Barb Erhart, Cpa Email & Phone Number

Financial reporting support for Affinius Capital (f/k/a USAA Real Estate).

Private equity-owned entity formed in 2017 consisting of the retail pharmacy switch, eprescribing, data insight and customer adherence solutions, totaling approximately $136 million in assets. • Responsibilities included FP&A, treasury, income and sales tax, incentive compensation plan design & administration, sales operations, and acquisition due diligence. • Performed due diligence and lender sourcing to complete the $208 million acquisition of PDX and affiliated companies in 2020, which doubled the eRx Network revenues and expanded its offerings to be more competitive. • Served until Change Healthcare reacquired eRx Network in 2020 for approximately $213 million plus cash on hand ($54 million).

Nashville, Tennessee, Us

Senior finance leader for all pharmacy-related solutions within the Change Healthcare organization, consisting of retail pharmacy network, medical billing, audit and recovery, data solutions and insights, commercial PBA solutions and state Medicaid services. • Focus was on FP&A function and reporting for this division that contributed approximately $135 million in revenue. After realignment by new CEO, supported the national sales organization and strategic marketing service units, as well as a new pharmacy endeavor.• Prepared proformas and provided strategic input for formation of eRx Network in 2017 to satisfy DOJ requirements related to the Change Healthcare transaction and assumed CFO responsibilities after spin out.

Individual consultant providing accounting, finance, debt structuring, tax and Yardi assistance to companies including Tinstar Title and Milestone Property Management, among others.

Privately-owned national real estate services firm providing third party property management and other ancilliary services (e.g., asset management, property condition reports, capital project and renovation oversight, due diligence, utility billing, employee and tenant screening, receivable collection and purchase services) to institutional owners of residential real estate.- Managed technology, client accounting, treasury and finance functions. Client accounting and treasury teams provided financial reporting and cash management services to over 500 properties.- Developed comprehensive reporting package with operations executives, providing monthly, quarterly and annual reporting and analysis of key financial and performance metrics.- Oversaw annual budget process and preparation of three-year earnings and cash flow forecast.- Managed lender relationships and required covenant compliance calculations.- Substantially all assets ere acquired by Greystar in 2015.

National real estate services firm providing brokerage, mergers & acquisitions, investment sales, net lease,construction management and sale leaseback financial advisory services. The Staubach Company was acquired in July 2008 by JonesLangLaSalle Americas.- Assisted in the daily management of four capital markets business units operated through Staubach Capital Markets, providing financial reporting and operations support to the brokers and parent company. - Provided accounting, treasury, tax and operations support to funds sponsored by the Staubach Company and sold pursuant to private placement memorandums.- Provided seven months of transition services to merge select business units into JLL and assisted in the separation of those Staubach units being eliminated or spun off into separate ownership.

Privately-owned full service real estate developer and manager with over five million square feet of hotel, medical office, suburban office and retail properties throughout Texas, Colorado, California and Indiana.- Management of all aspects of the company, including leasing, operations, mortgage banking, human resources, technology and accounting through May 2005. Final focus on accounting, tax, financial reporting and forecasting, and development of new sources of lines of credit and bridge equity.- Assisted in establishing organizational structure required to sponsor tenant in common (TIC) and note programs sold pursuant to private placement memorandums, including coordination of underwriting of participants with NASD wholesaler and mortgage lenders (as applicable).- Managed lender relationships, including preparation of fair value financial statements and other financial forecasts and data required by lenders.

Former NYSE-listed REIT which held 934 properties in 48 states, specializing in the development, management and leasing of fast food, casual dining, service station and convenience store sites. - Managed the finance, accounting, investor relations, tax, technology, treasury and human resource functions.- Responsible for quarterly and annual reporting to SEC, NYSE, stockholders and bondholders. Regularly communicated with Wall St. analysts, investors, banks and bondholders regarding earnings and other business matters.- Managed lender and bondholder relationships and had key role in identifying financing alternatives and closing the refinance of the company's line of credit. - Assisted in closing equity transaction with Lone Star Opportunity Funds in March 2001, infusing new equity and resulting in new management and Board.

Dallas, Tx, Us

Privately-owned real estate firm specializing in design, development and property management of office, residential, mixed-use and industrial real estate properties throughout Texas and in Chicago.- Managed the leasing, operations, financial reporting, asset management, finance and property management functions. Actively participated in negotiation of leases and build to suit contracts.- Oversaw separate accounting teams located in design centers in Boston, Houston and Dallas.- Sourced and closed real estate mortgage financings for new acquisitions and construction.- Assisted in the planning, budgeting and financing of the initial residential development in the Austin Ranch community.

Gb

- Began career in tax department with subsequent transfer to audit division. Specialized in national financial institutions, credit unions, and small community banks. Also served retail and restaurant clients. - Provided bankruptcy support to Reorganization and Litigation Support (R&LS, later DACR) division, preparing financial analyses and projections based on multiple scenarios.- Assisted in establishing a group to perform various contracts for governmental entities such as RTC and FDIC. Services included establishment of an operations center in Atlanta, GA to service and resolve over $3 billion in loans and real estate assets as well as the closure of many banks and the subsequent management of key areas within the institutions through liquidation.

Former $4.8 billion savings association with active subsidiaries providing commercial and residential mortgage origination and servicing, leased truck services, truck terminal facilities, healthcare, insurance services and real estate brokerage and management. Primary duties involved preparation of special regulatory applications, federal and state tax planning and reporting, stock agent for acquired thrifts, support for REO disposition team and special projects for CFO, President and CEO.

Member of Regulated Industries division, with primary focus on independent oil and gas companies, master limited partnerships, and real estate syndications.