Sheri Walton
Atlanta,GA
Summary
Accomplished Office Manager & Accounting Coordinator with a proven track record at SWE Realty, LLC, specializing in financial management and project coordination. Expertise in advanced computer systems such as Nexus and MRI enhances operational efficiency. Demonstrated leadership capabilities led to streamlined operations and significant improvements in financial reporting and team collaboration. Committed to leveraging skills to drive organizational success.
Overview
8
8
years of professional experience
Work History
Office Manager & Accounting Coordinator
SWE Realty, LLC
Atlanta, USA
04.2021 - Current
- Ability to management daily and monthly journal entries for properties and company
- Ability to complete bank reconciliations and weekly checks/opened and closed bank accounts
- Ability to manage general ledger and financial reports for properties
- Managed property and city tax bills, processing payments or invoicing
- Quarterly calculations and distributions on properties and secured approval for invoices
- Monitored financials, bank balances and cash flow trackers for properties
- Ability to work on tax returns, 1099’s, create EIN’s, AOO, W9’s
- Advanced skills in Excel, MRI, Nexus, XCM Solutions and more
- Created Operating Agreements for properties
- Managed all office supplies, correspondence and calendar events
- Ability to coordinate travel
- Primary contact for property management
- Effective communication with team members and general contractors/vendors
Temporary Position – Data Entry Specialist
Aprio, LLP
Atlanta, USA
12.2020 - 04.2021
- Sent engagement letter via PandaDoc
- Uploaded engagement letters from PandaDoc to GoFileRoom
- Prepared 1099 returns in Track1099 for Aprio clients
- 1040 verification via SurePrep, XCM and GFR
- Updated and assisted in maintaining an excel sheet with over 3,000 tax jobs and 22 rows of information
- Aprio leads by entering them into their Practice Engine and updating client information
- Practice Engine billing and write-offs
Front Desk Receptionist
The Ardent Companies
Atlanta, USA
08.2016 - 03.2020
- Worked at the front desk and greeted guests and residents in a pleasant manner while ensuring security
- Answered multi-line phone system
- Planned weekly events and meetings
- AMEX billing for the Senior Treasury Manager of Accounting monthly
- Mailed monthly tenant statements & late letters for the Director of Property Management monthly
- Assisted the Director of Property Mgmt
- With tenant requests, accounts payable, coding invoices & maintaining proper records (contact sheet/utility log)
- Audited quarterly vacant land insurance policies for the Residential Team
- Knowledge of Nexus, MRI Software, Egnyte and Citrix
- Scanned & uploaded bank & debt statements (Land/Debt/CRE) to Egnyte monthly
- Provided advanced administrative and clerical support to all officers and staff @ Ardent
- Scanned & prepped tax documents for the Investors Team
- Received and sorted all mail deliveries
- Scheduled appointments/meetings, organized conference room bookings and organized catering
- Controlled inventory relevant to the reception area & the entire office suite
Education
Master’s - Business Administration for Management
FL Institute of Technology
Melbourne, FL06.2025
Bachelor’s - Business Administration for Management
FL Institute of Technology
Melbourne, FL10.2022
Associate - Healthcare Management
FL Institute of Technology
Melbourne, FL04.2021
HS Diploma -
McEachern High School
Powder Springs, GASkills
- Bookkeeping
- Billing
- Organizational skills
- Project management
- Advanced Computer Skills
- Nexus, MRI, XCM, Sureprep, PandaDoc, ADP, Track1099
References
References available upon request.
Timeline
Office Manager & Accounting Coordinator
SWE Realty, LLC
04.2021 - Current
Temporary Position – Data Entry Specialist
Aprio, LLP
12.2020 - 04.2021
Front Desk Receptionist
The Ardent Companies
08.2016 - 03.2020
Master’s - Business Administration for Management
FL Institute of Technology
Bachelor’s - Business Administration for Management
FL Institute of Technology
Associate - Healthcare Management
FL Institute of Technology
HS Diploma -
McEachern High School
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