Manager Management

Wilfred Dorlus Jr.

Boston, MA • *********@*****.*** • 617-***-****

EDUCATION

Boston College, Wallace E. Carroll School of Management

Bachelor of Science in Management with a concentration in Accounting

August 2006 Chestnut Hill, Massachusetts

PROFESSIONAL EXPERIENCE

Property Accountant // Boston Property Development

November 2016 - January 2017 Quincy, Massachusetts

Responsible for accounting activities for all properties under management (consisting of 80+ properties), including preparation of Monthly Financial Reporting packages for all investors and the management entity

Managed Accounts Payable tasks (includes reviewing expense reports, invoice entries, generating checks, and prioritizing payments to vendors)

Executed Accounts Receivable duties (such as managing aged receivables, collecting and depositing of rents, and making payment arrangements with delinquent tenants)

Prepared annual budgets and projections for all properties under management

Tax Associate // Ernst & Young

January 2014 - January 2016 Boston, Massachusetts

Prepared and reviewed Federal Form 1065 and all respective State and Local Tax (SALT) forms for large US Partnerships engaged in industries such as Real Estate Development ($5+ billion in assets), Venture Capital ($2.1 billion in assets), Professional Sporting Ventures ($1.4 billion in assets), and Timber ($1.1 billion in assets)

Analyzed client financials for compliance with §856(c) of the Internal Revenue Code, by performing asset and income tests so entity will maintain Real Estate Investment Trust (REIT) status

Researched various tax matters and topics via the use of primary and secondary sources of reference

Banker // RBS Citizens Bank

August 2012 - January 2014 Boston, Massachusetts

Maximized branch’s growth and profitability through the sales of core banking products such as commercial and home lending, all FDIC-insured depository products, and business banking services yielding an annual sales performance of 160.7% (new money: over 250%, checking dollars: 170.3%, and lending assets 87.9%)

Senior Investment Tax Analyst // Brown Brothers Harriman & Company

January 2008 - August 2010 Boston, Massachusetts

Assisted in rebuilding the Alternative Tax Investments Group by redesigning Excel templates that reduced manual involvement in calculating tax adjustments yielding a 50% increase in efficiency

Appointed by the Tax Director as the liaison for all hedge funds outsourced and to manage the workflow process for funds with over $10 billion of assets under management

Investment Tax Analyst // JPMorgan Chase

August 2006 - November 2007 Boston, Massachusetts

Prepared and reviewed Form 1120-RIC and Form 8613 for Regulated Investment Companies (RICs)

Examined taxability of all investment income, securities transactions, and portfolio holdings for funds with net asset values (NAVs) ranging from $16 to $800 million using complex Excel formulas and functions

ADDITIONAL EXPERIENCE

Property Manager and Owner // Dorlus Ventures

May 2000 - Present Boston, Massachusetts

Manage day-to-day operations of properties, including the collection of accounts receivable, the remittance of accounts payable, the updating of financial reports, cost management, as well as completion of vendor contracts for maintenance and improvements

Develop and maintain cooperative working relationships with Landlords, Tenants, Attorneys, Brokers and associations to facilitate all lease-related negotiations, including agreements and extensions

ADDITIONAL SKILLS

Advanced experience in the use of Microsoft Excel (using vlookup, pivot tables, macros, conditional formatting, etc.), Word, and PowerPoint

Proficient user experience in Rent Manager, Quickbooks, Xero Accounting, Buildium, Gosystems Tax, OneSource, Thomson Reuters Checkpoint, CCH ProFX Tax, Proseries and Quicken

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