Financial Operations Walnut Creek

Marshall Levy

Senior-level Finance Management

*********@*****.*** • 530-***-****

Walnut Creek, CA, 94597

Accomplished and forward-thinking professional with extensive experience driving financial strategy, optimizing operational efficiency, and maximizing profitability for organizations.

Stellar record of spearheading financial operations for both small and large international firms, while ensuring meticulous attention to detail and overseeing a sizable staff. Expert at managing development of clear and streamlined operational processes and procedures as well as fostering efficiency and compliance within an organization. Excel at establishing and maintaining timely and precise monthly and annual financial statement production processes to ensure accuracy and adherence to deadlines. Skilled in directing annual budget production and conducting monthly variance analysis.

Areas of Expertise

● Financial Analysis & Forecasting

● Strategic Planning & Execution

● Budget & Cost Management

● Internal & External Auditing

● Team Building & Leadership

● Key Account Management

● Financial Reporting & Compliance

● GAAP & SOX Compliance

● Cash Flow Management

Professional Experience

Meca Consulting – Pleasanton, CA

Controller- Engineering Consulting Firm

2016 — Present

Direct financial planning and analysis processes to optimize budget allocation and forecast accuracy. Collaborate with executive leadership to develop and execute financial strategies in alignment with company objectives. Oversee financial reporting and compliance functions to ensure accuracy and timeliness in regulatory filings. Manage cash flow, investment portfolios, and financial risk assessment to maximize returns and minimize potential risks.

●Engineered a streamlined process utilizing Excel reports to expedite month-end closings to a mere day and a half at the onset of each month.

●Collaborated with federal, state, and local governmental entities to ensure compliance and efficiency in financial operations.

●Seized opportunity to finalize month-end procedures upon receipt of bank statements on the first day of the month.

●Transitioned data from QuickBooks to the innovative Deltek accounting system,

Various Organizations – Various Locations

Independent Consultant

2014 — 2016

Organized daily cash receipts, devised streamlined processes, and established new forms and formats at Crown Plaza Hotel in Palo Alto, from May 2015 to June 2015. Cleaned up balance sheet accounts across all entities at Sutro Management Company, a San Francisco-based Multi-Entity/Property Management Company from August 2014 to November 2014. Expedited month-end closing process by five full days, double reliability of financial statements, and reduce costs for annual property audits.

●Resolved discrepancies in payroll-related inter-company accounts, optimized various inter-company accounts, and engineered processes, forms, and formats, slashing month-end close duration from 15 days to just 5 at Hodge Management.

●Devised monthly, update-able Excel worksheets that tracked asset and liability accounts, while ensuring alignment with related Income and Expenses accounts.

CODIGA Properties – Santa Cruz, CA

Controller

2013

Led transition of financial records from December 31, 2011, to September 30, 2013, to ensure seamless continuity. Analyzed and refined tenant receivables, accurately delineating current accounts receivable listings. Rectified past tenant ledgers to ensure proper revenue recognition within appropriate periods. Brought all financial statements up to date monthly. Established a systematic approach for identifying and remunerating both property management fees and asset management Fees.

●Revamped entire chart of accounts within live database to enhance clarity of financial reports.

●Updated and reconciled all bank accounts and statements, including dating back six years.

●Rectified 20 months and dozens of posting errors across all property general ledgers.

●Aided one of principals in review and editing of external communications.

Rutherford Investments – Mill Valley, CA

Controller

2011 — 2013

Assessed and thoroughly cleaned books and records of all multifamily properties to optimize utilization of existing operations software program (One-Site). Created a unique Excel-based budgeting system tailored to needs of both on-site and management-level personnel, facilitating timely, accurate, and responsibility-based budget preparation. Revamped monthly close process by establishing standard journal entries to pre-close each property within two days of each month-end, including reconciled bank accounts and a majority of balance sheet accounts.

●Collaborated with management to implement new construction management software (Maxwell), integrating construction and interior renovations department with rest of company.

●Engaged with investors, mortgage lenders, bankers, brokers, and insurance company representatives to safeguard financial well-being of company.

●Developed highly specialized Excel-based reports and user-friendly formats for day-to-day operations, acquisitions, sales, and insurance settlements.

Additional Experience

Northern California Regional Controller, California Newspaper Partnership/Media News Group – Chico, CA

Court-Appointed Receiver, Marin County Superior. Court – San Rafael, CA

General Partner and CFO, Marshall and Marshall Property Management – San Rafael, CA

Renovation/Development Controller, Swig, Weiler, Dinner Development Company – San Francisco, CA

Consultant, Accounting Firms (Laventhol & Horwath, Arthur Young, and BDO Seidman) and Various Attorneys

Controller, ALDA Properties (Commercial Property Syndicator) – San Francisco, CA

Controller, VSL Corporation (Worldwide Engineering and Construction) – Los Gatos, CA

Controller, David Joseph and Company (Residential and Commercial Developer) – Peoria, IL

Auditor, Peat Marwick & Mitchell Public Accounting – Chicago, IL

Education

Bachelor of Science in Accounting Graduated with Honors, Northern Illinois University – DeKalb, IL

Technical Proficiencies

Windows, Excel, Word, Lotus 123, One-Site, Yardi Voyager Property Management, Maxwell and American Contractor JDE, Outlook, PowerPoint, Real Page and MAS 90 and Sage 100, Deltek / Ajera

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