• Lead advisor for two privately held companies investigating strategic growth alternatives including alliances, investments, mergers or outright acquisitions. Providing market, strategy and valuation consulting services.• Provide accounting and financial advisory services to several start-ups, early stage and recapitalized privately held companies.• Pursuing capital raising efforts for a Boston based music video game company.

Global Head of Investment Management and Corporate Real Estate business lines.• Established Investment Management and Corporate Real Estate Groups and managed over $2.7M in engagements for Tier 1 global clients including REITs, insurance companies and pension funds.• Led cross-functional teams in multiple operational and financial back-office process improvement projects at Fortune 1000 companies; designed and deployed comprehensive business intelligence solutions for large real estate development and operating companies.• Directed risk rating assessment and loan file review/evaluation process for a Fortune 500 International Life Insurance Company with a 2,000 loan, $6B diversified mortgage portfolio, reducing processing time by 20%.• Implemented global rollout of investment management platform, including debt financing and covenant compliance, for a Fortune 500 Life Insurance Company.• Industry lead for budgeting and forecasting applications and processes. Key representative at industry events.• Managed global enterprise architecture and IT roadmap assessment project for a Fortune 500 International Life Insurance Company.

• Interim CFO for an international $30M toy manufacturing company. Performed financial systems gap analysis, created corporate cash flow model, successfully prepared financing packages for Hong Kong and US banks and advised on preparation of year-end audited financial statements.• Business advisor/Interim CFO for a Hong Kong based asset tracking company in start-up phase. Prepared all business plan financial models and evaluated domestic and international licensing deals.• Sales and implementation consultant for a real estate information technology company specializing in budgeting and forecasting software.

• Owned all aspects of the quarterly portfolio-level cash flow rollup a 110M sf, 1,000 building industrial portfolio with $675M in revenues, including interpretation and presentation of results to management.• Developed quarterly corporate presentations to analyst community including overall operating themes, interpretation of results, portfolio trends and earnings guidance.• Created, populated and evaluated 5-year vision plan, 3-year strategic plans, annual business plans and quarterly business plan results and Board of Directors presentations.• Champion for the design, conversion and implementation of a web portal based forecasting system that reduced processing time by 25% and increased corporate model accuracy.• Spearheaded strategic and operations technology initiatives to create efficient business process flows throughout all major corporate functions including Accounting, Acquisitions, Development, Operations, Capital Partners (JVs), Valuations, Dispositions and IT.• Supervised Operations team of 11 professionals in three functional groups.• Created Regional/Divisional Profit & Loss management reports for all business lines.• Successfully internalized real estate tax appeals, reducing annual real estate tax expense by 3-5%.• Enterprise Structure team lead for Design Phase of global SAP implementation.• Charged with evaluating and implementing alternative business platforms to capture operating efficiencies through economies of scale, alternative energy proposals and national relationships.• Reviewed and approved quarterly Supplemental Analyst Package, 10-Q and annual 10-K filings. • Created income recognition business rules for inter-entity transfers. • Participated in setting global standards for classification of development opportunities and recognition of development gains.

STRATEGY/BUSINESS TRANSFORMATION GROUP• Established first Korean non-performing loan monitoring department for $4.5B international bank.• Assisted with the merger/sale of a $600 million diversified REIT by developing financial models showing deal accretion and GAAP impact, interacting with stock analysts and due diligence.• Counseled senior management on complex real estate decisions by providing market research, financial analysis, process improvement and strategic examination of 1.4M sf of real estate holdings.• Trained and supervised staff to execute a $450,000 strategic analysis of a major health care system.• Provided in-charge audit and tax service for commercial real estate partnerships and corporations.• Consulting engagements including underwriting analyses, debt restructuring, appraisals, loan portfolio pricing, due diligence, limited valuations, lease structuring, litigation support, construction cost analyses and equity cash flow analysis.

• Owned quarterly general ledger closes, establishment of internal controls and all reporting duties. • Prepared GAAP-based financial statements for annual review engagement.• Construction completion and final turnover of an $18.3 million dollar department store interior renovation including project management, construction supervision and financial review.• Supervised and scheduled all construction trades during final phases of project.• Negotiated contract close-outs with subcontractors.• Reviewed corporate tax returns and K-1 statements.• Reduced Sales, General & Administration expenses by 20% annually.

• Provided in-charge audit and tax services for commercial real estate limited partnerships, S-corporations and congregate care facilities including GAAP- and tax-based financial statements, Yellow Book government audits and agreed-upon procedures.• Supervised and trained staff in performing audit, tax and agreed-upon procedures engagements.• Performed financial analyses of real estate portfolios including acquisition, disposition, valuation, cash distribution waterfalls and financing alternatives.• Assisted in preparation of initial public offering for a $500 million retail real estate investment trust.• Workout analyses and debt restructuring of three major office building complexes.• Participated in underwriting two ‘bad bank’ scenarios for national banking institutions.• Completed bulk sales of performing and non-performing portfolios for two regional banks.