Summary
Overview
Work History
Education
Skills
Timeline
Generic

James Egeberg

Phoenix

Summary

Achieved timely delivery of high-quality reports through effective data analysis and pattern recognition. Enhanced business processes by translating complex data into user-friendly formats. Maintained financial statements with precision, addressing discrepancies and ensuring accurate reconciliations.

Overview

8
8
years of professional experience

Work History

Senior Property Accountant

Avenue5
11.2022 - Current
  • Led month-end closing processes, ensuring timely and accurate financial reporting.
  • Mentored junior accountants, enhancing team performance and knowledge retention.
  • Developed streamlined reconciliation procedures, improving efficiency and accuracy of financial statements.
  • Reviewed complex lease agreements, ensuring compliance with accounting standards and company policies.
  • Collaborated with cross-functional teams to resolve discrepancies in financial records and audits.
  • Addressed questions from external auditors and provided requested documentation to enable issue resolution.
  • Reviewed numerous financial statements for accuracy and determined compliance with generally accepted accounting principles.
  • Verified accounts payable documentation and generated weekly check runs to pay tax and liabilities before predetermined deadlines.
  • Performed electronic banking transactions and completed bank reconciliations to obtain comprehensive picture of organization bank accounts.
  • Oversaw month-end close process for various properties, ensuring accurate recording of all transactions in accordance with GAAP guidelines.
  • Analyzed and reported financials for 9 private properties annually.
  • Provided journal entries and performed accounting on accrual basis.
  • Utilized various software programs such as Microsoft Office Suite or Yardi Voyager for data entry purposes .

Property Accountant

Greystar
Phoenix, AZ
03.2020 - 01.2022
  • Analyzed monthly financial statements and investigated budget variances. Assisted in budget development, and prepare standard accounting and financial reports for management. Resolved accounting issues with property staff and performed a month end close. Prepared replacement reserve draws, bank and balance sheet reconciliations. Maintained general ledgers, payables, mortgaged escrows.
  • Compiles and analyzes financial information in preparation for entry into various financial statements and accounting reports, and makes appropriate journal entries for recording in the general ledger by checking calculations, reviewing basis for figures, and balancing and reconciling figures.
  • Performs bank reconciliations and wire transfers for deposit, makes mortgage payments and distributions, and ensures accuracy.
  • Acts as liaison to internal and external auditors by explaining journal entries and financial transactions, providing research data and information as requested, and answering questions necessary to complete the audit in a timely manner.
  • Communicates with on-site and other property managers to assist in completing pre-close and close activities, answer questions, provide support, and ensure timely completion of accounting processes for on-time client and Company reporting.

Shift Lead

ZOYO NEIGHBORHOOD YOGURT
Phoenix, AZ
05.2018 - 03.2020
  • Lead team members in the daily operations and sales of a yogurt shop while demonstrating excellent, welcoming customer service to patrons. Provide patrons with answers to questions and quickly mitigate any issues that arise. Maintain inventory and Excel records daily of yogurt and toppings, accurate POS drawer numbers, and change bank.
  • Guarantee that daily deposits are complete and accurate before personally conducting nightly bank drops
  • Ensure inventory is accurate and accounted for on shipment days; organize new products using FIFO costing
  • Calculated and maintained inventory par levels and projections for the week ahead
  • Trained multiple new hires on how to properly run the store (e.g., POS handling, customer service techniques, and proper food safety best practices)

Education

Bachelor of Science - Accounting/ Finance and Economics

GRAND CANYON UNIVERSITY
Phoenix, AZ

Skills

  • Financial Management
  • Financial Accounting
  • Yardi
  • RealPage
  • Financial Statements
  • Financial Evaluation
  • Financial & Business Reporting
  • Budgeting
  • Reconciliations
  • Financial Processing
  • Accrual Preparation
  • Accounting Systems
  • Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

Timeline

Senior Property Accountant

Avenue5
11.2022 - Current

Property Accountant

Greystar
03.2020 - 01.2022

Shift Lead

ZOYO NEIGHBORHOOD YOGURT
05.2018 - 03.2020

Bachelor of Science - Accounting/ Finance and Economics

GRAND CANYON UNIVERSITY
James Egeberg