Kendall Souza
Visalia,CA
Summary
Results-driven accounting professional with extensive experience in financial reporting and portfolio oversight. Proven ability to streamline processes, enhance operations, and provide strategic financial insights. Skilled at building strong relationships with a collaborative, proactive, and adaptable approach. Ready to step into a leadership role as Controller, embrace new challenges, and drive measurable results.
Overview
12
12
years of professional experience
Work History
Senior Accounting Associate
Nuveen Natural Capital
Fresno, California
01.2022 - Current
- Lead full-cycle accounting for over 90 agricultural assets across five investment funds (over $1 billion FMV).
- Partner with investment managers and senior leadership on annual budgeting, reforecasting, and year-end performance reviews.
- Manage job cost tracking, WIP reporting, and financial performance analysis for agricultural assets.
- Provide financial modeling, scenario analysis, and actionable insights for the Investment Oversight Committee.
- Reconcile general ledger accounts, and prepare work papers for monthly, quarterly, and annual financial statements.
- Coordinate financial processes as the accounting liaison for 14 third-party crop management teams and responded to inquiries.
- Generate XIRR and investment performance reports in Yardi to support strategic decision-making and potential asset dispositions.
- Train and supervise India-based accounting staff across multiple accounting functions, ensuring accuracy and timely execution.
- Support internal and external audits by preparing backup materials and providing explanations to maintain compliance with GAAP.
Accounting Associate
Nuveen Natural Capital
Fresno, California
10.2019 - 12.2021
- Executed accounts payable and receivable workflows, ensuring accurate posting and timely transaction processing.
- Maintained general ledger accounts by verifying, allocating, posting, and resolving transaction discrepancies.
- Collaborated with accounting managers to improve financial processes and reporting accuracy using Excel-based tracking systems.
- Assisted with month-end and year-end close processes, including journal entries, account reconciliations, and supporting documentation.
- Produced and delivered monthly budget-to-actual variance analyses for investment managers to support financial oversight.
- Developed budget templates and Yardi database import files to facilitate precise financial planning.
Property Accountant
Manco Abbott, Inc. Real Estate Management Company
Fresno, California
01.2018 - 10.2019
- Managed accounting records, prepared monthly financial statements, and maintained tenant ledgers for over 40 properties.
- Performed audits of tenant payment activity and ledger balances, ensuring compliance with internal policies.
- Completed quarterly and annual CAM reconciliations, preparing detailed reports for senior management review.
- Assisted property managers with budget creation and review, and conducted monthly budget-to-actual variance analysis.
- Researched and analyzed accounting discrepancies, and implemented corrective actions to enhance accuracy in financial reporting.
Accounting Clerk
Manco Abbott, Inc. Real Estate Management Company
Fresno, California
05.2015 - 01.2018
- Managed end-to-end accounts receivable and accounts payable processes, ensuring accuracy for hundreds of weekly transactions.
- Provided accounting support to managers and property owners, resolving financial inquiries and discrepancies.
- Assisted senior staff with accounting tasks, reclassifying journal entries, and completing bank reconciliations.
Student Assistant
Office of Student Professional Development, Fresno State
08.2013 - 05.2015
- Assisted students, faculty, and staff with inquiries and administrative processes, enhancing overall support experience.
- Provided front desk support by greeting clients, answering phones, and maintaining accurate student files.
- Managed job postings and employee contacts in job search database, ensuring timely updates and accurate information.
Education
Bachelor of Science - Business Administration, Accounting
California State University, Fresno
05.2018
Skills
- Financial Reporting & Statements
- Variance Analysis & Analytical Problem Solving
- Internal Controls & Process Improvement
- Audit Preparation & Support
- Effective Verbal & Written Communication
- Organized & Detail-Oriented
- Adaptable & Resourceful
- Collaborative & Relationship Driven
- Advanced Proficiency in Excel & Microsoft Office Suite
- Experienced with Yardi & other ERP Systems
Affiliations
PINC – Philanthropy Inspired by the Needs of Our Community, Fresno, 2024- 2025
Timeline
Senior Accounting Associate
Nuveen Natural Capital
01.2022 - Current
Accounting Associate
Nuveen Natural Capital
10.2019 - 12.2021
Property Accountant
Manco Abbott, Inc. Real Estate Management Company
01.2018 - 10.2019
Accounting Clerk
Manco Abbott, Inc. Real Estate Management Company
05.2015 - 01.2018
Student Assistant
Office of Student Professional Development, Fresno State
08.2013 - 05.2015
Bachelor of Science - Business Administration, Accounting
California State University, Fresno