TAYLOR LEWIS

• Lead the preparation and review of comprehensive financial reports, ensuring compliance with HUD regulations and other applicable housing authority standards
• Conduct in-depth financial analysis of housing programs and funding streams, providing insights to senior leadership
• Oversee the general ledger, manage journal entries, and perform detailed balance sheet reconciliations
• Coordinate the preparation and submission of financial statements in accordance with GAAP, GASB, and FERC standards
• Monitor and manage federal and state grants
• Utilize specialized financial software for public housing authorities- Eloccs, Yardi
• Collaborate with department heads for budget forecasts and financial insights
• Implement internal controls to safeguard assets
• Manage customer accounts, including rent collections, tenant payment processing, and addressing delinquencies in accordance with housing commission policies.
• Support the annual audit process by preparing schedules, compiling documentation, and responding to auditor inquiries related to the commission’s financial performance.
• Serve as a financial liaison to external agencies, including HUD, the city council, and other local government entities, to ensure transparency and accountability in the housing commission’s financial operations.

• Executive assistant to the Financial Director
• Directed and supervised AR/AP teams
• Enhanced financial reporting accuracy by implementing new accounting procedures
• Reviewed and approved accounting transactions
• Supported audit preparations
• Collaborated on special projects with the Financial Director and Executive Director
• Recorded deposits, reconciled bank accounts, and tracked expenses
• Coordinated budgets and financial reports
• Implemented a 3-way match process for AP, reducing payment discrepancies and improving accuracy.
• Key player in Agency transition to new ERP system- Yardi w/ P2P

Ensured compliance with GAAP, GASB, and FERC reporting requirements.

• Matched purchase orders with invoices, recorded financial transactions, and generated reports using SAP, PLEX, and Mineral Tree
• Reconciled company bank accounts, credit cards, and lines of credit
• Communicated with vendors and customers to resolve billing inquiries.

• Managed revenue collection, invoicing, and account reconciliations
• Followed up on overdue payments and coordinated payment plans.

• Processed vendor invoices, managed payment schedules, and maintained accurate records
• Coded invoices and receipts.

• Led a team of customer service representatives, providing coaching and performance feedback
• Verified insurance coverage and collaborated with clients.