• Coordinating and managing all general accounting functions for 4 entities managed by a private family office• Collection, organization, analysis and evaluation of financial data and information needed to prepare budgets, and monthly, quarterly and annual accounting and tax reports • Analyze and interpret accounting information in order to accurately explain variances between actual and budgeted operating results• Cash planning and management, and ensuring the timely payment of bills• Responsible for government filings for each entity• Maintain professionalism, integrity and highest respect for matters of privacy and confidentiality

• Responsible for the oversight of accounting managers and staff accountants within the operation accounting group, as well as third party property accountants the group supervises to ensure complete and accurate accounting• Developed, mentored and promoted team atmosphere and positive work ethic for senior accountants and accounting managers• Trained and monitored staff productivity and provided counsel when improvement was needed• Performed top level flux analyses, reasonableness tests, and portfolio level analyses to ensure accuracy of REIT accounting records for quarterly and annual reporting• Liaison between Asset Management group and Accounting group to ensure all relevant information was known about each property to ensure proper quarterly accruals and reporting• Reviewed corporate accruals to ensure completeness and accuracy• Responsible for cash planning and management as it related to distributions, acquisitions, and other payments• Acted as a main point of contact for annual audits and quarterly reviews and internal audits

• Prepare quarterly financial statements and footnote disclosures for real estate investment fund• Research technical accounting issues and prepare memos outlining background, issues, and conclusion• Assist with preparation of corporate quarterly consolidation and footnote disclosures in accordance with GAAP • Account for all aspects of accounting for operating and investment tiers for joint ventures, including land development, multifamily and commercial properties from recording of initial investment through sale• Create and maintain preferred return schedules to reflect proper waterfall and returns for multiple investors • Calculate and prepare distributions according to partnership agreements• Significant involvement in annual corporate audit, act as main contact for audit team

• Collaborate and communicate with seven regions to prepare monthly global financial statement consolidation • Prepare and/or review various SEC filings, and reports and presentations to management and the Board of Directors

• Perform audits and quarterly reviews for various SEC and non-SEC registered clients across the real estate, technology and medical device industries.Clients include: Toshiba America Electronic Components, The Irvine Company, Quidel Corporation, Western National Properties, Grubb & Ellis Company and various others• Work closely with various managers and partners to ensure the audits are designed to identify any misstatements and financial statements are issued by the client-established deadline• Supervise all phases of the EY Global Audit Methodology including planning the audit strategy, understanding clients’ significant processes including test of internal controls, and substantive testing of significant accounts• Qualitative and quantitative analysis of financial data for inconsistencies period over period, odd relationships or unexpected changes• Identify and research published guidelines related to various accounting issues, including FASB pronouncements, financial statement and disclosure presentation, and industry/market trends, propose solutions to issues to the engagement managers and partners• Collaborate with client management in the preparation of financial statement disclosures and presentation• Communicate and work directly with CFOs and Controllers regarding significant audit and accounting issues as well as communication of audit findings• Responsible for scheduling and budgeting for engagements, staffing audit teams, and leading teams to issue financial reports by the deadlines within the budget• Prepare and lead presentations for internal and client meetings• Train, supervise, mentor, and provide constructive feedback to a team of up to five staff at all levels• Actively involved in recruiting prospective candidates by leading campus speaking events and attending recruiting events, such as “Meet the Firms”.• Consistently receive positive feedback from clients for exceptional client service as the main client contact