Highly-accomplished Finance, Accounting and Human Resource professional with 20+ years of experience, working primarily with real estate investment and private equity firms. Demonstrated track record of combining sound business practices with financial expertise, specifically with startup operations.
Skills
Excellent communication and interpersonal skills
Strong leadership skills with positive approach to assessing situations and clearly articulating path to resolution.
Oversaw full accounting cycle and prepared applicable financial statements.
Investigated and resolved discrepancies in monthly bank accounts.
Identified process inefficiencies and recommended improvements.
Accounting, Finance and HR Consultant, 01/2002 to 10/2019 Cbl – Joplin, MO,
CONTROLLER
Spear Street Capital, LLC
Directed set-up of corporate accounting department for startup Real Estate Investment private equity firm. Established departmental policies and procedures and hired and trained staff.
Financial reporting for corporate and executive partnership accounting. Maintained general ledger and chart of accounts, balance sheet reconciliation, preparation of monthly cash basis reporting and annual accrual financial statements. Prepared annual budget, monthly variance analysis and annual reforecast.
Directed Corporate Accounting Treasury Management. Managed cashflow, cultivated and maintained banking relations with domestic and international lenders, reviewed documentation and provided compliance for 200+ bank accounts and created internal controls to reduce risk or deficiencies. Invested, wired and reserved funds on a daily basis.
Directed HR in conjunction with Professional Employer Organization (PEO). Onboard and off board employees. Facilitate Paid Family Leave, Fair Labor Standards, visa renewals, health insurance and benefits. Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities. Spearheaded annual Workers' Compensation audit.
Effectively communicated company policy and transitioned 3rd party property management accounting teams of newly acquired and disposed assets.
The Pisces Foundation, Presidio Partners LLC, Seaview Ventures LLC, high net worth individuals and various trusts. Industry focus on real estate start-ups and non-profit organizations.
Provided accounting and financial services inclusive of generating financial statements, cash management, budgeting, tax and audit preparation, payroll, a/p and a/r.
Portfolio Controller, 04/1997 to 10/2001 Shorenstein Realty Services L.P – City, STATE,
Co-designed accounting infrastructure to meet the increased demands of a growing portfolio and more sophisticated reporting requirements. Improved quality, consistency and accuracy of the department through recruiting and retaining strong experienced managers and staff and implementing uniform procedures.
Managed a team of up to 17 geographically dispersed employees
Responsible for the financial reporting of three partnerships inclusive of five major assets and several tiers of legal entities.
Accounted for major transactions inclusive of property acquisitions, dispositions, purchase and sale true-ups, asset refinancing and developments.
Managed annual and transaction financial audits for given partnerships and properties.
Transitioned accounting staff of newly acquired properties.
Portfolio Accountant, 06/1995 to 04/1997 GE Capital Investment Advisors – City, STATE,
Responsible for the quarterly financial reporting for eight equity and debt portfolios comprised of eighteen Class A Real Estate assets valued in excess of $320M.
Effectively interacted with Portfolio and Asset Managers regarding all financial functions related to the portfolios inclusive of the booking of acquisitions and dispositions and the calculation of yields.
Responsible for portfolio cash management. Invested, wired and reserved funds for twenty three accounts. Monthly activity averaged $3M.
Gave direction to Property Managers on internal accounting policy.
Education and Training
Bachelor of Arts: , Expected in 1982 University of Massachusetts Amherst - Amherst, MA GPA:
: Business Administration, Expected in 1984 Harvard Extension - Cambridge, MA GPA:
: , Expected in 2021 California Real Estate Sales License Candidate - , GPA:
Activities and Honors
Volunteer, White Pony Express, Pleasant Hill CA (2017-present)
Team Lead working to redistribute food to churches and shelters.
Team Lead of White Pony Inn, working to redistribute food to individuals and families with specific dietary restrictions due to health concerns.
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