Sureah Holcombe

Conducted financial analysis and valuation for industrial and multifamily DST portfolios, advised stakeholders, managed investor distributions and legal invoicing, analyzed renters’ insurance programs, built financial models, and created strategic reports. Supported quarterly/annual reporting and provided data-driven insights for portfolio management, operational efficiency, and investor relations

Led efforts to maintain an accurate general ledger, record journal entries in QuickBooks, and customize financial reporting for franchise clientele. Established and maintained client relationships, acting as a subject matter expert for new client onboarding and consultations.

Maintained monthly, quarterly, and year-end closes for approximately 35 clients, reviewing and reconciling balance sheets, and overseeing tax filings. Improved payroll processes by creating spreadsheets for easier data conversions. Acted in a consultative capacity, providing QuickBooks Online (QBO) and QuickBooks Desktop training to clients and offering recommendations for improvement.

Managed a variety of ad hoc accounting projects through lifecycle in collaboration with the Controller, and assisted with all month-end procedures. Oversaw daily accounts receivable (AR)/cash management, bank deposits, and customer/bank credit card reconciliations, implementing a new collection process in the ERP system. Collected $300K of uncollected Customer Sales due to system error.

Completed and delivered 1065 and 1040 tax documents to over 200 clients without error, requiring expertise in local, state, and federal tax regulations and exemplary attention to detail. Created and disseminated tax forms for trust income. Provided administrative support to the Tax Specialist, preparing meeting agendas, scheduling meetings, and coordinating various projects.