Experience across accounting, treasury, controls, and finance operations

Supported corporate accounting and daily cash operations in a real-estate investment environment, coordinating funding activity, accounting transactions, and cross-functional finance requirements.

• Prepared and monitored daily cash positions to support operational funding decisions.
• Coordinated payroll and expense funding, deposits, wire transfers, and book transfers.
• Recorded and reviewed cash-related accounting activity and supporting documentation.
• Collaborated with teams involved in job-costing and accounting activity across locations.
• Used Oracle and advanced Excel to support accounting, cash-management, reconciliation, and reporting workflows.

Systems: Oracle · Advanced Excel

Supported corporate accounting, treasury activity, subsidiary reporting, reconciliations, and process continuity in a role requiring close coordination across accounting and cash-management functions.

• Reconciled daily sweep and bank activity across a high-volume portfolio of accounts.
• Prepared variance analysis, supporting schedules, subsidiary roll-forwards, and cash-flow reporting.
• Processed and accounted for deposits, wires, book transfers, and other treasury-related activity.
• Reviewed financial information and researched discrepancies requiring follow-up or correction.
• Standardized journal-entry, reconciliation, and process documentation after significant employee turnover.

Systems: SAP · Advanced Excel

Kyriba: Participated in the implementation of Kyriba by contributing accounting and treasury-process knowledge during the system transition.

Related Professional Impact: Rebuilding Accounting Continuity After High Turnover

Supported portfolio accounting and reporting for affordable-housing operations involving property activity, loan draws, funding requirements, and compliance-sensitive financial processes.

• Prepared and supported loan-draw activity and related accounting documentation.
• Coordinated with banking and internal stakeholders using structured review and control procedures.
• Monitored budget and funding requirements associated with public grants and restricted activity.
• Prepared account reconciliations, reclassifications, and supporting schedules.
• Used Yardi and advanced Excel in portfolio-accounting and reporting workflows.

Systems: Yardi · Advanced Excel

Supported accounting and finance activities in a life-sciences environment using QuickBooks and advanced Excel.

• Designed and implemented AP and procurement workflows across three sites, improving transaction control, documentation quality, and operational consistency.
• Improved payroll processing methodologies, increasing accuracy, control, and reliability of financial disbursements.
• Conducted financial analysis and provided information to senior management for budgetary control and forecasting support.
• Modernized AP operations while maintaining compliance with financial procedures, approval requirements, and internal control expectations.

Systems: QuickBooks · Advanced Excel

Supported accounting and finance operations in a creative-agency environment, including employee-spending review and Workamajig-based workflows.

• Verified and processed vendor payments using Workamajig, ensuring alignment with financial controls, documentation standards, and audit requirements.
• Implemented and refined accounts payable procedures, improving accuracy, efficiency, and consistency of transaction processing and reporting.
• Strengthened credit-card review controls, improving documentation, accountability, and the timely identification of errors and unauthorized charges.

Systems: Workamajig · Advanced Excel

Related Professional Impact: Strengthening Credit-Card Review Controls