Sign in

Financial Management

Williamsburg, Virginia, United States
August 11, 2018

Contact this candidate




*** ********** ****

Williamsburg VA 23185

Cell Phone: 908-***-****


Objective: To provide financial leadership to the organization as relevant to budget management, profitability analysis, cash management and financial functions.


2016 – Present Controller

Greenbrier Management Company, Newport News VA

Responsible for 30 monthly financial reporting packages distributed to property owners

Supervised and led accounts payable and receivable staff of 3 accountants

Analyzed various owner activity reports utilizing Resman property management software

Prepared actual versus budget income and expense variance reports for all properties

Oversee bank reconciliations of all property operating, security deposit and reserve accounts

Responsible for all balance sheet accounts and subsidiary reports

Monthly analysis of capital spending accounts and submission to lenders for reimbursement

Prepared annual budget for upload to accounting software

Managed owner’s weekly cash position and funding needs reporting

Managed receivership accounts for construction property projects

2007 – 2016 Controller

Key Real Estate Associates, LLC New York NY

Prepared budgets and analysis for 25 managed residential and commercial properties

Responsible for financial reporting distributed to building’s board members

Supervised activities and led accounting staff of 3 accountants

Served a point person for outside auditors and reporting agencies

Managed operating cash accounts daily for all properties to monitor funding requirements

Responsible for variance explanation on actual versus budget operating statements for all buildings

Created cash flow projections utilizing MRI software to facilitate financial plan

Coordinated, reviewed and compiled tax returns for all buildings

Reviewed and reconciled outside auditors annual financial statements

2004 – 2007 Property Controller

Colonnade Management Inc. New York NY

Prepared property budgets and created financial models to determine cost effectiveness of purchasing and/or selling of properties for investors

Prepared and developed the monthly management reporting for the organization including income statements, revenue and expense variance analysis and balance sheets

Prepared special financial indicator reports for European headquarters

Develop and maintain systems of internal controls to safeguard financial assets for the organization

Ensured the work of staff was in accordance with US GAAP and Federal, State taxing authorities

2002-2004 Assistant Controller

Founders Mortgage USA, LLC. Sewell NJ and New York NY

Managed office consisting of financial and administrative staff of 5 clerical positions

Created financial models utilizing Quickbooks Pro to analyze company profitability

Monitored accounting controls, annual budget and performed general ledger variance analysis

Created excel database tracking of customer pipeline and financial lookup functions


2001-2002 Senior Accountant

Perry Square Realty, Inc. Philadelphia PA and New York NY

Prepare and develop the monthly management and coordination of all general accounting functions including: financial statement, revenue and expense and balance sheet monthly reports

Provides advice and guidance to the Owners varied areas of financial management

Monitor all banking activities on a daily basis

Maintained tenant leases and collections reporting

Prepared tenant escalation analysis for buildings.

Prepared and submitted requests for reimbursement from mortgage escrow accounts

Supervised accounts receivable, accounts payable and fixed assets units

1992-2002Financial Executive

AllFirst Financial, Baltimore MD

(Regional money center bank)

Prepare daily, weekly, monthly and annual regulatory reports

Conducted finance reviews of key banking entities

Provided senior management with profitability analysis, board of directors financial reports, and organizational analysis

Established formal budget reviews with division managers and presided over entire budget process

Analyze and monitor internal controls procedures in key departments

Created and implemented key profit and loss and balance sheet variance analysis to ensure accurate financial statements and internal reporting

Identified areas of business risk and loss. Received Trophy of Honor for achievement in this area

1986-1992Financial Control Officer

JP Morgan Chase (Delaware) Wilmington DE

(Regional money center bank)

Created forecasting models with excel to project monthly profitability levels

Analyzed and monitored internal controls procedures

Prepared and analyzed various business segment activity reports

Liaison with corporate marketing department for advertising project accruals and analysis

Established formal budget and operational variance review process with department managers

Accounted for investment accounts for proper balance sheet valuations and reporting


Thomas Edison State College Professional Leadership –M.S.M.

Trenton NJ

York College, Jamaica NY BS-Accounting


Contact this candidate