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• Sourced and implemented a state-of-the-art Treasury Management System (Kyriba), automating cash management, cash accounting, and provided near real-time cash positioning and cash forecasting across +350 bank accounts with multiple financial institutions.• Piloted implementation of payment file transmissions between ERP, TMS, and Bank. Which led to further automation of cash reporting and cash accounting and reduced the accounting close cycle by 2-5 days and allowed more efficient investments of idle cash, which generated +$250k per year for the company.• Supervised the budgeting and reforecasting process for over 150 reporting entities across various real estate fund structures, including joint ventures, REITs, DSTs, property management, and program sponsors.• Monitored loan compliance metrics and informed management of anticipated performance issues according to financial forecasts.• Developed models and forecasts to evaluate the insourcing of equity wholesale team and provided ongoing business strategies support.• Created financial models for Due Diligence officers and financial advisors in evaluation of the company in order to present a complex business strategy in a simple easy to understand model, such as the value of a Roth Conversion.• Prepared reports for CFO’s presentation to Board of Directors, which included annual budgets, and financial forecasts with commentary.• Assisted in the development of company-wide financial review process and presented results and forecasts to management, which included five business units and multiple subsidiaries.• Maintained intercompany loans between entities in order to execute certain tax strategies by eliminating UBIT for tax-exempt investors.

• Played an integral role for the accounting department during the insourcing of property management, including onboarding bank accounts and cash management, accounting setup, initial data load, and cleanup of tenant ledgers.• Coordinated the transition of Bill Pay to connect directly to regional Banks to accommodate the increased volume and size of routine payable processing.• Maintained compliance and reporting on newly established corporate credit facilities.• Developed efficient process for tracking and submitting lender draws for capital improvements.• Prepared forecast and evaluated new business launches into the DST 1031 markets.• Conducted the accounting review of DST syndication offering documents. Acquired and syndicated approximately 24 DST offerings from 2020-2022.• Spearheaded the insourcing and creation of investor relations department including sourced and acquired talent, migrated data from external transfer agent, implemented Yardi Investor Portal (one of first to implement Yardi’s new product), developed processes for onboarding investors and processing distributions. (Approximately +2,000 investors across the offerings, and processed distributions weekly to bridge investors and monthly 1031 investors).• Assisted with the evaluation and execution of the maiden Fund liquidation, generating approximately 15%-20% annual return to investors.• Managed and coordinated REIT offerings to satisfy REIT compliance with minimum number of investors.

• Performed day-to-day accounting, including journal entries in QuickBooks, prepared financial statements, and assisted with external financial audit.• Established accounting policies and procedures manual.• Maintained cash accounts with various banks and developed consolidated position reporting in Excel.• Implemented Yardi accounting systems and transitioned from QuickBooks, including chart of accounts, accounting entity structure, Bill Pay and accounts payable automation.• Supported retail equity fundraising through RIA and Independent Broker Dealer channels by serving as the main contact for external transfer agents, custodians, managing broker dealers and other alternative investment platforms and coordinating processes for the admittance of new investors, investor reporting and communications.• Assisted in the review of private placement memorandums for Reg D offerings.• Prepared financial models for third-party due diligence firms evaluating the organization in order to sign selling agreements.• Designed and implemented intercompany reimbursements to a centralized payment entity.

Corporate accounting for multiple advisors of Real Estate Investment Trusts.

• Prepared basic to complex tax returns• Provided business consulting• Answer all questions and concerns that clientele may have with their financial statements• Created budgets and developed business plans for growth• Created and managed website with multiple capabilities• Build trustworthy relationships and keep regular correspondence with clientele to ensure they are satisfied with their financials and have a clear understanding of their financial position• Convert small businesses to QuickBooks Enterprise accounting software • Train additional users on QuickBooks Enterprise• Converted manual bank reconciliations to electronic reconciliations to reduce closing demands

• Record, track, and monitor capital assets for the company• Lead conversion for Time and Attendance tracking software• Implemented Time and Attendance to related companies across 3 states• Reconciled payroll accounts and processed weekly disbursements• Performed timely and accurate processing of Accounts Payable to ensure accurate payment processing• Mergers and Acquisition forecasting and analysis• Manage multiple inter-company transactions• Assisted the CFO on month-end-close and account analyses on multi-entity financials• Create Operational reports for Management• Improved payroll process by automating manual processes• Created and managed cash flows for multiple bank accounts• Assist in year-end internal and external audits• Adjusting Journal Entries to ensure accurate cost allocation• Perform month-end account analysis and reconciliation on several sub-ledger accounts• Reconcile cash flows activity on a daily basis• Converted manual bank reconciliations to electronic reconciliations to reduce closing demands• Created and maintained roll-forward schedules for mortgages, insurance, and property taxes

• Assist in the preparation of annual budgets for over 100 quick lube locations• Improved month end closing process• Assisted the Controller and CFO on month-end-close and account analyses on multi-entity financials• Record, track, and monitor capital assets for the company• Manage cash daily for board and US Trustee review during Chapter 11 bankruptcy• Participated in Sales & Use Tax audit• Prepared and filed Sales & Use Tax returns with over 5 different states• Prepared and filed Personal Property Tax returns with three different states• Prepared employee timesheets for Payroll• Reduced Accounts Receivable average collection days by 3.5 days• Participated and lead the initial automation of the Payroll process.• Prepared court ordered schedules in Chapter 11 bankruptcy• Lead automation of multiple accounting processes in order to improve efficiency• Manage 3 employees• Utilize Excel and Microsoft Dynamics GP to fulfill responsibilities• Host monthly financial conference with operational managers to answer questions about budget variances and to make any necessary accruals and/or account reclassifications• Evaluation of monthly/quarterly/annual P&L budget with current expenses and revenue in comparison to previous year’s YTD to establish cost saving methods and practices for each location