Jesse Lee Iii Email & Phone Number

Austin, Tx, Us

Waco / Temple

Waco, Texas, United States

Waco, Texas, United States

ESSENTIAL FUNCTIONS: • Manage all aspects of a commercial property portfolio • Resolve property management/leasing issues • Responsible for the financial performance and development of financial metrics for commercial or retail portfolio(s) • Ensure adherence to owners’ policies and procedures RESPONSIBILITIES: • Authorize vendor contracts. • Support Director of Property Management with various personnel functions including staffing and employee development. • Assemble, review and implement operating and capital budgets. • Conduct routine property inspections to prevent/identify problems and exposures. • Coordinate insurance procurement, electricity procurement, and real estate tax review processes for properties. • Ensure compliance with codes, regulations and governmental agency directives • Assure optimal functioning of building life safety and security systems. • Approve and enter all invoices-code accordingly • Establish AR/AP guidelines, track performance and monitor recovery process. • Maintain personal contact with owners. • EOM bank reconciliations for commercial accounts. • POC for TI Documentation and Reimbursement. • Pay all property taxes and manage monthly escrow payments • Monitor lease expirations and work with leasing team to maximize tenant retention. • Ensure monthly reporting according to owner's needs. • Ensure compliance with management agreements. • Coordinate property/owner teams including property management, accounting, marketing and construction. • Process end of year CAM reconciliations. • Calculate owner draws • Process deposits.

Austin

• Financial Reporting including preparation and distribution of Monthly, Quarterly and Year End Reports. • Negotiated, prepare due diligence and closed a $2.0 million secured debt facility with Horizon Bank.• Conversion and integration of accounting software (to Restaurant 365) and point-of-sale (to Toast).• Coordinated with State Auditors on a four year Sales Tax Review of all operations with successful results.• Participated in the planning, construction, development and opening of 3 new Austin Java restaurant locations.• Successfully completed construction on 8000 square foot Corporate Office, Coffee Roasting facility and Brew Pub in Dripping Springs.• Negotiated, established and renewed beverage licenses with the Texas Alcoholic Beverage Commission and assisted legal counsel in procurement of a Federal Brewing License.• Initiated and directed an austerity program which dramatically trimmed overhead and improved financial results.• Created tax workpapers and coordinated with outside CPA on Federal Income Tax and State Franchise Tax filings.• Coordinated in the Transfer of operational and financial process to a third-party restaurant management company.

Austin, Texas Area

• Financial Reporting including preparation and distribution of Monthly, Quarterly and Year End Reports.• Strategic Consulting, including business plan & strategy development.• Tenant Lease Administration including Common Area Expense reconciliation and CPI index rate increases.• Vendor/Subcontract relationship administration including accounts payable and insurance compliance.• Asset Management and Positioning including financial analysis, lease and rent roll projections and budget preparation.• Brokerage activity support including lease/sales commission calculation and collection.• Condo Association Management activities including monthly reporting and annual meeting coordination.• Federal Tax preparation support including workpaper production and coordination with outside CPA.• Risk Management activities including coordination of inspections, audits, competitive bid process and renewal.• Shareholder/Partner relationship management including preferred return calculation, payment and investor communications.

• Financial reporting and property management practice.• Property accounting, including accounts payable, lease administration and Monthly Reports.• Coordination of Federal Tax Return preparation and filing.• Online filing and payment of Texas Sales Tax Returns.• CAM Expense Reconciliation, billing and collection.• Cash and Asset Planning for various product types including multi-tenant office, multi-family, retail and structured parking facility.• Forensic accounting review and private investigation.• Property management duties during large scale, Class A, condominium conversion project.

Austin, Texas Area

•Lead acquisitions process from initial investment vision through to execution (feasibility, entitlement, construction, leasing, management).•Directed financial analyst in the development, evaluation and refinement of the acquisition or development pro forma for office, industrial and self storage assets.•Oversaw due diligence efforts ensuring completeness of information gathered and reviewed consultant’s scope and work product.•Developed project business plan, leasing strategy, operational goals, and key milestones, and work with senior stafff to execute the business plan•Developed and managed project budget to maximize quality and overall effectiveness of project and investment goals.•Identified and evaluated project consultants through solicitations for proposals and networking; supervise and guide consultants and engineers and ensure consultant stay on track with timing and scope of engagement.

Austin, Texas

• Financial Reporting including preparation and distribution of Monthly, Quarterly and Year End Reports.• Strategic Consulting, including business plan & strategy development.• Tenant Lease Administration including Common Area Expense reconciliation and CPI index rate increases.• Vendor/Subcontract relationship administration including accounts payable and insurance compliance.• Asset Management and Positioning including financial analysis, lease and rent roll projections and budget preparation.• Brokerage activity support including lease/sales commission calculation and collection.• Condo Association Management activities including monthly reporting and annual meeting coordination.• Federal Tax preparation support including workpaper production and coordination with outside CPA.• Risk Management activities including coordination of inspections, audits, competitive bid process and renewal.• Shareholder/Partner relationship management including preferred return calculation, payment and investor communications.• Conversion and implementation of Yardi software including unit, lease and owner set up.• Conversion and implementation of Quickbooks Pro software, including online banking and other services. • Treasury functions including near and long term cash planning, bank relations and management.• Mortgage and Escrow Account management including escrow adequacy analysis and draw preparation and funding.

Austin, Texas

• Financial Reporting including preparation and distribution of Monthly, Quarterly and Year End Reports.• Participation and prepared analysis related to matured/cross-colateralized mortgage loan renewal.• Tenant Lease Administration including Common Area Expense reconciliation.• Vendor/Subcontract relationship administration including accounts payable and insurance compliance.• Asset Management and Positioning including financial analysis, lease and rent roll projections and budget preparation.• Property Management financial support for assets including big box retail and manufactured housing communities. • Federal Tax preparation support including workpaper production and coordination with outside CPA.• Risk Management activities including coordination of inspections, audits, competitive bid process and renewal.• Shareholder/Partner relationship management including quantification of share value and related tax effects.• Utilization of Quickbooks Pro software, including assisted payroll preparation and related filings • Treasury functions including near and long term cash planning, bank relations and management.• Mortgage and Escrow Account management including escrow adequacy analysis and draw preparation and funding.

Austin, Texas

• Responsible for all business, financial and back-office activities related to residential, single-family homebuilding and land development operation.• As a co-founder, established the legal entity, negotiated the partnership agreement and processed the Federal, State and Local tax and other filings.• Negotiated and established initial interim construction lending facility, including interest rate, LTV and LTC ratios, allowed spec ratio, draw process and percentages, inspection and other fees, etc.• Established and managed Builder Risk, Commercial General Liability and Umbrella Policy and Workers Comp insurance policies.• Created and implemented Vendor/Subcontractor Agreements and monitored insurance and license compliance.• Created the general ledger and provided both internal and external financial reporting, including project based budgeting and cost-to-budget analysis.• Provided input and coordinated architect efforts to develop popular and profitable • Oversaw and collaborated on the development of a proprietary, internal project scheduling and reporting software that provided real time feedback to construction supervisors.• Successfully directed the re-platting of a 365 unit mobile home facility to single family residential designation in Kerrville, Texas, which included presentations before City Council to vacate a conditional use permit.• Negotiated and closed numerous option contracts for the purchase of approved single family building lots.• Syndicated and raised venture capital for partnerships which provided the equity, along with interim construction lending, allowing the construction of homes in Austin, Georgetown, Kerrville and Fredericksburg, Texas.• Oversaw and coordinated outside CPA on completion and filing of Federal Income Tax Returns and Texas State Franchise Filings.• Served as referee, sometimes judge and jury, in the normal and on-going partner/investor squabbles that arise in business.

Austin, Texas

• Publicly-traded Homebuilding and Land Development business, averaging over 400 closings and $100 million in revenues annually during tenure.• Responsible for all aspects of financial reporting for the Texas Division of a national, publicly traded homebuilding enterprise.• Coordinated the integration of the Texas office into the national operation, syncing software, business practices and supporting the combination of various local businesses into a singular national brand.• Coordinated and supported Outside Accounting Audit, reviewed, explained and negotiated findings and assisted with tax compilation and preparation.• Compiled and presented Due Diligence Packages on new lot option/community opportunities and participated in go/no go decision process.• Spearheaded the establishment of a partnership with another homebuilder to create a Title Company, thereby allowing the firm to participate in the profits from the transaction closing process.• Oversaw the disposition/"spin off" of internal mortgage origination entity.• served as contributing member of Best Practices Committee.

Austin, Texas

Multi-family and Commercial Office investment and management firm.• Financial Reporting including preparation and distribution of Monthly, Quarterly and Year End Reports.• Strategic Consulting, including business plan & strategy development.• Tenant Lease Administration including Common Area Expense reconciliation and CPI index rate increases.• Vendor/Subcontract relationship administration including accounts payable and insurance compliance.• Asset Management and Positioning including financial analysis, lease and rent roll projections and budget preparation.• Brokerage activity support including lease/sales commission calculation and collection.• Condo Association Management activities including monthly reporting and annual meeting coordination.• Federal Tax preparation support including workpaper production and coordination with outside CPA.• Risk Management activities including coordination of inspections, audits, competitive bid process and renewal.• Shareholder/Partner relationship management including preferred return calculation, payment and investor communications.• Conversion and implementation of Yardi software including unit, lease and owner set up.• Conversion and implementation of Quickbooks Pro software, including online banking and other services. • Treasury functions including near and long term cash planning, bank relations and management.• Mortgage and Escrow Account management including escrow adequacy analysis and draw preparation and funding.

Austin, Texas

Texas division of a national Enviromental Engineering and Solutions firm; an operating entity parented by Wisconsin Power & Light.

Bba, Finance/Accounting

Activities and Societies: Kappa Alpha Order

Education record