Detail-oriented accounting professional with a strong background in property management and accounting. Demonstrated ability to successfully and efficiently handle tasks related to budgets, annual reconciliations, and capital expenditures. Proven track record of managing financial processes effectively and ensuring accuracy in financial reporting.
Overview
13
13
years of professional experience
Work History
Property Accountant
Pacific Retail
03.2021 - Current
Manage and oversee more than 120 tenant accounts.
Ensure the timely closure of monthly financials within a 10-day period.
Coordinate and update monthly re-forecasts in collaboration with the General Manager.
Prepare year-end reconciliations for Common Area Maintenance (CAM), Taxes, and Water and Sewer (WAT).
Assist in both internal and external audits.
Process accounts receivable and accounts payable efficiently.
File the required quarterly state taxes.
Successfully reconciled property-wide accounts, reducing aged receivables from $1.2 million to $109,000.
Developed a Co-Tenancy tracker to identify qualifying tenants.
Prepare funding requests for Capital Expenditures, Tenant Improvements, and Lease Commissions.
Facilitated the transition of accounting files to a new shared drive system.
Coordinate the annual budgeting process effectively.
Property/Construction Accountant
NewMark Merrill Co.
02.2018 - 02.2021
Conducted a comprehensive reconciliation of property-wide leases, amendments, and extensions by developing a formula to identify any missing billings and calculations.
Successfully identified $60,000 in overlooked billings for the property owner.
Initiated an internal accounting review that uncovered $200,000 in unbilled utility charges affecting tenants and property owners.
Processed incoming checks and electronic funds transfers (EFTs) to accounts receivable.
Monitored and organized incoming construction documentation, including payment applications, contracts, preliminary notices, and lien waivers.
Compiled and prepared monthly financial reports for property owners.
Reviewed, processed, and prepared invoices, including reimbursements for tenants, employees, and vendors, as well as credit card statements.
Developed user guides and process documentation, along with formulas for current Excel spreadsheets.
Achieved annual savings of $1,500 for the company by reviewing and updating the license agreement with postal services.
Utilized macros to enhance the efficiency of spreadsheet management.
District Manager
Divisions Maintenance Group
06.2017 - 01.2018
Collaborated closely with the Regional Manager, National Sales Team, and National Account Management to establish corporate accounts.
Responsible for nurturing relationships to maintain and engage with key clients while overseeing accounts and supplementary services for sustained growth.
Regularly visited local and corporate clients to support maintenance contracts and promptly addressed any issues that arose.
Conducted research and evaluations of service providers, including routine follow-ups through on-site quality and accuracy audits to ensure adherence to service quality and performance standards.
Effectively managed time and territory to achieve a weekly target of scheduled appointments, new business openings, and maintenance calls, thereby meeting and exceeding incremental revenue goals.
Provided critical market insights and feedback to inform the company’s strategies and initiatives. Maintained a database of pipeline opportunities, ensuring rapid closure while maintaining high accuracy.
Oversaw all territory expenses, managing them within or below budget to enhance overall profitability for the company.
Assistant & Property Manager
NewMark Merrill Companies
02.2012 - 06.2017
Preparing and tracking the execution process for vendor contracts, service agreements, and certificates of insurance.
Assembling and distributing bid packages and proposal requests.
Regularly touring properties and creating detailed site visit reports.
Completing monthly variance reports to track operating budgets.
Updating monthly executive reports regarding capital projects.
Co-managing 814,109 square feet of commercial retail space alongside another property manager.
Maintaining and tracking purchase orders and job statuses of capital improvement projects.
Proactively updating tenant and vendor databases, new tenant opening lists, and utility spreadsheets.
Processing license agreements for tenant events, as well as verifying insurance.
Assisting with daily property management tasks for nine properties in Southern California.
Supporting property managers in energizing utilities in vacant spaces to expedite commencement dates.
Seeking new ways to efficiently complete routine tasks with critical deadlines by implementing shortcuts without compromising work quality.
Continuously learning from all Property Managers regarding property maintenance, customer service, and situational control.
Assisting in budget preparation in accordance with the FY2016 schedule.
Managing 174,000 square feet of commercial retail space.
Education
Masters of Science - Accounting
Keller University
Poway, CA
02.2020
Bachelors of Science - Accounting, Business Administration
DeVry University
Poway, CA
06.2018
Skills
MRI Real Estate Solutions
OnBase
AVID Xchange
Excel
Word
PowerPoint
Access
Outlook
Deans List Awards
Summer 2014
Fall 2014
Spring 2015
Summer 2015
Fall 2015
Spring 2016
Fall 2016
Spring 2017
Timeline
Property Accountant
Pacific Retail
03.2021 - Current
Property/Construction Accountant
NewMark Merrill Co.
02.2018 - 02.2021
District Manager
Divisions Maintenance Group
06.2017 - 01.2018
Assistant & Property Manager
NewMark Merrill Companies
02.2012 - 06.2017
Masters of Science - Accounting
Keller University
Bachelors of Science - Accounting, Business Administration
Area Category Manager /Senior Store Manager at Pan Pacific Retail Management PTE (DonDonDonki)Area Category Manager /Senior Store Manager at Pan Pacific Retail Management PTE (DonDonDonki)