- Managed the team responsible for financial and management reporting on Related Santa Clara, a large predevelopment project ($150M) that includes the planned development ($8B) of office, retail/F&B, hotel, residential, city infrastructure- Lead monthly review with senior team on internal metrics including cash, budget variances, forecasts, etc.- Responsible for cash management, budgeting and planning- Managed financial aspects of the Development Agreement executed with the City of Santa Clara

- Managed the team responsible for financial and management reporting for a portfolio of commercial operations that include: office, retail, hotel and restaurant holdings- Mentored and coached team comprised of 6 controllers and a staff of 14 property accountants- Accounting service provider to several internal asset management division with respect to their individual real estate holdings- Extension of the CFO and CAO controllership throughout the company

- Managed a team of 5 analysts responsible for financial and management reporting for a portfolio of operating businesses that include: luxury development, affordable tax credit syndication, property management, sales brokerage, trade construction- Oversaw the formation of a windows fabricator and the acquisition of 2 property portfolios and a sales brokerage- Included real time platform budgeting and cash projections, valuations and KPI reporting- Enterprise business intelligence and technological evaluation

• Financial reporting for luxury mixed-use multifamily developments in New York City and Los Angeles • Projects utilize NYS HFA bond financing, LIHTC, inclusionary air rights and 421a tax abatement programs • Analysis and evaluation of tax effects for potential acquisition and financing scenarios• Supervision of staff and construction requisition accountants• Consolidation of operating, investment and special purpose entities• Analysis of development process workflow to improve quality of financial and managerial reporting

• Managed a financial staff of seven employees responsible for a portfolio of more than 45 real estate entities specifically, mixed-use real estate in large metropolitan markets.• Reviewed periodic GAAP, cash and tax financial statements for portfolio entities.• Analyzed cash positions for quarterly cash distributions to owners• Implemented controls and workflow for Accounts Payable and Accounts Receivable• Assist with the development and implementation of controls for the collection, reporting and reconciliation of credit card payments received from 5,500+ residential tenants.• Staffed and managed a team of 4 to design and implement a workflow to validate 3 years of financial data for 200+ entities under property management prior to and during conversion to tier-one (Oracle/J.D. Edwards) GL software package.

• Served as conversion team member to transfer company’s business data from bookkeeping software to a manufacturing-specific enterprise package.• Individually maintained the company’s 3-year financial plan for potential lenders, partners, customers, etc.• Obtained $1M financing secured by the company’s technical equipment• Produced periodic financial statements, managed cash accounts, supervised A/P staff• Managed Payroll for company of 100 plus employees, implementing ADP

- Financial modeling for recurring and ad hoc reporting to executive management- Performed the accounting functions including financials statements, variance explanations, bank reconciliation, journal entries, cash management and client trust accounting- Served as an IS troubleshooter for the flow of data from secondary software into the primary enterprise software