Seasoned auditing professional knowledgeable about process improvement options and financial processes. Decisive and persuasive communicator with proven problem-solving, leadership and planning abilities.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Corporate Accountant
JBG Smith
01.2021 - Current
Coordinated quarterly with Development department for the accounting for Development projects
Coordinated frequently with 3rd Party Insurance Brokers for the accounting of one insurance policy that covered 120+ properties
Coordinated monthly with 7 Property Accounting teams for collection of outstanding Corporate receivables and oversaw monthly collection process
Analyzed Corporate Accounts Receivable quarterly
Oversaw accounting for new In-House Parking management during onboarding phase and created accounting processes and monthly reconciliations
Assisted with analysis of operational features and changes for new In-House Parking management 3rd party software
Collaborated with internal Parking and Operations departments, Chief Property Officer, and outside 3rd party firms on the creation of 3rd party platform for In-House parking management software along with the reporting and account user setups
Created software reporting testing for In-House Parking activity and tested quarterly for errors/changes that impacted monthly accounting. Tracked the issues, presented to Parking, Operations, and 3rd Party firm and coordinated monthly on solutions
Trained new hire on the accounting for in-house Parking management
Expanded and improved the process for reviewing, testing and correcting Intracompany and Intercompany activity. Oversaw quarterly Intercompany clean-up and settlement process
Trained new hires on the testing, review, processing, tracking, accounting, and analysis of Leasing Commission activity
Provided frequent leasing revenue analysis to Chief Operations Officer and contributed quarterly leasing revenue analysis to Corporate Revenue Budget presentation
Reviewed the annual Leasing Commission budget yearly and coordinated with Leasing Brokers, Financial Analysts, Asset Managers to complete budget improvements from my review
Coordinated closely with Leasing Coordinators, Leasing Brokers, Financial Analysts, Asset Managers and 3rd party Brokers monthly for the accounting and processing of commissions
Corporate Accountant
JBG Smith
11.2018 - 01.2021
Reviewed leasing and legal documents and Leasing Commission calculation/activity for processing, revenue recognition, lease activity tracking, and overall management
Coordinated daily with Real Estate Brokers, both internal and external, and Leasing, Asset Management, Legal, Development and Accounting departments related to Leasing Commission activity and payments
Coordinated extensively with other Accounting and non-Accounting-related departments for monthly collection/settlement initiatives for Corporate Receivables
Reconciled Leasing Commission revenue monthly while processing and tracking invoices daily
Analyzed Corporate Receivables and Leasing Commission activity on a quarterly basis
Reviewed and analyzed proposed budgets and performed quarterly budget-to-actual analysis for Leasing Commission activity
Created On-Boarding and training materials related to learning Leasing Commission activity
Abstracted 50+ leasing fee agreements and stream-lined related information into new-form Leasing Commission process for related activity
Lead improvement initiatives to streamline processes increased Excel functionality and efficiency for the following areas: Leasing Commissions, Corporate collections, Intercompany review/settlement process (reduced initial preparation time and review by over a week), and Debt/Hedges reconciliation
Reviewed GL Intercompany and Intracompany activity and facilitated correcting journal entries, as well as initiated and reviewed quarterly settlement exercise via coordination with other Accounting departments
Co-presented virtual presentations to other Accounting departments on topics related to Intercompany GL activity, improvements/enhanced initiatives in Corporate collections, and Leasing Commission activity.
Senior Auditor
Rubino & Company, Chartered
12.2017 - 07.2018
Managed engagements from audit initiation to conclusion for clients that ranged from $8M to $55M in revenue
Tested client balance sheets with $465M in revenue and performed uniform guidance audit of related entity
Created and finalized financial statements for non-profit financial audits and pension audits
Communicated extensively with clients, audit managers, and audit partners on audit progress, adjustment propositions, management comments, control deficiencies, and finalization of overall audit
Trained, supervised, and mentored staff with 1-2 years of experience on audit engagements, analytics, and audit methods necessary for testing of different clients’ financials
Learned client systems extensively, specifically Deltek Costpoint and OnBase, for purposes of pulling relevant audit information with restricted-access
Participated in minor compilation engagements involving clients with the Quickbooks system
Performed extensive testing of Accounts Receivable and related Revenue sources, complex Investments and Net Assets, Deferred Revenue and other forms of liabilities, and all forms of expenses, in addition to review of lower staff completion of all areas of the Balance Sheet and Income Statement as well.
Staff Auditor
Rubino & Company, Chartered
09.2015 - 12.2017
Performed financial statement audits for non-profit organizations such as Museums, Charter Schools, research firms, and other smaller firms and organizations
Performed reviews, compilations, and 403B audits
Assisted clients with preparation of financial statements and adjustments to financial records
Facilitated consistent communication with partners, audit managers, and Controllers/CFOs of clients to communicate audit findings and deficiencies found in internal controls
Performed extensive testing of Accounts Payable invoices, Payroll, Cash, Prepaids, and Fixed Assets, Accrued Liabilities, and internal controls related to those areas as well.
Education
B.S., Accounting - Accounting With Minor In Finance
George Mason University
08.2015
Skills
GAAP
GL accounting
High proficiency in Microsoft Excel formulas and Pivot Tables
Process improvement
Multiple years of experience working with Yardi system and have prior Audit experience working in Quickbooks, Deltek Costpoint, and OnBase systems
Month-end close
Certification
CPA candidate
Timeline
Senior Corporate Accountant
JBG Smith
01.2021 - Current
Corporate Accountant
JBG Smith
11.2018 - 01.2021
Senior Auditor
Rubino & Company, Chartered
12.2017 - 07.2018
Staff Auditor
Rubino & Company, Chartered
09.2015 - 12.2017
B.S., Accounting - Accounting With Minor In Finance
George Mason University
CPA candidate
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