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CarlaAnn Rodriguez
6550 Shady Brook Lane Apt 912 *Dallas, Texas 75206
210.875.5717 *carla822877@gmail.com
OBJECTIVE To obtain a positionas a financialanalyst where I may usemy exceptional communication,organizational, analytical,and
interpersonalskills
EDUCATION Stephen F. Austin StateUniversity GraduationDate: December2012
Bachelor ofBusiness Administrationin Finance andAccounting
Accounting GPA: 3.50
Finance GPA: 3.62
RELATED EXPERIENCE
Invitation Homes, Dallas, TX
Property AccountantII, October 2014-November 2016
 Utilized YardiVoyagerto analyzefinancialstatements andcomplete month end closing procedures
 UtilizationofMicrosoft Excel toreconcilefunding andsecuritizationbank accounts for properties across thenation
 Prepared and completed monthendamortizations andaccruals
 Assisted portfolio managers with invoiceand account inquiries
 UtilizationofSalesforcein orderto analyze individual property forms
 Prepared and revieweddaily journalentries
 Performed month end varianceanalysis
 Assisted in training ofnewpersonalon systematic procedures
 Assisted in investigating andresolving ledger discrepancies
PSK, LLP, Arlington, TX
Accounting Associate, March 2014-September 2014
 Utilized QuickBooks andShelby to compile financial statements for monthendclosing procedures
 Use ofMicrosoft Excel tokeep track ofmonthly accounting monthendbalances
 Preparecompilations for non-profits andfor-profit organizations
 Assisted oncompleting sales tax forms for clients
 Supervised andreviewed internaccounting work
 Assisted clients with accounting monthendclosing procedures
 Updated depreciation schedules for various organizations using fixed assetaccounting software
Bakke DevelopmentCorp,San Antonio, TX
Staff Accountant, August 2013-February 2014
 Prepared general ledger entries and reconciliationfor month end andyear end
 Utilized Yardi and Peachtreeto manage accounts payableand receivables
 Performed dailyaccounting functions in construction,alsoin commercial and residential property managementaccounting
 Used Sage CRMtomaintainaccounts receivables for relocation specialists commission
 Set up and troubleshootconversionfrom Peachtreeto Yardi
 Set up and assistedon updating commercial leases
 Prepared monthly financial statements for San Antonio Housing Authority
InvestmentsRoundtable,September 2012-December 2012
 Created valueto a $500,000 scholarship endowmentatStephen F. Austin State University
 Use ofeconomicand competitiveanalysis for market sectorweighting decisions
 Gathered Analyzed andsummarized financialinformation from Statements ofCash Flows, BalanceSheetand Income
Statementofdifferentcompanies withintheS&P500to makerecommendations oninvestments.
 Interpretand explainfinancialinformationand results toinvesting alumni
Relevant Accounting Software Experience
 Shelby Systems
 QuickBooks Pro Advisor
 Sage 50 Accounting-Peachtree
 Salesforce-CRM
 Voyager Constuction-Yardi
 Voyager Residential-Yardi
 Voyager Commercial-Yardi
OTHER EXPERIENCE
Resident Advisor, January2010–December2012
Department ofResidence Life,Nacogdoches Texas
 Organized and lead educationaland informative programs for about 700collegeresidents,including topics on voting,
study habits,spending habits, financial aidand health.
 Enforced university policies,counseled students on personal issues, andmediate roommateconflicts
INVOLVMENT
 Phi Alpha Kappa-FinanceClub Vice- President,January 2011–December 2012
 Gamma Kappa Omega Community ServiceSorority, January2010-December 2012
 UndergraduateResearchConferenceFinalist,January 2012
 Accounting Club, January 2009 –December 2011

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Resume-Financial Analyst

  • 1. CarlaAnn Rodriguez 6550 Shady Brook Lane Apt 912 *Dallas, Texas 75206 210.875.5717 *carla822877@gmail.com OBJECTIVE To obtain a positionas a financialanalyst where I may usemy exceptional communication,organizational, analytical,and interpersonalskills EDUCATION Stephen F. Austin StateUniversity GraduationDate: December2012 Bachelor ofBusiness Administrationin Finance andAccounting Accounting GPA: 3.50 Finance GPA: 3.62 RELATED EXPERIENCE Invitation Homes, Dallas, TX Property AccountantII, October 2014-November 2016  Utilized YardiVoyagerto analyzefinancialstatements andcomplete month end closing procedures  UtilizationofMicrosoft Excel toreconcilefunding andsecuritizationbank accounts for properties across thenation  Prepared and completed monthendamortizations andaccruals  Assisted portfolio managers with invoiceand account inquiries  UtilizationofSalesforcein orderto analyze individual property forms  Prepared and revieweddaily journalentries  Performed month end varianceanalysis  Assisted in training ofnewpersonalon systematic procedures  Assisted in investigating andresolving ledger discrepancies PSK, LLP, Arlington, TX Accounting Associate, March 2014-September 2014  Utilized QuickBooks andShelby to compile financial statements for monthendclosing procedures  Use ofMicrosoft Excel tokeep track ofmonthly accounting monthendbalances  Preparecompilations for non-profits andfor-profit organizations  Assisted oncompleting sales tax forms for clients  Supervised andreviewed internaccounting work  Assisted clients with accounting monthendclosing procedures  Updated depreciation schedules for various organizations using fixed assetaccounting software Bakke DevelopmentCorp,San Antonio, TX Staff Accountant, August 2013-February 2014  Prepared general ledger entries and reconciliationfor month end andyear end  Utilized Yardi and Peachtreeto manage accounts payableand receivables  Performed dailyaccounting functions in construction,alsoin commercial and residential property managementaccounting  Used Sage CRMtomaintainaccounts receivables for relocation specialists commission  Set up and troubleshootconversionfrom Peachtreeto Yardi  Set up and assistedon updating commercial leases  Prepared monthly financial statements for San Antonio Housing Authority InvestmentsRoundtable,September 2012-December 2012  Created valueto a $500,000 scholarship endowmentatStephen F. Austin State University  Use ofeconomicand competitiveanalysis for market sectorweighting decisions  Gathered Analyzed andsummarized financialinformation from Statements ofCash Flows, BalanceSheetand Income Statementofdifferentcompanies withintheS&P500to makerecommendations oninvestments.  Interpretand explainfinancialinformationand results toinvesting alumni Relevant Accounting Software Experience  Shelby Systems  QuickBooks Pro Advisor  Sage 50 Accounting-Peachtree  Salesforce-CRM  Voyager Constuction-Yardi  Voyager Residential-Yardi  Voyager Commercial-Yardi OTHER EXPERIENCE Resident Advisor, January2010–December2012 Department ofResidence Life,Nacogdoches Texas  Organized and lead educationaland informative programs for about 700collegeresidents,including topics on voting, study habits,spending habits, financial aidand health.  Enforced university policies,counseled students on personal issues, andmediate roommateconflicts INVOLVMENT  Phi Alpha Kappa-FinanceClub Vice- President,January 2011–December 2012  Gamma Kappa Omega Community ServiceSorority, January2010-December 2012  UndergraduateResearchConferenceFinalist,January 2012  Accounting Club, January 2009 –December 2011