Cfo
CurrentMember of Management Team and Executive CommitteeMember of Investment CommitteeMember of Estate Planning CommitteeOversee accounting, finance, and managerial functions with responsibility to help maximize company cash flow, profitability, and net worth.Primary areas of responsibility include:- Managing 28 employees including accounting and finance, amusement, construction, hospitality, property management, and talent management (human resources)- Completion of monthly and annual financial reporting, tax compliance, and tax planning, and an annual 'reviewed' consolidated net worth statement- Construction Budgets and Project Management - ensuring all construction projects are delivered on-time and within or under budget constraints- Property Management - oversee two managers and a team of seven staff that manage 110+ commercial properties, including retail, office, hotel, and industrial properties- Talent Management - lead two human resources managers, direct HR compliance and recruiting efforts, and lead employees in the execution of the company vision- Company Budget, Financial Projections, and all Pro-Formas- Investment and Property Acquisition Financial Due Diligence- Financial Analysis Review (IRR, NPV, DCF, etc.) of all Company Holdings- Estate Tax Planning- Monitoring KPIs and Performance Metrics of Staff and Departments; reporting results to CEO- Leading process improvement initiativesExperienced in advanced tax planning strategies and issues including historical tax credits, cost segregation studies, partnership compliance, individual compliance, and multi-entity reporting for 150+ entities and K-1s.Delivers results to the bottom line through effective talent management, financial analysis, cost savings, and strategic planning.Accounting ERP: Sage 300 Construction and Real Estate including Accounting, Project Management, Property Management, and Service Management modules.
