Drew Smith Email & Phone Number

Boston, MA, US

Greater Boston Area

• 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.

Greater Boston Area

• 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.
• 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.

• 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.
• 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.
• Supervised Operations team of 11 professionals in three functional groups.

• 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.

• 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.

• 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.
• 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.