Property Accountant
About Candidate
Education/Qualification
- 2009 Bury College – City & Guild PEO Level 1 and NVQ Level 2
- 2008 The Derby High School – 11 GCSEs Achieved, including Mathematics and English
Systems used
- Microsoft Word and Excel – Intermediate
- CRM Systems
- Propware
Career Summary
Current Employer – Estate Agents
Position – Various Roles
Dates –December 2012- Present
Position – Trainee Property Assistant
Dates – May 2021 – Present
Position – Purchase Ledger Clerk
Dates – December 2012 – February 2014
Position – Property Administrator
Dates – February 2014 – May 2021
During their time during the employment, the candidate worked across numerous roles / teams and tasks including;
- Assist with Client Reporting coordinate – across regions
- Assist in production of Client Pitches and presentations as required using PowerPoint
- Prepare Commercial Management Reports on a quarterly, monthly, fortnightly basis, including
- collation and analysis of key data such as critical lease events
- arrears, performance collections
- H&S compliance, tenant trade, footfall, rates, incidents, service charge performance, EPCs, and obtaining inputs from 3rd parties
- Circulation of management reports and dealing with necessary amendments
- Assist in the preparation of other team reports as needed, including one-off projects or reports requested by clients (e.g., presentations or fortnightly arrears)
- Regularly review compliance systems (Q-Compliance & Track Record) to ensure all outstanding items are actioned by center management teams or other parties by KPI deadlines
- Assist in drafting Service Charge Budgets/Reports in Word and Excel in a timely manner
- Dealing with enquiries from Tenants, Clients, Solicitors, Local Authorities, etc.
- Assist in the production, formatting, and proof-reading of reports to ensure brand standards, including coordination with other regions as necessary
- Document storage – data download/upload/transfer, folder and file set up, document retrieval/archive facility management
- Assist in organizing Property Inspections for third parties as required
- Provided timely and appropriate responses to Surveyors, Clients, and Tenants
- General Typing of letters, emails, memos, licenses, budget reports, reconciliation reports, mail mergers, etc.
- Created and maintained spreadsheets in Excel for turnover top-up calculations, chasing occupiers for turnover certificates, and instructing turnover top-ups while addressing turnover queries
- Saved and managed Legal documents to appropriate database systems
- Accurately produce and maintain manual and electronic files for each property in accordance with procedures
- Assisted with on-boarding/off-boarding of Properties, collating required documentation, and using systems like BOX and 3rd-party platform
- Coding/approving non-recoverable and service charge recoverable Invoices (e.g., management fees, utilities, urgent invoices)
- Raised ad hoc and Management Fees – Monthly/Quarterly basis, update fee schedules, and monitor fee shares from other departments
- Monitored, chased, and reported on lease change workflows completed by surveyors to ensure completion by the client accountant within the client’s KPIs
- Prepared change notes for new clients, properties, leases, and ongoing amendments, extracting information from leases or legal documents and populating database amendment forms
- Prepared workflow instructions to alter accounting systems for new Clients, properties, and leases, calculating turnover rent, utility recharges, and general updates
- Ensured Accounts systems are up to date with correct tenant information and all relevant Invoices/Credits are raised
- Assisted Surveyors and Central Credit Control Teams in chasing debts owed to clients and ensuring proper allocation of money received
- Assisted Client Accountants with portfolio insurance certificates, reconciliations, and recharges to occupiers (including checking leases, apportionments, premiums, and certificates)
- Managed Recharging of utilities and other property-related charges (outside of service charge and insurance) to appropriate occupiers, providing backup information where needed
- Provided Arrears Analysis as required by individual Surveyors/ Clients
Previous Employer – Maintenance Contractors
Position – Contracts Administrator / Project Co-ordinator
Dates – December 2011 – February 2012
