Real Estate Accounting

Jeffrey Siegel, CPA, CGMA

*** ****** **** **** ****, NY 11542 ******@*****.*** 516-***-****

Accountant and Financial Consultant with Over 15 Years Experience and Strong Skills in Budget Preparation & Control, Financial Analysis, Cost Containment Strategies, Tax Preparation, Full Corporate Accounting Functions, and Leadership and Development of Accounting Professionals.

RESULTS-ORIENTED ● DRIVEN ● TEAM PLAYER ● DETAILED

SUMMARY OF QUALIFICATIONS

CPA, Real Estate & Financial Consultant with more than 15 years experience coupled with MBA in accounting and BBA in accounting as well as strong technology skills in Microsoft Office and accounting/financial software.

Proven knowledge of economic and accounting principles and practices, financial markets, banking, and analysis and reporting of financial information.

Solid business management acumen involved in strategic planning, resource allocation and coordination, leadership techniques, and methods for improving performance.

CAREER ACHIEVEMENTS

Financial Management / Accounting

Directs General Accounting functions including general ledger maintenance, bank reconciliations, cash postings, monthly analysis and coordinate internal and external audits. Preparation of timely and accurate financial reports to evaluate fiscal performance of five medical facilities.

Established $2.5 billion operating budget for 40 county departments including cost of employee benefits, capital budget, and multi-year financial plans for county government serving population of more than 1.3 million.

Reviewed and analyzed $420 million cost of employee benefits to accurately forecast expenses within 5% of budget.

Implemented process to capture indirect cost reimbursement in grants, created indirect cost rates, which required incorporating additional costs excluded from county cost allocation plan for all county departments and generated recurring revenue of $4 million annually.

Served on team to select and implement PeopleSoft software in conjunction with outside consultant to upgrade enterprise resource planning system for all 40 county departments for 8,000 end users.

Installed Pro system fx to streamline tax return preparation and save up to $200 per return and implemented IBS networked accounting system to enable multiple users to access and enter data.

Prepared tax returns, monthly financial reports, bank account reconciliation for approximately 60 accounts, researched accounting issues, and audited tax payments for wealthy investors.

Oversaw accounting for approximately 45 corporations, prepared financial statements and bankruptcy court filing, maximized cost-effective benefits package.

Completed approximately 36 income tax returns for individuals, partnerships, corporations, trusts, and estates in various income levels.

Managed accounting for 24 corporations and partnerships, prepared financial statements, tax returns, cash flow projections, tax impact analysis, financial analysis, revenue/expense and balance reports, funding agency reporting, and budget monitoring for real estate investing firm.

Investigated and maximized additional revenue from 3rd party sources such as grantors, state and federal government agencies, and other customers by identifying unbilled costs.

Jeffrey Siegel ● ******@*****.*** ● 516-***-**** ● Page 2

Evaluated and approved grant application information forms and indirect cost rates to all county departments to improve understanding of actual costs and improve control of number of new hires.

Organized monthly departmental projections, monitored monthly spending and revenue collection and processed fiscal transactions and prepared weekly schedule of year-to-date spending by fund and department.

Created annual grants plan and revenue manuals, which were central depository for information for both county employees and public.

Leadership

Managed, mentored, and motivated team of 10 accounting professionals utilizing intellectual and task-focused leadership approach to make detailed long-term plans while valuing action, speed, efficiency, and consistency.

Facilitated one-on-one and group training to approximately 100 accounting employees on topics including specific job functions and audit procedures.

Spearheaded newspaper advertising for recruiting senior accountants, calculated costs of various salary and compensation structures.

PROFESSIONAL EXPERIENCE

ASSISTANT DIRECTOR FINANCE

NEW YORK CITY HEALTH + HOSPITALS December 2013 – Present

Roosevelt Island, NY

FINANCIAL CONSULTANT January 2010 – December 2013

CERTIFIED PUBLIC ACCOUNTANT Glen Cove, NY

MANAGER, EMPLOYEE BENEFITS ANALYSIS March 2002 – December 2009

NASSAU COUNTY, OFFICE OF MANAGEMENT & BUDGET Mineola, NY

TAX MANAGER July 1997 – March 2002

VENTURA ENTERPRISE CO. INC. New York, NY

CONTROLLER May 1996- July 1997

ALGIN MANAGEMENT, CO. Forest Hills, NY

CHIEF FINANCIAL OFFICER March 1993 – May 1996

SIERRA FINANCIAL LTD New York, NY

REAL ESTATE & FINANCIAL CONSULTANT September 1992 – March 1993

RD MANAGEMENT CORPORATION

J&W MANAGEMENT CORPORATION

MANAGER September 1978 – August 1992

MARGOLIN WINER & EVANS CERTIFIED PUBLIC ACCOUNTANTS Garden City, NY

ACCOUNTANT December 1976 – June 1978

DELIOITTE New York, NY

Jeffrey Siegel ● ******@*****.*** ● 516-***-**** ● Page 3

EDUCATION

MASTER OF BUSINESS ADMINISTRATION IN ACCOUNTING

BACHELOR OF BUSINESS ADMINISTRATION IN ACCOUNTING

ADELPHI UNIVERSITY Garden City, NY

SELECTED PROFESSIONAL DEVELOPMENT, ASSOCIATION, & RECOGNITION

Certified Public Accountant

Chartered Global Management Accountant

Member, American Institute of Certified Public Accountants

Member, New York State Society of Certified Public Accountants

TECHNOLOGY

Proficiency in Microsoft Excel, Word, Outlook, and SharePoint

Expertise in Quicken, QuickBooks, and Peachtree Accounting software

Highly skilled in Gosystem and Pro System fx tax programs

Experienced in FAMIS, One Write Plus, and Lotus 123

Skilled in various real estate packages including IBS, Raish, Center

Contact this candidate