Dynamic accounting leader and CPA Candidate with over 10 years of experience in financial operations within complex real estate investment platforms. Proven expertise in joint venture accounting, financial reporting, budgeting, forecasting, and cash management for development and operating assets. Currently leading accounting teams that support multifamily, master-planned community, mixed-use, and data center development initiatives while collaborating with executive leadership on strategic financial planning, acquisitions, and capital deployment. Committed to delivering accurate financial insights that enhance decision-making and support organizational growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Accounting Manager | JV & Real Estate Portfolio Accounting
Provident Realty Advisors
Dallas, TX
01.2018 - Current
Directed financial reporting and accounting leadership, ensuring alignment with CFO and President's strategic objectives.
Directed and developed a team of four senior accountants and one dotted-line accountant, ensuring effective oversight of daily accounting operations.
Directed financial reporting, general ledger management, and closing processes for multifamily, mixed-use, master-planned community, and data center development platforms.
Conducted comprehensive budgeting and forecasting analyses to provide strategic insights for executive leadership.
Analyzed and managed cash flow, liquidity strategies, and equity forecasts to enhance performance of development and operating asset portfolios.
Directed accounting processes for acquisitions and dispositions, ensuring accuracy in prorations, transaction reviews, and waterfall calculations.
Oversaw the process of coordinating lender draw requests and reporting requirements, enhancing collaboration with capital partners.
Coordinated efforts with external auditors and tax advisors, ensuring adherence to reporting standards and compliance requirements.
Executed multi-entity joint venture accounting and investor reporting processes using Yardi Voyager and Yardi Investment Manager.
Coordinated efforts with capital markets and development teams to ensure effective fund implementation and alignment with strategic financial initiatives.
Led monthly financial closing processes to ensure timely and accurate reporting.
Implemented streamlined accounting procedures to enhance operational efficiency across departments.
Senior Accountant (Special Projects)
Invitation Homes
Dallas, TX
01.2017 - 01.2018
Managed accounting for property dispositions across 14 markets including balance sheet clearing and transaction reporting.
Maintained accounting for insurance claims, accruals, and amortization schedules across residential portfolios.
Collaborated with regional accounting teams to prepare consolidated financial reports for executive leadership.
Property Accountant
Greystar
Irving, TX
01.2016 - 01.2017
Prepared monthly financial reporting packages for property managers and ownership groups.
Managed bank reconciliations, mortgage payments, and investor distributions.
Reviewed accounts payable transactions and maintained general ledger reconciliations.
Analyzed and reported financials for 15 Multifamily and Student Living properties monthly.
Education
BBA - Accounting
Auburn University
Auburn, AL
2017
BBA - Marketing
Texas Tech University
Lubbock, TX
2011
Skills
Joint venture financial management
Budget management
Cash management
Financial reporting for investors
Investment transactions
Audit and tax collaboration
Multi-Entity Structures
Process Improvement
Team Leadership
Yardi Voyager proficiency
Advanced Excel proficiency
GAAP understanding
General ledger accounting
Fixed asset management
Certification
CPA Candidate
LEADERSHIP & PORTFOLIO SNAPSHOT
Reports directly to Chief Financial Officer and President