Summary
Overview
Work History
Education
Skills
Timeline
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Sergio Ramirez

Arlington Heights,Illinois

Summary

Experienced Property Accountant with a strong background in managing diverse real estate portfolios. Expertise in financial reporting, variance analysis, and property budget preparation, ensuring precise and timely financials. Proven track record of optimizing processes to enhance operational efficiency and productivity, leveraging advanced Microsoft Excel skills. Known for strong analytical capabilities, exceptional organizational skills, and a proactive approach to problem-solving.

Overview

4
4
years of professional experience

Work History

Property Accountant

Optima Realty Inc.
Glencoe, Illinois
04.2023 - Current
  • Prepared and reviewed multi-family properties monthly financials for accuracy, and finalized reporting to the management team while meeting tight deadlines.
  • Provided quarterly revenue and expense forecasts to upper management by using analytic tools
  • Created and designed new Excel workpapers from scratch for the company to track key accounts monthly, making it easy to visualize the data for viewers.
  • Performed accounting duties, including analyzing accounts, bank reconciliation, and booking journal entries (accruals, depreciation, fixed assets, and reclass).
  • Analyzed monthly the actual budget to determine driving expenses and revenue for the month.
  • Scheduled and led monthly meetings with internal teams to discuss and resolve discrepancies within the property financials to meet budget expectations.
  • Formed a structure of organization for files to efficiently locate the desired information.
  • Developed complex Excel spreadsheets and worksheets using tools and formulas to analyze a set of data, which resulted in a reduced bottleneck during the month-end procedure.

Staff Accountant

Hispanic Housing Development
Chicago, Illinois
02.2023 - 04.2023
  • Management of the accounting for a portfolio of multi-family properties.
  • Ensured that financial statement packets were caught up to the current period after being six months behind.
  • Formed multiple bank and GL account reconciliations.
  • Assisted financial institutions and auditors with inquiries about company dealings.
  • Provided financial analysis and support for business projects.
  • Monitored and tracked expenses to keep business on track with financial targets.

Staff Accountant

JVM REALTY
Oak Brook, Illinois
10.2021 - 11.2022
  • Oversaw accounting operations, data reconciliation, accounts receivable, and accounts payable for multi-family and commercial properties.
  • Aided in the development of budgets for various properties for the upcoming fiscal year.
  • Assisted auditors and tax accountants with the resources requested.
  • I wrote an accountant procedure manual to assist new hires and current team members with explicit instructions for accounting and reporting procedures.
  • This resulted in refinement in processes and efficiency enhancement for month-end close.
  • Automated accounting and human resource procedures by producing Excel worksheets containing functions and macros impeded, reducing the time spent performing manual actions from 4 to 6 hours to 5 to 30 minutes.

Property Accountant Associate

JONES LANG LASALLE
Westmont, Illinois
01.2021 - 09.2021
  • Oversaw full accounting cycle and prepared applicable financial statements
  • Managed accounting for commercial porfolio.
  • Prepared monthly financials, bank reconciliations, and cash flows for a set of properties located in different states.
  • Reviewed and filled out sales tax for several of the properties.
  • Resolved property team setbacks and dilemmas in a timely manner.

Education

M.S. - Accounting

NORTHERN ILLINOIS UNIVERSITY
DeKalb, Illinois
01-2020

B.S. - Accountancy

NORTHERN ILLINOIS UNIVERSITY
DeKalb, Illinois
01-2018

Minor - Business Analytics

NORTHERN ILLINOIS UNIVERSITY
DeKalb, Illinois
01-2018

Skills

  • Microsoft Access
  • Microsoft Excel
  • MRI Software
  • SQL
  • Real Page
  • Yardi

Timeline

Property Accountant

Optima Realty Inc.
04.2023 - Current

Staff Accountant

Hispanic Housing Development
02.2023 - 04.2023

Staff Accountant

JVM REALTY
10.2021 - 11.2022

Property Accountant Associate

JONES LANG LASALLE
01.2021 - 09.2021

M.S. - Accounting

NORTHERN ILLINOIS UNIVERSITY

B.S. - Accountancy

NORTHERN ILLINOIS UNIVERSITY

Minor - Business Analytics

NORTHERN ILLINOIS UNIVERSITY

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Sergio Ramirez