Tasha Carlisle
Monroeville
Summary
Dynamic and results-driven professional with over five years of experience in lease analysis, financial management, and client relations. Proven track record of streamlining operations, reducing costs, and driving organizational efficiency. Skilled in managing large portfolios, resolving complex issues, and mentoring teams to achieve professional growth. Adept at leveraging advanced software solutions such as SAP and CoStar to enhance reporting accuracy and financial accountability. Committed to delivering exceptional client service and achieving measurable results that align with company goals.
Overview
20
20
years of professional experience
Work History
Portfolio Administration Associate Manager
Cushman and Wakefield
Monroeville
11.2021 - Current
- Manages a portfolio of over 700 U.S and international locations, leading to streamlined operations and improved financial performance
- Acts as the primary point of contact for clients, landlords, tenants, and team members, effectively resolving issues and ensuring timely project initiation
- Coordinates the abstraction of lease documents, meeting multiple deadlines with a 95% on-time delivery rate
- Oversees the processing of invoices and monthly payments exceeding $10 million, achieving a 99% accuracy rate in account reconciliations and audits
- Implemented process improvements that resulted in a 15% cost reduction in monthly operational expenses
- Mentors and develops junior team members, contributing to a 20% increase in team efficiency and performance
- Utilizes SAP, Microsoft Office, CoStar, and Apex for financial reporting and data management, enhancing data accuracy and reporting capabilities
Lease Analyst
Jones Lang LaSalle
Monroeville
05.2019 - 11.2021
- Managed financial analysis for a portfolio of 300 U.S and Canadian locations, ensuring accurate lease abstractions and compliance
- Served as the main liaison for clients, landlords, and team members, achieving a 90% resolution rate for lease-related issues within 48 hours
- Coordinated timely document abstractions, maintaining a 98% on-time completion rate across multiple deadlines
- Processed monthly payments of over $7 million with a 98% accuracy rate, contributing to improved financial tracking and audit processes
- Generated comprehensive AR, AP, Variance, and Aging reports, enhancing the decision-making process for senior management
- Identified operational inefficiencies, implementing solutions that saved approximately $500,000 annually in overhead costs
Accounting Clerk/Executive Admin Assistant to Financial Controller
Caterpillar Financial Services Corporation
08.2017 - 11.2018
- Collaborated with the legal team to ensure lease agreements adhered to local regulations and company policies, reducing compliance risks by 20%
- Assisted in preparing financial statements, including balance sheets and cash flows, contributing to a 10% improvement in financial reporting accuracy
- Reconciled bank statements and processed financial transactions using SAP, maintaining a 98% accuracy rate
- Streamlined daily reporting information entry, enhancing record-keeping efficiency by 15%
- Facilitated month-end closing activities, improving the timeliness of financial reporting by 25%
Tax Preparer/Closer/Assistant Manager (Seasonal)
M&M Income Tax Service
12.2014 - 04.2017
- Prepared and advised clients on income tax refunds and policies, achieving a 95% client satisfaction rate
- Trained and developed employees on tax laws and regulations, improving team productivity by 20%
- Managed daily ledgers, bank reconciliation, and A/P functions, ensuring 100% compliance with financial protocols
- Handled data entry and administrative duties with a 99% accuracy rate, contributing to the smooth operation of seasonal tax services
Food Service Specialist, Office Manager (Active Duty)
United States Department of the Army
01.2005 - 01.2010
- Directed operations while adhering to governmental guidelines, ensuring 100% compliance with military standards
- Supervised and reviewed staff, developing effective policies that improved operational efficiency by 30%
- Managed supply and inventory requisitions, reducing costs by 15% through strategic procurement planning
- Achieved financial objectives by preparing annual budgets and analyzing variances, contributing to a 20% reduction in operational costs
- Maintained office efficiency through planning and implementing office systems, enhancing workflow by 25%
Education
Accounting Certificate -
Community College of Allegheny County
12.2025
Executive Master of Business Administration -
Strayer University
Washington, DC06.2018
Bachelor of Arts - Sociology
Columbus State University
Columbus, GA05.2014
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Multiple/Various ERP and SAP Systems
- Supervision
- Office Systems Management
- Process Improvement
- Financial analysis
- Regulatory compliance
- Client relationship management
- Data management
- Process improvement
- Team building
- Employee training
- Document management
- Report generation
- Data entry expertise
- Expense tracking
- Accounting
- Expense validation
- Financial reporting
Timeline
Portfolio Administration Associate Manager
Cushman and Wakefield
11.2021 - Current
Lease Analyst
Jones Lang LaSalle
05.2019 - 11.2021
Accounting Clerk/Executive Admin Assistant to Financial Controller
Caterpillar Financial Services Corporation
08.2017 - 11.2018
Tax Preparer/Closer/Assistant Manager (Seasonal)
M&M Income Tax Service
12.2014 - 04.2017
Food Service Specialist, Office Manager (Active Duty)
United States Department of the Army
01.2005 - 01.2010
Accounting Certificate -
Community College of Allegheny County
Executive Master of Business Administration -
Strayer University
Bachelor of Arts - Sociology
Columbus State University
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