Mike Roderer, Cpa Email & Phone Number

Tampa, Fl, Us

Tampa, Fl, Us

Tampa, Fl, Us

• Management of portfolio growth of healthcare assets for a privately held senior housing investment company through performance analysis and measurement while providing essential financial model forecasting and strategic market leadership for Lenders, Development Partners, and Private Equity Investors• Direct all loans, refinances, acquisitions, dispositions, and development projects, building Lender relationships and expanding portfolio company growth to an additional 17 communities through acquisition and 3rd party management contracts, increasing units by 775%+, Management Fee Revenue from $950K to $5M, and annual revenues from $13M to $83M+• Coordinate and negotiate competitive terms for acquisitions, utilizing established communication and networking skills to secure syndicated borrowings, 2 revolving lines of credit, related Interest Rate Swaps, and a bridge loan of $250M+, used to acquire 10 communities• Showcased quick adaptability by successfully navigating productive virtual consultations despite challenges of COVID-19, deriving profitable re-negotiations with 2 independent lending parties regarding VSL debt and deferrals in 2020• Procured and negotiated beneficial 3rd party management contracts for the management company during Q4 2020 and Q1 2021, generating $1M of annualized management fee revenue• Maintain industry proficiency, certifying thorough knowledge of diverse financing options including Bridge, Agency (Fannie, Freddie, HUD), and complex Tax-Exempt Bond debt 142D financing, continuously improving professional development and knowledge• Aided a Joint Venture partner in asset marketing and disposition, leveraging accounting background by providing prospective buyers with comprehensive financial information, in addition to leading price negotiations and ensuring all legal documentation reflect agreed upon terms, effectively selling 3 assets to maximize proceeds for the Owner and VSL equity sponsor

Chicago, Il, Us

• Managed 4 direct reports consisting of Analysts and an Office Administrator, overseeing $2.5B of real estate for a publicly traded healthcare REIT with a $20B+ market cap, managing complex lease agreements and loan negotiations with 3rd party operators, monitored capital expenditures, construction funding, annual budget approval, and required insurance compliance• Spearheaded a critical joint venture partnership with the State of Florida Pension plan, analyzing and managing elaborate portfolio reporting requirements and activities, involving asset disposition, Operator and lease modifications, and refinancing objectives, developing and maintaining essential business relationships• Led the Nationwide Health Properties (NHP) portfolio integration initiative during the merger with Ventas (VTR) in 2011, organizing business details of the portfolio to support the consolidation and value breakdown of acquired assets, effectuating a seamless transition and playing a critical role in the success of a $7B merger• Researched and obtained in-depth market expertise of 3rd party Operators and RIDEA communities, identifying key trends, directing site inspections, reviewing financial metrics and lease covenant compliance, alongside pinpointing new opportunities, resulting in the presentation of several business recommendations to Senior Management to enhance financial real estate ROIs• Navigated complex and multifaceted leases and loans, monitoring performance execution and re-negotiating new terms on loan workouts for Borrowers and Tenants at risk of default, receivership, or substantial restructuring, receiving invaluable experience

Tampa, Fl, Us

• Responsible for the financial management of a nationwide portfolio equaling $600M in annual revenue for a privately held Senior Housing Operator, as well as establishing business relationships with Asset Owners, Lenders, and Equity Investors to supply value-added financial knowledge to all parties• Became the Operator of choice for various Owners during acquisition process, administering 5-year projections to portfolio capabilities to aid in financing l arrangements and business presentations, successfully growing the portfolio from 27 assets to 80+ nationwide senior housing communities during tenure• Integrated a new user-friendly budget model, allowing the Field Operation teams to propel accurate community budgets utilizing PRD and RevPOR metrics• Compiled operational underwriting for $3B+ worth of prospective U.S. acquisitions and development projects while supporting Lenders, Investors, and Owners with comprehensive knowledge of senior housing projections, securing $1.5B+ of underwritten deals worth for acquisitions that encompassed 60+ communities and 10K units• Participated twice (x2) as a Speaker partaking within the National Investment Center for the Senior Housing and Care (Industry conferences), chosen as 1 of 4 panel members for a 2-hour+ informative session reaching across approximately 1500 professionals in attendance

Raleigh, Nc, Us

Responsible for management, accounting and reporting of $7B + of assets related to Florida utility. Heavy regulatory reporting to National and State Regulatory agencies (FERC, FPSC, DOE, SEC).Responsible for compiling budget and Long Range Financial (Strategic) Plan for FPC legal entity. Prepare presentations for Senior Management of Corporate Financial Plans. Partnered with operations to implement strategic initiatives. Major projects and accomplishments include: Integral part of Retail Rate Case team including providing testimony support Worked on several special project teams within Finance and presented findings to Florida Finance organization.

Responsible for overseeing Company-wide Revenue budget process, including preparation, modeling, summarization and presentation of data. Planned, organized and lead the budget planning for Marketing Department, including implementing new reporting tools with variance analysis.Responsible for hiring, managing, developing and evaluating staff. Prepared Consolidated monthly results and Alignment presentations for Marketing SVP. Major projects and accomplishments include: Worked on Cross-functional team to help design and improve company-wide budget process. Served as Interim department head during management transition.

Responsible for preparing budgets and financial statements for the Health System. Prepare and consolidate budgets and five-year projections for all entities of the Health System. Prepare proforma financial statements and capital budgets. Review and approve financial statements of six related entities of the Health System. Supervise, review and develop professional and clerical staff.

Relocated to Florida)Prepared Annual and Long Range Business Plans, including strategic plans and proforma financial statements for $1 billion CPCD. Designed complex PC based models for plan development. Evaluated Capital requests using IRR, DCF and other determinants. Major projects and accomplishments include:Worked as integral part of team that implemented Hyperion financial reporting system for CPCD.

Left to attend Graduate School)Provided analysis of standard costs, including all variance explanations. Built complex pricing models and provided price analysis on new products and special projects. Assisted with physical inventory, working closely with external auditors to ensure accuracy. Reviewed and established standard costs for new products and annual budgets.

Prepared and presented financial statements and analysis to Senior Management and Holding Company executives. Japanese company transplanted in Ohio.

Planned, organized and reported on audits of bank departments and offices.

Mba, Real Estate, Corporate Finance, Mis

Bsba, Accounting