Experience

Stockton Real Estate Advisors

• United States
• Real Estate
• 1 - 100 Employee

• Controller

  • 2007 - Present

  Develop financial controls, policies and procedures. Secured $650K line of credit with local bank. Monitor and manage cash flow and maintain banking relationships with various banks and lenders. Identified, interviewed and hired information technology vendor to monitor critical systems 24/7 and perform remote backup of data. Designed and created financial statement models used in monthly reporting process. Installed fixed asset tracking software used to track assets by location and compute depreciation. Manage financial reporting function on a monthly, quarterly and year end basis to ensure timely reporting to JV partners and lenders. Led effort to identify and select external auditor. Plan and coordinate year end audit, prepare financial statements with footnote disclosures and review all workpapers. Prepare and monitor annual budget and review and monitor budgets for other investments. Show less



Rubenstein Partners

• United States
• Real Estate
• 1 - 100 Employee

• Controller/Director of Property Accounting

  • 2000 - 2007

  Directed activities of general accounting staff of 10. Managed cash and maintained existing banking relationships . Monitored all debt compliance and covenant calculations with various lenders. Planned and coordinated year-end audit with external auditors. Streamlined monthly reporting package that was previously mass produced manually and mailed via courier to lenders, institutional partners, and property managers and replaced this system with an electronic version of the same reporting package delivered via e-mail. This process reduced the production cycle from 3 days to 1/2 day. Show less



Binswanger

• United States
• Real Estate
• 100 - 200 Employee

• Corporate Controller

  • 1997 - 2000

  Coordinated project that involved the interview and selection of software development team to design and implement a Revenue Management System. Negotiated a new telecommunications contract resulting in annual savings of over $300,000. Solicited bids for the corporate insurance program resulting in a 25 percent decrease upon renewal. Coordinated project that involved the interview and selection of software development team to design and implement a Revenue Management System. Negotiated a new telecommunications contract resulting in annual savings of over $300,000. Solicited bids for the corporate insurance program resulting in a 25 percent decrease upon renewal.



Whitesell

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

• Property Management Controller

  • 1992 - 1997



Globe Security Systems

• Controller/Sr. Accountant

  • 1979 - 1992