Professional Summary

Operations, Project and Finance Leader with a cross-sector background in property management, humanities and education. Recognized for procedural development, operational improvement, reliability, proactive diligence, and a continuous drive to expand knowledge and enhance skills.

 Skills

• Finance & Accounting: Full-cycle bookkeeping, budgeting, financial reporting and GAAP compliance
• Property & Project Management: CAPEX and renovation projects, vendor/contractor oversight, facility operations and inspections
• Risk Analysis and Insurance Administration: Policy review, compliance, risk mitigation and claims management
• Hospitality & Community Relations: Customer support, event coordination, stakeholder engagement, and guest/owner experience
• Educational & Museum Programs: Curriculum design, program management, and exhibit curation
• Software: QuickBooks, Microsoft Office Suite, AppFolio, Asana and Argus
• Legal Compliance: Utah real estate statutes, county and municipal ordinances, and federal regulations from DOC, IRS, HUD, DCYF, ED, NHPA, and NAGPRA

Experience

Financial Management

• Developed and administered budgets, capital reserves, owner reserve trusts, CDs, money market accounts, and loans; conducted budget forecasting, job cost scheduling, processed special assessments and defaults; supported audit and tax processes.
• Performed full-cycle bookkeeping, including accounts payable/receivable, capital reserve disbursement, amortization, reconciliation, and software system configuration (chart of accounts, budget entry, customer/vendor set up, 1099s, reporting templates, mapping).
• Produced monthly financials reports, including income statements, balance sheets, accounts receivable summaries, and executive summaries. 

Property Operations & Project Management

• Directed routine and preventative facility maintenance, housekeeping, landscaping, snow removal, and required life safety compliance certifications; conducted routine property walk-through inspections and prepared monthly maintenance reports; managed RFPs and oversaw project and vendor contracts while leading and collaborating with associates across hotels, commercial, residential, mixed-use, and multi-governing properties.
• Led interior and exterior CAPEX, renovations and refresh projects, managed schedules, supervised contractors and engineering staff, ensuring quality and timely completion.
• Advised on property compliance with federal, state, and local laws, HOA governing documents, leases, and contracts; administered insurance policies, risk assessments, mitigation strategies, and claims; managed delinquencies and violations; and collaborated with attorneys and management partners.

Community Relations & Engagement

• Acted as liaison between board members, owners, tenants, service providers, developers, clients and guests; providing customer service, conflict mediation, and advised on fiduciary responsibilities.
• Organized and facilitated marketing and hospitality events, board, town hall meetings, and executive session; prepared calendars, brochures, agendas, meeting packets, proxies, records, condo-questionnaires, and notices.
• Enhanced transparent communication, website portal management, timely work order maintenance, guest/owner experience and enforcement of community rules.

Education & Museum Programs

• Designed and led interdisciplinary curricula for museum visitors, youth camps, classrooms, and school partnerships, integrating STEAM concepts into engaging learning experiences.
• Managed and trained assistant teachers and volunteers, applying effective pedagogy and inquiry-based strategies to foster curiosity, critical thinking and academic growth.
• Conducted museum research in art history, anthropology and paleontology, applying AAM standards to the classification, inspection cataloging, exhibit installation and curation of fine art, artifacts and fossils.

Work History

HOA Management Consultant & Bookkeeper – Property Performance Solutions (2024–Present)
Assistant Property Manager (Interim) – Vestar, UT (2023–2024)
Portfolio HOA Property Manager – Treo Community Management, UT (2020–2023)
HOA Administrator – All Seasons Resort Lodging, UT (2018–2020)
Museum Collections & Program Assistant – Natural History Museum of Utah (2015–2018)
Elementary & Extramural Teacher – Providence Public Schools, RI (2008–2015)

Museum Events & Education Coordinator – Rhode Island School of Design (2004-2008)

Education & Certifications

Certified Manager of Community Associations – CAM International Certification Board
QuickBooks Certificate – Intuit QuickBooks

Museum Studies Certificate – Northwestern University

Elementary Education License (Grades 1–6) – Rhode Island Department of Education

M.Ed., Elementary Education – Rhode Island College