Senior Living Assistant Property

DANIEL TUMBRY ********@*******.*** 214-***-****

STRATEGY LEADERSHIP PERFORMANCE

Result-driven with diverse experience in full-cycle accounting, financial reporting, financial services and fixed asset management. Interacts effectively with all levels of personnel and possesses strong interpersonal communication skills. Pro-active approach in recognizing and resolving discrepancies and identifying opportunities for improvement. Quick learner with proficient computer skills. “Can-do” attitude portrays high level of resourcefulness. Dedicated team player that can work either independently or as a team leader to achieve business goals.

SELECT CAREER HIGHLIGHTS

Served 19+ years as Assistant Property Controller for a publicly traded company with 129 senior living communities, 6,000+ employees and $460M in annual revenue.

Major contributor when engaged in planning, testing, and implementing several new accounting programs and conversions, including Oracle ERP, Yardi, Healthmedx, PeopleSoft Fixed Assets and automated bank reconciliation.

Became proficient at creating customized accounting system reports for Corporate Accounting, Property Accounting, Marketing, Human Resources, Property Management and internal/external auditors.

Automated the import into accounting system of both operating and capital budgets for 129 senior living properties.

Candidate for CPA.

Instrumental in the transition to GAAP/SOX lease accounting via Visual Lease software program.

PROFESSIONAL OVERVIEW

DIRECTOR OF FINANCE AND ACCOUNTING 2024-Present

JEWISH FAMILY SERVICE OF GREATER DALLAS - Celebrating 75 Years - 501(c)3 (Dallas, TX)

Supervise a staff of 3 in the areas of Cash, AR, AP and Payroll.

Responsible for monthly closing process and generation of financial statements.

Plan and prepare for annual external audit and IRS form 990.

Analyze information and options through development of spreadsheet reports.

Implement accounting procedures and internal controls.

Instrumental in budget creation, monitoring KPI’s and communicating results to management.

Time Away (COVID-19) 2021-2023

Tied up loose ends related to parents’ estate.

Explored passion trading in the capital markets and read books related to finance and investing.

ASSISTANT PROPERTY CONTROLLER

SONIDA SENIOR LIVING formerly CAPITAL SENIOR LIVING (Dallas, TX) 2001-2020

Supervised as many as 7 Property Accountants in full-cycle accounting processes.

Hired, trained, and reviewed Property Accountants.

Reviewed and approved monthly property financial statements for completeness and accuracy.

Researched and explained significant ledger variances to management and outside parties.

Worked on special projects as assigned by Property Controller.

Streamlined accounting processes to shorten accounting close cycles.

Maintained the operating and capital budgets within accounting systems.

Created custom reports for other departments within the organization.

Delivered requested information from internal and external auditors.

Complied with requests from outside lenders and third parties.

ACCOUNTING MANAGER

ALLIANCE FOR HIGHER EDUCATION – Educ. Consortium 501(c)3 (Richardson, TX) 1994-2000

Performed all daily accounting functions, including AP, AR, GL, payroll, fixed assets and restricted cash funds.

Generated financial statements for management and governmental third parties.

Completed all PBC audit workpaper requests.

Received an unqualified “clean” audit opinion every year.

ACCOUNTING MANAGER (Multi-branch)

SLC FEDERAL CREDIT UNION of Southland Corporation (Dallas, TX) 1992-1994

Managed 3 bookkeeping clerks and 5 tellers.

Prepared monthly financial statements.

Prepared all federally required reports.

Reconciled various bank and general ledger accounts.

Satisfied customer inquiries through research and review.

Liaison with The Dallas Federal Reserve Bank.

Audit and replenish ATM machines.

PUBLIC ACCOUNTING FIRMS (Dallas, TX) 1988-1992

TABER, HENDERSON & CO/McBEE & CO, P.C./ALLEN H. FEIGE, P.C.

Prepared tax returns for various individual, partnership and corporate clients.

Performed various accounting duties in preparation for completing a tax return.

Field auditor in the manufacturing, real estate, mortgage and energy industries.

EDUCATION

THE UNIVERSITY OF NORTH TEXAS (Denton, TX)

Bachelor of Science in Accounting Business Control Systems 1988

Master of Science in Accounting (Completed 30 hrs.) 1990

TECHNICAL EXPERTISE

Accounting Software: Yardi, PeopleSoft (Oracle), MRI, Great Plains, Solomon, MIP, Healthmedx (Vision),

Intuit Quickbooks.

Other Software: Doc It, Visual Lease, ADP, Paycom.

MS Office: Excel (incl. Macros, V-LOOKUPS, H-LOOKUPS, Pivot tables), Teams, Word, Outlook.

Keyboard: 10-Key by touch, type 40 wpm.

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