax Auditor
Avenu Insights and Analytics
03.2020 - 05.2022
General Manager
Milo’s Hamburgers
05.2018 - 03.2020
Junior Accountant
Southeastern Property Development
08.2017 - 04.2018
Office Manager Bookkeeper
Southeastern Property Management
08.2017 - 04.2018
Loan Origination Manager
CNG Holdings
10.2016 - 08.2017
General Manager
McDonald's
08.2014 - 10.2016
Tax Intern
Impact Alabama
01.2014 - 04.2014
Bachelor of Science - Accounting
Jacksonville State University
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