Experience

• 

  KBC Advisors

  • United States
  • Real Estate
  • 100 - 200 Employee

  • Chief Financial Officer

    • Dec 2023 - Present

  • Treasurer

    • Jun 2022 - Dec 2023

• 

  Advantage Surveillance, LLC

  • Thomasville, North Carolina, United States

  • Chief Financial Officer

    • Jan 2021 - Jun 2022
    • Thomasville, North Carolina, United States

• 

  CBRE

  • United States
  • Real Estate
  • 700 & Above Employee

  • Finance Director

    • Jul 2019 - Jan 2021

  • Associate Director of Finance

    • Oct 2017 - Jul 2019

    Lead and managed FP&A functions for Northeast & Southeast US Divisions, including monthly/quarterly financial reporting, annual budgeting and monthly forecasting processes.Owned monthly financial results for the two largest US Divisions and spoke to financial performance and drivers on an ad hoc basis. Coordinated executive summary level presentations of results to business leaders.

  • Senior Finance Manager

    • Dec 2016 - Sep 2017

    Responsible for all output associated with Financial, Planning & Analysis (FP&A) for US Leasing Brokerage - including: annual budget preparation, monthly forecasts, strategic planning, management reporting, and other special projects. Coordinate activities relating to operating plans (including annual plan changes) and project level expenditure tracking and reporting throughout the year.Manage special projects and prepare presentations for senior management. Supervise finance staff and provide training and development opportunities.

  • Finance Manager

    • Jun 2016 - Nov 2016

    Manage financial reporting activities for US Leasing Brokerage line of business. Responsible for budgeting, forecasting and analyzing financial performance. Help establish financial priorities to support leasing profitability growth. Evaluate special projects and prepare presentations for the Senior Leadership team.

• 

  The LaSalle Group

  • Director of Financial Budgeting and Planning

    • Jun 2015 - Jun 2016

    Established FP&A team and led financial planning activities. Provided critical support and guidance through the budgeting, forecasting and long-term strategic planning initiatives. Implemented and maintained Financial Systems Planning as well as management reporting.

  • Finance Manager

    • Jan 2015 - Jun 2016

    Manage investment performance analysis for all new and existing company properties. Source debt and equity for all real estate projects. Direct and lead Finance Analyst personnel. Evaluate the validity of new projects in multiple diverse markets.

  • Finance Associate

    • Feb 2013 - Dec 2014

    Establish lender and investor relationships to ensure adequate capital for future real estate projects in healthcare. Evaluate the validity of new projects in multiple diverse markets.Sourced over $150 million in new construction debt for 15 assisted living memory care communities and refinanced over $100 million in debt for established properties.

• 

  Carlisle and Gallagher Consulting Group

  • QA Analyst

    • Apr 2012 - Jan 2013

    Examined bank owned residential loans for possible financial harm and reported findings to the Office of the Comptroller of the Currency (OCC).

• 

  Saxon Mortgage

  • Financial Services
  • 300 - 400 Employee

  • Short Sale Negotiator

    • Nov 2011 - Mar 2012

    Integrated investor guidelines while negotiating the short sale of properties.

  • Loss Mitigation Analyst

    • Sep 2010 - Oct 2011

    Developed plan of action for delinquent loans by referring to short sale, HAMP (Home Affordable Modification Program), proprietary loan modification, or deed in lieu of foreclosure.