SUMMARY:

• Dynamic, detail - oriented professional with a Bachelors in Business Administration; possesses extensive national experience in conducting financial, cost and trend analysis, developing process improvements, implementing cost controls, forecasting, ad-hoc reporting and performing monthly and annual reporting and planning for companies in the financial services industry. Able to lead 10 busy season through cross-functional teams and exceed company-mandated objectives; combines financial expertise with the ability to interface with clients, collaborate and work harmoniously with individuals at all levels of the organization and spearhead change. Track record in driving innovation in process redesign and in creating and implementing organizational solutions that positively affect the bottom line. Proficient in using technology to solve companywide challenges; a decisive financial analyst skilled at hedging risks, dispersing exposure, and identifying major gaps in profitability forecasts and communication infrastructure. Thrive in challenging environments with excellent communication, interpersonal, negotiation, presentation, problem-solving, organizational and leadership skills. Managed 8 national property tax accounts for 4 years and recently added 9 additional accounts.

AREAS OF EXPERTISE:

• Complex Expense Reporting & Reconciliation
• Business Case/Strategic Variance Cost Analysis
• Budget Creation, Forecasting & Cost Analysis
• Accounts Receivable
• Research, Investigation & Resolution
• Customer Service & Client Relationships
• Strategic Planning & Financial Modeling
• Cost Structure Analysis & Reporting Structure Formation/Business Segmentation
• Month-end Reconciliation & Analysis
• Reporting, Documentation & Presentations
• Business Accounting Process Improvements
• Sales, Finance & Budget Management
• Software: Win2Data, Acrobat Reader/Writer/Professional, Access, REIS, CoStar, Loopnet, RIA, Sharepoint, ParcelQuest, Checkpoint, Hoovers, Webex, and OneSource.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Property Tax Consultant

• Reviewed property profile and inspect subject properties.
• Review and analyze rent rolls, income and expense statements, lease abstract and agreements, parcel/aerial maps appraisal reports and property legal description.
• Support in timely monthly, quarterly and year end booking of revenue activities
• Consulting and analyzing property assessments for high tax liability; leverage various methodologies to help reduce property taxes.
• Develop protocols, training sessions for new and existing employees.
• Oversees the Accounts payable/Accounts receivables.
• Perform budget planning and forecasting, variance analysis and reconciliation, and other ad hoc financial analysis.
• Provide quality control and supervision of the final output and ensure proper documentation and records are maintained.

Confidential

Senior Property Tax Consultant

• Reviewed property profile, rent rolls, income and expense statements, lease abstract and agreements, parcel maps, aerial maps, appraisal reports and property legal description.
• Providing month-end and quarterly audits of account receivables and aging receivables.
• Develop executive reports and provide support to Managing Director and leadership team in their monthly, quarterly and year-end budget submissions ensuring financial targets are met.
• Perform budget planning and forecasting, variance analysis and reconciliation, and other ad hoc financial analysis.
• Lead the Northern California office in the annual filing of assessment appeal.
• Manage financial projects with aggressive deadlines and ensure data is accurate and complete for submissions.
• Research and resolve accounts appearing on delinquency report, collection ledger and aging receivables, and proactively work with clients and vendors to resolve discrepant transactions.
• Consulting and analyzing property assessments for high tax liability; leverage various methodologies to help reduce property taxes.
• Reviewing, tracking and reconciling tax bills and to ensure taxes are made timely.
• Analyze and understand gaps in processes and procedures to streamline key functions. QA all new engagement to ensure they are in compliance with company guidelines.
• QA all new contracts to ensure they are in compliance with company guidelines.
• Drive the on-boarding process between onshore and offshore teams including training requirements and knowledge transfer of financial processes.
• Train new and existing co-workers on core system and workflow.

Confidential

Property Tax Consultant

• Coordinated and managed projects during the annual filing season to ensure that appeals are filed timely and accurately.
• Facilitated/researched annual appeal compliance and ensure all assessment appeal filings meet the county’s requirements in the 58 counties of California.
• Consolidated and updated all county regulations, policies, and rules relating to filing assessment appeals and jurisdictional compliance.
• Audited all tax bills including verifying a complete inventory of assets.
• Monitored and controlled all tax bill requests and receipts from local tax jurisdictions. Validated ownership, property assessments, tax rates, taxes and other essential data.
• Documented bill payment phases and recorded each payment by account number. Researched, collected and updated property assessment.
• Reviewed and analyzed annual property assessments to determine financial impacts.
• Managed and tracked all property tax refunds due to reduction in property assessments.
• Analyzed client criteria for taxation credits relating to enterprise zone and hiring credits.

Confidential

Realtor

• Responsible for managing and producing sales and performance metrics.
• Evaluated and selected Residential applicants in the San Francisco, South Bay and East Bay housing market.
• Interfaced with clients, lenders, sales teams and members of the nationwide Prudential Real Estate Field Division.
• Identified marketing initiatives and generated scheduling tools to streamline and expedite the sales and buying process.
• Maintained and supported client relationships.
• Perform tasks in a fast pace real estate environment and delivered products and services that supported customer’s needs.