Oversaw financial planning, budgeting, forecasting, cash flow, shareholder communications, and reporting for BTR ground-up developer with projects in Texas, Florida, and Georgia. Led team responsible for managing financial risks, recordkeeping, and banking lines of credit. Oversaw financial and LP investor reporting responsibilities, including budgeting and monthly, quarterly, and / or annual tax / financial packages for the operating company. Managed capital market and accounting / finance teams. Advised on regulatory and compliance topics for the operating company, project operations, and lease up to stabilization. Analyzed and prepared institutional sponsorship reporting packages for investors and projection and management of operating results.● Led operational management of Avanta, including risk management (insurance) and human resources / benefits departments. ● Capital Markets and Debt: Project debt placement for merchant build activities; also obtained a $15M subscription line in 2022 for Avanta as a GP and led refinancing efforts into a $30M line in 2023.

Led accounting and finance functions for this private equity and institutional funded developer focused on mixed-use, industrial, and senior living development. Over the course of 7 years, managed all real estate loans, bank draws, cash management, and covenants, with 8 different national and local banks.● Perform oversight of financial accounting and private equity reporting responsibilities, including, but not limited to, monthly, quarterly, and/ or annual tax/financials packages for investment funds, SPE's, portfolio company level and GP investor reporting as per operating and debt compliance agreements.● Responsible for all partnership accounting of 3 private equity funds with $500m of commitments. Oversee annual audits, capital calls, distributions and all cash management activities, point person for questions/issues raised by investors. ● Risk Management and oversight of insurance policies including property, general/professional liability, builders risk, cyber/crime, directors and officers, and employed lawyer coverage. ● Annual oversight of fed and state taxes on 50+ SPE’s, including RE taxes and protests.

Oversaw and managed accounting and reporting for this high-growth, multifaceted, private equity firm focused on distressed real estate and development. Managed real estate loans, bank draws, and covenants, in addition to 103 bank accts, with 11 different national and local banks. Directly managed accounting staff of 9. Highly exposed point person with an outside network that includes banking, and vendor relationships.● Oversight of accounting, reporting and debt leveraging of over $1 billion in sales of distressed condo, apartment, land and residential construction projects.● Managed monthly, quarterly, year-end prep and final review on 50+ projects, plus year-end tax file prep for tax accountant.● Managed all loan budgets for levered deals, with 40 bank draws for both operating and construction needs.