Summary

Accounting professional with over ten years of experience of working with the “big picture” and connecting information that directly impacts the bottom line. Specialized expertise includes processing 1099s, handling sales taxes, and participating in several audits in various capacities (sales tax, banking and financial).  Technical expertise includes proficiency in Excel, Access, Word, QuickBooks, Quicken, Great Plains, Visual Basic, Java, Oracle, ACL, and SAP.

Work History

Work History
Apr 2013 - Present

Senior Accountant

Behringer Harvard
  • Provide internal and external reporting of buildings' financial results 
  • Prepare internal and external reporting packages, working with property management to analyze financial performance and develop reports 
  • Support budgeting process and expense reconciliation preparation through review of data
  • Prepare recurring and ad hoc analysis and reporting
  • Secondary reviews of other accountant's financials
  • Preparation of cash flows and other documentation to assist with SEC reporting
Apr 2012 - Apr 2013

Senior Accountant

Stream Realty
  • Provide internal and external reporting of buildings' financial results 
  • Prepare internal and external reporting packages, working with property management to analyze financial performance and develop reports 
  • Oversee buildings' financial system, including data integrity 
  • Support budgeting process and expense reconciliation preparation through review of data
  • Prepare recurring and ad hoc analysis and reporting
Oct 2010 - Apr 2012

Property Accountant

Greystar
  • Review and approve all accounts payable and payment disbursements
  • Maintain cash balances in accordance with client requirements
  • Prepare monthly journal entries
  • Reconcile general ledger accounts with supporting schedules on a monthly basis
  • Complete month-end process including financial statements
  • Timely preparation of monthly standard reporting packages for Property Managers and clients
  • Work with Property Managers and Clients on special projects
  • Provide lender reports as requested
  • Effectively communicate with Property Managers, Asset Managers, and Owners
Apr 2001 - Oct 2010

http://www.cleartechnologies.net

Accounting Manager                                          5/2009 to 10/2010

  • Reconcile and verify accuracy of booked orders
  • Verify order entry and customer billing
  • Review trial balance at month end and verify against ledger and staff reconciliations
  • Review staff work and give guidance on proper booking, recognizing and handling of transactions
  • Prepare financial packet for management
  • Introduced digital invoicing to shorten time between invoicing our customers and receiving payment

Staff Accountant, Clear C2 Inc.                          11/2004 to 5/2009

  • Processed and posted bills and cut all checks using QuickBooks software
  • Invoiced and received payments from customers
  • Posted and reconciled accounts
  • Reconciled bank accounts
  • Paid sales taxes online

Accounts Payable Coordinator                            4/2001 to 5/2009

  • Processed service contracts and reconciled unearned services account
  • Invoiced customers for service hours
  • Used the report writer in Great Plains to adapt reports and forms to fit company needs
  • Streamlined bill payment process by setting up on-line access to credit card bills
  • Helped set up QuickBooks accounting software when Clear C2 software split off from Clear Technologies to form a new company
  • Processed and posted bills and cut all checks using Great Plains software
Apr 1999 - Apr 2001

Accounting Temporary

AccounTemps
  • Processed bills for payment using SAP
  • Monitored company credit card expenditures
  • Reconciled accounts, including the accounts payable accrual account
  • Entered journal entries using PeopleSoft
Aug 1996 - Nov 1998

Supertel Hospitality

Corporate Trainer/Relief Manager

  • Trained associates in the computer system and guest services
  • Acted as temporary supervisor for motels without managers
  • Hired, fired and trained personnel at all levels
  • Created monthly budgets and a business plan for the regional office

Assistant Manager

  • Billed corporate customers
  • Acted as manager when on duty
  • Helped develop a business plan
  • Created a database of corporate accounts, sent out statement and late notices, and worked with outside companies to recover payments

Night Auditor

  • Used MSI computer software to perform night audit
  • Performed front desk duties

Accomplishments:

  • Created training manuals
  • Created daily checklists
  • Created a system of coordination between housekeeping, front desk and management
  • Created marketing flyers highlighting the amenities of locations for business customers

[SuperTel has sold all their motels in Texas]

Sep 1994 - May 1996

Front Desk Clerk

Brooks Street Motor Inn
  • Checked in guests
  • Handled money
  • Answered phone and reservation line
  • Handled guest complaints and needs
  • Cleaned lobby and did laundry
  • Managed billing for commercial customers

Examples

Education

Education

No degree offered

Hojskolen Strand

 Studied photography, sewing, music, and child development, among other courses.

SMU Microsoft Solutions Developer Course

Examples of Accounting

Skills

Skills

Java

I have studied Java in one course; I have not used it extensively outside of a classroom setting. I have thought about some small applications I plan to try after graduation. I will post my progress and results online, so you can see how I'm coming along!

Visual Basic

I have studied Visual Basic in two courses, and I find it easy to use, and versatile. I have not used it extensively outside of a classroom setting, and so I don't believe my skills have been challenged, and I am still a beginner.

Oracle

I have used Oracle CASE tools for various classes, and created an Oracle database for a database course.  To my way of thinking, Oracle is not intuitive and is not  user-friendly.  Program responses to errors are confusing and not helpful in identifying the problem.  I am good at learning new programs but I’ve had a greater learning curve in mastering Oracle!

ACL Auditing Software

I used this software in my IT Audit class, to analyze sample financial data as part of a practice audit program.  I really enjoyed figuring out how to explore the data to identify patterns.

Gimp

I enjoy the creative aspects of Gimp:   Improve appearance of graphics Change attributes (background, colors) of graphics Combine graphics into new images I have included a sample showing the original appearance of a photo and the final cover for a book I formatted using the photo.  I also used Gimp to create the background for the PowerPoint presentation.

Quicken

Download banking information Invoice customers Reconcile accounts Print year end reports for income taxes

Sugar CRM

 I have imported customer contacts into Sugar, and updated common tasks.

C2 CRM

I have used C2 CRM extensively.  However, since my company split into two organizations my primary employer opted not to upgrade to the latest version.  This means that, while I feel qualified to use the older version of C2CRM, I have not learned the newer version.

OpenOffice

I have used OpenOffice at home, and recently began learning to create forms.

QuickBooks

Invoice customers Process bills Pay sales taxes Bank reconciliations Account reconciliations Run financial statements

Great Plains

I use Great Plains 7.00 at my office, although we are looking at upgrading, and I have used more recent versions in school.   Can alter reports and forms to suit company needs Familiar with: Sales Module Purchasing Module Accounts Payable Module Fixed Assets General Ledger, including financial statements

Microsoft Access 2010

I use many of the skills I learned during my training for my Microsoft Solutions Developer Certification course in my use of Access.    Created a large searchable database to track the renewable maintenance and software sales Created database to analyze accounting data, to find errors in specific accounts Created a quote-to-order database for a small software product line

PowerPoint 2010

Few presentations I see use PowerPoint to the fullest.   I can use PowerPoint to:   Create training slide shows Incorporate multiple media formats I have used PowerPoint for school presentations and for training materials for my office.  I have one sample of a slide show I created for a class presentation. 

Microsoft Excel 2010

I use Excel to:   Create fill-in forms that pull in data entered in various cells and default data Perform various calculations to cross check the entries Create Pivot tables to analyze data I also use spreadsheets to reconcile accounts and perform other calculations.

Microsoft Word 2010

Set up titles and tables of contents Create forms Use most software features Word is a wonderful tool to create fill-in forms that enable a company to project a unified image.  For example, such documents as FAX coversheets, credit requests or similar ‘repeatable' forms can be updated with only minor revisions, as can corporate business letters.  Master versions of routine documents - even business letters - can facilitate clarity, consistency and professional appearance.

My Best Skill

My foremost skill is learning how to best utilize any software program.   I was a corporate trainer for a motel/hotel chain, where I taught managers to use their software to:   Collect on accounts Manage marketing Set appropriate room rates Use other software features I enjoy figuring out how to best use software to achieve goals.    These skills do rely on a great deal of buy-in from other users, but I enjoy figuring all the software systems out and teaching others how to use them to the greatest effect.  Most companies I have worked for have powerful software that they do not fully utilize.   I can help!