Kelly Wheeler
OAKMONT MANAGEMENT GROUP
Costa Mesa,CA
11
years of professional experience
Accounting professional and emerging management leader with 10+ years of progressive experience spanning accounts payable, general accounting, accounts receivable, property accounting, payroll support, reconciliations, month-end close, financial reporting, and accounting operations. Proven ability to take on increasing levels of responsibility, having progressed through multiple accounting roles across corporate, commercial real estate, multifamily, senior living, and hospice environments. Experienced in full-cycle accounts payable, invoice coding and processing, payment runs, vendor documentation, account reconciliations, cash management, journal entries, intercompany transactions, and payroll-related accounting support. Recognized for improving processes, resolving accounting backlogs, training colleagues, and collaborating effectively with internal and external stakeholders.
Work History
Hospice Accountant | Corporate Accountant | CapEx Accountant | Property Accountant | Accounting Specialist | Accounts Payable Specialist | 1099 Processor
5 Years 8 Months- Implemented a receivable process that increased productivity by 50%.
- Perform bank and balance sheet reconciliations, journal entries, account analysis, and year-end close activities.
- Manage full-cycle AP, including invoice entry, coding, approval coordination, payment selection, cash tracking, and payment processing.
- Review invoices and supporting documentation, resolving coding issues and maintaining organized backup for processing.
- Support multi-entity accounting, financial statement preparation, and cash activity across corporate, property, and hospice functions.
- Train colleagues, coordinate with internal teams and third parties, and support 1099 processing and related vendor documentation.
Salaried Professional / Staff Accountant Consultant
1 Year 1 Month- Processed 40-60 invoices per week through coding, approval routing, uploads, check runs, scanning, and documentation.
- Performed bank reconciliations, journal entries, and account analysis to support general ledger accuracy.
- Reviewed invoices and supporting documents to support accurate, timely payment processing and resolve discrepancies with stakeholders.
- Coordinated with internal stakeholders to obtain required approvals and clear invoice issues.
- Served as liaison with third-party personnel to exchange accounting information and resolve open issues.
- Adapted quickly to different accounting environments, systems, procedures, and client requirements across project-based assignments.
Property Accountant | Junior Accountant / Payroll Assistant | Accounts Payable Specialist | Assistant Accountant
3 Years 8 Months- Managed accounting for a 26-multi-family property portfolio, including monthly close, journal entries, reconciliations, cash files, and financial reporting.
- Completed bank reconciliations across a 102-multi-family property portfolio and maintained accuracy across recurring reporting cycles.
- Prepared and reviewed property accounting information to support accurate monthly and year-end reporting.
- Investigated account variances and maintained supporting documentation for reconciliations and financial reports.
- Performed accounting for 4 commercial properties, including bank reconciliations, journal entries, and monthly financial reporting.
- Supported payroll-related accounting and administrative tasks, then assisted the team during month-end close and recurring reporting cycles.
- Processed accounts payable documentation, organized check runs and payment support, and trained colleagues on accounting procedures and workflows.
Education
Master of Science - Management and Leadership
Associate of Science - Accounting
Bachelor of Arts - Liberal Studies — Language & Literacy
Skills
Accounts payable management
General ledger accounting
Account & bank reconciliations
Financial statement preparation
Month-end & year-end close
Budget forecasting
Variance analysis
Cash flow forecasting
Financial planning & analysis
Accounting policy development
Payroll compliance
Payroll processing
Personal Information
Title: Accounts Payable & Payroll Manager | Accounting Operations | Full-Cycle AP | Payroll Support
Timeline
Hospice Accountant | Corporate Accountant | CapEx Accountant | Property Accountant | Accounting Specialist | Accounts Payable Specialist | 1099 Processor
OAKMONT MANAGEMENT GROUP
01.2021 - CurrentRead More
Salaried Professional / Staff Accountant Consultant
ROBERT HALF
12.2019 - 01.2021Read More
Property Accountant | Junior Accountant / Payroll Assistant | Accounts Payable Specialist | Assistant Accountant
ANZA MANAGEMENT
03.2016 - 11.2019Read More
California State University, Long Beach
Bachelor of Arts from Liberal Studies — Language & Literacy
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Orange Coast College
Associate of Science from Accounting
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Western Governors University
Master of Science from Management and Leadership
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