President & Owner

• Jan 2010 - Present

Provide consulting services in the Commercial and Multi-Family Real Estate space related to Information Technology and Accounting. Provide consulting services in the Commercial and Multi-Family Real Estate space related to Information Technology and Accounting.

Vice President Information Technology

• May 2011 - Sep 2015

Senior Executive responsible for all information systems at the firm. The ConAm Companies operate ten Corporate & Regional offices as well as manage roughly 380 property locations at any time with 1,600 associates. The IT Department has an annual operating budget of $3.2 million for staffing, hardware and software with 18 full-time associates that are broken down into three teams: Operations, Business Applications/ Development and Purchasing/Administration. Key objectives and accomplishments in this role are: • Developing and executing an IT vision, strategy and plan of implementation that is aligned with the business goals of ConAm. o Right-sized the IT organization in terms of quantity of needed resources and the quality of those resources. o Updated and standardized the technology platform to leverage the technology to support efficiencies within the business. • Successfully leading, developing and managing people, vendors and other talent to build a productive organization and improve the value of the IT system to both internal and external customers. • Assist and advise the company’s leadership as to balancing short and long-term competing business priorities and resources relative to IT resources. • Proactively communicate with internal business leaders in order to understand business processes and identify opportunities to apply IT solutions to improve effectiveness and efficiency within the business operation. Show less

Vice President Finance & Systems

• Jun 2007 - May 2011

Overall responsibility for all information systems and accounting operations with the following significant accomplishments: • Development of back office systems, including Investor Management and Capital Call systems. • Leadership and management of Accounting and IT Departments as well as the consultants for business systems and website development. • Chairman of IT Committee. • Quarterly investor reporting: rebuilt process to fully automate, reduced delivery time by 66%. • Automated Accounts Payable processing, raised integrity and efficiency and resulted in a 2.5 FTE reduction and via staff reduction and redeployment of resources to more critical business processes. • Rebuilt delivery systems for K1 and Prospectus distribution which reduced distribution costs and resource needs. Show less

Commercial Team Lead

• Sep 2006 - Jun 2007

Responsible for $2.5M annual revenue target, team development and leadership. • Application Experience: General Ledger, Enterprise General Ledger, Accounts Payable, Commercial Management, Audit Tracking, Job Cost, Fixed Assets, Recoveries, Advanced Retail, Foresight, Corporate A/R, Virtual Site and Application Toolkit – All Components. • Lead and managed a team of six consultants and three project managers to achieve revenue and utilization targets as well as quality and customer satisfaction goals.• Project Management & Leadership: Managed engagements end-to-end including development of project plan, resource allocation, status reporting, and change management from single member teams to teams of up to five consultants on a single engagement, larger projects spanned 12 to 18 month cycles. • Average service rating by clients based on project surveys of 4.8 out of a possible 5. Clients indicated a rating of 9 out of 10 that they would recommend Intuit Consulting Services based on their experience of my projects. Show less

Sr. Consultant

• Mar 2005 - Aug 2006

Responsible for $2.5M annual revenue target, team development and leadership. • Application Experience: General Ledger, Enterprise General Ledger, Accounts Payable, Commercial Management, Audit Tracking, Job Cost, Fixed Assets, Recoveries, Advanced Retail, Foresight, Corporate A/R, Virtual Site and Application Toolkit – All Components. • Lead and managed a team of six consultants and three project managers to achieve revenue and utilization targets as well as quality and customer satisfaction goals.• Project Management & Leadership: Managed engagements end-to-end including development of project plan, resource allocation, status reporting, and change management from single member teams to teams of up to five consultants on a single engagement, larger projects spanned 12 to 18 month cycles. • Average service rating by clients based on project surveys of 4.8 out of a possible 5. Clients indicated a rating of 9 out of 10 that they would recommend Intuit Consulting Services based on their experience of my projects. Show less

Sr. Consultant

• Nov 2002 - Mar 2005

Responsible for software upgrades and training with existing clients, initial client discovery, system design, conversion and implementation management for new clients.• Utilization target of 70%. FY2003 utilization rate of 85%; FY2004 rate was 87%; FY2005 rate of 92%• Exceeded 70% utilization target 24 out of the 26 months at FundWare.• Average services rating by clients based on project surveys are 4.9 out of a possible 5.• Leveraged development and financial background to address client needs that were not resolved by the shrink-wrapped solution. Show less

Director of Budgeting & Finance

• Nov 2001 - Nov 2002

Production Development Manager

• Dec 1998 - Aug 2001

Controller

• Aug 1993 - Nov 1998

Practice Area Controller

• Sep 1992 - Aug 1993

Director - Advertising Administration and Planning

• Jun 1991 - Sep 1992

Director

• 1986 - 1992

Circulation Controller

• Apr 1988 - Jun 1991

Accounting Manager

• Jun 1986 - Apr 1988