Jodi Green Email & Phone Number

Charlotte, North Carolina, Us

Charlotte, Nc, Us

• Manage a growing department of individuals and third-party resources that provide all aspects of property and investment accounting for a high-performance real estate investment company that creates value through acquisition, enhancement, and operation of distinctive retail properties in dynamic urban markets throughout the United States.• Review financial statements and general ledger activity for accuracy and integrity on more than $997M in investments consisting of 2M square feet of neighborhood street retail and neighborhood centers.• Analyze and provide commentary on monthly, quarterly and annual fund-level financial statements for 122 properties, 540 unique tenants, 650 units within 14 MSAs with holdings in 22 neighborhoods.• Ensure revenue and expenses are allocated in accordance with business contracts.• Review and monitor purchase and sale contracts for accuracy and compliance.• Monitor management agreements for compliance and fees.• Partner with property operations groups to identify value creation opportunities at the property level that will drive efficiencies into the leasing and property valuation process and increase cash flow through sales reporting, percentage rent and expense recoveries.• Yardi roles and security administration.• Manage three corporate accountants and six property operations groups.• Reports to the Director of Investment Accounting. Works closely with the CFO, Managing Director of Asset Management and the Director of Corporate Accounting.

Fort Worth, Texas, Us

• Full cycle accounting including journal entries, monthly accruals and consolidations for a full-service real estate investment, development and third-party services company.• Review management reports, financial statements, and general ledger accounts for accuracy and integrity on more than 8M square feet of mall and lifestyle mixed use centers.• Complete, analyze and provide commentary on monthly, quarterly and annual financial reporting packages for 13 retail, mixed use, lifestyle centers and 2 malls totaling 8.7M square feet.• Prepare cash analysis and forecasting for executives, partners and banking institutions.• Plan, coordinate and execute annual budgeting and forecasting process.• Manage and review construction draws, change orders, job cost, WIP accounts for budget and contractual compliance and accuracy of ground up development, redevelopment, tenant improvements and capital projects.• Ensure revenues and expenses are allocated in accordance with business contracts.• Ensure all wire transfers and ACH transactions are executed accurately and timely.• Maintain debt covenant reporting and administration.• Monitor management agreements for compliance, fees and distributions.• Coordinate and collect data for tax incentive/credit applications, compliance and calculations.• Implement software, develop processes and design reporting to improve efficiency in monthly management reports, budget preparation, forecasts, year-end reconciliations and escalations.• Manage and train staff on Timberline, MRI, Yardi, and Anterra set up and workflow.• Timberline security and system administration.• Transition properties to/from Trademark, define required data to implement new properties and coordinate successful and timely property transitions.• Research and implement new software to optimize efficiencies and improve processes.• Manage seven on-site property accountants and four corporate accountants.• Reports to SVP of Accounting.

Dallas, Texas (Tx), Us

• Analyze and provide commentary on financial statements, budget schedules and project schedules on a quarterly basis for over 40 partnerships with over $20 million in equity funds to the CEO, COO and Partners.• Analyze and update compounded annual returns, internal rates of return and preferred interest with holding periods ranging from two to ten years.• Communicate with developers and sales staff regarding project status, project schedules, sales traffic, request for proposals and competition.• Monitor real estate partnership contracts for compliance, hurdles, look-backs and payouts.• Reports to EVP of Asset Management.

Horsham, Pennsylvania, Us

• Provide financial and analytical support for New Business Development & Trade team.• Financial Lead in pricing, trade budgeting & financial assessment of promotional spending.• Analyze and provide trade spending commentary monthly and conduct quarterly reviews.• Reports to Director of Commercial Finance. Bimbo Bakeries USA, Fort Worth, TX (Nov 03 – Jun 05) Senior Accountant • Distribute $5-8 million cash for 5 legal entities daily.• Reconcile inter-company between US & Mexico.• Reconcile fixed asset sub ledger to the general ledger for 5 legal entities.• Reconcile payroll bank and tax accounts for 2 legal entities.• Maintain accruals for treasury: Interest, Notes Payable, Investments, Bank Fees.• Prepare and reconcile consolidation entries and schedules for reporting to Mexico.• Create financial reporting package schedules.• Reports to Manager of Financial Reporting.

• Cash Management: 139 branches in 4 states with total cash balances of $1.5-2.5MM• Maintained subordinated debt accounts & interest payments.• Debt compliance administration.• Formulate Payroll, Accounts Payable, and cash policies & procedures.• Manage implementation and system administration of MAS 90, FRx and Recon.Net.• Staff management and training for 2 A/P clerks, 1 Cash assistant, 3 Staff Accountants.• Communicate with Supervisors, Vice Presidents, Executives, and Partners.• Report to Controller and President/CEO.

• Analyze and interpret software license, implementation and maintenance contracts for revenue recognition and billing requirements.• Analyze, reconcile and provide commentary on monthly project/engagement status reports.• Reconcile budget to actual revenue and job cost analysis.• Reconcile unbilled and deferred revenue.• Prepare and analyze time & materials and percentage of completion schedules.• Maintain schedules for maintenance fee increases.• Review general ledger accounts for accuracy and integrity.• Complete, analyze and provide commentary on monthly, quarterly and annual financial statements.• Ensure revenues and expenses are allocated in accordance with business contracts.• Monitor development costs and capitalization requirements.• Assist in People Soft conversion.• Reports to Controller. Carreker-Antinori, Dallas, TX (Dec 97 – Apr 99) Staff Accountant • Assist in the transition from privately held company to publicly held.• Analyze and interpret contractual requirements, revenue recognition and billing for software license, implementation and consulting engagements.• Prepare revenue schedules and forecasts for project managers.• Review expense reports for compliance with department policy and procedures.• Reports to Accounting Manager.

Bba, Finance

Bba, Accounting