Mario A. Morales
CHARLOTTE,NC
Summary
Analytical Finance and Business Administration professional with expertise in cash management, financial operations, and account reconciliation. Supports high-value transactions and complex account servicing, ensuring accuracy in regulated environments. Skilled in financial data analysis and discrepancy resolution, poised to transition into a Financial Analyst or Investment Operations role.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Cash Management Operations – Retirement & Non-Retirement Accounts
LPL Financial
Fort Mill, SC
08.2026 - Current
- Analyzed and processed high-dollar cash transactions for LPL Financial accounts, including checks, ACH transfers, wires, deposits, and contributions, ensuring accuracy and compliance with internal controls.
- Execute complex account maintenance and servicing requests, including account closures, fund journals, charge reversals, residual processing, and updates to client account information.
- Researched and resolved transaction discrepancies by reviewing activity for accuracy and compliance, correcting issues and completing requests within established procedures.
- Process tax code corrections across retirement accounts, ensuring transactions are accurately coded and account records remain current for reporting and compliance purposes.
- Contract Role
Lease Analyst
Flagship Healthcare Properties
Charlotte, NC
04.2025 - 11.2025
- Analyzed complex commercial lease agreements to identify contractual cash flows, escalation clauses, and financial obligations, enhancing revenue forecasting and reducing risk exposure.
- Supported portfolio-level income analysis by validating rent rolls, assisting with NOI calculations, and identifying variances between projected and actual performance to inform strategic decisions.
- Partnered with accounting and property teams to reconcile operating expenses and CAM charges, ensuring financial data accuracy for budgeting, forecasting, and valuation analysis.
- Maintain and audit lease and tenant data within Yardi, strengthening internal controls and financial reporting accuracy.
Tenant Account Analyst
Kimco Commercial Realty
Charlotte, NC
09.2024 - 03.2025
- Reviewed, reconciled, and monitored 178 tenant accounts, ensuring accurate billing, cash application, and receivables aging.
- Analyzed delinquency trends and payment histories, providing actionable recommendations for collections, write-offs, and credit risk mitigation.
- Collaborated with internal management and external legal counsel to resolve disputed balances, enhancing recovery efforts.
- Performed CAM, tax, and insurance reconciliations, improving cash flow timing and facilitating revenue recovery.
- Contract Role
Assistant Community Manager
Hawthorne Residential Partners
Greensboro, NC
06.2022 - 09.2024
- Managed daily operations of 260-unit multifamily property, achieving high occupancy rates and resident satisfaction through effective maintenance coordination.
- Oversaw lease administration and rent collections, including payment processing, delinquency management, and lease executions/renewals, while preparing weekly and monthly financial reports.
- Led resident relations efforts, addressing tenant concerns and coordinating lease renewals to implement retention strategies that enhanced community engagement.
Education
Bachelor of Science - Finance & Business Administration
University of North Carolina-Greensboro
Greensboro, NCSkills
- Technical Skills - Excel, Data Entry, Reporting, Accounts Payable, Reconciliation, Auditing, CRM, Yardi, MRI, Nexus, Beta, Dynamics
- Cash reconciliation
- Lease accounting
- Yardi administration
- Transaction processing
- Soft Skills - Leadership, Communication, Marketing, Problem-solving, Customer Service, Teamwork, Conflict Resolution
Certification
- Global Collaboration Certificate X-Culture January 2023 – May 2023
- Led a team of seven international business students in researching and developing a strategic plan for a multinational company focused on improving supply chain efficiency and profitability.
Timeline
Cash Management Operations – Retirement & Non-Retirement Accounts
LPL Financial
08.2026 - Current
Lease Analyst
Flagship Healthcare Properties
04.2025 - 11.2025
Tenant Account Analyst
Kimco Commercial Realty
09.2024 - 03.2025
Assistant Community Manager
Hawthorne Residential Partners
06.2022 - 09.2024
Bachelor of Science - Finance & Business Administration
University of North Carolina-Greensboro