Corrie Symons
Santa Barbara,CA
Summary
Finance and Treasury Executive with extensive experience in accounting and reporting, budget oversight, cash management and financial planning. Results-driven leader who executes on time with energy and high quality with little oversight. Brings a strong work ethic and unquestionable integrity that earns the confidence of investors, peers, partners and employees. Creative problem-solver, with a strong curiosity, always learning and asking difficult questions, with a track record of delivering results. Poised, clear communicator who skillfully and honestly explains complicated financial issues. Progressive risk manager, identifying and recommending alternative courses of action. Strong relationship-builder with superiors, staff, investee company’s personnel, treasury personnel, auditors and tax preparers.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Full Charge Bookkeeper
SELF EMPLOYED
Remote
05.2020 - Current
- Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
- Reconciled bank statements on a monthly basis, identifying discrepancies and resolving issues promptly.
- Ensured timely and accurate financial reporting for decision-making purposes.
Vice President, Controller
FRONTRANGE CAPITAL PARTNERS, LLC
Denver, CO
02.2012 - 05.2020
- Established the back office, including selecting and setting up Yardi Investment Management, administering Wells Fargo treasury management system, selecting benefit packages, and 401k plans.
- Responsible for recruiting, hiring, training and coaching personnel; effectively delegated duties to Assistant Controller, Accounting Manager, Senior and Staff Accountants.
- Oversaw accounting, budgeting, cash projections, and related variance analyses for over 70 entities.
- Ensured income/cash received from underlying investments was calculated in accordance with supporting documents and operating agreements and accounted for in accordance with GAAP.
- Oversaw all capital calls, distributions, waterfall calculations and investor reporting for over 200 high net worth investors (in 2020).
- Proactively partnered with external auditors to complete 6 audits in 2012 and growing to 23 audits in 2020.
- Proactively partnered with external tax preparers to complete 9 tax. returns for 2011 and growing to 60 tax returns in 2019.
- Oversaw fair value accounting to mark investments on a quarterly/annual basis in accordance with GAAP.
- Oversaw accounting related to complex tax structuring to ensure efficient tax treatment for offshore investors.
- Responsible for interacting with investors on all investor reporting and tax related matters.
- Effectively managed heavy workload with very lean accounting team.
Controller
THE LANDBANK GROUP, INC.
Denver, CO
10.2005 - 02.2012
- Responsible for all aspects of division financial reporting and accounting including month end close, consolidation of 18 entities, real estate revenue recognition, joint venture accounting, job cost/work in progress capitalization, environmental liabilities/contingencies, prepaids, intercompany accounting, cash management, and accounts payable.
- Responsible for budgeting, forecasting, cash projections, and related variance analyses.
- Audit liaison for external, internal and Sox related audits.
- Prepare property impairment analyses and memos.
- Prepare FIN 46 checklist.
- Prepare division related party reporting for SEC disclosure.
- Implemented best practices to streamline month end close and reduce time to close from five days to three days.
Consultant
SELF EMPLOYED
Tallahassee, FL
11.2004 - 10.2005
- Engaged by various clients.
- Converted client’s fixed asset accounting from twenty or more Excel spreadsheets to FAS FirstStep for Peachtree.
- Programmed an export from a client’s proprietary billing system into Peachtree to eliminate duplicate manual entries.
- Prepared an accounting responsibility matrix and accounting procedures to increase efficiency of accounting staff.
- Programmed export from TimePlus Payroll to Quickbooks to eliminate duplicate manual entries.
Accounting Manager
APARTMENT INVESTMENT & MANAGEMENT COMPANY (“AIMCO”)
Denver, CO
11.2001 - 10.2004
- Manage General Ledger team made up of one manager, four supervising seniors, and eight staff accountants.
- Responsibilities include oversight of recording, valuing, budgeting and reporting, as well as improving business process effectiveness, where the application of GAAP is extremely complicated due to property ownership structure and tax issues related to REIT status.
- Performed review and analysis of account activity and proposed necessary adjustments to facilitate management asset valuation analysis in accordance with FAS 114, 142, 143, and 144.
- Developed support files for Long Term Notes Receivable disclosures for 10Qs and 10K.
- Participated in the design, development, data conversion, and implementation of a new Long Term Receivable module.
Education
Bachelor of Science - Accounting and Finance
Florida State University
Tallahassee, Florida1994
Skills
- Accounting operations management
- Senior leadership support
- Financial statement preparation and audit support
- Accounting software proficiency – Quickbooks and Yardi
- GAAP and SEC proficiency
- Treasury Management
- General ledger, AR, AP, and fixed asset management
- Critical thinking, problem-solving and multitasking abilities
- Intercompany transactions
- Internal controls implementation
- Teamwork and collaboration
- Data analysis and research
- Time management
- Exceptional organization and attention to detail
Certification
Inactive Certified Public Accountant, Colorado
Timeline
Full Charge Bookkeeper
SELF EMPLOYED
05.2020 - Current
Vice President, Controller
FRONTRANGE CAPITAL PARTNERS, LLC
02.2012 - 05.2020
Controller
THE LANDBANK GROUP, INC.
10.2005 - 02.2012
Consultant
SELF EMPLOYED
11.2004 - 10.2005
Accounting Manager
APARTMENT INVESTMENT & MANAGEMENT COMPANY (“AIMCO”)
11.2001 - 10.2004
Bachelor of Science - Accounting and Finance
Florida State University