Kelly Tomlinson is Director of Accounting and Controller of Elevation Financial Group and is responsible for accounting and financial reporting, performance analysis and cash management for Elevation Financial Group and affiliated companies. Mrs. Tomlinson develops and implements financial controls, prepares annual budgets, develops cash flow projections, prepares property performance analyses and variance reports, manages all tax reporting activities for Elevation and its affiliated companies and funds, identifies and implements accounting information technology programs and related technologies that are designed to increase efficiencies in financial reporting, and supports real estate investment sponsored by Elevation with property disposition analysis and investor distribution calculations. Mrs. Tomlinson manages the accounting team and supports Elevation’s finance and investor relations groups.
Prior to Joining Elevation in 2017, Mrs. Tomlinson worked in public accounting for over 15 years, initially employed by Ernst & Young and subsequently employed as manager in audit and tax at a local firm in Orlando, Florida servicing manufacturing, health care and real estate development clients. In 2010, Mrs. Tomlinson left public accounting to work for a firm client, Florida Capital Real Estate group as Controller. At Florida Capital ,she managed the accounting department and was responsible for the financial reporting for four hotels, one shopping center and fourteen Class A multi-family housing properties. She also prepared quarterly reports for investors, oversaw the audit and tax preparation for Florida Capital and all affiliated companies, and was responsible for compliance with regulatory agencies.
Mrs. Tomlinson holds an active Certified Public Accounting license, has a Master of Science in Taxation degree from the University of Central Florida, and a Bachelor of Business Administration degree from Baylor University. She is a member of several professional organizations including the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. She lives in Maitland with her husband, Rod. They have two daughters and a son.