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JPI Experiences – Summer 2015
Accounting Experience
• Analyzed trial balances between multiple entities
• Helped prepare month-end books for 10 entities, ensuring
consistency between GL, TB & Bank reconciliations
• The last 3 weeks, acted as AP clerk during the time in which the
position was vacant
- Position included reconciling around 100 bank
statements for month-end reports across multiple banks
- Deposited checks/posted invoices/cut checks
- Submitted manual payments and payables transactions
- During this time, gained intermediate
familiarity and experience with Microsoft
Dynamics GP
• SEC Compliance Audit - JPI underwent a surprise audit during
time with the company
- Assistance included providing auditors detail trial
balances for 20 entities & cash account reconciliations
Asset Management Experience
Excel Knowledge
Experience with custom conditional formatting
Pivot tables
Macros
Advanced functions (multiple function formula creation)
JPI Experiences – Summer 2015
• Basic spreadsheet management of weekly on-site reports for
multiple assets
• Created 6 leasing tracker reports, following trends (both weekly &
monthly) of all leasing agents' performance for 6 properties
(maintained weekly)
• Worked on linking 3 different excel reports and a Powerpoint,
creating a consistent inter-program flow of information, ultimately
mapping the status of assigned parking across an entire complex
• General spreadsheet linking & update automation across weekly
reports
Finance Experience
• Tasked with creating an expense report that broke down the
details of rent and other overhead across 4 different corporate
offices from January 2015 - Present
- Tracked down vender invoices
- Analyzed and provided explanation for rent variances
based on contract details
• Forecasting - with a more detailed expense report, was asked
to forecast all rent expenses out through 2018. Ultimately
replaced the forecast being used by executives
• WIP Analysis - Analyzed various WIP accounts across
multiple entities for variances between GL and cash
- Found $400 worth of miscodings that occurred during
payroll
JPI Experiences – Summer 2015
Special Projects
• Worked with VP of Finance, putting together an asset database
that listed relevant information on all JPI projects (300+) since
company's inception
• Worked with the Asset Management team (Central Region),
fassisting in website development for a new Dallas property and
local market research:
- Engaged in walk-throughs at competing developments
as well as a JPI property, comparing and contrasting
effectiveness of leasing agents. Provided feedback to
corporate on how to improve the experience

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JPI Experiences - Summer 2015

  • 1. JPI Experiences – Summer 2015 Accounting Experience • Analyzed trial balances between multiple entities • Helped prepare month-end books for 10 entities, ensuring consistency between GL, TB & Bank reconciliations • The last 3 weeks, acted as AP clerk during the time in which the position was vacant - Position included reconciling around 100 bank statements for month-end reports across multiple banks - Deposited checks/posted invoices/cut checks - Submitted manual payments and payables transactions - During this time, gained intermediate familiarity and experience with Microsoft Dynamics GP • SEC Compliance Audit - JPI underwent a surprise audit during time with the company - Assistance included providing auditors detail trial balances for 20 entities & cash account reconciliations Asset Management Experience Excel Knowledge Experience with custom conditional formatting Pivot tables Macros Advanced functions (multiple function formula creation)
  • 2. JPI Experiences – Summer 2015 • Basic spreadsheet management of weekly on-site reports for multiple assets • Created 6 leasing tracker reports, following trends (both weekly & monthly) of all leasing agents' performance for 6 properties (maintained weekly) • Worked on linking 3 different excel reports and a Powerpoint, creating a consistent inter-program flow of information, ultimately mapping the status of assigned parking across an entire complex • General spreadsheet linking & update automation across weekly reports Finance Experience • Tasked with creating an expense report that broke down the details of rent and other overhead across 4 different corporate offices from January 2015 - Present - Tracked down vender invoices - Analyzed and provided explanation for rent variances based on contract details • Forecasting - with a more detailed expense report, was asked to forecast all rent expenses out through 2018. Ultimately replaced the forecast being used by executives • WIP Analysis - Analyzed various WIP accounts across multiple entities for variances between GL and cash - Found $400 worth of miscodings that occurred during payroll
  • 3. JPI Experiences – Summer 2015 Special Projects • Worked with VP of Finance, putting together an asset database that listed relevant information on all JPI projects (300+) since company's inception • Worked with the Asset Management team (Central Region), fassisting in website development for a new Dallas property and local market research: - Engaged in walk-throughs at competing developments as well as a JPI property, comparing and contrasting effectiveness of leasing agents. Provided feedback to corporate on how to improve the experience