Manages the Performance Reporting group and the YARDI Operations Group. In that capacity, responsibilities include performance reporting (GIPS and NCREIF), data integrity for all performance data across systems, GIPS compliance, YARDI accounting operations and special projects including the implementation of new accounting modules, custom table/reports development and standardizing accounting procedures. Part of a new initiative to develop a more robust custom system to report performance measures.

Analyze, interpret and communicates real estate performance and financial data. Calculate and communicate the investment returns and risk analytics for client portfolios, commingled funds and fund composites. Assist in developing models to predict the various influences on performance and conducts real estate financial analysis, which focuses on effects to the portfolio by various property and portfolio financial issues.

PREI Representative to NCREIF; Part of team that won the 2002 PREI Business Innovation Award for implementing a process to collect information for RFPs; Responsible for all statistical reporting for the clients and firm, including NCREIF reporting; Maintained the integrity of data used to calculate performance returns in compliance with NCREIF standards; Tested and implemented performance return reporting out of Accounting’s MRI system.

Responsible for real estate investment performance returns and data submissions. Responsible for all statistical reporting for the clients and firm, including NCREIF reporting; Maintained the integrity of data used to calculate performance returns in compliance with NCREIF standards; Tested and implemented performance return reporting out of Accounting’s MRI system.

Responsible for real estate investment performance returns and data submissions. Responsible for all statistical reporting for the clients and firm, including NCREIF reporting; Maintained the integrity of data used to calculate performance returns in compliance with NCREIF standards; Tested and implemented performance return reporting out of a proprietary system call "DataMax".

Responsible for drafting complete financial reporting packages observing GAAP, Market Value GAAP and REIT rules including footnotes and performance analysis for both real estate equity and debt investments. Managed the mark to market adjustments process (monthly). Resolved complex formula discrepancies to enable accurate performance reporting for NCREIF for both property level and fund level reports. Established and maintained accounting polices and procedures for internal control. Managed the compliance for a 75 MM line of credit. Generated models for several incentive fee waterfall calculations including claw-backs. Developed investor reporting for REIT clients. Managed, mentored and trained a staff of 3 direct reports. Managed Joint Venture (JV) accounting including calculations of various promote structures. Responsible for questionnaires requested by real estate consulting firms. Managed the Cash Department. Part of the IT committee to evaluate IT solutions.