SUMMARY:

• Interested in discussing the Admin Assistant position. Versatile with abroad based experience.
• QuickBooks, Microsoft Office: mid to advanced Excel experience, Powerpoint, Word, Outlook skills. (Excel test results are attached). 10+ years managerial experience. improved sales and margins.
• Responsibilities included sales, personnel, inventory, scheduling jobs and personnel, project management. In addition to customer service, my experience includes being a manager, entrepreneur, property manager, investor with over 15 years diversified sales experience.
• Financial analyst and auditor with experience in accounting and budgeting
• manufacturing and installation costing and estimating, bid proposals, budgeting, inventory, financial analysis and personnel management.
• Hired and managed personnel and subs, did sales and proposals for custom high end residential and commercial products.
• 15+ years property management experience and accounting and collections.
• Sr. Financial Analyst; Used spreadsheets to consolidate and analyze divisions monthly forecasts, budgets and income statements.
• Explained variances, warned of possible future variances allowing board of directors to act pro - actively. Proof read annual reports.
• Consultant: Reviewed general ledger entries for accuracy and reclassified asset purchases in G.L. as capital investments vs. expenditures. Verify and tie out invoices to QuickBooks. Imported data to Excel and used HLookup, Vlookup, IF commands for custom reports.
• CEO/owner of Betlan; Marketing, sales, fiscal management, capital expenditures, purchasing, inventory management, accounts receivable, accounts payable, collections, project manager; pricing, bid jobs, established budgets, job and manpower costing and scheduling. AutoCAD and Turbo Cad for blueprints - obtained permits. Negotiated, hired and monitored subs.
• Worked as Certified Information Systems Auditor; Saved tens of thousands of dollars performing IT audits. Flow chart, document and test accuracy of inventory, general ledger, accounts payable and accounts receivable database transactions, computer systems and procedures.
• Held real estate broker license and Managed properties over 10 years. Saved owner $100,000 in potential fines by awareness of EPA rules. Accounting, taxes, marketed, leased properties, repairs, rehab, construction, maintenance, hire subs as needed. Taught real estate; (presentation skills), finance, ethics, investing, contract and lease law. Recently obtained tax credit specialist and C3P certifications. Collections, rentals, maintenance, monthly reporting.
• Evaluated business & real estate, securities investments; Develop pro-forma forecasts for cash flow and income statement spreadsheets and used ROI, NPV, IRR, and sensitivity analysis. Profitably managed stock & options portfolio; In depth knowledge of bonds. Analyze balance sheet, cash flow, income statements, book value, R&D, financial ratios.
• Ability to become proficient with computer systems from programmer analyst experience; tested software, taught myself software programming languages. Analytical yet enjoy interaction with people. Will consider consulting assignments - including MS Excel projects.

SKILLS OVERVIEW:

Entrepreneur, accountant, financial analyst and auditor experienced in accounting and budgeting, variance analysis, billing, tax; depreciation, capital gains. Obtain COs from city and Section 8. Familiar with housing and building codes, construction, rehab, maintenance management. Cost benefit analysis of income streams, NPV, FV IRR. Manufacturing and installation company; Estimating, bid proposals, budgeting, inventory, financial analysis and personnel management. Hired and managed personnel and subs, did sales and proposals for custom high end residential and commercial products. 15+ years property management experience and accounting, A/P, A/R and collections experience. Marketing, financial analysis, budgeting, project management. QuickBooks Pro, Microsoft Office: Excel (IF, VLOOKUP, HLOOKUP, Pivot tables, graphs), Powerpoint, Word, Outlook.

PROFESSIONAL EXPERIENCE:

PROPERTY MANAGER

Confidential

Responsibilities:

• Property Manager of Low Income Housing Tax Credit property overseeing 102 units with additional 58 units currently being added and leased.
• Show and lease units; Hold briefings to accept applications, verify applicant employment, child support, SSI, citizenship & background.
• Oversee inspection and repair of 102 units within a time frame of 6 weeks; managing crew of 6 people to make repairs as part of tax credit audit.
• Obtain competitive bids and recommend vendors.
• Inspect units after tenant move out and be sure repairs/painting is done to re - rent unit.
• Complete monthly management reports. Collections and A/R.
• Resolve tenant issues and maintained high visibility and excellent relations with tenants.
• Obtained C3P and Tax Credit Specialist certifications.

FINANCE/ACCOUNTING CONSULTANT

Confidential

Responsibilities:

• Reviewed general ledger entries in QuickBooks to determine if they were correct.
• Verified and tied out daily invoices to QuickBooks.
• Import QuickBooks data into Excel for reporting; used HLookup, Vlookup, IF commands, graphs.
• Reviewed purchases and properly reclassified as capital investments vs expenditures.
• Developed forms to use to ensure proper classifications of both revenue and expenses.

FINANCIAL SERVICES REPRESENTATIVE

Confidential

Responsibilities:

• Annuities, life, accident, health licenses.
• Trained in SAFE lending, credit cards and personal loans.
• Learned database transactions; disclosures, Patriot Act, money laundering, etc.
• Engage clients in dialog; ascertain beneficial financial products; develop client relationships.
• Up - Sold to high end products. Mentor personnel to engage customers about financial products.
• As part of team; consistently exceeded customer expectations (independent survey based).

REAL ESTATE BROKER, PROPERTY MANAGER

Confidential

Responsibilities:

• Managed properties over 15 years. - Profitably managed securities portfolio for over 20 years.
• Accounting, depreciation, tax schedules E, capital gains and capital gains Sec 1231 recapture.
• Maximize occupancy thru persistence, prospect follow-up, successful screening. Resolve tenant and maintenance issues. Residential rehab, zoning variances, permits.
• Saved landlord potential $100,000 in fines by EPA-OSHA record keeping knowledge.
• Marketing, customer service, leasing, negotiating, billing, collections, explained leases, evictions.

ENTREPRENUER/MANAGER/CEO

Confidential

Responsibilities:

• Turned unprofitable company around; marketing, increased sales from $25,000 to $800,000.
• Capital acquisitions, budgeting, monitor, financials; accounts receivables, accounts payable.
• Improved bidding, increased margins by analysis of direct, indirect & overhead costs and by:
• Determining breakeven labor rates: calculated/applied overhead full absorption costing. Monitoring cost trends; ordered materials meeting technical criteria; vendor negotiation. Cost analysis to develop spread sheets for consistent, accurate cost estimates for bids.
• Project manager; manpower, manufacturing, installation schedules. Tracked progress, ensured customer satisfaction, building codes were followed, subs showed up, and we stayed on budget.
• Improved existing products; manufacturing processes, develop new profitable HVAC products.
• Mentored unskilled employees; promoting them to skilled professionals with salary increases.

SR. FINANCIAL ANALYST

Confidential

Responsibilities:

• Prepared financial statements - analytical reports for internal-external reporting requirements.
• Wrote narratives, consolidated monthly and YTD division budgets, actual, forecasted financials.
• Wrote variance analysis and Ad-hoc reports. Proof read quarterly and annual reports.
• Wrote reports to board of directors; highlighting possible shortfalls in sales or profitability goals.

CERTIFIED INFORMATION SYSTEMS AUDITOR AND FINANCIAL AUDITOR

Confidential

Responsibilities:

• Document, flowchart operations, flow of documents. Verify manual and system controls over accounts receivable, accounts payable, general ledger, inventory, manufacturing transactions.
• Saved tens of thousands of dollars annually in public audit fees by performing IT/MIS audits.
• Wrote specialized software, IE; proved a sold machine may never be expensed and remain in an error suspense file indefinitely.
• Audited compliance with company policy & GAAP, timing of transactions, controls over assets, collections, approvals, discounts taken. Recommended improvements; write reports to CEO.
• Examined project feasibility requests and ROI.
• Audited computer systems, data centers, disaster recovery, warehouse security & safety.

PROGRAMMER/ANALYST

Confidential

Responsibilities:

• Ability to become proficient with computer systems from programmer analyst experience.
• Programmer on Database accounting, payroll, A/R, A/P, inventory, and mortgage systems.
• Develop test data; tested systems to ensure accurate calculations & transaction recording.
• Write documentation for systems, transactions, manual processes. MIS Liaison - train users.