David Macdonald Email & Phone Number

Needham, MA

Transferred all controller responsibilities from the CFO to ensure the continued growth of this real estate investment company. Reconfigure and hiring of new property accountant to ensure the financials accuracy and compliance with the real estate industry standards. Transitioned all entities from a two-month close process to a ten-day monthly close.

Norwood, Massachussets

I strategically guided the launch of this firm, which specialized in providing independent fiduciary services as well as State Street Alternative Investment Solutions at both the investment management and plan sponsor level. I principally drove new business development, engagement delivery, and ongoing client support. The expertize I provided encompassed.

Quincy, MA

This organization recruited me to provide key strategic leadership. Core objectives were to rightsize the operation, build the corporate brand, and drive new business development. I reported directly to the Executive Committee. Principally directed key projects, which involved conferring with new clients to scope projects, issuing technical and business.

Greater Boston Area

State Street brought me on board to oversee the real estate group. I recruited and directed the real estate asset class performance measurement team. I also interfaced with investment managers. Additionally, my scope encompassed performance measurement, QC of client reports, and board reporting to monitor changes in plan composition. I verified custom.

Greater Boston Area

The position at this high-growth real estate and mortgage investment firm involved the full scope of accounting functions.  Instrumentally contributed to driving 200% increase in the lending business. Directed implementation of new accounting system for the non-real estate property entity. Streamlined accounting policy and procedures to eliminate the.

Greater Boston Area

At this time I was directing complete accounting functions for this financial service firm, which held $4B+ under management. Cypress Tree administered investment vehicles including collateralized debt obligation and collateralized loan obligation funds. My role involved building cash flow analysis to support organizational growth through new investment.

Newton, MA

Here, I orchestrated total accounting and management for this real estate investment firm, which managed a portfolio of several dozen residential properties. I analyzed and reconciled accounts, prepared journal entries, calculated monthly sales summaries, led month-end closing and analysis, and prepared financial statements. I also contributed to the due.

Greater Boston Area

Here, I directed accounting and finance duties for this real estate investment firm, with a combined property value of $275 million and a net investment value of $200 million. My scope involved overseeing client and vendor relationships. I coordinated and reviewed audits and tax returns. I also established and maintained policies and procedures for the.

Bostton, MA

Led accounting and performance functions on highly structured real estate investments including office, industrial, residential, and hotel properties in excess of $500 million. That involved managing new and existing relationships with borrowers, joint venture partners, and property managers. Conducted quarterly property operation and financial performance.