Experience

Transit Mix Concrete
• United States
• Construction
• 1 - 100 Employee
• Senior Financial Analyst

  • Sep 2019 - Present

Eastern Star Masonic Retirement Community
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Controller

  • Jul 2019 - Sep 2019


AIMCO

• Financial Services
• 1 - 100 Employee

• Operations Support Manager, Financial Analyst, Project Director, Area Financial Officer

  • Jun 2008 - Apr 2019

  Support of 22 communities across the country with a significant student component, achieving desired student occupancy while maximizing rents and eliminating summer vacancy. Collaboration with site teams for successful lease up and unit turns. Budgeting and planning. Defined KPIs and reporting to drive initiatives and measure results. Operational leader of the Shared Service Center improved culture through change management and project execution. Managed headcount and G&A spending within $4M budget with 2012 G&A costs coming in $265k under budget. Managed Internal Collections Team of 6. Increased internal collections from 8% of incoming balances in 2010 to 15% in 2011 and 2012. Increased dollars collected for the communities from $1.3M in 2010 to $2.4M in 2011 and $2.8M in 2012. Streamlines resolution process and integrated best practice software. Developed relationships with Professional Collection Agencies, Attorneys, and Debt Buyers. Implemented bi-annual debt sales and a bid process for our Bulk Sales of Aged Receivables catapulting the price from 1.6 cents to 4.25 cents on the dollar.. Managed Field Service Group (FSG) Team of 6. Implemented process and cultural improvements for the FSG team refocusing the team on excellent customer service. Improved the Service Level Agreement (SLA) performance of the team from 91% in 2011 to 97% in 2012 and 99.9% in 2013 while reducing costs and improving QA scores. Elevated employee satisfaction and retention by implementing remote work and revising the bonus structure. Directed all financial management, analysis, forecasting, budgeting, and reporting of the redevelopment properties portfolio worth $100+ million. Drafted quarterly notes on Redevelopment and Construction Services for SEC reporting. Engaged with C-Suite leaders with project execution and advanced finance/accounting process improvements. Drove operational compliance initiatives. Developed and provided financial training impacting over 50 employees. Show less



University Communities

• United States
• Leasing Real Estate
• 1 - 100 Employee

• Chief Financial Officer

  • May 2007 - Jun 2008

  Creation of all financial, accounting, treasury and human resource functions for a start-up venture. Create and execute financial models for property acquisitions. Established banking relationships including a $100M line of credit with Deutsche Bank. Instrumental in the development of financial partner relationship with the California State Teachers Retirement System. Owned responsibility for all accounting functions from development of all financial reporting, financial statements, budgets, and tax returns. Implemented financial processes and controls. Detailed expense analysis and reporting. Show less

• Controller - Joint Venture Accounting

  • Aug 2003 - May 2007

  Established and maintained relationships with joint venture partners, General Electric Finance for 37 residential real estate properties with an asset value of $400 million and the California State Teachers Retirement System for 13 student housing properties with an asset value of $200 million. Responsible for all financial reporting and budgeting. Creation of partner reporting processes and systems, including the operation and sales waterfalls. Performed internal audits, and managed and reviewed third party audits. Cash and asset management including capital calls. Preparation of financial information for partners, including audited financials. Reconciled balance sheets and maintained partner capital accounts. Assisted the CAO on projects as needed. Show less



Anadarko Petroleum Corporation

• United States
• Oil and Gas
• 700 & Above Employee

• Tax Supervisor

  • Apr 1980 - Sep 2000

  Federal and State Income and Franchise Tax Compliance and associated tax research. Tax Basis calculations and analysis for divestitures, mergers, and acquisitions. Account analysis and auditing, preparation and review of all of the federal and state income tax returns, state franchise tax returns, annual reports, tax partnership returns, sales and use tax, severance tax, property tax, and unclaimed property tax returns. Financial reporting for taxes, implementation of calculations and disclosures for financial schedules related to tax. Development and implementation of new reporting systems and integration with existing fixed asset and financial accounting systems and ongoing maintenance and upgrades. Debugging, enhancing, and adding accounting controls to the book fixed asset accounting systems. Continuing Education Coordinator for in-house continuing education classes required for Certified Public Accountants. I prepared and taught classes and assisted other presenters with classes., I held a number of positions in the course of my years at Anadarko. I began as a royalty accountant responsible for all royalty accounting and royalty owner relations. As a revenue accountant, I was involved in recording revenue, analyzing and reconciling accounts receivable, and severance tax reports and audits. I have extensive knowledge of property accounting and joint venture accounting, including joint venture audits and joint interest billings. I was responsible for account analysis and worked on SEC reporting, forecasting and budgeting (both annual and long range). Depreciation analysis and reconciliation. Supervision of staff, including accountants, analysts, and contract help/consultants. Show less