Kelley Boylson

Experience

• 

  The Duncan Companies

  Nov 2001 - Nov 2003

  Executive Assistant

  Executed invoices, mass marketing, commercial real estate-related web-based research, and the production of analysis packages for prospective and existing clients

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  Palm Beach County Property Appraiser

  Dec 2003 - Oct 2004

  Clerk II

  - Analyzed tax returns for accuracy - Researched personal property ownership for validity- Performed database maintenance, special projects, and assisted the public - Redesigned a report used to compute depreciation for tangible assets, making the process more efficient

• 

  Universal Land Title

  Oct 2004 - Oct 2006

  Wire Department Technician

  - Analyzed all daily wire activity for three states, ensuring that all escrow accounts were accurately credited - Responsible for the daily transmission of all written check information for approximately 30 offices to four different banks to ensure positive pay, which assisted in the prevention of forgery - Worked with four banks and corporate IT to coordinate new positive pay software implementation and positive pay automation - Established positive pay for all newly opened bank accounts- Posted all investment account interest and reconciled each account - Performed various accounts payable functions - Initiated new petty cash system Show less

• 

  Bluegreen Corporation

  Oct 2006 - Jan 2009

  Senior Job Cost Analyst

  - Prepared monthly capital expenditure plan for senior management, which included all development projects- Analyzed all actual overhead and capital expenditures and their relationship to budgets- Validated project cost reports’ accuracy prior to submittal to senior management- Reviewed and approved all overhead and direct charge invoices to ensure authorization and accuracy of budget coding; oversaw field personnel in the process for compliance- Reconciled project management system to corporate general ledger, researched historical costs and prepared correcting journal entries- Prepared budget coding, budget revisions and accruals for accounting- Partnered with business systems IT analyst, management and outside vendor to develop and implement new project cost management system to track all costs, budget and variances- Created customized reports to meet management and field personnel’s reporting goals- Loaded and adjusted budgets and related commitments Show less

• 

  MDVIP

  Mar 2009 - now

  - Performed and/or approved all breakeven analyses for executive review (250+ annually)- Analyzed various financials for existing affiliates on an ad hoc basis, including practice valuations and projected revenue/expenses- Solely responsible for the development of many Microsoft Excel templates for use by multiple departments- Responsible for the design and development of various corporate intranet reports for use across multiple departments with the goal of empowerment - Analyzed regional prospects for purposes of crisis management and succession planning Show less

  • Associate Director

    Jan 2023 - now

  • Manager, Financial Services

    Mar 2009 - now

  • Senior Manager Financial Services

    Mar 2009 - Mar 2023