Manager Real Estate

‘Terri C. Wimberly, CPA, CCIM

*******@***.*** 832-***-****

Innovative financial professional with exceptional work experience Organized and proficient Capable manager of lease negotiations, audit and enforcement Established sales leader Highly motivated with proven ability to effectively oversee site staff and contractors Extensive skills in Microsoft Office, Quicken, QuickBooks, Peachtree, Yardi and various accounting platforms Successful Broker and Property Manager

Qualifications

Certified Public Accountant

Director of Finance

Texas Real Estate Broker

CCIM

Licensed Insurance Agent

Corporate Accountant

Accounting Manager

Director of Leasing and Management

Admissions Representative

Financial Aid Administrator

Professional Experience

ALGUIN SCHOOL (Dallas) November 2014- August 2015

Controller- (Part time) Assist CFO with Special Projects, oversees day to day of staff accountant. Prepare audit

schedules, bank reconciliations, payroll reconciliations, journal entries, assist with month end close.

PARAMOUNT HEALTH CARE August 2014-November 2014

Interim Director of Marketing- Marketing to Hospital Case Workers and Doctor Offices South of Frisco, North of

Downtown Dallas for referrals for patients needing Rehab, Therapy, and/or Skilled Nursing.

BUCKNER INTERNATIONAL (Dallas) May 2013 – April 2014

Accounting Manager – Managed all A/R, A/P, Journal Entries, Financial Statements, Variance Reports/Analysis, Internal Controls for Hospice- Buckner Retirement Services, Inc. – a division of international non-profit (position eliminated)

CASSIDY TURLEY REAL ESTATE (Dallas) November 2011 – January 2012

Transaction Manager - Negotiated new leases and renewals for Prime Lending/Plains Capital Bank (position eliminated)

CHASE BANK & TCW INSURANCE (Coppell) January 2010 – October 2011

Personal Banker & Insurance Sales – Provided personal banking and insurance needs, specializing in Medicare

FIRST BAPTIST CHURCH COPPELL Summer 2009 (Part-Time)

Church Accountant – Managed all accounting functions for church operations

ST. CLARE OF ASSISI CATHOLIC CHURCH (Houston) October 2007 – June 2009

Accounting Manager – Managed/supervised all accounting functions – church and school (Grades PreK - 8)

Duties included: Cash receipts, Accounts payable, Contributions, Financial statements,

Internal controls, Tax reporting, Budgets, Bank reconciliation, Payroll, and Fund Development

PM REALTY GROUP (Houston) September 2006 – July 2007

Commercial Real Estate Company - Assistant Property Manager

Duties included: Cash receipts, Accounts payable, Monthly reports, Coordinate property repairs, Assist property management with special reports

TEXAS SCHOOL OF BUSINESS/ KAPLAN & ITT TECHNICAL INSTITUTE (Houston)

Technical Schools - Admissions & Financial Aid Administrator 2004 - 2006

Duties included: Presentations and interviewing prospective students, Counseling students on personal financial management, Orientation for new enrollments, Facility tours, Assisted in enrollment in financial aid process, Maintained student files, and Communicated with lenders regarding student loans

ARMAND BAYOU NATURE CENTER (Houston)

Non-Profit Urban Wildlife Refuge - Director of Finance March 2003 - July 2004

Duties included: Processed all cash receipts and deposits, Reconciled all bank accounts, Processed accounts payable, Processed semi-monthly payroll, Prepared month-end financial statements and reports, Coordinated annual audit with independent auditors, Assisted Executive Director in Fund Raising and Grants, Supervised Front Desk / Reception / Cashier Staff, and Coordinated Publicity

TCW TRAVEL (Scottsdale, AZ)

Executive Travel Consultant - Owner 1996 - 2000

Acquired/developed relationships with over 20 plus clients for exclusive, personalized high-end travel services.

HENRY S. MILLER, INTERESTS (Dallas)

Highland Park Village –Director of Leasing and Management 1989 - 1991

Completed transactions with The Limited, Escada and other National/International Retailers, Managed garage, maintenance, and facility management staff

WEST END MARKETPLACE (Dallas)

Historic Downtown Retail/Restaurant Center - Director of On-Site Leasing 1988 - 1989 (One year contract)

Exclusive Leasing agent for the principal West End real estate developer

HENRY S. MILLER, CO./GRUBB & ELLIS (Dallas)

Commercial Real Estate - Vice President 1984 - 1988

Served as Real Estate Broker specializing in landlord and tenant representation for specialty retail

Completed transactions with The Nasher Company – NorthPark, Trammell Crow Company, Lincoln Property Company, Bank of America – Trust and Real Estate, Rosewood Properties – The Crescent, others

Represented tenants including Belle France, Merona, Au Bon Pain, Jean Claude Jitrois, Wicker Garden, Willis & Geiger, Bennetton, The Gap, Talbots

HOLLY CORPORATION (Dallas)

Publicly Held Oil and Gas; Refinery and Marketing of petroleum products

Corporate Accountant and Assistant Controller 1981 - 1984

Prepared monthly consolidated financial statements including 10-Q and 10-K

Represented maintained computerized general ledgers for six companies, supervised accounts payable and special projects including coordinating the annual audit and preparation of yearly budgets

PEAT, MARWICK AND MITCHELL/KPMG & TOUCHE ROSS/DELOITTE TOUCHE (Dallas)

Public Accounting Firms – CPA in Tax, Audit, and Small Business 1979 - 1981

Education and Certifications

BAYLOR UNIVERSITY - Waco, TX – BBA, Accounting

Texas Licensed Insurance Agent (2010)

Licensed Texas Real Estate Broker (1986)

Certified Commercial Investment Manager-CCIM (1993)

Licensed Texas Certified Public Accountant-CPA (1985)

Affiliations and Distinctions

Past Member of Assistance League of the Bay Area

Past Member of Junior League of Houston and Dallas

Past Member of Brd of Trustees, Clear Lake UMC

Past Board Mmbr, Armand Bayou & Falcon Pass PTA

Past Finance Committee Member of Clear Lake & PV UMC

Past Board Member, Commercial Real Estate Women

Baylor University Alumni Association,Student Foundation

Tri Delta National Sorority, Education Chair, Rush Chrmn

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