Kathie Lozano Sitton Email & Phone Number

Long Beach, Ca, Us

Westlake Village, Ca, Us

Madison, Nj, Us

Kathie Lozano Sitton has worked in real estate for 32 years and is a second-generation Long Beach, CA resident. As a Long Beach native, who has lived in Southern California most of her life and been integral in the community, Kathie knows the lay of the land inside-out. She enthusiastically guides and educates her clients, to find the best suited homes and neighborhoods that fit their needs. For her, being of service is most importantly about trust. “I want my clients to always know that I have their best interest at heart, 100 percent of the time. Integrity is my core value and ingrained in the way I conduct business.”In addition to holding a California Real Estate Salesperson License which she obtained in 1988, Kathie is a Certified Forensic Accountant. She received her MBA from California State University, Long Beach, and Bachelor of Science degree in Finance from Santa Clara University. Her expertise in commercial real estate, finance, business, analytics, conflict resolution and negotiations have served her well and benefited her clients, as has the personable, honest nature people love. All of these traits helps Kathie make real estate real! Kathie lived in Huntington Beach for two decades where she raised her two daughters, and currently owns a home in Belmont Park, Long Beach. She is an active volunteer for two Long Beach charities, Pathways to Independence and CSR Children’s Foundation which hosts the annual Kids’ Day at Marine Stadium. She is family oriented, loves connecting with neighbors and friends, and is passionate about giving back to the community and helping others. And when she does find time for fun, Kathie loves paddle boarding and has recently started learning to play pickle ball. Kathie always does her best to exemplify integrity, trust and being community oriented.For more information please visit her website at www.kathiesittonhomesandhappenings.com

Oxnard, California, Us

Irvine, Ca, Us

Newport Beach, Ca, Us

Irvine, California, Us

Manage monthly general ledger closing process for multiple entities in various industries including hospitality, legal, non-profit and various family trusts. Supervise and/or prepare all monthly financial statements and supporting schedules in accordance to GAAP.Prepare financial analysis and investor support for several hotel acquisitions and dispositions. Coordinate external audits and financial statement reviews for multiple entities. Ensure completeness and accuracy of monthly account reconciliations and other required analysis in accordance with corporate policy.Perform various treasury management functions. Liason for corporate banking relationship.Prepare annual budgets for multiple corporate entities. Prepare financial reforecasts on an as needed basis. Review and approve semi-monthly payroll for multiple entities. Interface with payroll and HR with respect to benefits payments, pay increases, and other employee related matters. Monitor hotel management fee, payroll reimbursement and other accounts receivable collections. Review and improve accounting processes and procedures on an ongoing basis to improve efficiencies and internal controls. Participate in monthly corporate hotel operations meetings. Coordinate with insurance broker for annual policy renewals.

FINANCE AND ACCOUNTING CONSULTANT - GRG Management Services, Inc• Implement cloud based accounting and property management system. Convert existing portfolio to new system.• Financial analysis on commercial property acquisitions.• Coordinate with CPA to reduce tax exposure.FORENSIC ACCOUNTANT AND FRAUD INVESTIGATOR - Various real estate partnership clients• Prepared detailed financial support and analysis for Los Angeles District Attorney’s office supporting fraud and embezzlement case that resulted in conviction of two defendants. • Provided evidence supporting judicial order of restitution in excess of $700K. • Gave expert testimony in criminal trial.• Reviewed and analyzed financial documentation in preparation of expert witness declaration for special needs abuse case.

Direct organizational financial practices, including hands-on supervision of general ledger, monthly operating statements, payroll, accounts receivable and accounts payable. Responsible for review and administration of government leases with Port of LA, Port of San Diego and City of Chula Vista. Coordinate tax planning and tax return preparation for partnership entities (LLC, LP), corporations and family trusts. Interface directly with CPA on all tax related matters. Liaison for bank relationship. • Uncovered a $2M internal fraud and embezzlement scheme.• Analyzed accounts and prepared supporting evidence for cause of action against major banking institution resulting in settlement of approximately $170,000. • Implemented secure internal control procedures and fraud risk management practices to protect company assets and prevent fraud.

Tustin, Ca, Us

Vice President, Finance & Corporate Administration, 2000-2006Controller, 1998-2000Accounting Manager, 1997-1998Directed all fiscal related functions including cash-flow management and forecasting, tax planning and preparation, month-end and year-end closing, financial statement preparation, budgeting, banking, payroll, accounts receivable and accounts payable. Responsible for specified asset management functions including loan reserve funding, lender reporting, property insurance management on all assets and specified areas of investor relations.Created financial analysis and due diligence models for the acquisition and disposition of multi-tenant rental, office and industrial properties valued at over $250M utilizing Argus and Excel.• Spearheaded the conversion of over 70 sets of accounting books from Skyline Property Management software to MRI resulting in improved reporting capability to clients.• Implemented new commission software which tracked potential and billed commission revenue resulting in the resolution of a long-term, complex revenue recognition and payment issue.• Developed an intricate Excel based budget model and presentation package which became a significant component of the company’s marketing tools.• Pioneered the design and development of company Intranet which improved efficiency and productivity by consolidating internal forms, policies and procedures.

Cash Manager, 1995-1997Senior Financial Analyst, 1994-1995Managed a $50M line of credit which was comprised of a $33M acquisition and $17M in working capital.• Reduced corporate accounts receivable by resolving automated billing system issues.• Conducted due diligence and performed valuations analysis for seven acquisitions within eight months.• Developed financial models for analysis of targeted acquisition companies’ earnings and cash flow.

As both Accounting Manager and onsite Commercial Property Manager, I gained valuable experience managing a 230K sf multi-tenant business park, 130K sf retail center and single tenant office/ industrial buildings.

Bachelor'S Degree, Finance, Accounting

Mba, Finance