Kayla Morris
Delaware,United States
Summary
Detail-oriented finance professional with extensive experience in real estate tax accounting, captive insurance management, and operational finance. Demonstrated expertise in managing complex, multi-state portfolios while ensuring regulatory compliance and delivering precise financial and regulatory reporting. A strong analytical mindset combined with a commitment to excellence enables effective navigation of intricate financial landscapes. Proven track record of enhancing operational efficiency and supporting strategic decision-making through meticulous financial oversight.
Overview
12
12
years of professional experience
Work History
Captive Account Manager
Hylant
09.2025 - 04.2026
- Timely and accurate financial statement reporting
- Timely and accurate regulatory reporting
- Effective communication with client and other service providers to ensure the captive insurance entity remains compliant with regulatory requirements
- Strong time management skills demonstrated by an ability to manage a portfolio of captive clients with competing deadlines
- Processes Premium Tax payments and Municipal Tax payments for multiple clients across all states.
- Processes yearly renewals and yearly fees for multiple clients across all states.
Real Estate Tax Accountant
National Church Residences
11.2022 - 08.2025
- Responsible for overseeing over 340 properties over 24 states, ensuring compliance with local and state regulations.
- Analyze statutes in each jurisdiction to ensure minimal costs accrued by the organization and its residents.
- Obtained exemptions in value over 5M dollars per year across all properties.
- Provided detailed reporting, auditing, and analysis of business and property costs to internal stakeholders and government entities.
- Oversee the accurate and timely filing of personal property returns, ensuring adherence to local, state, and federal tax regulations.
- Lead the processing of new properties including acquisitions, refinances, and newly constructed properties, ensuring proper documentation and valuation for tax purposes.
- Partner with development and acquisition teams to gather necessary exemption details and obtain accurate personal property quotes, ensuring smooth integration of new assets into the property portfolio.
- Maintain up-to-date records of property information and related tax documentation, supporting financial reporting and internal audits.
Operations Coordinator
Coldwell Banker Realty
11.2022 - 06.2023
- Developed and enhanced various reporting spreadsheets, incorporating features such as macros, advanced formulas, and pivot tables to streamline reporting and data tracking for daily and monthly performance metrics.
- Oversee the development and regular updates of company resource guides, ensuring information accuracy and accessibility.
- Maintain and update legal forms using Adobe, ensuring compliance with current regulations.
- Design and manage internal reports, including recognition and performance tracking metrics, to support company objectives.
- Coordinate and assist with the planning and execution of multiple corporate events, ensuring smooth operations and successful outcomes.
- Perform accounts payable functions, including processing invoices from multiple vendors in a timely and accurate manner.
- Draft and finalize commission agreements for both new and existing agents, ensuring clear terms and alignment with company policies.
- Process daily closing and commission checks, as well as vendor payments, ensuring accuracy and timely disbursement.
- Planned and facilitated continuing education (CE) courses for agents, both virtually and in-person, ensuring compliance with industry standards.
- Serve as the primary liaison with the Ohio Division of Real Estate, managing agent licensing requirements and ensuring compliance with state regulations.
Sales Auditor
Kenneth's Hair Salons & Day Spas
07.2016 - 03.2021
- Responsible for journal entries of corporate credit card expenses and account reconciliation of credit card accounts, company transaction accounts using Quickbooks.
- Streamlined auditing processes to enhance efficiency across all salon operations, ensuring consistency and accuracy in financial reviews.
- Conducted daily audits of salon cash drawers, credit card transactions, product sales, service sales, and gift card activity to ensure proper accounting and compliance across 10 locations.
- Oversaw and audited corporate budgetary accounts and spending by employees.
- Processed and entered all incoming credit card fees and transfers, maintaining accurate financial records.
- Managed all Kenneth's spa membership customer accounts, driving sales of spa services through upselling and proactive client engagement.
- Developed strong communication skills by addressing customer inquiries related to accounts, billing, and spa services, fostering positive relationships.
- Created and implemented comprehensive training materials, ensuring consistent onboarding and development for all employees.
- Provided direct support to the HR Manager in processing FMLA claims, including document management and updates to employee FMLA records.
- Conducted training sessions for new hires in receptionist roles, ensuring thorough understanding of job responsibilities and company procedures.
- Designed and facilitated step-by-step training guides for all employees, improving onboarding efficiency and knowledge retention.
Receptionist
Kenneth's Hair Salons & Day Spas
11.2013 - 07.2016
- Managed scheduling for a team of 32 stylists, ensuring optimal time and resource management.
- Processed customer transactions and performed end-of-day cash drawer reconciliation to ensure accuracy and accountability.
- Served as key holder, overseeing the opening and preparation of salons for daily business operations.
- Collaborated closely with the salon manager to support daily operations and contributed to the training and onboarding of new personnel.
Education
Bachelor's degree - Finance and Financial Management Services
Franklin University
01.2021
Associate's degree - Accounting
Eastern Gateway Community College
01.2019
Skills
- Expert Excel skills
- Documentation and reporting
- Financial records review
- Process evaluations
- Audit programs and processes
- Financial statements expertise
Languages
English (Native or Bilingual)
Timeline
Captive Account Manager
Hylant
09.2025 - 04.2026
Real Estate Tax Accountant
National Church Residences
11.2022 - 08.2025
Operations Coordinator
Coldwell Banker Realty
11.2022 - 06.2023
Sales Auditor
Kenneth's Hair Salons & Day Spas
07.2016 - 03.2021
Receptionist
Kenneth's Hair Salons & Day Spas
11.2013 - 07.2016
Associate's degree - Accounting
Eastern Gateway Community College
Bachelor's degree - Finance and Financial Management Services
Franklin University