Realtor - Pennsylvania Licensed Realtor - Pennsylvania
(2022-01)
- Build and maintain strong client relationships through personalized communication, market expertise, and exceptional customer service.
- Establish trust quickly with prospective clients, fostering long-term relationships and repeat business through professionalism and responsiveness.
- Guide buyers and sellers through every stage of the real estate process by providing tailored advice, market analysis, strategic negotiation, and solutions aligned with their goals.
- Deliver responsive, value-added service before, during, and after each transaction to promote client satisfaction, referrals, and long-term retention.
- Represent clients and brokerage interests by ensuring compliance with real estate laws, regulations, and ethical standards throughout all transactions.
- Stay current on industry trends, legal requirements, and best practices through continuing education, professional development, and ongoing ethics training.
Student - POLLEY REAL ESTATE SCHOOL - Montgomeryville, Pennsylvania
(2020-08 - 2022-01)
- Successfully completed the two required Pennsylvania real estate pre-licensing courses, including all mandated coursework and examinations.
- Passed the Pennsylvania Real Estate Salesperson Licensing Examination.
- Earned a Pennsylvania Real Estate Salesperson License in January 2022.
- Joined a licensed real estate brokerage upon licensure and practiced residential real estate, assisting clients throughout the buying and selling process while adhering to Pennsylvania real estate laws and ethical standards.
Property/Senior Accountant - EXETER PROPERTY GROUP - Conshohocken, Pennsylvania
(2019-07 - 2020-08)
- Managed a portfolio of 56–62 real estate entities, performing monthly, quarterly, and annual accounting and financial reporting activities.
- Maintained fixed asset records and depreciation schedules using RAM software, ensuring accuracy and audit readiness.
- Completed month-end close processes, including journal entries, bank reconciliations, account analysis, variance reporting, and general ledger reconciliations.
- Monitored accounts receivable, supported collections efforts, and reduced aged balances through detailed reporting and follow-up.
- Coordinated real estate tax payments and maintained compliance with payment deadlines.
- Reconciled collection reports, accounts payable, cash activity, and accounts receivable to the general ledger, ensuring accurate financial records and audit support.
- Processed invoices and maintained supporting documentation within MRI accounting software to ensure a complete audit trail.
- Prepared and posted year-end operating expense reconciliations, including CAM, insurance, and real estate tax recoveries, in accordance with lease agreements.
- Assisted management with special projects and ad hoc financial analyses as needed.
Accounting & Finance Recruiter - XPLORA SEARCH GROUP - Blue Bell, Pennsylvania
(2018-11 - 2019-07)
- Assisted accounting/finance/audit/tax professionals in obtaining their best fit employment opportunities by directly helping them grow in their careers.
- Developed organized system to obtain new company accounts and by cold calling prospective employees by utilizing recruiting strategies designed to identify qualified candidates through various recruiting tools.
- Evaluated candidates' strengths, assisted with interviews, writing resumes to obtain for the clients a pool of proper candidates who wanted to succeed.
Senior Fund Accountant - CITCO FUND SERVICES - Malvern, Pennsylvania
(2016-07 - 2017-12)
- Prepared daily, monthly, quarterly, and annual financial reports for MetLife, a top-tier client with a multi-billion-dollar real estate portfolio.
- Produced detailed joint venture reconciliations, including ownership interest analysis, balance sheet and income statement variance reporting, and partnership waterfall calculations.
- Developed fund-level NAV reporting packages, providing portfolio performance analysis, property valuations, and variance analysis across core and real estate investment funds.
- Delivered financial insights and reporting that supported strategic decision-making, investment analysis, and partner negotiations.
Senior Property Accountant - BRIXMOR PROPERTIES - Conshohocken, Pennsylvania
(2013-01 - 2016-06)
- Provided guidance, direction and training for 4 property accountants in our sub-region by reviewing monthly General Ledger work papers and providing a variance analysis-actual year-to-date vs budget and month over month performance.
- Provided monthly analysis and variance explanations of Common Area Maintenance & Real Estate recovery rates, NOI (profit and loss), and changes in occupancy for the South Region detailing month over month and year-to-date vs budget variances of 120 properties and 1,800 tenants.
- Compiled variance explanations/analysis for a consolidated NOI by account type for the accounting vice president for a presentation to the executive vice presidents and management of the South Region on a monthly, quarterly, semiannually and annual basis.
- Provided detailed information and worked in conjunction with management multiple times throughout the year to create our most accurate budgets and forecast models for our region.
- At month-end and as needed, throughout the calendar year I provided and reviewed my subordinates rent forecasting models and provided detailed information regarding where we could potentially increase our future income from prospective tenants or about the negotiations within our renewal process (i.e. monthly rent, CAM/Real Estate/Insurance income).
- Was responsible for reviewing, approving, and posting tenant billings, reconciliations of all kinds, and credit memos.
- Provided support for ad hoc reporting/analysis for various special projects to senior management, vice presidents, and accounting managers. Some examples of past projects include: a) creating detailed spreadsheets to be used in the future by the accounting department (Sarbanes Oxley (SOX) Compliant), b) using my experience to create a plan by brainstorming an idea, ironing out all of the details involved, and attempting to foresee any potential future issues to finalize process improvements, c)
- Compiled information and presented properties in our team's portfolio to senior management including detailed analysis of the property's current billing status; as well as providing suggestions to increase billing efficiently and timely planning for the future. This task detailed our current processes and provided forecasts of where we could improve to create more cash flow at each property.
- Supported companywide & regional ad hoc requests/information (i.e. CEO, CFO, Executive Vice Presidents, Chief Accounting Officers, Senior Vice Presidents, Vice Presidents of multiple departments to development functions by providing relevant and timely information to support their areas of business or company as a whole
Property Accountant - BRIXMOR PROPERTIES - Conshohocken, Pennsylvania
(2008-01 - 2013-01)
- Was responsible for overseeing the general ledgers of nineteen properties in the southern region in the US portfolio with approximately 2.7 million in square footage and roughly 325 tenants.
- Compiled, evaluated, and processed common area maintenance, real estate, and insurance reconciliations for the same properties.
- Prepared and completed seven monthly bank reconciliations.
- Created journal entries (income & expense prepaids/accruals); as well as reconciled the general ledger accounts on the property level.
- Completed month end closing procedures to create a finalized property level balance sheet and income statement.
- Compiled detailed work-papers that reflected and explained the balance sheet accounts.
AR/AP Associate - BRIXMOR PROPERTIES - Conshohocken, Pennsylvania
(2006-10 - 2008-01)
- Processed daily cash receipts and ensuring the timely payments required.
- Provided any requests/backup from various sources.
