Chief Financial Officer

• Apr 2023 - Present

Vice President, Real Assets

• Dec 2021 - Apr 2023

Manager, Development and Construction Accounting

• Sep 2019 - Dec 2021

- Oversee regional accounting and forecasting for Texas/MidSouth regions, covering $2B in active development and construction deals in residential, commercial, and industrial. - Review JV and loan agreements for newly sourced deals, review financial accounting associated with pursuit, development, operations, re-financing, and sale of residential development projects, as well as monthly financial packages. - Lead a team of 5 staff accountants while working directly with Finance, Development, Construction, Asset Management, Tax, AP, and Corporate teams. - Create process improvements to accounting functions surrounding initial project setup, transition from development accounting to operations, data validation for project budgets, regional forecasting and planning, as well as ad hoc analytics. - Lead and create training guides for accounting department, training sessions for regional new accounting hires, and additional ad hoc training for current staff and senior accountants. - Work directly with auditors, lenders, and capital partners on funding requirements, reporting needs, and ad hoc questions regarding active or completed projects. Show less

Vice President Of Accounting

• Feb 2016 - Jan 2019

- Reviewed and approved all fund accounting and real estate investment accounting for various funds and entities. Oversaw and managed Accounting, A/P, and Treasury departments as well as cash forecasting and planning of cash movements and funding needs.- Oversaw and worked with external auditors on audits of annual reports for 8 funds as well as tax packages for investors of those funds. Worked with auditors on GAAP and ASC 820 compliance of funds as well as early adoption of any new accounting pronouncements. Wrote, reviewed, and adjusted footnotes of each fund as necessary for proper disclosure.- Created in-depth analysis and performance tracking reports to provide the CEO with a full breakdown of the company's total portfolio by multiple variables including sector, global region, and volatility.- Utilized technical and fundamental analysis to establish appropriate entry levels and selling points as well as industry/sector research and trend analysis to identify macroeconomic influences for managed funds.- Created, designed, and maintained ad hoc analytic reports for prospective investment opportunities as presented to the company. Show less

Controller

• May 2015 - Jan 2016

- Managed Accounting department staff and oversaw all Accounting, Treasury, and Accounts Payable functions for the company. Reviewed and approved all monthly accounting and performance calculations for Investment and Private Equity funds, including Level 1, 2, and 3 assets. Analyzed and reconciled financial statements in accordance with GAAP.- Worked with external auditors on compiling and completing annual reports for all funds.- Reviewed and oversaw accounting for Investment and Private Equity funds. Prepare monthly, quarterly and annual investor equity reports. Show less

Corporate Accounting Manager

• Feb 2014 - May 2015

- Managed and oversaw the Corporate Accounting, Treasury, and A/P team. Analyzed and applied GAAP for Corporate financial statements.- De-coupled Corporate Accounting, Accounts Payable, and Treasury functions from shared service center to create autonomous Corporate functions.- Designed and implemented Corporate SOX narratives and processes for Accounting, A/P, and Treasury. - Assisted in 10-K and 10-Q disclosures and footnotes for Corporate portions of SEC filings. - Prepared full year and monthly forecasts and budgets for Corporate expenses and cash flows. Show less

Senior Corporate Accountant

• Mar 2013 - Jan 2014

- Responsible for the consolidation and preparation of consolidated worldwide financial statements. Prepared and calculated company-wide annual Goodwill impairment assessment.- Assisted in writing and reviewing of 10-K and 10-Q footnotes for SEC filings.- Designed and created reports and analyses for Corporate budget to identify spending trends and potential cost savings.

Treasury Analyst

• Jul 2010 - Mar 2013

- Prepared and analyzed quarterly cash flow statements for global cash flow needs and planning. - Led team for finalized global merchant card processing agreement, saving company $1M over next five years, and improved card processing capabilities for all business units. - Administrated both Corporate Purchasing card and Corporate Debit card programs. - Prepared and analyzed quarterly cash flow statements for global cash flow needs and planning. - Led team for finalized global merchant card processing agreement, saving company $1M over next five years, and improved card processing capabilities for all business units. - Administrated both Corporate Purchasing card and Corporate Debit card programs.

Audit Associate

• Sep 2008 - Jul 2010

- Performed substantive audit for SEC publicly traded client for 10-K and 10-Q disclosures. - Prepared A/R aging and reserve analysis, substantive testing over cash, Accounts Receivable, A/P, and Long-term Debt. - Conducted SOX 404 control testwork over Treasury, A/P, Payroll, and Entity Level risk areas. - Performed substantive audit for SEC publicly traded client for 10-K and 10-Q disclosures. - Prepared A/R aging and reserve analysis, substantive testing over cash, Accounts Receivable, A/P, and Long-term Debt. - Conducted SOX 404 control testwork over Treasury, A/P, Payroll, and Entity Level risk areas.

Audit Intern

• Jun 2007 - Sep 2007

- Performed A-133 field audit testwork for Lutheran Social Services of Central Ohio - Conducted testwork on cash and escrow accounts, real estate tax, and Accounts Payable - Performed testwork on pension account for various clients - Performed A-133 field audit testwork for Lutheran Social Services of Central Ohio - Conducted testwork on cash and escrow accounts, real estate tax, and Accounts Payable - Performed testwork on pension account for various clients