Joseph Dedek, Cpa Email & Phone Number

Tampa/St. Petersburg, Florida Area

Responsibilities- review and approve pricing and structure of Federal and State LIHTC, HTC and Renewable Energy ITC equity investment transactions from application through closing of the partnership agreement- fund underwriter for sale of Federal and State LIHTC, HTC and Renewable Energy ITC investments to third party investors – work with institutional sales team and outside counsel to draft, negotiate and close fund transactions.- manage financial reporting, tax return preparation and investor relations for CSG's family of 40+ Federal and State LIHTC, HTC and Renewable Energy ITC funds Accomplishments - led the team developing all new business platform for evaluating, acquiring and closing investments in LIHTC and HTC investments – responsible for determining profitability of all potential investments- member of development team currently integrating the accounting / asset management functions into one cohesive third party database improving accounting / investor reporting efficiency

Tampa/St. Petersburg, Florida Area

Director at MG Capreit LLC. MG Capreit LLC (MGC) is a joint venture between Morrison Grove, LLC a real estate asset manager located in Tampa, Fl and CAPREIT a property management company located in Rockville, MDResponsibilities- manage the investor reporting process – primary investor contact related to all fund activities including investment dispositions and fund terminations as Low Income Housing Tax Credit (LIHTC) investments reach the end of their compliance periods- responsible for determining appropriate disposition valuations on investments and negotiating exit strategies with project managers to maximize investor returns as part of the management team- manage financial reporting and tax return preparation for 30+ LIHTC fundsAccomplishments - maximize cash flow revenue to investors and MGC from the investment dispositions in accordance with project / fund partnership agreements- transitioned back office accounting responsibility to third party accounting firm saving significant overhead costs affording scalability within the department- improvement of internal accounting controls as a direct result of third party firm utilizing senior staff to review the detailed work

Director, Chief Financial Officer, Column Capital LLC (CCL), a Low Income Housing Tax Credit (“LIHTC”) and other tax advantaged investments syndicator, a division of Credit Suisse, New York, NY. Responsibilities- review and approve pricing of LIHTC transactions as member of investment committee - involved in the closing of in excess of 70 transactions representing $500 million in equity- fund underwriter for sale of LIHTC investments to third party investors –involved in the syndication of 9 funds representing in excess of $500 million of investor equity- negotiate partnership agreements with project developers and third party fund investors as part of management team- manage financial reporting, tax return preparation and investor relations for CCL’s family of 30+ LIHTC funds Accomplishments - worked on team developing all new business platform for evaluating, acquiring and closing investments in LIHTC investments – responsible for determining profitability of all potential investments- member of development team to integrate the accounting / asset management functions into one cohesive third party database improving accounting / investor reporting efficiency- standardized fund accounting across all funds improving quarterly and annual reporting times- integrated local accounting functions into Credit Suisse corporate model

Cleveland/Akron, Ohio Area

Vice President / CFO of Key Bank's tax credit and mezzanine loan syndication groupResponsibilities- reviewed and approved pricing of LIHTC transactions as well as member of investment committee representing approximately $250 million in equity- fund underwriter for sale of LIHTC investments to third party investors –assisted in raising in excess of $375 million of investor equityAccomplishments - member of development team to integrate the accounting / asset management functions into one cohesive database improving accounting / investor reporting efficiency- made improvements to underwriting model to equally evaluate all potential transactions- standardized fund accounting across all funds improving quarterly and annual reporting times

Cleveland/Akron, Ohio Area

Director of Finance, Controller, Victoria Financial Corporation, a $75 million specialty property / casualty insurance company and subsidiary of USF&G Corporation, Cleveland, Ohio.Responsibilities - managed finance/accounting department of five professionals responsible for accounts payable, accounts receivable, cash management, payroll, internal controls over major accounting streams, internal and external financial reporting, and annual budget administration- prepared quarterly and annual Yellow Book reports for three separate insurance companies within the property / casualty division- coordinated annual financial statement audits with external auditors – acted as company liaison with the state auditors during triennial examination ensuring all questions / issues resolved to the state’s satisfaction- provided support to executive management team for rating agency calls / requestsAccomplishments - established new collection agency relations resulting in $100,000 annual savings- instituted automated systems into the daily accounting function enabling current staff to handle increased workload- implemented new general ledger system - integrated new GL system with back office operating system closely working with the IT team- evaluated, selected and implemented new 401k Plan administrator including establishing the integration between the payroll system and the administrator

Cleveland/Akron, Ohio Area

Responsibilities - planning, coordinating and overseeing financial audits of businesses and organizations, primarily in the manufacturing industryAccomplishments - introduction of new computer technologies to the audit process resulting in more efficient data analysis procedures- coordinated with client's IT departments to obtain key electronic data and gain an understanding of the underlying processes used to create and maintain data.

Bsba, Accounting

Education record