Chicago, Illinois, United States
Analytical Property Management Portfolio Accountant, and Accounting Student focused on operational efficiency and financial accuracy. I blend a strong work ethic with a problem-solving mindset to manage ledgers and portfolio financial accounts for 50+ mixed properties. I am a collaborative team player who uses modern cloud platforms like Asana and Microsoft Suite to stay highly organized, and I am always eager to contribute to new cross-functional initiatives.
•Reconcile monthly financial accounts for 50+ mixed properties with high accuracy •Manage accounts receivable/payable for a portfolio of 50+ mixed properties using cloud-based work management platform like Asana and Microsoft Suite •Maintain tenant ledgers, reducing historical accounting errors and improving data integrity •Collaborate with clients and internal teams to quickly resolve complex issues efficiently •Contribute to cross-functional projects, adapting quickly to support diverse team objectives
•Prepare and post cash-related transactions. •Enter journal entries. •Reconcile general ledger accounts for month end financial statement preparation. •Prepare month end bank reconciliations. •Prepare month end income statement and balance sheets and other reporting to owners. •Processing accounts payable.
•Reported to the Accounts Receivable Supervisor and Chief Accounting Officer, managing and resolving customer shortage deductions. •Researched, analyzed, documented, and resolved deductions using strong investigative and problem-solving skills. •Maintained accurate deduction tracking and status updates in MS Excel, managing priorities independently. •Demonstrated strong time management using project-management tools, digital notes, paper planners, and MS Office. •Utilized external vendor portals and collaborated cross-functionally to identify deduction trends and provide analysis. •Advanced from Customer Service Representative (2021), leveraging prior experience, product knowledge, and strong internal relationships to support career growth.
• Managed inventory operations, implementing systems to ensure accurate stock levels and smooth workflow. • Maintained raw material availability to prevent stockouts and order delays. • Optimized warehouse storage and partnered with accounting on inventory tracking and monthly counts. • Coordinated raw material transfers to a West Coast sister facility. • Implemented FIFO, lot tracing, and safety stock practices to improve quality control and reduce waste. • Advanced from Shipping Clerk to Inventory Control Manager, taking on expanded operational and support responsibilities.
• Partnered with the Branch Manager to deliver excellent customer service and meet operational and financial goals. • Assisted customers with transactions, needs identification, issue resolution, and relationship expansion. • Coached tellers on cross-sell opportunities and referred customers to appropriate banking products and services. • Ensured accurate transaction processing and trained staff on procedures, compliance, and regulatory standards. • Improved operational efficiency, reduced losses, and served as a key operational decision-maker. • Earned district recognition as the banking center exceeded teller performance goals and improved customer service ratings.