Kathleen Kaye Oguis
Real Estate Operations & Accounting Assistant
Aligning real estate data with financial records to ensure accuracy, clarity, and operational efficiency
PROFESSIONAL SUMMARY
A dedicated and proactive Real Estate Operations Assistants and Accounting Assistant with
over 3 years of experience specializing in real estate operations, accounting support, and
administrative coordination. Experienced in QuickBooks bookkeeping, transaction coordination,
and financial reporting for property investments and family offices. Proven ability to manage
data, streamline workflows, and support executives in fast-paced environments while
maintaining
high
accuracy
and
organization.
CORE SKILLS
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Real Estate Operations & Transaction Coordination
Bookkeeping (QuickBooks) & Financial Tracking
Accounts Payable & Receivable
Financial Reporting & Reconciliation
CRM Management & Data Entry
Market Research & Underwriting Support
Calendar & Email Management
Vendor & Client Coordination
TECHNICAL TOOLS
QuickBooks • Excel • Google Sheets • CoStar • RealPage • Mapwise • SAP • Nextech
Google Workspace • Microsoft Office • Canva • RingCentral
PROFESSIONAL EXPERIENCE
Real Estate Virtual Assistant 25/8 Capital | Nov 2025 – Present
● Conduct property, zoning, and market research to support multifamily investment
decisions
● Analyze rent comparables, occupancy, and market trends to assist underwriting
● Review financial documents (T-12, rent rolls, A/R) and identify discrepancies
● Support underwriting models by ensuring accurate data entry and analysis
● Build contact lists, manage CRM data, and coordinate outreach and follow-ups
Real Estate & Accounting Assistant MPI Family Office | Mar 2024 – Mar
2026
● Managed bookkeeping tasks including transaction categorization, reconciliations, and
expense tracking in QuickBooks
● Prepared monthly and quarterly financial reports for real estate investments
● Monitored receivables, invoiced investors, and tracked asset management fees
● Maintained financial records and spreadsheets for accurate reporting and audits
● Coordinated with vendors, insurance providers, and stakeholders to resolve issues
● Supported administrative operations including document management and client
requests
General Virtual Assistant Katz Legacy Financial | Mar 2025 – Jul 2025
● Maintained accurate financial records by categorizing transactions in QuickBooks
● Reconciled data between QuickBooks and spreadsheets to ensure accuracy
● Managed client requests and provided administrative support
Real Estate Virtual Assistant Integra Investments | Dec 2022 – Jul 2023
● Conducted property research including rent comps, tax data, and flood zone analysis
● Assisted in preparing underwriting investment summaries
● Gathered market data to support real estate investment decisions