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Tammy Joyce, M.B.A.
tammy .balderson@gmail.com
Accounting and Finance Professional
SUMMARY
Precision and accuracy driven accounting and finance manager accustomed to surpassing fiscal performance
goals using advanced analytical, decision making and judgment skills. Industries served with attention to detail
and timeliness include commercial real estate, Self Storage, legal, manufacturing and restaurant. Proficient in
current industry practices, software and legislation.
Core Competencies
 AR/AP Management  Cash Variance Analysis  REIT Compliance
 Portfolio Maintenance  Acquisition/Disposition Process  Month, Qtr, Year-end Audits
 Treasury Management  GAAP Requirements  CAM Reconciliations
KEY ACHIEVEMENTS
 Reduced costs through creation of paperless vendor process and electronic billing
 Avoided approximately $50,000 in late fees by setting up ACH automatic debit payments
 Represented business with external auditors with interim and annual audit review
 Reduced bank fees by changing structure to be more efficient and eliminating paper statements
EXPERIENCE
SmartStop Self Storage– Ladera Ranch, CA 2010 - Current
Accounting Supervisor (January 2013-Present)
 Manage team of seven (7) property accountants. Handle all employmentrelated decisions including:selections,
terminations,promotions,performance management,compensation adjustments and training and development
 Continue to Train new property accountants as needed,review their financial packages,journal entries,and bank
reconciliations’ on a monthlybasis for accuracy and compliance. Responsible for 53 properties
 Responsible for all treasury managementfor 9 differentbanks and over 200 accounts. This includes all on line
banking entitlements and administration
 Prepare,create and input wires in excess of one million dollars
 Set up and manage positive pay process and ACH Fraud Filter with Bank of America and Wells Fargo
Senior Property Accountant (December 2010-December 2012)
 Train new property accountants as needed,review their financial packages,journal entries,and bank reconciliations’
on a monthlybasis for accuracy and compliance
 Organize and prepare monthly closes,budgets,capital expenditures, cash management,general ledger,financial
statements,tax books,tenantbillings,A/R, A/P and variance analysis on storage facilityproperties
 Prepare,file and pay sales tax for various states
 Prepare monthlycorporate books for three separate companies through consolidations,including all corporate wires
and cash reconciliations in excess of10 million dollars
 Assistin creating and implementing policies and procedures
T3 Motion – Costa Mesa, CA 2010 - 2010
Temporary Assignment (July 2010-December 2010)
 Review all sales orders with packing slips,purchase orders,through creating invoice for customers
 Handle all collection calls and payments including creditcard and ACH
 Assistwith 10Q preparation,accountreconciliations,and journal entries
Tammy Joyce, Finance & Accounting Resume, Page 2 of 2
Deutsche Bank – RREEF Division – Costa Mesa, CA 2002 - 2010
Transactions Manager (June 2008-April 2010)
 Manage team of eight (8) associates and assistants in accounts receivable /accounts payable
 Handle all employmentrelated decisions including:selections,terminations,promotions,performance management,
compensation adjustments and training and development
 Deliver training and follow-up for numerous properties and accounting departments
 Aid in developmentof electronic paymentprocedures for handling invoices to avoid late fees and reduce expenses by
cutting back on special check runs
 Oversee and maintain qualitystandards in calculating,posting,verifying and typing duties to obtain and record
financial data for accounting and statistical records
 Play integral role in acquisitions & dispositions;handle set-up and dissolution ofproperties,bank accounts and
general ledger mapping based on circumstances
 Review monthlyand quarterly financial packages ofaccountants for accuracy and compliance
Senior Project Accountant (April 2005-May 2008)
 Set-up accounting records for new acquisitions including recoveryschedules,securitydeposits,A/R balances,CES,
budget,escrow accounts, FAS 141/142 as well as FASB 13
 Collaborated with propertymanager and portfolio manager to develop and approve stub budget
 Participated in transition meetings between acquisitions,portfolio and propertymanagement
 Analyzed and prepared month end closes for the initial 1-3 months for new acquisitions
 Evaluated and notified appropriate accountantof errors in GAAP books on complexproperties
Staff Accountant (May 2002-April 2005)
 Facilitated full range accounting for properties with netincome in excess of one million dollars
 Organized and prepared monthlycloses,budgets,capital expenditures,EQIRs,re-projections,recovery schedules,
cash management,general ledger,financial statements,tax books,tenantbillings,A/R, A/P and variance analysis
 Coordinated with accounting manager and districtmanager on acquisition and disposition closing entries
Harris, Greene LLP (CPAFirm) – Newport Beach, CA 2000 - 2002
Staff Accountant
 Prepared partnership,S Corporation,C Corporation and individual income taxreturns
 Compiled quarterlyand yearly financial statementpackages for manufacturing,professional service and retail
companies
 Completed yearly review for manufacturing company
 Established on-site clientaccounting procedures and trained employees
 Formulated and assisted with planning process for individuals and business entities including income taxprojections
EDUCATION
Keller Graduate School of Management - Irvine, CA
Master’s in Business Administration (MBA)
Chapman University - Orange, CA
Bachelor of Science in Accounting (Dean’s list three semesters)
TECHNOLOGIES
Centershift Inc., Avid Xchange, Great Plains, Mas 90, Microsoft Excel, Microsoft Word, Microsoft Pow erPoint, Vista Epicor, Lacerte Tax,
Accountant’s Trial Balance, Quick Books Pro, CCH Tax Research, Lotus 1 2 3,Yardi CTI Systems, Lotus Notes, Internet and e-mail.
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Tammy+Resume+05.15 for Lin

  • 1. Tammy Joyce, M.B.A. tammy .balderson@gmail.com Accounting and Finance Professional SUMMARY Precision and accuracy driven accounting and finance manager accustomed to surpassing fiscal performance goals using advanced analytical, decision making and judgment skills. Industries served with attention to detail and timeliness include commercial real estate, Self Storage, legal, manufacturing and restaurant. Proficient in current industry practices, software and legislation. Core Competencies  AR/AP Management  Cash Variance Analysis  REIT Compliance  Portfolio Maintenance  Acquisition/Disposition Process  Month, Qtr, Year-end Audits  Treasury Management  GAAP Requirements  CAM Reconciliations KEY ACHIEVEMENTS  Reduced costs through creation of paperless vendor process and electronic billing  Avoided approximately $50,000 in late fees by setting up ACH automatic debit payments  Represented business with external auditors with interim and annual audit review  Reduced bank fees by changing structure to be more efficient and eliminating paper statements EXPERIENCE SmartStop Self Storage– Ladera Ranch, CA 2010 - Current Accounting Supervisor (January 2013-Present)  Manage team of seven (7) property accountants. Handle all employmentrelated decisions including:selections, terminations,promotions,performance management,compensation adjustments and training and development  Continue to Train new property accountants as needed,review their financial packages,journal entries,and bank reconciliations’ on a monthlybasis for accuracy and compliance. Responsible for 53 properties  Responsible for all treasury managementfor 9 differentbanks and over 200 accounts. This includes all on line banking entitlements and administration  Prepare,create and input wires in excess of one million dollars  Set up and manage positive pay process and ACH Fraud Filter with Bank of America and Wells Fargo Senior Property Accountant (December 2010-December 2012)  Train new property accountants as needed,review their financial packages,journal entries,and bank reconciliations’ on a monthlybasis for accuracy and compliance  Organize and prepare monthly closes,budgets,capital expenditures, cash management,general ledger,financial statements,tax books,tenantbillings,A/R, A/P and variance analysis on storage facilityproperties  Prepare,file and pay sales tax for various states  Prepare monthlycorporate books for three separate companies through consolidations,including all corporate wires and cash reconciliations in excess of10 million dollars  Assistin creating and implementing policies and procedures T3 Motion – Costa Mesa, CA 2010 - 2010 Temporary Assignment (July 2010-December 2010)  Review all sales orders with packing slips,purchase orders,through creating invoice for customers  Handle all collection calls and payments including creditcard and ACH  Assistwith 10Q preparation,accountreconciliations,and journal entries
  • 2. Tammy Joyce, Finance & Accounting Resume, Page 2 of 2 Deutsche Bank – RREEF Division – Costa Mesa, CA 2002 - 2010 Transactions Manager (June 2008-April 2010)  Manage team of eight (8) associates and assistants in accounts receivable /accounts payable  Handle all employmentrelated decisions including:selections,terminations,promotions,performance management, compensation adjustments and training and development  Deliver training and follow-up for numerous properties and accounting departments  Aid in developmentof electronic paymentprocedures for handling invoices to avoid late fees and reduce expenses by cutting back on special check runs  Oversee and maintain qualitystandards in calculating,posting,verifying and typing duties to obtain and record financial data for accounting and statistical records  Play integral role in acquisitions & dispositions;handle set-up and dissolution ofproperties,bank accounts and general ledger mapping based on circumstances  Review monthlyand quarterly financial packages ofaccountants for accuracy and compliance Senior Project Accountant (April 2005-May 2008)  Set-up accounting records for new acquisitions including recoveryschedules,securitydeposits,A/R balances,CES, budget,escrow accounts, FAS 141/142 as well as FASB 13  Collaborated with propertymanager and portfolio manager to develop and approve stub budget  Participated in transition meetings between acquisitions,portfolio and propertymanagement  Analyzed and prepared month end closes for the initial 1-3 months for new acquisitions  Evaluated and notified appropriate accountantof errors in GAAP books on complexproperties Staff Accountant (May 2002-April 2005)  Facilitated full range accounting for properties with netincome in excess of one million dollars  Organized and prepared monthlycloses,budgets,capital expenditures,EQIRs,re-projections,recovery schedules, cash management,general ledger,financial statements,tax books,tenantbillings,A/R, A/P and variance analysis  Coordinated with accounting manager and districtmanager on acquisition and disposition closing entries Harris, Greene LLP (CPAFirm) – Newport Beach, CA 2000 - 2002 Staff Accountant  Prepared partnership,S Corporation,C Corporation and individual income taxreturns  Compiled quarterlyand yearly financial statementpackages for manufacturing,professional service and retail companies  Completed yearly review for manufacturing company  Established on-site clientaccounting procedures and trained employees  Formulated and assisted with planning process for individuals and business entities including income taxprojections EDUCATION Keller Graduate School of Management - Irvine, CA Master’s in Business Administration (MBA) Chapman University - Orange, CA Bachelor of Science in Accounting (Dean’s list three semesters) TECHNOLOGIES Centershift Inc., Avid Xchange, Great Plains, Mas 90, Microsoft Excel, Microsoft Word, Microsoft Pow erPoint, Vista Epicor, Lacerte Tax, Accountant’s Trial Balance, Quick Books Pro, CCH Tax Research, Lotus 1 2 3,Yardi CTI Systems, Lotus Notes, Internet and e-mail.