Property Management Assistant

Kimberly Whitaker

P.O. Box ***, Pleasanton, CA **566 4036 Silver Street, Pleasanton, CA 94566

personal cell) 925-***-**** h) 925-***-**** email-h) ********-********@*********.***

Work Experience

08/15/2016 – April 6, 2018: Administrative Assistant/Accounts Payable – PMA Services Inc.

Provide Administrative Support and Accounts Payable Support using Integrity and Excellence as the goal. There are multiple entities in this firm requiring monthly Accounts Payable processing as well as Monthly Partner withdrawals.

Primary Responsibilities

*Accounts Payable for multiple entities using QuickBooks 2016 and Propertyware.

*Intermediate to Advanced Excel, Word and PowerPoint skills

*Administrative Support, back up phone coverage, and back up property management coverage.

Accomplishments:

*Learned QuickBooks 2016 and started Learning Propertyware in 2018

*Developed Excel Spreadsheet for managing tenant rent payments

*Updated Excel Spreadsheets adding formulas for calculating Common Area Maintenance Charges

*Took on additional entities for Accounts Payable above and beyond the original scope

07/26/2002 – 02/03/2016: Budget Analyst - Sandia National Laboratories

Provide financial support including analysis, budgeting, and planning.

Primary Responsibilities

* Financial reporting, analysis, budgeting, and planning using ORACLE and Microsoft based systems

* Manage Projects with funding between $15-$30 Million

* Cost Plan and Spend Plan preparation and management

* Cost Variance Analysis

* Cost Estimates for current and new projects.

* Scorecard reviews support and presentation

* Slides Preparation

* Gather and Input data into the reporting tool (PLATR)

* Documentation preparation and tracking for FWP, LDRD, Capital Equipment.

Accomplishments:

* Created a spreadsheet for gathering of information for Scorecard Reviews to reduce confusion and to streamline the information gathering process and PLATR input process.

* Managed $1 million - $30 million projects to operate within their projected budget through the end of the Fiscal Year.

* Learned new Oracle based reporting tools for reporting financial status (weekly, monthly & annual) (ARC, SSA, CET, PET)

10/29/2000 - 07/26/2002: Office Management Assistant - Sandia National Laboratories

Hired into the Combustion Research Facility after 1 year of contract work. Within one month I was asked to support the Deputy Directors of our Center.

I have a “Q” Security Clearance.

Primary Responsibilities

* Administrative duties to support the deputy directors.

* Administrative duties to assist managers and staff members within our center.

* Coordination and set up of special events, meetings, symposiums, and celebrations.

* Arrangement of travel plans both foreign and domestic.

* Support the Director in the absence of his assistant.

Accomplishments: The successful completion of an off-site event for the Department of Energy in which many high level government officials attended. This event was in process when I took over, however, I was responsible for planning and follow-through. I attended the off-site event to handle situations as they occurred and to ensure a smooth operation.

09/99 – 10/26/00: Office Management Assistant - Jobs Plus, Inc.

I was a contract associate assigned to Sandia National Laboratories in Livermore, CA in the Combustion Research Facility. I received a “Q” Security Clearance.

Primary Responsibilities

* Administrative duties to support the manager and staff members.

* Coordination and set up of special events, meetings, symposiums, and celebrations.

* Arrangement of travel plans both foreign and domestic.

Accomplishments: The successful completion of a major celebration (CRF Phase II Celebration) in which many high level government officials attended. The initial planning had been completed by the time I was hired, and as such began my involvement within one month of this very important celebration to bring it to a successful completion.

10/94 – 09/99: Assistant to the Director of Property Management - Braddock & Logan Services, Inc.

Assisted in the management of 14 apartment complexes, 6 homes, 1 RV storage facility and 4 commercial office/warehouse buildings.

Primary Responsibilities

Preparation of reports and correspondence; Interaction with and direction of corporate Accounting staff; Supervision of 70+ employees at the property sites; Resolution of complaints/comments from on-site staff and tenants.

Accomplishments

* Development and distribution of a standard operating procedures and policies manual which is used by corporate and on-site management staff as guidelines to perform assigned duties.

* Ease the burden of the Director of Property Management and ensure the smooth operation of the Property Management Department.

1/86 - 10/94: Business Director and Notary Public - Sycamore Homes Association, Danville, CA

Assisted in the management of 649 homes in the homeowners association.

Primary Responsibilities

* Bookkeeping ( A/R, A/P, Payroll, through Financials) on a computerized system (ACCPAC - A/R, YARDI - Deluxe Property Management), for a budget of $400,000.00 per year.

* Other accounting duties; Collection of delinquent dues and annual interaction with Financial Auditors.

* Legal responsibilities; Interaction with Attorney and dealing with Real Estate, Title, Appraisal, Lending Professionals on sales & refinances of the homes for the homeowners.

* Maintain Rental Calendars for the 3 clubhouse facilities and occasional party planning assistance.

* Member services; Resolution of complaints/comments from the homeowners/residents, Marketing and Preparing the association newsletter using Microsoft Publisher, and Supervising recreation programs including hiring and supervision of lifeguards and game room attendants.

Accomplishments

* The reduction of the cost of the monthly newsletter from $500 per month to $200 per month.

* In 1990 I received my Notary Commission for the convenience of the Association when filing legal documents needing to be notarized.

In this position I was always looking for ways to increase productivity in the office and for the Association.

10/75 - 12/84: Bank of America

I mastered knowledge in all areas of branch banking, developed good customer service and public relations skills. I gained experience from various branches and departments including the Merced Branch - Bookkeeping department, San Ramon Branch - Proof and Operations departments, Suggestion Program in San Francisco - reviewing suggestions sent in from employees and sending the suggestions to the appropriate departments to review for possible implementation, and Pleasanton Branch - ATM Specialist - monitored and maintained automated teller machine (VERSATEL ATM). Positions that I held were; Clerk - responsible for filing and answering customer questions, Rejected Items Clerk - processing checks that were returned for insufficient funds, NCR Proof Operator – micro-encoding amounts on the documents and balancing the transactions, and Utility Clerk - skilled in all areas of branch banking – supervise, train, and fill-in when needed.

Formal Education

January 2002 -November 2003 - University of Phoenix - Stoneridge Campus

Master of Business Administration

May 1998 - May 2000 University of Phoenix - Pleasanton & Stoneridge Campuses

Bachelor of Science Business Management

May - August 1997 Century 21 Academy - Real Estate Principles Course.

1990 - Present Various Professional Development Courses/Seminars

1986 - 1990 Chabot College/Las Positas College -Hayward and Livermore Campuses -

Professional Development Courses

1985 - 1986 Heald Business College - Walnut Creek

Advanced Accounting/Data Processing Diploma, January 1986

Additional Skills

Skills: IBM PCs, Accounting (ACCPAC - A/R, YARDI Deluxe Property Management, ORACLE, QuickBooks 2016), Propertyware, Tenant Pro, Word Processing (PFS: Write, Microsoft Word, WordPerfect for Windows 6.0 & 6.1), Desktop Publishing (PFS: First Publisher and Microsoft Publisher), Spread Sheet (Lotus 1-2-3, Microsoft Excel) software, Miscellaneous office machines.

Ten Key by touch: 198 spm Typing: 60+ wpm

Accounting: Complete concepts of Accounting for sole proprietorships, partnerships and corporations; Cost, Payroll and Computerized.

Volunteer Work:

1993 - 1996 Coordinator of Eucharistic Ministers

Training and Scheduling of Eucharistic Ministers for Sunday Mass.

1992 – 1995 &

2007 - Present Returning Catholics Coordinator/Team Member/Facilitator:

Assisting other Catholics who have been away from the church to become familiar with current church teachings in a friendly and welcoming environment.

2002 – Present – Toastmasters – Member since 2002, achieved AC Gold, CL Silver

and from 2008 until 2010 held the office of President of the Thunderbird

Club. Under my guidance the club achieved the status of President’s

Distinguished Club from Toastmasters International in June 2010. July 1,

2010 – June 30, 2011 held the office of Area Governor for Area F5 in

District 57 which serves 6 Toastmasters clubs. July 1, 2011 – June 30,

2012 I served as the VP of Education for the Thunderbird Club. 2011-

2012 - Club Coach for the Livermore Lunch Bunch Toastmasters.

July 1, 2012 – June 30, 2013 I served as the District Chair for the

Distinguished Club Program/District Recognition Program. July 1, 2013-June 30, 2014 I served as President of the Thunderbird Club – The club achieved President’s Distinguished for the 5th year in a row. July 1, 2014-June 30, 2015 I served as the Division A Governor. July 1, 2015-June 30, 2016 I served as Finance Manager for District 57. October 12, 2015 Completed High Performance Leadership project and Achieved DTM (Distinguished Toastmaster) Award. July 1, 2016 – June 30, 2017 I served as the President of the Pleasanton Community Club and plan to serve as the VP of Membership in the July 1, 2017-June 30 2018 Toastmasters year for the Pleasanton Community Club. I also plan to take on a Role on the 2018-2019 District Trio.

2015 – Present – Liturgy Coordinator for the Catholic Community of Pleasanton at the St. Augustine Church.

Also serve as a member of the Liturgy Committee.

Hobbies: Dance (Country Western, Swing, Clogging, Square Dancing), Gardening, Yoga, Tai Chi, Reading, Movies.

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