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Professional Summary
Experienced manager with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
Core Qualifications
  • Accounting
  • Analytical
  • Audit
  • Decision Making
  • Data Analysis
  • Communication
Experience
Account Manager
June 2014 to Current Cornerstone Brokerage Insurance Agency － Cincinnati, OH
  • Conducted analysis to address benefits which led to lower premium rates for our clients.
  • Successfully led key projects which resulted in company overhead savings.
  • Resolving billing, enrollment, claims and eligibility issues with medical, dental, vision and ancillary accounts.
  • Spreadsheet Preparation-benefit/rate comparison on all size groups.
Case Manager
November 2009 to June 2011 Ash Brokerage － Cincinnati, OH
  • Managed on average 220 cases placing 85% of our high producing agents producing annual revenue of $13.8M.
  • Served as a liaison between high producing agents/brokers, marketing, commissions, underwriters, and carriers to place life insurance policies.
  • Evaluate, authorize, and recommend options for plan changes to brokers on contract submissions based on financial and medical information received.
Annuity Specialist
September 2007 to November 2009 Fifth Third Brokerage － Cincinnati, OH
  • Act as a liaison between registered representatives and carriers by coordinating the application processes for Annuity new business, including all required documentation.
  • Skilled at interpreting plan documents, compliance laws and product contract provisions, so that plan operation is processed within the confines of each carrier guidelines.
  •  
Financial Administrator
October 2005 to August 2006 Western Southern Financial － Cincinnati, OH
  • Prepared correspondence, accounting and financial documents for analysis.
  • Trained and developed processes for new hires regarding Compliance and Regulatory requirements, on all plan administrative products offered by W&S, IFS, Columbus Life and National Integrity Companies.
  • Represented the operations department with the audit of Ernest and Young.
  • Report over-payments, underpayment, and other irregularities.
  • Confer with legal counsel on claims requiring litigation.
Annuity Administrator
October 2000 to October 2005 Western Souther Financial － Cincinnati, OH
  • Primary administrative contact for retirement plan clients.
  • Providing administrative and support services for their financial needs.
  • Successfully completed LOMA AAPA designation, and industry-related courses required by the insurance industry and other regulatory agencies.
Education
Associate of Arts : Business/Marketing, 2004 Xavier University － Cincinnati, OH, USA Business/Marketing
Professional Affiliations
Account Manager focusing on building relationships, while supporting and managing organizational goals and staying abreast of new marketing concepts and strategy's within the industry. Problem Solving Relationship Building Risk Management Time Management Decision Making Staff Training and Development Professional Accomplishments
Certifications
LOMA - AAPA, LTC Certification, Licensed Life, Health & AD&D
This resume is created in 7 minutes.
Summary

Proficient accounting professional offering more than 10 years of progressive accounting experience, dedicated and with strong understanding of all aspects of accounting and financial management. Proven ability to manage multiple assignments while meeting tight deadline. Desires and Currently looking for a managerial role.

Highlights
  • Ability to supervise and train junior staffs
  • Accounting Software: PeopleSoft, E1, Yardi, ACCPAC and Syspro
  • Month-end close, reconciliation & various analysis,
  • Microsoft Office (Advanced)
  • Property Accounting, Projects and Facility & Leasing
  • Fixed Asset Management and Procurement
  • SOX Compliance and Internal Audit
  • Budgeting, Forecasting and Variance Analysis
Experience
Senior Accountant, Starlight Investments, April 2018-Current Toronto, Ontario

Starlight is leading privately owned North American real estate investment and asset management. In this company, I am reporting to the Accounting Manager and indirectly to the Controller and Director. Responsible for the completion of month-end reporting of the most complex portfolio owned by Starlight, making sure that all the financials assigned to the each team members are completed accurately and on time.

Detailed Duties and Responsibilities:

  • Supervise two juniors accountants and train interns to make sure financial reports and assignments are prepared in accordance with GAAP and Starlight policies and procedures
  • Detailed review of monthly reporting package provided by property managers, ensuring reporting packages are fully supportable and accurate
  • Detailed account reconciliation for balance sheet and analyzing the numbers by looking at the bigger picture how balance sheet interrelates with income statement to make sure overall reports are correct
  • Works with other teams as the assigned portfolio is directly connected with all other entities Example, transaction that affects multiple entities should be coordinated with other Accountants to make sure they are recorded in all books
  • Partnering with Payroll Accountants from various PMs (Property Managers) in the consolidation of WSIB reporting and compliance
  • HST/GST/QST reconciliations and returns
  • Detailed review of monthly cash calls submitted by the Property Managers, gives approval once request is reviewed set-up wires after receiving all approvals from designated Approvers within Starlight
  • Prepare full set of audit lead-sheets and working papers for monthly reporting to assist auditors completing quarterly/year-end reviews/audits and tax return preparation
  • Maintaining cash flows for assigned entities to make sure all cheques and disbursements are funded
  • Responsible for recording purchase and sale journal entry including refinancing of property
Senior Accountant, Jones Lang Lasalle Americas Inc., January 2015-April 2018 Toronto, ON

JLL is a commercial real estate and property investment company operates worldwide. In this company, I handled three key clients in the Corporate Solutions: Desjardins, Tyco and Tire Center. Last annual performance evaluation received from Team Management: "Exceeded Expectation". Reporting to Finance Manager located at Pittsburgh, PA Headquarters. Performed a very matured finance role being main contact from JLL Finance and physically present at the Canadian clients office.

Detailed Duties and Responsibilities:

  • Working with Property Managers, Facility Managers and Leasing people to complete requirements from the clients
  • Attended meetings and performed presentations with the clients regarding results of financial spends against budgets, explained where the discrepancies came from and why
  • Responsible for month-end close and reporting activities in the assigned portfolio including accruals, month-end journal entries and supporting schedules. This also includes monthly reporting to the Oversight Team at Chicago corporate office
  • Reconcile balance sheet accounts and resolve outstanding items timely
  • Effective management of Receivables and Payables within the assigned portfolio
  • Prepares P&L Variance Analysis with detailed explanation of variance
  • Maintain working knowledge of Master Service Agreement (MSA) and any relevant amendments
  • Record all aspects of revenue, ensuring billing is accurate and submitted to the clients within specified deadlines
  • Submits True-up funding based on actual expenditures
  • Provide profitability analysis for all projects progresses and completed during the month. Assisting project managers understanding profitability of each projects, making sure expenditures is within the approved budget
  • Assist Finance Manager in all budget preparations and monitoring at the Corporate level and working at the same with client accounting with their budget requirements related to corporate services provided by JLL (Facility Management, projects and leasing)
Senior Accountant, Direct Cash Payments Inc. (Formerly: Threshold Financial Technologies Inc.), October 2009-January 2015 Mississauga, ON

Direct Cash Payments Inc. (now Cardtronics) provides ATMs, debit terminals, switching services and prepaid cards. The company operates in Canada, United States and Mexico. Directly reporting to the Controller and supervised two accounting staffs in the Payables and also back-up as Supervisor in the billing and collection from occasionally.

Detailed Duties and Responsibilities:

  • Maintained integrity of general ledger by providing analysis and account reconciliation on a monthly basis
  • Prepared monthly variance analysis of P&L accounts and explained significant variance
  • Handled fixed assets, identified adjustments related to disposal, write off, addition and other adjustments before finalizing journal entries
  • Assisted the Controller in the preparation of quarterly and year-end working papers for Auditors
  • Prepared and filed commodity taxes such as HST, GST, QST & PST including WSIB and withholding taxes
  • Handled Intercompany accounts
  • Prepared accruals and prepayment journal entries
  • Supervised Accounts Payable staff by reviewing invoice coding, cut-off, open PO, employees T&E and weekly cheque run
  • Resolved discrepancies and complaints with vendors and customers
  • Oversee and follow up payments for past due accounts with the clients
Financial Administrator And Project Accountant, The Traveller Inc., September 2007-November 2009 Toronto, ON

Detailed Duties and Responsibilities:

  • Performed profitability analysis for each project completed Management submission
  • Assisted Event Planners in budget preparation for client presentation
  • Monitored deposits and progress billing from the main vendors required for the event to keep reservation
  • Reconciled actual cost of the event against budget, identified variances
  • Responsible for all banking related duties in the company such as depositing cheques, wire transfer including travel fund
  • Prepared bank reconciliation, credit card statement and travel fund liquidation and reconciliation
  • Maintained daily cash position/flow report to track cash available, incoming receipts and outstanding checks
  • Process vendor invoices and cut cheques on a weekly basis
Professional Courses and Certifications
Bachelor of Science Accounting Major, , Technological Institute of the Philippines, , Manila Philippines
CMA Designation, , Certified Management Accountant, , Toronto ON Canada

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