Focus / Responsibilities
Susan Smith has been the assistant Controller at InSite Realty since 1999. Susan is trained in both MRI (Management Reports International) and Yardi accounting software. She currently prepares monthly financial statements and electronic reporting for numerous owners as well as quarterly reports for various investors and lenders. She also prepares annual tax returns, franchise tax returns and audit work papers for all partnership and corporate entities.
Susan's past clients include Carval Financial Services International, Inc., U.S. Bancorp Asset Management, Inc. and Unum Life Insurance Co. Susan has extensive experience in the real estate industry, including commercial, multi-family and industrial warehouse accounting.
Education / Designations
Susan graduated from Trinity University in San Antonio, Texas with a degree in Business Administration. She received her Certified Public Accountant license in 1987. Susan worked in public accounting for six years before becoming senior accountant at Michael Stevens Interest, Inc. Susan held that position for eight years before assuming a similar role at Beeler Properties, Inc. in 1996. She and her family are longtime active members of John Knox Presbyterian Church.