National commercial real estate and financial services firm engaged in commercial loan origination and servicing, asset management, real estate brokerage services and investment sponsorship through private equity offerings.Served as controller for the investment advisor and real estate brokerage subsidiaries of CW Financial. In addition, served as the controller for two private equity funds and a REIT that raised over $350 million of capital and invested in $800 million of commercial… Show more National commercial real estate and financial services firm engaged in commercial loan origination and servicing, asset management, real estate brokerage services and investment sponsorship through private equity offerings.Served as controller for the investment advisor and real estate brokerage subsidiaries of CW Financial. In addition, served as the controller for two private equity funds and a REIT that raised over $350 million of capital and invested in $800 million of commercial real estate debt instruments.• Transitioned the accounting, financial reporting and tax services for two private equity funds from remote offices to headquarters resulting in efficiencies and cost savings.• Prepared monthly reporting information for senior management and owners.• Designed monthly dashboard report of key business performance indicators.• Prepared quarterly and annual investor reports.• Responsible for debt compliance and quarterly reporting to lenders.• Led financial due diligence relating to acquisition and subsequent disposition of real estate brokerage subsidiary.• Primary interface with outside CPA firms for coordination of tax compliance and external audit services. Show less

Family-owned real estate firm which owns and manages a portfolio of retail, hotel, office and multi-family assets.Led accounting, financial reporting, collections and cash management, IT, payroll, and accounts payable functions for management company, and commercial and personal real estate portfolios. Managed a staff of five. • Managed and negotiated owner’s line of credit facilities.• Responsible for the preparation and collection of tenant billings for Percentage Rent, Real… Show more Family-owned real estate firm which owns and manages a portfolio of retail, hotel, office and multi-family assets.Led accounting, financial reporting, collections and cash management, IT, payroll, and accounts payable functions for management company, and commercial and personal real estate portfolios. Managed a staff of five. • Managed and negotiated owner’s line of credit facilities.• Responsible for the preparation and collection of tenant billings for Percentage Rent, Real Estate Tax, Operating Expense, and CPI Escalations.• Developed monthly project report providing detailed comparison of actual vs. budgeted costs incurred for real estate improvement projects.• Monitored owner’s personal liquidity including maximizing investment performance and risk management, financing of residential assets, investment of available cash, review and payment of bills, and weekly and monthly liquidity analysis.• Primary interface with outside CPA firms and real estate tax consultants for coordination of tax compliance, external audit, and real estate tax abatement services. Show less

CPA practice providing accounting, tax and advisory services to clients in a variety of industries.Performed full time controller functions for a healthcare consulting firm on a contract basis. Managed accounting, tax compliance, cash management, forecasting and collections, payroll and staff resource planning, project management, accounts payable, and office administration.

Privately held venture capital firm which raised approximately $ 400 million of capital for investment in emerging growth companies in the information technology, communications, life sciences and energy technology industries.Responsible for investor, regulatory, and portfolio reporting and compliance, accounting, cash management and forecasting, tax compliance, IT, payroll, human resource, accounts payable and office administration functions for management company and six venture… Show more Privately held venture capital firm which raised approximately $ 400 million of capital for investment in emerging growth companies in the information technology, communications, life sciences and energy technology industries.Responsible for investor, regulatory, and portfolio reporting and compliance, accounting, cash management and forecasting, tax compliance, IT, payroll, human resource, accounts payable and office administration functions for management company and six venture capital partnerships including four small business investment companies (SBICs). Managed a staff of five. • Negotiated and closed a $1.3M corporate loan facility.• Created and maintained cash forecasting system.• Identified and implemented cost savings initiatives representing 20% of net income.• Coordinated and obtained $2M in debenture financing for SBIC entity.• Assisted business development efforts through due diligence support and investor presentations. Show less

Privately-held real estate and financial services firm engaged in investment sponsorship through public and private equity offerings, commerical mortgage banking, real estate acquisitions and property management. Held a variety of senior financial positions. Last positions held:CFO for commercial mortgage banking subsidiary with $3B in annual originations, $16B servicing portfolio and 325 employees. Led accounting, treasury, IT, payroll, and accounts payable functions. Managed a staff… Show more Privately-held real estate and financial services firm engaged in investment sponsorship through public and private equity offerings, commerical mortgage banking, real estate acquisitions and property management. Held a variety of senior financial positions. Last positions held:CFO for commercial mortgage banking subsidiary with $3B in annual originations, $16B servicing portfolio and 325 employees. Led accounting, treasury, IT, payroll, and accounts payable functions. Managed a staff of 15 in 3 offices.• Implemented cost saving and revenue enhancement initiatives resulting in increased cash flow of $1.5M annually.• Created increased liquidity by identifying an opportunity and successfully negotiating a reduction in regulatory reserve requirements by $1M.• Provided $15M of liquidity to Owners by reducing regulatory capital restrictions.• Led financial due diligence on two corporate acquisitions totaling $64M.• Negotiated and closed $53M in acquisition financing.• Negotiated and closed warehouse credit facilities aggregating $550M.• Designed inteernal reporting package for senior management, owners, and advisory board.• Assisted the COO in the development of an annual industry survey which was used to benchmark key operational and financial performance measures.• Led the finance team in the development of a Confidential Information Memorandum in connection with the potential sale of the business.• Designed P&L measuring profitability of product lines.Treasurer and Chief Accounting OfficerLed accounting, cash management and treasury, SEC Reporting, REIT compliance, external audit, and internal reporting to Board of Directors and Audit Committee for four public limited partnerships and two REIT’s which raised $1.7B to invest in participating multifamily mortgages and mortgage backed securities. Show less

International public accounting and consulting firm.Planned, supervised, administered, and performed audits of clients in the banking, public utility, telecommunications, high-tech, and not-for-profit industries.