Jessica Claire
  • Montgomery Street, San Francisco, CA 9XXX5 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Executive Profile

Seasoned finance leader who is a key member of the senior management team. Provides hands on guidance in organizing and developing accounting and finance teams, managing the company's balance sheet and risk exposure. Responsible for debt placement and restructuring, equity placement, investor relations, SOX compliance, financial reporting, establishing and monitoring internal controls, and treasury management.

Skill Highlights
  • Strategic and financial planning
  • Managing lender relationships
  • Negotiate and place debt and equity
  • Joint venture negotiations
  • Investor relations
  • Financial risk management
  • Treasury management
  • Develop and monitor internal controls
  • Staff leadership and development
  • Systems development
  • Internal and external reporting
  • SOX Compliance
Core Accomplishments
Professional Experience
Chief Financial Officer, 01/2010 - Current
Caliburn International Long Beach, CA,
  • Phillips Edison is the largest private owner of grocery-anchored shopping centers in the United States.
  • The company has approximately $2 billion of assets in 226 neighborhood and community shopping centers totaling over 25 million square feet in 35 states.
  • Responsibilities include internal and external reporting, lender relations, debt placement, modifications and administration, investor relations, financial planning and analysis, IT and PECO Capital.
  • Restructured $210 million credit facility, including sourcing and closing on $30 million of rescue capital, negotiated and placed a $22 million unsecured credit facility for a start-up company.
  • Developed a 24 month rolling budget and 5 year projection for the company and its fund.
  • Revamped investor reporting to public company standards.
  • Developed and integrated financial services team with the operating departments of the Company.
  • Member of the Company's Advisory Committee.

Chief Financial Officer, 01/2010 - Current
Caliburn International Tallahassee, FL,
  • Phillips Edison Arc is a public non-traded REIT that invests primarily in grocery anchored shopping centers.
  • The Company goal is to raise $1.5 billion of equity and invest approximately $3.0 billion in assets.
  • Responsibilities include internal and SEC reporting, lender relations, debt placement and administration, financial planning and analysis.
  • Sourced, negotiated and closed on a $300 million secured credit facility and a $10 million unsecured credit facility.

Chief Financial Officer and Secretary, 04/1996 - 10/2009
Asu Foundation Scottsdale, AZ,
  • Ramco-Gershenson Properties Trust is a fully integrated self-administrated publicly traded Real Estate Investment Trust that went public through a reverse merger.
  • The Trust owned 88 community shopping centers with approximately 19.8 million square feet in 13 states.
  • Responsibilities included coordination of the Financial Services, Investor Relations, Human Resources, Information Services, Tax and Treasury departments.
  • Negotiated joint ventures, secured and unsecured financing as well as common and preferred equity.

Vice President, 1996 - 04/1996
Rumbleon Irving, TX,
  • Responsibilities included the coordination of Financial Services and Reporting.

    Chief Financial Officer and Treasurer, 1993 - 1996
    Glimcher Realty Trust City, State,
    • Glimcher Realty Trust is a fully integrated self-administrated publicly traded Real Estate Investment Trust that owns regional malls, community shopping centers and single tenant retail properties throughout the United States.
    • Responsibilities included Financial Services, Investor Relations, Human Resources, Information Services, Tax and the Treasury departments.
    • Participated in the company's initial public offering and a successful follow-on offering, debt placement and acquisition activity.

    President and Owner, 1991 - 1993
    California Cart Company City, State,
    • California Cart Company provided regional management of temporary tenant programs for regional shopping center owners.
    • Additionally, the company provided tenants and mall owners with retail carts and locations on a seasonal basis.
    • Responsibilities included strategic planning, negotiations with shopping center owners and tenants, coordination of the daily activities of the company.

    President and Chief Operating Officer, 1988 - 1992
    Katersky Financial City, State,
    • Katersky Financial syndicated ownership and managed community and neighborhood shopping centers located in Southern California.
    • Responsibilities included directing the Accounting, Leasing, Property Management, Lease Administration, Office Services and Investor Relations departments.
    • Additionally, involved with strategic planning, acquisitions and debt placement.

    Controller and Director of Development Financial Reporting, 1978 - 1988
    The Taubman Company City, State,
    • The Taubman Company is a national developer, owner and manager of super regional malls and mixed- use projects throughout the United States.
    • Responsibilities included directing the corporate and partnership accounting departments as well as providing financial support and analysis for the development and construction groups.
    • Reorganized accounting staff in Michigan and California.
    • Developed a reporting methodology with senior management and supported the development staff.

    Certified Public Accountant, 1972 - 1978
    Coopers And Lybrand City, State,
    • Coopers and Lybrand was a professional CPA firm, which provided accounting, tax and management consulting services to their clients.
    • Responsibilities included the audits of a variety of clients with a concentration in the real estate industry.

    BBA: Accounting and Finance, Expected in
    Eastern Michigan University - ,
    Status -
    Professional Affiliations
    • American Institute of Certified Public Accountants
    • Michigan Association of Certified Public Accountants
    • National Association of Real Estate Investment Trusts (NAREIT)
    • International Council of Shopping Centers
    Top choice

    Chief Financial Officer

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