Accounting leader with 13+ years of experience primarily in the real estate and private equity realm. Proven track record with change management and systems implementation. Team player attitude with 9+ years in management roles.
Overview
14
14
years of professional experience
Work History
Senior Manager
Accruity
11.2024 - Current
Lead and manage client engagements from initiation to completion, ensuring projects are delivered on time, within scope, and meet quality standards.
Develop comprehensive project plans, including resource allocation, timelines, and key performance metrics, to drive successful outcomes.
Foster and maintain strong client relationships by regularly communicating progress, addressing concerns, and proactively offering strategic solutions.
Coordinate cross-functional teams, ensuring effective collaboration and leveraging diverse expertise to solve complex client challenges.
Monitor project performance and financials, managing budgets and mitigating risks to ensure overall profitability and client satisfaction.
Mentor and develop team members by providing guidance, performance feedback, and opportunities for professional growth within the engagement team.
Senior Accounting Manager
EQT Exeter
01.2023 - 11.2024
Oversee property accounting operations for growing US multifamily portfolio of 7,000+ units
Hired/trained team for in house accounting transition
Managed transition from 3rd party accounting firm to in house operations including AR/AP, financial reporting, general ledger accounting, treasury management and system readiness
Developed full understanding of RealPage Accounting software to ensure process efficiency
Ensure lender reporting and treasury compliance for portfolio
Process payroll for all multifamily staff to assist HR Manager when needed
Manage property accounting for acquisitions/management transitions
Approve/review all electronic banking transactions initiated by Treasury Manager
Controller
Home Designs
03.2022 - 01.2023
Developed/managed centralized month end close process for multiple home improvement showrooms throughout US
Reviewed/present financial reporting packages to senior leadership and investors
Hired/trained accounting team ensuring accuracy and timeliness of daily financial operations and financial reporting deadlines
Implemented accounting software for centralized system (NetSuite Oracle)
Engage in weekly senior leadership meetings to discuss/facilitate process improvement
Engage with external auditors/tax preparers for year-end compliance activities
Ensured compliance with Revenue Recognition and general GAAP policies/procedures
Controller
Design Pro Development LLC
04.2019 - 03.2022
Built an accounting department from the ground up for a $75MM real estate portfolio
Initially transferred historical financial data into QB software using prior tax returns, google sheet records and research/communication
Implemented NetSuite Oracle accounting software
Hired/trained accounting department team
Developed, implemented and monitored financial accounting policies and procedures including credit card reconciliations, management fee billings, AP/AR and budget to actual analysis
Created and presented financial reporting packages to internal and external parties (investors, leadership, banks, auditors, etc)
Developed and managed month-end and year-end close processes ensuring timely, accurate and reliable financial information
Worked along CPA firm to prep and file 1099 reports and annual tax returns
Accounting Manager
The How Group
08.2012 - 04.2019
Managed month-end, quarter-end, and year-end closing processes
Prepared cash flow statements and engaged in weekly cash flow meetings
Analyzed property value assessments and paid real estate tax bills
Performed/approved cash management duties such as wire transfers and bank account administration
Prepared annual property and operational budgets and budget templates
Engaged in biweekly management meetings for process improvement
Assisted staff from other departments with reporting needs
Trained/mentored junior accounting staff for AP/AR and financial reporting functions
Accountant
USI Insurance
06.2011 - 08.2012
Prepared month-end financial reporting packages
Researched payment discrepancies with insurance carriers and account managers
Researched and prepared monthly aged receivables report
Prepared commission payments for carrier payables department
Processed and posted personal and commercial insurance commission statements