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Accounting Financial

Elk Grove Village, IL
May 22, 2020

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**** ***** **** *** ***** Village, Illinois 60007 Cell: 847/989-8539 Home: 847/981-9355 E-Mail:

veteran Accountant, who has applied the skills learned during his public accounting career, to enable him to function successfully in multi-entity, tiered ownership accounting environments. Well versed in the detailed general ledger, accounting and analytical procedures needed for timely Monthly and Annual Financial, Tax and Budgetary Reporting. Experienced in cash management and forecasting cash requirements. Highly professional in carrying out duties and relies upon an orderly, methodical approach to problem-solving and special assignments.


TORREY & GRAY Hoffman Estates, Illinois January, 2014 – March 2020

Northwestern Medical Health – Prentice Women’s Hospital Renovation: Performed accounting functions on total building renovation, which included 12 separate segments, and took 6 years to complete. Duties included: review of monthly payment applications to ensure the propriety of all underlying documentation; review of monthly change orders to ensure that the cost reimbursements requested complied with the terms of relevant contracts; evaluated cost-to-complete forecasts submitted by architects, general contractor and owner personnel; completed financial reports reflecting monthly and cumulative financial activity.

ROBERT HALF Management Resources Chicago, Illinois August - September, 2013

PCG Realty, Inc: Performed interim Controllership function for related local building rehabilitation entities, whose revenues are generated through fees charged for the acquisition, rehabilitation and rental of the rehabilitated properties for national third-party investors. Duties extended to operational analyses, payroll preparation and monitoring existing accounting functions.

BRILLIANT FINANCIAL STAFFING Chicago, Illinois April, 2012 – August, 2013

Waterton: Performed accounting duties which included remedial accounting, expense reimbursement and payroll summarization and allocation, account analyses and other tasks as assigned, at the Corporate level for a multi-family housing and hospitality real estate developer, syndicator and operator

Paramed Medical Systems: Completed transfer of corporate accounting records from third party accountant to internal accounting department’s QuickBooks accounting system, ensuring that parallel accounting of transactions occurred concurrently on the separate accounting records. Assisted in sales tax reporting, transaction entry, journal entry preparation and creation of prospective financial reporting. Developed and recorded updated chart of accounts and developed procedures for processing transactions and completing required financial reporting.

JACKSON-WABASH Chicago and Arlington Heights, Illinois October, 2010 – February, 2012

Green Courte Partners: Completed consolidation working papers for investor reporting and prepared computerized analyses, which mechanized recording of recurring journal entries, for a private real estate investment fund

Ujamaa Construction, Inc: Developed a computerized financial statement preparation template to enable effortless preparation of internal financial statements from the accounting records of a construction company. The template contains all three basic financial statements, which reflects the current reporting period financial position and operating results along with comparative two prior year historical data, and can be updated on a rolling quarterly basis.

Park Federal Savings Bank: Developed a computerized tracking system listing the status of loan foreclosures initiated by a lending institution. The summary report incorporates loan data, including reserves, legal status, property values, sale (disposition) and/or rental status and cumulative income and expense incurred through the report date. The underlying linked detail details the operating expenses of the underlying properties and costs incurred by the lender.


THE STOUGH GROUP, INC. – Low Income Housing Development, Property Management and Construction Operations

Full financial responsibility for completion of all operational, financial and tax reporting and annual budget preparation for seventeen properties, owner entities and corporate property manager and developer

Performed all detail accounting, analyses, banking activities, cash management, payroll preparation, cost allocations and tax compliance for all entities

Established procedures to allocate shared services costs and maximize reimbursements of operating advances

Set priorities in order to meet external audit deadlines including year-end closings of audited entities which included preparing auditor requested schedules

Monitored entity compliance with organizational, lending and regulatory documents

Performed construction period accounting leading to property cost certifications

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Cell: 847/989-8539 Home: 847/981-9355 E-Mail:

COLUMBIA AUDIO/VIDEO, INC. – Electronics Retailer providing Custom Home Installation, Service and Business-to-Business Sales

Full financial responsibility for all general accounting for brother/sister companies’ operations, franchise operations, venture entity and supervision of accounting staff

Completed interim and annual financial and multi-state entity and sales tax reporting

Carried out cash management, payroll and human resource functions, including 401(k) reporting

Prepared operating budgets, cash flow projections and reviewed or performed inventory reconciliations for perpetual count detail to control

Reviewed initial lease and lease renewal documents for multiple operating locations, provided data necessary for fulfilling insurance requirements and responded to various state sales tax audits

Completed special projects, as required.

THE SHELL GROUP, INC. – Real Estate Development, Property Management and Vacation Ownership operations

Maintained relationships with Lending Institutions, Regulatory Agencies and Investors

Participated in loan negotiations for various affiliated entities where primary responsibility involved the evaluation of loan terms in light of existing tenant leases, operating costs and required guaranties

Prepared cash flow projections for the evaluation of prospective vacation ownership and other real estate investment opportunities requiring analysis of existing and potential sales and lease revenues and marketing and operating expenses

Prepared various vacation ownership property financial statements with related tax accounting

Initiated accounting disciplines resulting in the internal preparation of financial statements and tax returns previously prepared by outside accounting firms

Exercised oversight responsibility over the finances of liquidated subsidiary

Other duties included cash management, monitoring insurance coverage, completing tax filings, establishing employee benefit programs and preparing Owner Personal Financial Statements requiring investment valuations



JAMES B. SZAL & COMPANY Chicago, Illinois Seasonal July, 2009 – Present

Prepared tax returns for individual, commercial, real estate and non-profit clients; Planned and completed audits of non-profit entities including preparation of closing entries and preparation of financial statements; Completed Ad Hoc accounting assignments as directed

ARTHUR P. DONNER & COMPANY Willowbrook, Illinois

Completed year-end accounting and prepared financial statements

Prepared tax returns for commercial, real estate and non-profit clients

Analyzed and recorded acquisition costs, Tax Credits and beneficial interests

Performed remedial accounting and write-up work related to commercial and non-profit clients


LAVENTHOL & HORWATH Chicago, Illinois

SHELDON H. GINSBURG & COMPANY Northbrook, Illinois

COOPERS & LYBRAND, LLP Chicago, Illinois

Successfully completed client audits, which included the evaluating/completing internal control documentation, planning, staffing and ensuring technical compliance in the conduct of the audit and related tax reporting

While client base included Service, Non-Profit, Manufacturing, SEC and Governmental clients, specialized in audits of Commercial Real Estate, HUD insured and Illinois Housing Development Authority properties

Responsible for technical compliance with GAAS, GAAP and Regulatory Reporting, which included reviews of organizational, loan and tenant and owner lease documents for use in performing profit and loss analytical reviews and evaluating or finalizing pertinent financial statement disclosures

Planned and supervised special client attestation assignments and support projects

Developed client cash flow projections and assisted in monthly reporting

Authored national real estate course designed to train beginning employees in the industry

Co-authored article published in national real estate journal


University of Illinois, Chicago, Bachelor of Science, Accounting


Proficient in Excel, Lotus, Word, Sage, PeopleSoft, Peachtree, Yardi, ComputerEase, Oracle and Quickbooks

and mastered the mechanics of other proprietary database accounting systems

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