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Strategic financial executive and MBA with a solid background in directing end-to-end financial operations for both small and multibillion-dollar organizations. Hands-on operations manager skilled at launching measured organizational restructures and turnarounds to promote financial health, solvency, and strong performance against big picture corporate objectives.• Save millions of dollars through implementation of sophisticated management strategies.• Identify significant business opportunities to secure long-term client and partner relationships.• Demonstrated expertise in financial analysis, management, reporting, modeling, and accounting.• Transform complex analyses into concise and digestible reports.• Assess unique customer needs to provide creative, customized solutions.• Advance critical assignments in time-constrained, challenging situations.
Community Housing Opportunities Corp
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Chief Financial OfficerCommunity Housing Opportunities Corp Apr 2008 - PresentDeveloper, owner, and manager of affordable multi-family apartments (1,410 units, 29 properties) funded with limited partnership tax credit investors and government housing programs.Executive team driving a critical overhaul and stabilization of the organization’s financial position and operations. Oversee 40-member staff (9 direct reports) in the day-to-day delivery of the finance, accounting, IT, human resources, and property management functions along with senior-level administration of various programs and wholly owned subsidiaries. Direct budgeting, financial planning, and auditing, providing regular financial analysis and reporting to the board of directors. Manage relationships with banks, lenders, and institutional investors.
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Financial Controller - ContractKaiser Permanente 2006 - 2007Oakland, California, UsActed as Consultant during start-up of a $400M, 8-year project integrating PeopleSoft technology into organization to unify financial and database system. Additionally directed all aspects of the corporate finance function, from managing the monthly close, variance analysis, and reporting to strategic oversight of the forecasting process. Managed ad-hoc financial analyses, including run-rate analysis and offshore consultant auditing, and handled a variety of special projects to enhance financial operations and performance. -
ContractCharles Schwab & Co - Corporate Real Estate Group Jan 2002 - Feb 2005Westlake, Texas, UsCommercial real estate management. Performed strategic analysis of branch network utilizing specialized retail software. Generated analysis valuation of and negotiated new branch leases, buyouts, subleases, and capital investments. Directed lease administration, monitoring and implementing escalations in monthly rent and Common Area Maintenance expenses, utilizing specialized real estate management software. -
OwnerOur Town Llc 1995 - 2003Provided financial analysis, planning, and bookkeeping services for multi-million dollar enterprises. Drafted annual and updated cash flow projections used in funding requests from banks. Performed monthly audits of payables and receipts. Clients included BNP/Paribas New York, Montclare Technologies, and other privately held businesses.Headed effort to develop GLBT retirement communities in the U.S.
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Financial Analyst - Advertising & Brand Management GroupCharles Schwab 1995 - 2000Westlake, Texas, UsProvided variance analysis and commentary for Marketing & Advertising Group with $350M annual budget. Worked with Cost Center Managers in development and supervision of budgets and provision of forecasts utilizing Hyperion Pillar. Participated in team generating profitability and customer analysis for creation of Schwab One and Access products. -
Acquisitions - Commercial Real EstateAmerican Continental Properties 1985 - 1989Locate, analyze, negotiate acquisition of commercial and retail investment property, concentrating on Midwest U.S. and New York City, for syndicated investment funds.
Peter Lundberg Skills
Peter Lundberg Education Details
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Columbia Business SchoolFinance -
Uc Santa BarbaraMath
Frequently Asked Questions about Peter Lundberg
What company does Peter Lundberg work for?
Peter Lundberg works for Community Housing Opportunities Corp
What is Peter Lundberg's role at the current company?
Peter Lundberg's current role is Chief Financial Officer at Community Housing Opportunities Corp.
What is Peter Lundberg's email address?
Peter Lundberg's email address is lu****@****ing.com
What is Peter Lundberg's direct phone number?
Peter Lundberg's direct phone number is +170775*****
What schools did Peter Lundberg attend?
Peter Lundberg attended Columbia Business School, Uc Santa Barbara.
What skills is Peter Lundberg known for?
Peter Lundberg has skills like Financial Analysis, Corporate Finance, Finance, Management, Investments, Mergers And Acquisitions, Forecasting, Budgets, Start Ups, Financial Reporting, Strategy, Banking.
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