OVERVIEW: Experienced in financial reporting, financial analysis and accounting. Staff leader and mentor focusing not only on departmental improvements, but individual team member achievements.BACKGROUND: 25+ years of experience working as a divisional chief financial officer, manager of investor relations, financial (GAAP) and tax reporting processes. Additional experience as director of finance of a property / casualty insurance company. Excellent data analysis skills utilizing Microsoft Excel and other data manipulation tools, including but not limited to Microsoft Access, enhancing accounting and management reporting efficiency. Began career in public accounting working with clients in the financial, health care and manufacturing industries.GOAL: Continue to expand my financial analysis / accounting skills. Utilize these skills in a meaningful and mutually beneficial role in a successful organization.KEYWORDS: CPA, Tampa FL, financial analysis, chief financial officer (CFO), real estate, property management, asset management, investor reporting, fund management, Low Income Housing Tax Credits (LIHTC), Historic Tax Credits (HTC), Energy Investment Tax Credits (ITC), superior skills in MS Office suite, partnership negotiation, technology, asset dispositions, exit strategies, team player, loyal, goal oriented, independent, supervisor, delegator, structuring, mentor, committed, VP of Finance, controller, Director, partnership tax, partnership accounting, sales and syndicationsOPEN NETWORKER: Invite me to connect at joededek@aol.comSpecialties: Structuring syndicated tax credit and real estate equity products. Underwriting and maintaining syndicated real estate tax credit investment funds as well as alternative energy investments. Evaluate and analyze potential investments as well as selling the investments to corporate investors. Managing investor returns and expectations and formalize exit strategies related to seasoned real estate investments.
Listed skills include Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, and 46 others.