Megan Aquino
Round Rock
Summary
Dedicated and resourceful financial, accounting, and analytical professional with over ten years of successful experience in business and data analysis, accounting operations, financial analysis and reporting, discrepancy resolution, and client, staff, team, and vendor relations.
Overview
12
12
years of professional experience
Work History
Associate, Portfolio Management - Finance
Amherst Residential
Austin
01.2022 - Current
- Analyzed and presented operating performance for all (20+) SFR portfolios across 11 joint venture partners.
- Oversaw and managed the annual budgeting processes for all joint venture partners and SFR portfolios, while working cross-functionally with the Modeling team on setting budget parameters and assumptions.
- Conducted a thorough analysis of same-store financial performance and became a subject matter expert on financial trends and data.
- Prepared comprehensive reports on same-store financial performance for internal management and leadership.
- Reviewed and ensured the delivery of monthly and quarterly financial packages, and supplemental deliverables, to all joint venture partners.
- Collaborated with Asset Management, Property Management, and accounting teams to refine processes.
Analyst, Portfolio Management - Finance
Amherst Residential
Austin
04.2021 - 12.2021
- Reviewed financial statements, produced variance analysis and commentary, and facilitated cash management for all joint venture portfolios.
- Utilized financial models to track asset-level revenue and expense trends, and analyzed market trends to inform strategic decision-making processes.
- Prepared and ensured the delivery of monthly and quarterly financial packages, and supplemental deliverables, to all joint venture partners.
Accounting Manager
Amherst Residential
Austin
06.2020 - 04.2021
- Directed monthly financial reporting and internal management presentations for assigned SFR portfolios.
- Led month-end and quarter-end financial reporting and accounting closure processes, and prepared monthly management financial statements, as well as quarterly GAAP and NAV statements.
- Worked closely with Portfolio Management teams on joint venture partner-specific accounting requests, and to ensure precise financial reporting outcomes.
- Assisted corporate accounting with the review, reconciliation, and recording of payroll-related journal entries.
- Guaranteed accuracy and timely delivery for all monthly and quarterly financial reporting requirements.
Senior Accountant
Amherst Residential
Austin
11.2017 - 06.2020
- Managed the month-end close process, including recurring journal entries and account reconciliations, and prepared financial statements for assigned SFR portfolios.
- Assisted in the annual audit and tax compliance by providing necessary documentation, analysis, and support.
- Reconciled and executed inter-company transactions, ensuring accurate recording in the general ledger.
- Managed a third-party outsourcing team of 10, who oversaw the recording of all daily cash-related journal entries across all SFR portfolios.
- Reviewed and approved monthly bank reconciliations for all SFR portfolios, as prepared by the third-party outsourcing team.
- Reconciled assigned balance sheet general ledger accounts for financial accuracy.
Project Administrator
Nimes Real Estate
Austin
06.2016 - 10.2017
- Collaborated with VP of Construction to facilitate renovation and capital planning for five to six simultaneous projects valued between $1M and $5M.
- Compiled, analyzed, and controlled invoicing processes for each project, ensuring accuracy and compliance.
- Supported Accountant in preparing and submitting Capital Improvement Plan reserve draws.
- Collected and processed monthly construction invoices and lien release waivers, ensuring thorough contract administration.
- Prepared and maintained Job Cost budgets for VP of Construction, reconciling discrepancies with software-generated reports.
- Monitored current unit renovations and communicated with onsite management to ensure efficiency.
- Maintained positive relationships with contractors and renovation vendors to enhance project execution.
Accountant
Asset Plus Companies
Houston
06.2014 - 05.2016
- Oversaw accounting, cash management, and billing for seven to nine multi-family (student housing) entities.
- Prepared monthly financial reporting packages and reconciled bank and liability accounts.
- Reviewed revenue reports, maintained up to date schedules, and completed month-end close processes accurately.
- Assessed properties regularly, managing operational and capital expenses effectively.
- Analyzed reporting data to ensure compliance with generally accepted accounting principles.
Education
Bachelor of Science - Mathematics, Concentration in Actuarial Sciences
The University of Texas At Austin
Austin, TX05-2014
Skills
- Financial analysis and reporting
- Budget and variance management
- Accounting operations
- Cash management
- Detail orientation
- Effective communication
- Problem-solving skills
- Cross-functional collaboration
Timeline
Associate, Portfolio Management - Finance
Amherst Residential
01.2022 - Current
Analyst, Portfolio Management - Finance
Amherst Residential
04.2021 - 12.2021
Accounting Manager
Amherst Residential
06.2020 - 04.2021
Senior Accountant
Amherst Residential
11.2017 - 06.2020
Project Administrator
Nimes Real Estate
06.2016 - 10.2017
Accountant
Asset Plus Companies
06.2014 - 05.2016
Bachelor of Science - Mathematics, Concentration in Actuarial Sciences
The University of Texas At Austin