Staff Accountant

Linda E. Soos

Allen, TX *****

C: 214-***-****

email: **********@*********.***

Offers the following experience and achievements:

• Serving as Chief Financial Officer, Responsible for Financial & Fiscal Management Aspects of Client Operations

Provide leadership & coordination in the administrative, accounting, & budgeting efforts of clients

Analyze cash flow & expenses to guide Boards in matters related to budgeting, tax planning, & conservation of assets

Ensure compliance with local, state, & federal reporting requirements

Analyze financial statements to pinpoint potential weak areas

Establish & implement short & long rage departmental goals, objectives, policies, & procedures

Oversee Approval & Processing of Revenue & Expenditures, budgets, ledger & account maintenance, & data entry

Develop & implement finance, accounting, billing, & auditing procedures

Establish & maintain appropriate internal control safeguards

Ensure records are maintained in accordance with generally accepted auditing standards

• Serving as a Staff Accountant & Closing Supervisor, Managing Financial Reporting on Properties Valued In Excess of $1 Billion

Overseeing Accounts Payable of $5.5 Million & Accounts Receivable of $1.8 Million

Oversee department generating $2.3 million annually

Increasing Productivity 20% & Completing Deadlines 30% Earlier than Peers

Managing 90 Bank Accounts Ranging to $1.5 Million Per Account

Coordinate transfer of ownership of over 13,000 homes annually

Being Instrumental in Winning a $290,000 Settlement

Managing Vendor Accounts & Relationships

• Managing Bookkeeping & Employee Recruitment, Hiring & Supervision as a Business Owner

Training & Leading Operations Management, Accounting, Closing & Administrative Teams

Training over 100 Personnel in Delivery of "A+ing Customer Service' Strategies

• Completing Accounting, Business Management & Professional Training Seminars

CHIEF FINANCIAL OFFICER Gold Crown Properties DBA Select Management Company. 8/2007 to 7/2008

Report to the Chief Executive Officer of this Homeowner Association Management Company.

SUPERVISE ACCOUNTING DEPARTMENT … Coordinating & assigning daily workflow for employees - including recruitment, training, supervising, & evaluating department staff, hiring of temporary employees to meet seasonal work demands. Establish & implement short & long term goals including but not limited to time saving procedures to ensure accountability, accuracy, & timeliness. Coordinate & hold regular staff meetings to motivate staff regarding improvements implemented or anticipated to occur within the department.

MANAGE FINANCIAL REPORTING … for 34 Homeowner Associations – Oversee, analyze & manage financial reporting for a portfolio of 34 Homeowner & Condominium Associations comprised of 13,000 homes ranging in value from $35,000 to over $1 million per home; average homes ranging from $130,000 to $200,000 with single largest association assessment revenue of $1.3 million. Oversee annual budgets based on trend reports. Coordinate & track filing of federal income tax returns, non-profit filing reports, franchise taxes, registered agents, & annual client audits. Establish & maintain internal control safeguards. Provide Board Members with information regarding collections, financials, audits, tax returns, etc. Coordinate Attorney collection bill-backs & payables.

MANAGE 34 BANK ACCOUNTS RANGING TO $600K EACH … Oversee A/P & A/R – Analyze & manage all records of financial transactions & general ledgers relating to accounts payable, accounts receivable, adjusting journal entries & bank reconciliations for 34 bank accounts ranging from $2,500 to $600 thousand per account, ensuring records are maintained in accordance with generally accepted auditing standards. Balance all asset & liability accounts. Oversee preparation & review of monthly financials including balance sheet, income statements, analysis of cash flow reports & subsidiary schedules. Oversee & assist in billing of scheduled assessments & collection of delinquent accounts.

COORDINATE TRANSFER OF OWNERSHIP…Oversee research & obtaining of records from County Appraisal Districts - ensuring proper ownership records of lots within each neighborhood. Oversee maintenance of recorded Association Documents ensuring all purchasing owners are provided a copy of current Association Documents as required by Title 11, Section 207 of the Texas Property Code. Oversee processing & updating of company records. Review, obtain, & update TREC (Texas Real Estate Commission) information in accordance with Title 11, Section 207 of the Texas Property Code.

STAFF ACCOUNTANT/CLOSING SUPERVISOR Administaff/RTI/Community Management Associates, Inc. 7/1999 to 8/2007

Report to the Controller of this Homeowner Association Management Company, raking 6th nationwide.

SUPERVISE CLOSING STAFF … Coordinating & assigning daily workflow for 8 employees - including hiring of temporary employees to meet seasonal work demands for 160 Homeowner Associations with Property values in excess of 5 Billion comprised of 70,000 homes ranging in value from $70,000 to over $3 million per home, average home ranging from $180,000 to $250,000.

COORDINATE TRANSFER OF OWNERSHIP…Research & obtain records from County Appraisal Districts - ensuring proper lot count & ownership of lots within each neighborhood. Obtain & organize recorded plats. Maintain recorded Association Documents ensuring all purchasing owners are provided a copy of current Association Documents as required by Title 11, Section 207 of the Texas Property Code. Process & update company records regarding all lot replats & new phases within all Associations. Review, obtain, & update TREC (Texas Real Estate Commission) information in accordance with Title 11, Section 207 of the Texas Property Code.

MANAGE FINANCIAL REPORTING … for 24 Homeowner Associations with Properties Valued in Excess of $1 Billion – Manage financial reporting for a portfolio of 24 Homeowners Associations comprised of 10,000 homes ranging in value from $70,000 to over $3 million per home; average homes ranging from $180,000 to $250,000 with single largest association assessment revenue of $1.5 million. Create annual budgets based on trend reports & pro-rata budgets for homeowner developments. Provide Board Members with information on owner collections.

MANAGE 90 BANK ACCOUNT RANGING TO $1.5M EACH … Oversee A/P of $5.5 Million & A/R of $1.8 Million – Manage all records of financial transactions & general ledger relating to accounts payable, accounts receivable, adjusting journal entries & bank reconciliations for 90 bank accounts ranging from $2,500 to $1.5 million per account. Balance all asset & liability accounts. Prepare monthly financials including balance sheet, income statements, analysis of cash flow reports & subsidiary schedules. Assist in billing of scheduled assessments & collection of delinquent accounts.

INSTRUMENTAL IN WINNING A $290,000 SETTLEMENT … Increasing Productivity 20% & Completing Deadlines 30% Earlier – Researched & obtained necessary records instrumental in winning an association settlement of $290,000; 90 days within obtaining this new client. Implemented process in closing that increased productivity 20%. Carry a 20% heavier workload than peers while completing deadlines 30% more quickly which enabled me to assist the Controller with tax & audit issues.

TEAM LEADERSHIP & TRAINING … Train Operations Managers, Accountants, Closing & Administrative Teams – Designated as Financial/Yardi Trainer. Trained 150 staff in Yardi & 120 staff in financial training including Operations Managers, Administrative Assistants, Staff Accountants, & Closing Staff. Member of File Structure Committee to design new file structure in anticipation of company scanning all documents for easy access by all employees; train employees company-wide on application & use of new file structure. Voted ‘Team Member of the Year 2004’ by peers.

PROFESSIONAL DEVELOPMENT

Skillpath Seminars

Excelling as a First-Time Manager or Supervisor

Managing Multiple Projects, Objectives, & Deadlines

Beginning Managers & New Supervisors

Mastering Microsoft Excel

Accounting & College Coursework

Accounting & General Education, Rose State College

Business Management, Central Texas College

Management of Floral Shop Operations, Platt College

COMPUTER SKILLS

Yardi, TOPS, QuickBooks, Excel, MS Word, Microsoft Outlook, E-mail, 10 Key by touch, Custom Application

Letters of recommendation available upon request.

References available upon request.

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