Janelle Price
Indian Trail
Summary
Experienced CFO/Controller with a demonstrated history of working in the real estate/accounting and financial industry. Strong background in guiding small teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
14
14
years of professional experience
Work History
Chief Financial Officer
Newstyle Communities Inc
05.2018 - Current
- Streamlined financial processes by implementing new accounting software and automation techniques
- Oversee the company’s financial position, payroll, human resources
- Prepare financial forecasts, budgets and annual reviewed financials and audit processes
- Contribute to strategic company decisions
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Established strong relationships with external stakeholders, including investors, analysts, builder peers, and agencies to promote transparency and build trust in the organization''s financial management.
- Oversaw business-wide changes to modernize procedures and organization.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Senior Accountant
Mountain Real Estate Capital
07.2013 - 05.2018
- Analyze and monitor multiple deal projections and assist asset managers with revenue and expense forecasts, budgets and month-to-month actuals within their projections
- Perform analysis and prepare management reports quarterly for CEO and upper management meetings
- Accurately complete budget vs
- Actual variance memos month to month
- Inspect investment memos to create new upcoming project projections and relationships with homebuilders for forecasted revenues & expenses
- Responsible for preparing detailed quarterly and yearly audited financial statements
- Provide supporting schedules and documents for audit engagements, also organizing agendas/reports for quarterly performance packages
- Review and approve weekly draw requests for several builder partners and transmit funds to pay invoices associated with each project
- Accurately monitor, reconcile & analyze close to 150 bank accounts within a multi-entity organization
- Collaborate with various homebuilders on submitted monthly reports among numerous reporting systems
- Review & approve employee expense reports in a timely manner
- Oversee and review tasks completed by the project accountant
- Record and review settlement statements (HUDs) from home, lot & and acreage sales daily
- Assist with the execution of monthly deal distributions and capital calls to and from investors/co-lenders as approved by project asset managers
- Interact with multi-level management and demonstrate effective interpersonal skills which include excellent written & verbal communication
Auditor/Accountant
McGee Maruca and Associates, P.C.
01.2011 - 04.2013
- Responsible for conducting comprehensive audits of balance sheets, income statements & internal control policies
- Executed large-scale individual, partnership, trust & corporate tax returns
- Prepared many fiscal period and year end audited financial statements
- Liaised with company representatives in various sectors including healthcare, finance, non-profit, housing & community outreach
- Ensured absolute GAAP compliance during audit procedures & reports
- Generated rapport and communicated with executives & board members before, during & after audit proceedings
- Trained incoming & incumbent associates on tax, audit & financial statement procedures
- Utilized my experience in QuickBooks software to reconcile data and adjust journal entries to provide accurate financial reporting – to document complete records of audit proceedings
Education
Bachelor of Science - Accounting
Robert Morris University
Pennsylvania12-2010
Skills
- Strategic financial planning
- Financial reporting
- Financial management
- Financial policy creation
- Reporting expertise
- Audit coordination
- Corporate leadership
- Business forecasting
- Financial process improvement
Notary Public of NC
Notary Public of North Carolina
Timeline
Chief Financial Officer
Newstyle Communities Inc
05.2018 - Current
Senior Accountant
Mountain Real Estate Capital
07.2013 - 05.2018
Auditor/Accountant
McGee Maruca and Associates, P.C.
01.2011 - 04.2013
Bachelor of Science - Accounting
Robert Morris University
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