Sales Real Estate

PROFILE

-Detail-oriented, efficient and organized professional with 7+ years of experience in accounting systems (QuickBooks) and advanced knowledge of Excel.

-Strong analytical and problem solving skills, with the ability to make well thought out decisions.

-Highly trustworthy, discreet and ethical.

-Excellent time management skills, effective at prioritizing and focusing, with a result oriented mindset.

-Entrepreneurial approach, always looking to add value to the organization.

-Fluent Portuguese, advanced Spanish.

EXPERIENCE

06/2016 - The Ashforth Company – Stamford, CT

Current Staff Accountant

Manage the month-end closing process.

Assist with the preparation of monthly financial statements and supporting schedules.

Code accounts payable invoices for all corporate companies.

Maintain fixed asset system, reconciling it to general ledgers on a monthly basis.

Assist with the preparation of annual budgets and projections.

Prepare monthly sales tax return.

Initiate bank wires and transfers as needed.

Prepare quarterly lender compliance reports for multiple buildings.

Perform ad-hoc accounting tasks as needed.

Create and maintain several performance tracking spreadsheets.

09/2015 - Sheridan Asset Management – White Plains, NY

Current Senior Accountant

Prepared schedules in support of internal financial statements by gathering and analyzing information from multiple companies.

Analyzed information and options on new deals by developing spreadsheet reports.

Prepared general ledger entries by maintaining records and reconciling accounts.

Provided comprehensive oversight and review of detailed reporting on Company borrowing structures.

Answered remittance reporting, accounting and financial questions by researching and interpreting data.

Performed month end analysis for multiple investment deals.

Assisted with annual Budget and Forecasting.

Supported CFO on the preparation of multiple company financial statements.

Created and maintained various accrual spreadsheets.

Performed bank reconciliations on bank accounts for multiple companies affiliated with Sheridan.

10/2009 - ALS-Resolvion – Shelton, CT

09/2015 Staff Accountant

Supervised all of the invoicing process of over $1 Million in monthly billing.

Exceeded invoicing accuracy goals of 98% month after month.

Trained new employees in billing procedures.

Created billing documentation that served as training material for new employees.

Maintained budgets and chart of accounts.

Prepared daily, weekly and monthly productivity reports.

Performed month end job revenue/cost analysis.

Assisted with month end closings; including reconciliations, accruals, etc.

Researched and fixed any discrepancies within AR, including communicating directly with clients.

Managed collections, keeping AR within company’s goals.

Helped with the posting of customer payments.

Performed ad hoc projects, as required by upper management.

07/2007 - Lanzaro, CPA – Shelton, CT

10/2009 Staff Accountant

Prepared federal and state tax returns for individuals and small businesses.

Prepared quarterly tax returns; such as payroll tax and sales tax.

Processed payroll, electronic deposits and employee pay adjustments.

Issued W2s to employees and 1099s to contractors.

Reconciled all bank and credit card accounts.

Managed client’s files both physically and electronically.

Performed general bookkeeping duties for various clients.

EDUCATION

2009 Western Connecticut State University – Danbury, CT

BBA: Accounting GPA: 3.63

HOBBIES & INTERESTS

Reading – non-fiction; business, philosophy, psychology, biographies.

Real Estate and Note Investing.

Sports – soccer, volleyball, table tennis.

Mathematics, chess, problem solving, data analysis.

Product invention/development, marketing, consumer behavior

Contact this candidate