Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Yiting Wang

Dallas,TX

Summary

Detail-oriented and results-driven accounting professional with over 10 years of experience in financial management, asset management, and real estate accounting. Proven ability to lead teams, implement process improvements, and enhance financial reporting accuracy and efficiency. Currently pursuing CMA certification to further strengthen expertise in management accounting.

Overview

4
4
years of professional experience

Work History

Treasury Accountant

Colliers
08.2022 - 06.2024
  • Managed 42 properties' mortgage payments, ensuring timely and accurate processing via auto payment, check, and wires
  • Led comprehensive cash flow forecasting and liquidity management for a diverse portfolio of properties, ensuring adequate funds for accounts payable, capital expenditures, CAM, property tax, and insurance impounds
  • Developed and maintained robust Excel and Yardi-based cash flow forecasting models, supporting strategic decision-making and financial planning
  • Successfully managed 13 portfolio distributions across 42 entities using Yardi Asset Management, optimizing financial operations and ensuring compliance with regulatory requirements
  • Collaborated closely with cross-functional teams to streamline financial processes, improve reporting accuracy, and enhance operational efficiency.

Senior Staff Accountant

Old Three Hundred Capital
11.2021 - 07.2022
  • Oversees and manages financial records for Fund, Construction, Property Management, Maintenance, Plumbing, Landscaping, Software Development, and Accounting Service entities using QuickBooks, AppFolio, Service Fusion, Bill.com, and Jobber
  • Prepares quarterly LP financial reports for various venture capital funds
  • Prepares and tracks reports for investors' capital calls and distributions
  • Performs month-end close for property books and entity books
  • Monitors 4-employee team while handling day-to-day accounting processes and financial accuracy
  • Completes cash functions like accounts tracking, semi-monthly payroll and wage allocations, and budgeting
  • Monitors AR and AP to ensure accuracy of actual revenues.

Senior Staff Accountant

Keycity Capital
12.2020 - 10.2021
  • Monitored A/P and A/R to accurately gauge organization cash flow using Yardi, AppFolio, and QuickBooks
  • Completed daily accounting including tracking funds, preparing deposits, and reconciling accounts
  • Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations.

Education

Bachelor of Science - Business Administration

Louisiana State University At Shreveport
Shreveport, LA
12.2019

Skills

  • Technical: Cash Flow Forecasting, Budgeting, Financial Analysis, Internal Controls, Mortgage and Payment Management, AR/AP, Audit Preparation
  • Software: Excel, Yardi, AppFolio, Service Fusion, Billcom, Jobbercom
  • Leadership: Team Management, Process Improvement, SOP Development
  • Soft Skills: Strategic Planning, Communication, Analytical Thinking, Problem Solving

Personal Information

Citizenship: U.S. Permanent Resident

Timeline

Treasury Accountant

Colliers
08.2022 - 06.2024

Senior Staff Accountant

Old Three Hundred Capital
11.2021 - 07.2022

Senior Staff Accountant

Keycity Capital
12.2020 - 10.2021

Bachelor of Science - Business Administration

Louisiana State University At Shreveport

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Yiting Wang