Accounts Receivable Real Estate

HEATHER JACOBSON

Cornelius, NC *****

760-***-**** - ************@*****.***

PROFESSIONAL SUMMARY

Skilled Controller bringing 15 years of experience working within manufacturing, construction and real estate industries. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies. SKILLS

Budget development

Financial statement presentations

Accounts receivable and payable

management

Relationship Building

WORK HISTORY

Financial Forecasting

Internal controls development Accounting solutions integration Budget projections

Capital analysis

05/2024 to 11/2024 Controller

Augusta Homes – Cornelius, NC

Produced monthly and quarterly financial statements for the corporation, leading monthly financial management meetings with detailed analysis. Managed all cash flows and transfers between 24 accounts at two banking institutions.

Directed and completed the monthly billing packages for all construction clients. Responsible for management of accounting staff and all A/R and A/P entries. Instituted better practices for revenue recognition and expense accruals. HR hiring, terminations, and technical set-ups for all new associates. Instrumental in the upstart of a new business segment to maintain homeowners’ properties after construction.

01/2023 to 04/2023 Asst Controller

GEM Management – Charlotte, NC

Directed a team of 15 accountants, overseeing their management of 20+ distinct Section 8 and HUD properties each.

Collaborated closely with the Controller to ensure accuracy and timeliness in producing monthly and quarterly financial statements for the primary corporate entity.

Offered comprehensive software and financial assistance to property managers, facilitating streamlined operations across all properties. Played a key role in the successful acquisition process of 70 new properties, contributing to the company's growth and expansion. Managed state and city tax matters for a portfolio of over 230 properties, ensuring compliance and financial integrity across diverse jurisdictions. 11/2019 to 04/2022 Accounting Manager

Cavanaugh Properties, Inc – Carlsbad, CA

Spearheaded new property underwriting and acquisitions, driving strategic growth initiatives and expanding the company's portfolio. Orchestrated the preparation of comprehensive monthly, quarterly, and annual financial statements for all entities, ensuring accuracy and compliance. Offered software and financial support to property managers, optimizing operational efficiency and enhancing performance.

Expanded property management business workload from 5 to 12 companies, demonstrating adept management and organizational skills. Conducted budgeting and variance analysis for all entities, providing valuable insights to support informed decision-making.

Managed cash flow across all bank accounts, facilitated loan applications, and effectively handled debt management to ensure financial stability and growth. 08/2017 to 12/2017 Accounting Supervisor - Contract Core Contracting – San Diego, CA

Led the seamless transition from QuickBooks Pro to Sage 300 Timberline, ensuring minimal disruption and maximizing efficiency. Successfully executed quarterly financial statement closes, overseeing the restructuring of general ledger accounts and providing support for billing, filing preliminary reports, and acquiring insurance.

Pioneered the development of depreciation and amortization schedules, introducing crucial financial tools where none had previously existed, enhancing accuracy and compliance.

01/2014 to 01/2017 Controller

Keller Williams Realty – Carlsbad, CA

Oversaw comprehensive staff and office management encompassing payroll, HR, onboarding, vendor relations, travel planning, accounts receivable, accounts payable, and day-to-day operations.

Efficiently conducted monthly financial statement closes, facilitated the creation of monthly and annual budgets, and performed variance analysis to ensure financial health and alignment with organizational goals.

Played a pivotal role in managing the entry and allocation of all incoming and outgoing funds exceeding $300M annually, ensuring accuracy, compliance, and optimal financial management.

01/2011 to 01/2013 Controller

Parkdale Mills/U.S. Cotton – Gastonia, NC

Orchestrated monthly, quarterly, and annual accounting close processes, meticulously adhering to GAAP standards across multiple locations including the US, Canada, and Mexico, spanning nine distinct profit centers. Spearheaded the preparation and review of journal entries, balance sheet reconciliations, accrual entries, inter-company transactions, eliminations, and maintenance of general ledger accounts, ensuring accuracy and compliance. Managed the audit process, overseeing both domestic and international audits, and ensuring seamless cooperation and compliance with regulatory requirements. Led the development and implementation of monthly and yearly budgets, both at the plant level and for consolidated company operations, facilitating strategic financial planning and alignment with organizational objectives. 01/2009 to 01/2010 Accounting Manager

FPMS, Florida Pediatric Association – Tampa, FL

Supervised and guided the staff accountant and accounts payable teams, fostering a collaborative and efficient working environment. Executed journal entries and conducted month-end close activities, handling intricate tasks such as payroll, insurance adjustments, and managing 401k allocations.

Diligently reviewed and investigated Key Indicator reports, providing valuable insights to support decision-making.

06/2006 to 12/2008 Accounting Manager

American Momentum Bank – Tampa, FL

Led the recruitment, interviewing, coaching, and training of all new associates during the inception phase of Florida's largest startup bank, boasting a funding of

$100M.

Oversaw the day-to-day operational functions of the banking center, ensuring meticulous record-keeping of vault contents and all monetary transactions within the center.

Took charge of inside and outside sales campaigns, providing leadership to staff and nurturing their sales and client service abilities, thereby driving growth and enhancing customer satisfaction.

EDUCATION

B.S. Accounting

University of Florida - Gainesville, FL

Minor: Mandarin

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