Senior Vice President
Aliso Viejo, California
Senior Management team member responsible for Strategic & Business Planning, Finance, Accounting, Information Technology, Human Resources, Investor Relations, Financial Analysis, Risk Management, Development & Construction Contract Review and related Construction Audit Management. STRATEGIC PLANNING & TRANSACTIONS• Facilitated strategic and business plan process, composition and presentations aligned with owners’ objectives. “Operationalized” the plan with specific action plans and performance metrics for each operating group. • Led commercial team on a $140 million purchase of a Colorado real estate company. Coordinated over $1.5 billion in property acquisitions, dispositions and tax-deferred exchanges. FINANCE & ACCOUNTING• Led finance and accounting operations, capital planning, development and property rehab/ upgrade underwriting, equity and lender relationship management, property valuations, financial analyses, tax planning, tax credit applications, budgeting and reforecasting. • Directed underwriting, financing and refinancing of $1.5 billion of construction and permanent loans for new and existing commercial and multifamily properties.• Led company in REIT structure feasibility analysis in conjunction with capital advisors.INFORMATION TECHNOLOGY & HUMAN RESOURCES • Managed IT operations including systems strategy, implementing practical business solutions and cost-effective process automation. Led company in systems software application selection, project management and integration. • Hands-on systems experience includes Yardi, Timberline, ARGUS, AMSI, MRI, Skyline, CTI and J.D. Edwards.• Established and managed Human Resources function including recruiting, safety, legal review. Designed and managed compensation plans incorporating business plan goals and performance metrics.Other positions held with Shea Properties: ConsultantVice President, Finance & AdministrationVice President, FinanceVice President, Controller