Teams at Shell Point Retirement Community

Oversee treasury, cash, investment, escrow, and corporate credit card accounting activities. Perform reconciliations, investigate exceptions, maintain internal controls, support audits and regulatory compliance, and monitor automated NetSuite workflows and banking integrations. Partner with Finance, IT, and vendors to improve automation, financial data integrity, and process efficiency.

Leads accounting, finance, and financial reporting operations while partnering with the CFO and organizational leaders. Oversees ERP governance, technology enablement, financial analytics, real-time performance visibility, continuous improvement, and team development. Builds accountability and collaboration across finance and operations while supporting the mission of a large retirement community.