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Tax Accountant Financial Director

Location:
Scottsdale, AZ
Salary:
95,000
Posted:
February 21, 2024

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Resume:

Dawn Bantilan

Scottsdale AZ 480-***-**** ad3s1g@r.postjobfree.com

Financial Director

Expert level financial director bringing 30 years of experience in commercial and residential property management, high-tech manufacturing, commercial construction and accounting. Proven expertise in directing and setting up accounting, finance, and information systems, with full responsibility for procedures, mergers, and acquisitions. Team oriented approach, strong leadership skills, and innovative problem solver with an effective interpersonal toolkit.

Key Skills

Financial Statement Generation ROI Accounting and Tax Preparation Internal Controls Development Budgeting and Forecasting Cash Management & Optimization Payroll GAAP Forensic Accounting

Accrual Accounting

Computer Skills

Oracle Timberline QuickBooks SAP Sage Intacct Yardi Skyline

Professional Experience

Contract Role June 2023 – Current

Director of Finance / Tax Accountant

Oversee Staff of 4

Prepared monthly, quarterly, and annual operating reports and ROI report.

Communicated with property owners and prepared owner draws.

Maintained accounts and mailed owner statements.

Maintained accurate journal entries and prepared detailed budget plans.

Reconciled balance sheets and identified any discrepancies.

Sparrow, Scottsdale February 2022 – June 2023

Senior Property/Tax Accountant

Led the team responsible for creating the annual budgets, and contributed to a budget increase of ten percent.

Managed 10 MSA Funds from Arizona to Florida.

Oversaw daily and monthly bank reconciliation for 21 accounts and updated workbook schedules daily.

Performed balance sheets recs and administered schedules.

Tracked depreciation and amortization accruals.

Prepared monthly sales tax returns and payments.

Transferred funds between accounts as needed.

Prepared and distributed monthly investor distributions.

Arizona Partners, Scottsdale January 2021 – January 2022

Property Accountant/Tax Accountant

Oversaw daily and monthly bank reconciliation.

Performed all payable functions for multiple properties.

Processed rent charges, statements, move outs, etc.

Performed quarterly CAM reconciliations.

Processed rent payments and initiated tenants’ setup on ACH resulting in a 25% reduction of late rents.

Prepared monthly Sales Tax returns and payments.

Transferred funds as needed between accounts.

Prepared and distributed monthly investor distributions.

Travek Remodeling, Scottsdale September 2020 – January 2021

Controller/Tax Accountant

Administered bi-weekly payroll for multiple companies along with weekly progress billing and weekly payables.

Managed payroll and sales tax returns for multiple companies, along with monthly journal entries and job costing.

Performed balance sheet reconciliations and identified multiple project and reporting redundancies.

Created and analyzed monthly financial statements and updated monthly COS reports using multiple software programs such as Google docs, Profit Finder, Sage and Builder Trend.

Morgan Taylor Homes, Scottsdale October 2019 – April 2020

Financial Accountant/Tax Accountant

Lead accountant for home builder of spec and custom homes.

Provided financial services for multiple real estate and property management companies.

Worked directly with CFO for reconciliations and job cost invoicing.

Analyzed, developed, and implemented accounting internal controls that resulted in a reduction of time from ten hours to four hours in producing month end summaries.

Set up up audit-ready system allowing immediate access to relevant or critical data.

Analyzed and streamlined all key functions for six locations including: accounts payable/receivable, payroll, credit, collections, benefit plans, due diligence, internal auditing, budgeting, and forecasting.

Avenue 5 Residential, Phoenix April 2018 – October 2019

Financial Accountant/ Tax Accountant

Prepared monthly, quarterly, and annual operating reports and ROI report.

Coordinated with property managers to solve various account issues.

Worked with property managers to identify and investigate budget variances and reduced them by an average of ten percent.

Communicated with property owners and prepared owner draws.

Maintained accounts and mailed owner statements.

Maintained accurate journal entries and prepared detailed budget plans.

Reconciled balance sheets and identified any discrepancies.

Red Mountain Weight Loss and Med Spa, Scottsdale March 2017 – April 2018

Inventory Accountant/ Tax Accountant

Prepared and uploaded inventory transfers from central office to 11 locations.

Analyzed and researched any shrinkage and discrepancies.

Implemented a new tracking system to minimize shrinkage loss by 65%.

Reconciled inventory valuation to GL.

Chamberlin & Associates, Phoenix August 2016 – March 2017

Financial Accountant/ Tax Accountant

Prepared monthly, quarterly, and annual operating reports and ROI report.

Coordinated with property managers to solve various account issues.

Worked with property managers to identify and investigate budget variances and reduced them by an average of ten percent.

Communicated with property owners and prepared owner draws.

Maintained accounts and mailed owner statements.

Tracked and coded invoices related to various accounts.

Reconciled balance sheets and identified any discrepancies.

MAK Automotive, Mesa August 2010 – August 2016

Accounting Manager / Controller

Worked with the IRS to help the company to achieve a $35,000 reduction in penalties and interest due to an historic underpayment of payroll taxes.

Managed daily cash and reconciled inventory monthly.

Prepared monthly, quarterly, and annual operating reports and ROI report.

Administered weekly payroll for 22 employees and ran weekly checks.

Prepared monthly reporting requirements for state and city sales tax.

Education

BSB Accounting, University of Phoenix

Contract Law

Payroll Certification

Licensed and Bonded for Tax Return Preparation with PTN



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