CFO/VP Finance for Loanz, Inc., a FinTech company operating an online lending and investing platform. Led all administrative functions, including accounting, finance, treasury, human resources and facilities. Significant leadership role in (1) the closing of two rounds of financing with both individual and institutional investors and (2) the successful sale of the company to a Canadian asset management firm. Led the creation and operation of the company's private equity investment funds.

Senior finance executive for Newmark Grubb Knight Frank (and Grubb & Ellis prior to its acquisition by NGKF). Head of finance group responsible for company-wide planning, forecasting and management reporting. Also lead financial due diligence for M&A activities, including post-close integration of finance and accounting functions.Formerly, acted as principal financial officer for several SEC-registered entities, including responsibility for SEC filings on Forms 10-K, 10-Q and 8-K, maintenance of internal control environments and quarterly reviews and annual audits by external audit firm.

Managed a team of 10 finance and accounting professionals supporting LNR’s Commercial Property Group (CPG), as well as its $1.1 billion Commercial Property Investment Fund. Responsible for fund accounting group, preparation of annual business plans, quarterly reporting to Fund investors / partners, annual audits and federal and state income tax returns. Oversaw development of a complex Fund performance model, allowing rapid ‘what if’ analyses regarding investor / partner contributions and distributions, asset acquisitions and dispositions, debt and equity funding, project cash flows and internal rates of return.

Responsible for all US and European accounting operations, managing a team of 12 professionals in California and France. Led worldwide consolidation and SEC reporting functions, and maintained SOX compliance. Prepared business unit valuation models for goodwill/intangible asset impairment analyses and M&A and divestiture purposes. Additionally, collaborated on $250 million convertible debt issuance including prospectus review, underwriter due diligence facilitation, external audit management, and preparation and filing of SEC registration statement.

As European Controller, led a team of 30 professionals across Europe supporting all areas of European accounting and reporting, including general ledger, accounts receivable, accounts payable, fixed assets, payroll, purchasing and intercompany transactions. Business partner to European General Manger, functional department heads and country managing directors. Led Hyperion’s initial Sarbanes-Oxley (SOX) compliance initiative in Europe, including assessment of risks, documentation of internal controls and controls testing by management.As Director of Accounting, led a team of 20 professionals in Santa Clara responsible for North American general ledger, accounts payable, fixed assets, payroll and stock administration functions. Also managed worldwide consolidation and SEC reporting functions. Principal contact for auditors on technical accounting and reporting issues. Managed implementation of Hyperion Financial Management, an enterprise-wide consolidation and reporting system. Led accounting integration and purchase accounting for acquisition of Brio Software, a $100 million publicly-held business intelligence software company.

Responsible for all SEC filings including Forms 10-K, 10-Q, S-8, 8-K and Proxy Statements. Technical resource regarding application of GAAP (revenue recognition, acquisition accounting, equity, etc.) and SEC reporting requirements. Prepared earnings releases and coordinated annual external audit and quarterly reviews.

Managed SEC consulting engagements with European technology companies in connection with their US initial public stock offerings, private placements of debt, and M&A activities. Experience in initial filings on Forms S-1 and F-1, as well as periodic filings on Forms 10-K, 10-Q and 20-F. Managed US GAAP conversions and reconciliations. Scope of services included interpretation of GAAP and SEC rules and regulations and other authoritative pronouncements.Clients based in England, Germany, Austria, the Netherlands and Iceland, and included ARM Holdings, deCODE genetics, SuSE Software, Smallworldwide, QXL.com, EOS Internet Ventures, CE Computer Equipment, British Telecommunications and Head NV.

Significant SEC and technical accounting experience working with public and private high-tech clients in the software, storage, internet and telecommunications sectors; extensive background in debt and equity offerings and M&A transactions.Clients included iXOS Software, Keynote Systems, InfoGear Technology, SMART Modular Technologies, Stanford Telecom, Metricom, Sanmina, and Fry’s Electronics.