Financial Analyst Real Estate
Resume:
Brian Wood
Controller / Financial Analyst
*******@************.*** • 321-***-****
Certified ProAdvisor and results-driven professional with strong accounting background, exceptional experience in forecasting annual reports, preparing cost projections, conducting audits, analyzing/reporting on financial status, and exploring potential opportunities for business growth.
Qualifications Summary
Strategic thinker with strong ability to ensure accurate and timely development of financial statements, offer insights on technical accounting areas, encompassing footnotes, disclosures, and audit responses as needed.
Proficient at creating revenue recognition and other accounting policies, processes, and internal controls, consistent with GAAP.
Expert at surpassing company’s profitability objectives by completing project deliverables on-time and under budget.
Proficient at assessing costs/processes, delivering strategic direction to enterprises, and offering high performance to improve critical business procedures.
Skilled communicator: well-versed at building robust relationships with internal and external key stakeholders to gain measurable results.
Area of Expertise
Financial Operations Management Accounting Budgeting & Forecasting Auditing Report Generation Financial Reporting
Cash Flow Management Project Management Business Intelligence Team Leadership Staff Training Career Experience
wcp Inc, Remote 2000 – 2022
Controller
Oversaw routine activities related to managing daily cash flows, implementing budget, conducting monthly analysis, and supporting management with major financial decisions. Provide enormous information about company’s financial condition by developing, reviewing, updating, and submitting financial reports. Led and trained direct employees to ensure high-level of productivity. Streamlined accounting, tax compliance, payroll, and file retention processes effectively. Conducted internal audits semi-annually for all clients. Successfully met monthly closes with due date of the 5th of month for all clients. Key Projects:
Multi Country Software Firm - $700m - audited and converted the prior five years to current from cash to accrual – deferred revenue basis for compliance.
Multi Location Construction Firm - $500m - audited and converted the prior four years to current from cash to accrual – deferred revenue basis and training staff on usage of workbooks.
Spa Firm - $250m – transformed their books from cash to accrual basis whilst establishing/updating all financial records for four years.
Multi State Construction Company - $35M - switched six different company’s preceding five years from cash to accrual – performed audits and fixed prior five years for all six companies, as well as restructured Chart of Accounts.
Multi State Spa Company - $50m - converted the prior five years from cash to accrual for all seven companies - trained firm’s CPA, processed monthly close under new accrual format, and audited / recovered over $500k in Sales Tax Payable overpayments.
International Startup Sports Tech Company - $750M - converted prior two years from cash to accrual - audited / fixed prior two years for the US (main) and seven European subsidiaries whilst rolling and recovered over $300k in VAT overpayments.
P a g e 2 2
International Accounting Software Company - $1.5B - designed Excel workbooks that converted the prior five years from cash to accrual whilst tracking - deferred revenue to current to follow ASC 606 and converting all foreign currencies into USD to accurately reflect the correct conversion rate to USD. (using pivots & indexes).
Multi State RV Software Company - $200M - cleaned up prior three years of outstanding AR balances, converted prior three years from Cash to Deferred Revenue, and administered all AR, AP, HR, PR, Month End and Financials. Key Clients:
International 3 Michelin Star Restaurant - $500M
7th Largest Lodging Wholesale in the World - $1.2B
Accident & Injury Law Firm - $10M
Petrol Hauling Company - $750M
NASA Manufacturing Contractor - $35M
Theme Park Ride Builder - $50M
Multi State & Entity PEO Company - $500M
Social Media Advertising Firm - $250M
Multi State Fire Equipment Provider - $350M
International Tech Staffing Firm - $750M
Multi State Energy & Resource Advertising Firm - $75m
Multi State NEEPOL Energy Supplier - $50m
Multi State Commercial & Residential Electrical Firm - $15M
26 Individual HOA - $5m/avg ea
Multi State Multi Fund Angel Investment Firm - $30M
Smart Phone Virtual Tech Firm - $10M
Key Industries:
Electrical Contractor Auto Repair Golf Pro Commercial & Residential Cabinet Firm Construction Contractor Real Estate Management Real Estate Brokers Multi Small Business Firm Hotel/Motel Management Healthcare Transport Manufacturing Telecom Electricity Provider
Education
Bachelor of Arts in Accounting, City University – School of Business, 2008 Professional Development
IRS - EA (Enrolled Agent) (estimated completion date is March 2023), 2022 - Current Power BI Certification - Udemy.com, 2022
Google Analytics Certification - Coursera.com, 2023 - Current Fred Pryor Seminars
How to Plan and Monitor a Budget, 2022
Cash Flow Forecasting, 2022
The Controller’s Workshop 2022, 2022
Payroll Law 2022, 2010, 2009
Technical Proficiencies
QuickBooks ProAdvisor, Great Plains/Microsoft Dynamics Oracle – JD Edwards & NetSuite SaaS Salesforce SAP Xero, Made2Manage ERP Sage/MAS Products ADP Certified Clockify, Gusto Office 2016, Excel (Advanced - Pivot Tables, Index
& V-Lookups) ClickUp
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