Vice President And Controller
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