Brian Hawkins Email & Phone Number

Berwyn, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

• Guided asset management staff upon review of $250M REIT roll-up forecast model, including detailed property level budgets and company cash flow projections.
• Created and managed publicly filed, quarterly supplemental report of portfolio results and metrics.
• Informally brought together asset management and accounting teams improving both team’s responsiveness.
• Implemented monthly management report that tracked corporate G&A identifying variances to budget; participated with CEO, CFO, CIO and CAO in monthly review of REIT financial portfolio report.
• Completed quarterly borrowing base and financial covenant calculations with corporate credit facility; worked with Chief Legal Officer and asset management team to identify properties eligible for collateral.

Philadelphia, Pennsylvania, United States

• Reviewed/approved annual and semi-annual N-CSR reports; worked with audit firm on final audit and related matters.
• Managed fund’s cash including security purchase and share redemption activity/approval of expense payments.
• Worked closely with Chief Compliance Officer to ensure fund compliance with investment objectives, policies and restrictions during operation.
• Assisted in sale of fund management company to Sierra Crest Investment Management LLC for $13M.

Philadelphia, Pennsylvania, United States

• As the company’s first employee, created internal controls, implemented accounting systems and developed management and reporting infrastructure.
• Emerged as content expert on CDOs and partnerships managed; led all special projects.
• Led closing of all company sponsored CDOs/CLOs over 10 years totaling $15B+ in managed assets of banks, securities of individuals and syndicated loans of US and European companies.
• Key member of core IPO team that coordinated all accounting, financial reporting and filing requirements necessary for S-11 filing and the successful public listing a $250 million commercial mortgage REIT
• Hired and mentored 15 professionals including eventual Director of CDO Accounting, Director of Internal Audit and Controller. Promoted from Vice President in 2012.

Philadelphia, Pennsylvania, United States

• Created annual budget and subsequent recommendations to CFO for future cost savings and efficiencies.
• Managed daily corporate cash activity and bank credit facilities; prepared borrowing base and covenant requirements to achieve compliance; oversaw payment, record keeping and redemption process for $18.8M 12% senior.
• Key role in preparation and review of 10-Q & 10-K filings; managed monthly internal financial reporting.
• Updated/maintained corporate financial projection model for three divisions, including ad hoc scenario analysis requests by CFO, broker dealer fundraising targets and relevant investment costs, allocation of employees.
• Managed staff of 2 corporate financial analysts and 15 other professionals; also managed annual compensation review with segment managers.
• Promoted from Senior Analyst in 2008.

Philadelphia, Pennsylvania, United States

• Prepared business plan, financial model, annual budget and lease pricing tables for new equipment leasing subsidiary (LEAF Financial).
• Prepared monthly reporting package, actual vs. budget analysis and presented results to LEAF management and RESOURCE AMERICA (holding company) senior management.

West Chester, Pennsylvania, United States

Bala-Cynwyd, Pennsylvania, United States

Rosemont, Pennsylvania