Real Estate Accounting

Jeffrey Grace * Chester Rd, Easton, CT *****

________________________________________

*********@***.*** • Cellular 203-***-**** • Home 203-***-****

Accountant / Bookkeeper

Summary

Excellent Computer Skills and Experience / Microsoft Office / Knowledge of Accounting and Bookkeeping Practices / Excel Expert / Detail, Multi-task, and Deadline Oriented / QuickBooks and Peachtree Experienced

Developed Improved Accounting Procedures / Integrated Excel, Access and Other Software Applications / Designed and Conducted Training Sessions for Staff/ Developed and Implemented Automated Accounting Curriculum / Involved in Strategic Planning

Experience

Greater Norwalk Area Credit Union 2011 to Present

Bookkeeper

Full charge bookkeeper assisted in setting up and converting to a new accounting system and performing day to day bookkeeping functions.

• Accounts payable and accounts receivable

• Set up vendors in new system.

• Asset management including depreciation schedules.

• Prepare annual budget

• Prepared detailed schedule of all investments, including projections of earnings.

• Pay invoices and record related transactions.

• Find and correct bookkeeping errors.

• Review financial documents.

• Work with outside CPA’s in reviewing records and assisting in audits.

• Special projects for CEO.

• Account reconciliation.

Norwalk Public Schools, Norwalk, Ct 1972 to 2010

Business Education Teacher

Taught a wide variety of business related courses; Business, Math, Automated Data Processing, Business Law, Introduction to the Stock Market and Investing, Workplace Readiness, Introduction to Business, Business Management, Web Page and Graphic Design, Introduction to the Internet, and Computer Literacy My ability to communicate and work well with people has been demonstrated by my having worked with and helped hundreds of people a day, from all walks of life, from adolescent to adult, of all personality types, with all sorts of problems and needs. Setting of goals, meeting deadlines, following schedules, orderly and accurate record keeping have all been part of what I have done.

• Lead the program to obtain computers for the Business curriculum. Started very limited but progressed to several hundred computers equipped with current business software found in the business world.

• Chaired departmental committees on three occasions for the 2-3 year period leading up to the NEASC 10 year evaluation process. In each case NEASC committee recommended the highest level (10 year) certification for my department.

• Began the Adult Education Enrichment computer class. Has been an ongoing and evolving program since its inception in 1997.

• Created and presented many presentations and workshops, for the entire staff, on various computer/software topics.

• Designed and implemented software to automate and improve the accuracy of complex annual statistical reports submitted to the state of Connecticut each year.

GHY Trust Fund, Fairfield, Ct 1993 to Present

Accountant/Trustee

Created the accounting system and financial control procedures for the trust Accountant and tax return preparer for various corporations and partnerships.

• Accountant and tax return preparer for various corporations and partnerships. Analyzed financial information detailing assets, liabilities and capital, and prepared balance sheet and other reports to summarize current and projected company financial positions.

• Calculated and made journal entries, prepared financial statements, income statements, balance sheets, inventory control, and variance audits.

• Researched and analyzed investment opportunities.

Kitchens Plus Inc, Danbury, Ct 1985 to 1993

Accountant/Treasurer

Set up designed and maintained computerized accounting and budget systems. .

• Prepared inventory reports, monitored accounts receivable and payable, payroll, tax records, tax returns, and monitored all business affairs.

• Converted office into a computerized and efficient accounting operation by establishing specific policies, procedures, and selecting accounting software.

• Controlled budgeting, financial reporting, inventory cost, cash management, business plan development, financial analysis, and capital expenditures.

Mill Plain Associates, Danbury Ct. 1985 to 1992

Accountant

Performed accounting/bookkeeping function for a real estate partnership engaged in acquiring, renting, financing, and developing office and warehouse industrial space.

• Designed, implemented and monitored accounting system and procedures to insure accurate and timely financial information to the partners

• Collected and accounted for all rents, real estate expenses, zoning, and tax matters. Met and negotiated terms with tenants, advised partners on best course of action regarding property and partnership.

Vail Road Associates, Bethel, Ct 1986 to 1992

Accountant

Established bookkeeping procedures for a real estate partnership.

• Supervised general ledger, budgeting, accounts receivable, accounts payable and journal entries.

• Calculated and made journal entries, prepared financial statements, income statements, balance sheets, and variance audits.

• Accountant and tax return preparer for the partnerships.

Education

University of Dayton, Dayton, Ohio 1972

B.S., Business/Education

Fairfield University, Fairfield, CT 1980

M.A., Secondary School Administration

Additional Skills

• Accounting: Instructor for over 30 years with experience in automated accounting procedures and software

• Software: Microsoft Office, Quicken, QuickBooks, Genesis, Adobe Master Collection, Stock Market Analysis software, Camtasia, Tax software, Payroll software

• Internet/Web Page Design: Instructor on internet research procedures also instructed on design, construction, and SEO (Search Engine Optimization) techniques for a successful e-commerce business.

• Technology Skills: Computer construction, repair, troubleshooting, and software installation

• Desktop Publishing: Using Microsoft Office Publisher as well as other graphic programs such as Photoshop and Illustrator

Licenses

Secondary Education/Business, Connecticut State Board of Education, 2009 to 2014

Training

Dreamweaver and Fireworks Software Training, Macromedia, 2005 to 2005

A+ Computer Repair Certification Training, Per Scholas, 1997 to 1997

Contact this candidate