Joshua Martin

I perform month-end close duties and oversee the land development budget review process at Lennar. I ensure accurate financial reporting by reconciling accounts, preparing journal entries, and analyzing financial statements. Additionally, I monitor expenses, compare actual costs to budgets, and provide detailed reports to management.

Duties and Skills:

• Performing month-end close tasks including account reconciliations, journal entries, and financial statement analysis.
• Overseeing the land development budget review process to optimize expenses and improve profitability.
• Utilizing accounting software and tools for accurate financial data management.
• Collaborating with cross-functional teams and effectively communicating complex financial information.
• Multitasking in a fast-paced environment and meeting deadlines with precision.

As a Plan Consultant at Pension Plan Specialists, I was responsible for administering retirement plans, working closely with third-party auditors, and preparing various financial forms. In this role, I successfully managed retirement plan operations, ensuring compliance with regulations and delivering accurate financial documentation.

Duties and Skills:

• Administering retirement plans, ensuring timely and accurate processing of participant contributions, distributions, and loan transactions.
• Collaborating with third-party auditors to provide necessary documentation and support for plan audits, ensuring compliance with regulatory requirements.
• Preparing financial forms, such as Form 5500, annual statements, and participant communications, to effectively communicate plan information to stakeholders.
• Conducting plan data analysis and reconciling plan records to ensure accuracy and integrity of participant data.
• Providing exceptional customer service to plan participants, answering inquiries, and explaining the complexities of their plan.