Real Estate Financial Analyst

Lisa R. Thomas, MBA

****.*.*******@*****.*** Belleville, MI 48112

(C) 734-***-****

ACCOUNTING/FINANCE PROFESSIONAL

Detail oriented and goal focused Accounting professional with a diverse background working in various roles within the telecommunications, federal government, healthcare and automotive industries. Strong analytical, organizational and relationship building skills. Skilled in managing large scale projects and delivering projects on time and within budget. Proven leadership ability in facilitating and coordinating programs and projects.

CORE COMPETENCIES

• Complex Int’l transaction analyses • Multi-party Contract Negotiations • Expense Reporting

• Journal Entry Analysis • Reduce process variations • Billings ARs and AP

• Team Building and Leadership • Ensure government compliance • Project Status Updates

PROFESSIONAL EXPERIENCE

Titanium Tax Pros and Business Consulting – Dearborn, MI 10/2018 – Present

Financial Specialist – Manages individual and small business clients tax portfolios to ensure clients have minimal tax liabilities and maximum returns on financial portfolios. Assist clients with the creation of their small business portfolios and business marketing and financial plans.

Examine and analyze tax documents and financial records/advise on tax related issues.

Prepares corporate and client-based accounting balance sheets/monthly reports.

Assist with Tax Planning for individual & corporate initiatives/communicate tax issues to clients.

Conducts research and provides support based on proposed and current tax laws.

Instruct and provide business consultants on new business development and management strategies.

Verizon Communications – Southfield, MI 10/2018 - 06/2023

Financial Analyst – supporting (MI, IN, KY Global Network Technology Engineering Operations)

Managed multiple PeopleSoft projects including the development and implementation of project plans, timelines and tasks associated with enhancements of the department’s financial systems.

Reviewed and developed Engineering and Real Estate team’s monthly budget.

Analyzed processes to determine areas for improvement, increased efficiency and cost reduction.

Conducted analysis of financial data to assess trends and produce monthly forecast reports.

Executed daily reports to verify projected budget balances.

Conducted daily research regarding budget discrepancies and developed recommendations for system improvement. Managed facility orders in Fuze SPM database regarding budget and cell site build outs of small cell and macro projects

Partnered with various teams throughout the business to leverage the various financial tools.

Assessed the financial reporting needs of the Business Unit and functional areas along with leadership engagement and delivered monthly financial reports to the Engineering teams.

Real Estate Financial Specialist (Contract)

Provided analytical review and financial management of budgeted projects.

Evaluated the cost and vendor requisitions submitted for payment.

Financial point of contact for vendors and supplier payments

General Motors Corporation via Jones Lang LaSalle – Pontiac, MI 06/2017- 10/2018

Facility Operations Coordinator – Pontiac Engineering Center.

Facilitated Plant Work Orders and expedited immediate and urgent procurement requests.

Created and executed daily tracking reports of completed, cancelled and closed work orders.

Lead Weekly Work Order and Project Review Meetings with Supervisors

Developed and managed financial reporting for various plant engineering projects.

Created and Maintained SR Purchase Order Applications for Project Review Meetings

Compiled daily management reports to measure work order metrics.

Sun Tax – Ypsilanti, MI 11/2014 - 06/2017

Tax Consultant – (Seasonal Position)

Assist with Tax Planning for individual & corporate initiatives/communicate tax issues to clients.

Conducts research and provides support based on proposed and current tax laws.

Prepares corporate and client-based accounting balance sheets/monthly reports.

Creation of monthly accounting G/L reports & payment tracking reports for auditing purposes

Sprint Corporation – Livonia, MI 12/ 2003 – 11/2014

Real Estate Manager II – National Site Development (Network Engineering & Operations)

Managed multi-million-dollar real estate portfolio and projects to ensure maximum return and profitability. Responsible for maximizing the value of real estate owned or leased sites to ensure compliance with local, state and federal tax regulations and zoning requirements.

Researched and evaluated vendor payments and management of expenses and revenues to ensure property owners accounts were paid accurately and updated general ledger accounts.

Executed Lease Reconciliations and CPI adjustments to account for annual cost saving measures.

Reviewed and negotiated property concerns such as zoning regulations, easements, and federal and local tax issues and certificates of insurance with property owners, attorneys & management companies.

Accurately analyzed and interpreted lease agreements, contracts, renewals, permits and Notice to Proceed (NTP) issues. Responsible for management of all lease portfolios and transactions.

Handled all new build and site modification projects and site acquisition activities.

Initiated and produced Standard Operating Procedure guide for Property Services Department during the Nextel/Sprint merger. Managed Projects to ensure vendor compliance and budget guidelines were met. Selected to assist with the National Reconciliation Lease Agreement Team restructuring process and procedures to determine which processes to incorporate going forward.

Sprint Excellence Award received for Lease Renewal Project and Company Cost Savings Projects. Sprint Excellence Award received for Lease Expirations Project

Detroit Entrepreneurship Institute, Inc. (DEI) - Detroit, MI 05/2002 – 12/2003

Business Consultant / Business Plan Developer (2002 – 2003)

Hired after graduation to evaluate key components of DEI’s organizational structure and its effectiveness in business development. Reviewed small business administration (SBA) potential clients seeking to receive small federally funded SBA loans.

Intern Business Consultant –MBA Program (2002-2002)

Independent study: Helped potential low-income entrepreneurs to develop comprehensive business plans and marketing tools to open new businesses.

Instructed clients on creating financial statements and preparing cost structures.

Assisted clients with executing marketing plans and evaluating business fluctuations.

Ford Motor Company– Dearborn, MI 09/ 1995– 05/2001

Financial Analyst –Visteon Engineering Operations (2000 – 2001)

Consolidated plant spending data and strategic business unit data between corporate staff and divisional plant locations/executed budgets for distribution to staff.

Developed business plans and managed budgets for investment related cost and plant facility spending. Achieving over 20 million in annual cost savings.

Assisted engineering staff in preparing tooling requisitions and purchase orders.

Served as Program Manager/Systems Administrator managing technical finance application programs, granted access to employee’s personal IT information for Ford finance systems and tooling programs.

Invoice Budget Coordinator – Ford Marketing Public Affairs Department (1998-2000)

Managed and coordinated departmental invoicing/procurement system. Produced and maintained budget tracking system, prepared monthly forecast and budget reports.

Established vendor and supplier procurement payment tracking system.

Served as liaison to vendors and department staff, established purchase orders.

Prepared departmental compliance audit reports for management team review.

Prepared and created budgets for the Paris Auto show marketing supplies.

Accountant – Ford Central Accounting Services (1996–1998)

Managed all general ledger accounts and weekly journal entry reports for Fords Global Accounting Division.

Created journal entries and established monthly general ledger and sub-ledger audit reports.

Prepared month-end reconciliation of approximately 10,000 customer accounts.

Developed a new month-end reporting process for tracking of invoices and travel/expense accounts.

Maintained correspondence between customers and plant salesmen.

Audited outside receivable accounts and updated customer’s monthly statements.

Office Administrator – Ford Climate Control Division (1995-1996)

Handled all administrative functions for 28 Engineers and the Engineering Manager.

Processed purchase orders, payroll and verified confirmation reports.

Produced and edited departmental account transactions.

Prepared travel and miscellaneous expense reports.

Veterans Administration – Ann Arbor, MI 05/1992 – 09/1995

Accounting Technician – Fiscal Service Operations (Internship throughout College Career)

Extracted data and compiled statistical reports for management.

Prepared monthly reconciliation of general ledger accounts, audited Medicaid billing reports

Performed departmental audits, produced and analyzed budget reports

EDUCATION

Master of Business Administration - Strategic Management,

Davenport University, Dearborn, MI

Bachelor of Science – Accounting

Hampton University, Hampton, VA

TECHNICAL SKILLS

Microsoft Office Applications – (Word, Excel, Access, PowerPoint, Outlook)

JD Edwards, Essbase, SAP, 1ERP, ADP, Peoplesoft, Siterra, Fuze, SharePoint, Smartsheet, Harbor Flex, Titan, Property Management Lease Tracking (PMLT), Lotus Notes, Oracle, Crystal Reporting, Visio, CPARS, PowerBI, Ariba, Business Objects, Drake, Crosslink, Intuit ProSeries

PROFESSIONAL AFFILIATIONS

Cambridge Who’s Who Among Accomplished Business Professionals – Current

Detroit Premier Academy Executive Board of Directors – Current

South Canton Scholars Academy PTO Executive Board Member 2013 - 2016

Michigan Head Start Association Board of Directors 2010 - 2011

National Head Start Association Member 2009 – 2011

The Guidance Center Head Start Policy Committee Chairman 2009 - 2010

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