Summary
Overview
Work History
Education
Timeline
Generic

Sean F. Kavanagh

Charlestown,MA

Summary

Skilled professional with extensive experience in Microsoft Excel, PowerPoint, Teams, and Outlook, as well as proficiency in Intuit QuickBooks. Demonstrates strong personal organization, attention to detail, time management, and data entry abilities. Additional skills include analytical thinking, effective communication, project management, financial analysis, multitasking, and adaptability.

Overview

5
5
years of professional experience

Work History

Financial Analyst

Peacock Properties
04.2024 - Current
  • Collaborate with internal and external stakeholders, such as boards of trustees, property managers, investors, lenders, auditors, and tax advisors.
  • Identifying and implementing process improvements and best practices to enhance efficiency and accuracy. Preparation of financial condition analysis for property meetings.
  • Represent Peacock Properties as additional contact for customers and vendors in resolving Accounts Receivable and Accounts Payable questions.
  • Coordinating and overseeing annual budgeting and quarterly forecasting processes. Ensuring compliance with GAAP, tax, and audit requirements.
  • Preparation of financial packages with general analysis including but not limited to: Balance sheet changes; variances to budget, and annualized projections.

Accounting Associate

JDJ Family Office Services
02.2022 - 04.2024
  • Manage full cycle of books and records for assigned clients including accounting for and reporting on small businesses, planes, boats, investments, real estate, and other assets. Manage bill pay process for assigned clients to ensure accuracy and completeness.
  • Record journal entries for detailed P&L, capture balance sheet items and identify tax deductible expenses. Download, record, and reconcile credit card, bank account and investment activity. Assist with the preparation of monthly/quarterly financial reports.
  • Assist with coordination and organization of tax information; process tax payments. Maintain supporting schedules, work papers, and electronic and/or paper files.
  • Completed tasks and projects related to client's estate planning needs. Communicate with clients, advisors, vendors and team members to deliver exceptional service.

Finance Administrator

Dooley Pyne Landscape Corporation
05.2020 - 02.2022
  • Responsible for accounts payable and accounts receivable for necessary materials needed to run off-site operations.
  • Uphold relationships with other businesses, vendors, and customers.
  • Manage cash flow, take payments and reconcile accounts on daily basis.
  • Oversee operations in office, answering incoming calls, training new office staff, filing company paperwork and purchase receipts.
  • Helped improve company revenue by 10% through use of new marketing strategies in untapped areas, and increased communication with customers.

Mortgage Loan Processor

Salem Five Bank
07.2019 - 03.2020
  • Responsible for gathering all relevant data from client’s account in order to payoff or refinance their mortgage.
  • Verified information and references, investigated and solved inconsistencies, corrected mistakes.
  • Act as contact between loan officers, underwriters and clients.

Education

Bachelor of Science - Finance, Marketing

The University of Alabama, Culverhouse College of Commerce
Tuscaloosa, AL
05.2019

Timeline

Financial Analyst

Peacock Properties
04.2024 - Current

Accounting Associate

JDJ Family Office Services
02.2022 - 04.2024

Finance Administrator

Dooley Pyne Landscape Corporation
05.2020 - 02.2022

Mortgage Loan Processor

Salem Five Bank
07.2019 - 03.2020

Bachelor of Science - Finance, Marketing

The University of Alabama, Culverhouse College of Commerce

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Sean F. Kavanagh