Senior Financial Manager offering extensive expertise in the full scope of corporate accounting, investment management, and private equity real estate. Proven performance leading complete accounting function, as well as providing leadership to accounting teams of fast-growing operations. Well-versed administering accounting and reporting for real estate and private equity funds, as well as numerous asset class allocations across both internal and external portfolios. Experience includes conducting analytical performance projects, financial reporting, and reconciliation. A true talent for client engagement, particularly with institutional and high net worth clients.
Private Equity Real Estate
Investment Performance Management
Corporate & Commercial Real Estate
Real Estate Lending
ControllerEQUITY INDUSTRIAL PARTNERS － Needham, MA
Transferred all controller responsibilities from the CFO to ensure the continued growth of this real estate investment company.
Reconfigure and hiring of new property accountant to ensure the financials accuracy and compliance with the real estate industry standards.
Transitioned all entities from a two-month close process to a ten-day monthly close process.
Introduced and implemented both the day weighted time-weighted return and internal rate of return into the investor reporting process.
Manage, analyze and audit all aspects of the general ledger to ensure the accuracy of transactions and oversee and ensure investigation and resolution of discrepancies of accounting matters.
01/2014 to 01/2015
Private Equity Real Estate ConsultantDAVID V. MACDONALD CONSULTING － Norwood, MA
Strategically guided the launch of this firm, which specialized in providing independent fiduciary services as well as State Street Alternative Investment Solutions at both the investment management and plan sponsor level.
Principally drove new business development, engagement delivery, and ongoing client support.
Provided expertise that encompassed real estate investment analysis, accounting training, and business process improvement.
Integrated change management projects, which involved analyzing clients' current business operational processes, then identifying, recommending, and implementing a series of process improvements.
Collaborated with client leadership teams during periods of change, to facilitate migration of managerial responsibilities to incumbents.
Advised implementation and customization of real estate software solutions on client sites, and provided training and support.
01/2013 to 01/2014
Project Manager/Managing DirectorHIPERCEPT SOLUTIONS INC － Quincy, MA
Provided strategic leadership, reporting directly to Executive Committee.
Core objectives were to right size operation, build a corporate brand, and drive new business development.
Chiefly directed key projects, which involved conferring with new clients to scope projects, issuing technical and business advice, compiling resources, and overseeing project delivery.
Precipitated new revenue generation, by researching industry best practices and benchmarking data, and introducing those standards to the business.
Administered extensive training and mentorship to augment staff members' core competencies on the real estate asset class.
01/2005 to 01/2013
Vice PresidentSTATE STREET CORPORATION － Boston, MA
Oversaw real estate group, which involved recruiting and directing real estate asset class performance measurement team, as well as interfacing with investment managers.
Scope encompassed performance measurement, QC of client reports, and board reporting to monitor changes in plan composition.
Verified custom performance calculations.
Also evaluated and summarized analytical results including attribution, valuation, characteristics and risk for consultant review and presentation to clients.
Instituted real estate industry standard performance calculation methodologies for Private Edge.
Coordinated conversions for 7 new clients onto Private Edge.
Advised senior management team that selected replacement application for Private Edge.
01/2004 to 01/2005
ControllerGREATER BOSTON COMPANIES － Boston, MA
Conducted full scope of accounting functions for this high-growth real estate and mortgage investment firm.
Actively contributed to driving 200% increase in the lending business.
Led implementation of new accounting system for the non-real estate property entities.
Consolidated accounting policy and procedures to eliminate the need to file tax extensions for 2004.
01/2003 to 01/2004
ControllerCYPRESS TREE － Boston, MA
Oversaw complete accounting functions for this financial service firm, which held $4B+ under management.
Cypress Tree administered investment vehicles including collateralized debt obligation and collateralized loan obligation funds.
Built cash flows analysis to support organizational growth through new investment funds.
I also coordinated and handled the audits and tax returns.
01/2001 to 01/2002
ControllerSAWYER REALTY HOLDINGS LLC － Newton, MA
Coordinated total accounting and management for this real estate investment firm, which managed a portfolio of several dozen residential properties.
Analyzed and reconciled accounts, prepared journal entries, calculated monthly sales summaries, led month-end closing and analysis, and prepared financial statements.
Also contributed to the due diligence process for new asset acquisitions.
01/1996 to 01/2000
ControllerCATHARTES INVESTMENTS － Boston, MA
Managed accounting and finance duties for this real estate investment firm, with a combined property value of $275 million and a net investment value of $200 million.
Scope involved overseeing client and vendor relationships.
Coordinated and reviewed audits and tax returns.
Also established and maintained policies andprocedures for the financial section of the firm.
I managed the accounting staff.
01/1986 to 01/1996
Portfolio ControllerALDRICH, EASTMAN & WALTCH, LP － Boston, MA
Led accounting and performance functions on highly structured real estate investments including office, industrial, residential, and hotel properties in excess of $500 million.
That involved managing new and existing relationships with borrowers, joint venture partners, and property managers.
Conducted quarterly property operation and financial performance reviews.