Elizabeth Allread

Experience

1. Financial Systems Manager

   CBRE

   Apr 2024 — Present · Cleveland, OH, US

   Provide technical support to colleagues (users) using Yardi’s platform including Elevate (forecast manager and construction manager), advanced budgeting and forecasting (ABF), job costing, core functions (journal entries, leasing, recoveries, workflows, property set-up, etc.) and fixed assets- Organize and administer trainings to users in Yardi platforms ad hoc and during the business plan process- Provide technical support to colleagues for other real estate applications- Identify, develop, and implement new functionality in Yardi and other real estate applications- Encourage, manage, resolve, and assist with OnPoint and ServiceNow ticket management process of user requests and change management requirements- Maintain and update standard operating procedures and documentation- Develop content and materials to deliver new user and on-going training- Develop and maintain self-help material like quick reference guides, standard operating procedures, standard polices, frequently asked questions, etc- Analyze and validate data to provide assurance the accuracy of critical business information- Document, track and report to a central team user requirements and issues- Critically evaluate issues and identify root causes- Propose recommendations to resolve identified root causes- Assist with coordination of testing and documentation of critical issues identified or newly formed processes- Lead in the planning, development, and delivery of reports for routine and ad hoc requests using SQL for Yardi and other real estate applications- Analyze and research data to create custom fields in requested reportsProject April 2024 - June 2024- Subject matter expert for Yardi during MRI to Yardi transition for large portfolio of properties

Education

• Miami University

  Bachelor of Science in Business

  2010 — 2014

Skills

• Microsoft Office
• Financial Statements
• Payroll
• Time Management
• Tax
• Income Tax
• Social Media
• Microsoft Excel
• Powerpoint
• Microsoft Access
• Accounting
• Access
• Financial Accounting
• Financial Reporting
• Microsoft Word