Senior Accountant Client Service

Dana Lindahl

Summary

Accounting professional who emphasizes client service and measurable results. Ready to take on new challenges in the accounting field. Has a significant background in process, procedure, and time management improvements.

• Streamlined the monthly financial review process and the creation of the year-end tax package, rendering it paperless and user friendly. This was significant to the business, not only did it eliminate paper but safe stored all documents electronically for team access.

• Participated in a major upgrade of Yardi from Genesis outdated version to Voyager 7S. This allowed more robust transactional recording and reporting capabilities.

• Worked side by side with upper management to ensure that all CAM expense components are identified, correctly pooled, and allocated to tenants; making sure allocations reflect tenants’ lease terms and the company recovers all expenses.

• Software knowledge – Netsuite, Microsoft Office, Quickbooks DT and QBO, Yardi, Real Page Property Management, IHMS Mark Systems, Northspyre

Jogan Health (08/2023-10/2023) Senior Accountant

(Accounting function outsourced to PAKISTAN, major downsizing of Denver HQ)

• Performed complex reconciliations which included payroll and benefits, cash, prepaids, accruals and others.

• Worked in conjunction with A/P, A/R, HR and payroll on a daily basis to research and resolve discrepancies in GL.

• Reconciled Intercompany accounts between Jogan and various subsidiaries.

• Imported payroll journal entries from Paycor payroll system into Netsuite Infinity Communities (3/2022 to 6/2023)

(Position eliminated) Senior Accountant

• Prepare monthly financial package for Controller to review. Includes financials and all reconciliation support for balance sheet accounts.

• Responsible for monthly bank reconciliations.

• Responsible for the preparation of monthly journal entries to record loan payments, prepaid expenses, intercompany, general liability and builders risk allocations, settlement statements for closed properties, cost of sales inventory relief for closed properties. Depreciation, property tax accruals, management fees.

• Monthly and quarterly sales and OPT tax submission.

• Responsible for Bi-weekly compilation and submission of payroll to ADP. Reconcile payroll data to timesheets, commission statements, vacation/sick requests. Submit 401k contributions to plan administrator. Allocate payroll for project manager and employees to current construction project. Forum Real Estate Group (1/2021-1/2022) Senior Accountant

• Responsible for the creation and compilation of monthly construction draw packages to be sent to lenders.

• Responsible for monthly accounting including journal entries, AP, AR, bank account reconciliations.

• Worked closely with Northspyre project manager to implement and train users on new software platform. Triumph Real Estate Corporation (7/2018 – 8/2020) Property Accountant

(Accounting outsourced due to cash flow issues)

• Responsible for the daily/monthly accounting of company owned commercial properties which included all Balance Sheet reconciliations.

• Responsible for receivables, payables, bank reconciliations, journal entries, tenant charges, CAM reconciliations, quarterly distribution to investors, year end reconciliations, property tax accruals and payments, management fees.

9359 Loggia St. Unit D,

Highlands Ranch, CO

80126

303-***-**** (c)

************@*****.***

Mojo, Inc – Services Industry (7/2016-6/2018) Senior Accountant

• Responsible for the monthly accounting of approximately 200 Great Clips salons for 20 business owners.

• Perform bank reconciliations, credit card reconciliations, sales tax submissions, financial statement reporting.

• Variance analysis on revenues and expenditures.

• Record debt for all new salon acquisitions.

Prior Experience

University of Denver Manager of General Accounting and Budget Ops Ernst & Young Senior Auditor

Education

Master’s degree in business administration, University of Denver Bachelor of Arts in Accounting and Information Systems, Queens College of the City of New York Certified Public Accountant – New York – not active Other Certifications/Positions

Certified Level 1 Pickleball instructor

Licensed Esthetician

HOA Board Member – Tresana Condo Association

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