Experience

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  Bluerock

  • United States
  • Financial Services
  • 100 - 200 Employee

  • SVP - Asset Management & Accounting

    • Apr 2021 - Present

  • Director - Asset Management & Accounting

    • Feb 2016 - Mar 2021

• 

  PulteGroup

  • Bloomfield Hills, MI

  • Director - National Financial Services & National Purchasing Services

    • 2009 - Feb 2016
    • Bloomfield Hills, MI

    Guided staff of 180 national shared service employees with combined annual budget of $13,000,000. Oversaw all aspects of national shared service operations with primary responsibilities which included, cash management, job cost analysis, all aspects of month end close, sales and use tax compliance, accounts payable and vendor contract processing. Managed quarterly and annual audit requests and correspondence, both internal and external. Oversaw company’s travel management program and related policies. Managed relationships and negotiations with third-party service providers to shared service operations.• Designed and implemented national shared service in Bloomfield Hills, Michigan, supporting entire homebuilding operation and corporate office, which resulted in annual hard cost savings of $3,000,000.• Rebuilt team in Atlanta within 12 months while maintaining engagement of team in Michigan during relocation of headquarters.• Integrated Centex shared service organization in Dallas, Texas with Pulte shared service in Bloomfield Hills, Michigan following 2009 merger of Pulte Homes and Centex Homes.• Pioneered negotiation, selection, and implementation of accounts payable workflow and travel and entertainment expense management tools, saving $300,000 and $150,000, respectively.• Defended company in numerous state sales and use tax audits, including one assessment of $30,000,000 settled for $200,000.• Directed company’s compliance with unclaimed property voluntary disclosure agreements (VDAs) in Delaware and Michigan.• Consistently received Gallup employee engagement scores exceeding finance department and company averages.• One of six finance leaders assembled to create development frameworks, recruiting tools and training and development courses for entire company’s accounting and finance organization.

• 

  PulteGroup, Inc.

  • United States
  • Construction
  • 700 & Above Employee

  • Director of Finance - Great Lakes Area

    • 2007 - 2008

    Managed staff of 9 employees, including coordinator up to manager level for regional shared service center supporting company’s homebuilding operations across Minnesota, Colorado, Missouri, Illinois, Indiana Ohio and Michigan. Oversaw all aspects of shared service, including cash management, job cost analysis, month end close and accounts payable.• Guided design and implementation of shared service in Schaumburg, Illinois to support company’s homebuilding operations across Midwest region, resulting in annual savings of $400,000.• Maintained strong culture of employee engagement by focusing on individual employee development during a period of significant contraction.• Supported local homebuilding division through analysis of land development spending and budgeting in an effort to minimize unexpected cost overruns.

  • VP of Finance - Illinois South

    • 2006 - 2007

    Performed duties as division-level CFO for $340,000,000 homebuilding division. Oversaw all financial and administrative activities for division, including monthly financial close, financial reporting, preparation of quarterly business plans, and underwriting studies for all land acquisitions and divestitures. Influenced where decisions were made regarding sales pricing and discounting, deployment of capital for land development and home construction activities and staffing. Managed team of 6 accounting and finance professionals.• Assisted with re-alignment of two divisions originally organized by brand to geographic.• Evaluated alternative legal entity structures and related benefits to local operations.• Coordinated legal matters with corporate and external legal counsel.• Acted as Treasurer for several community associations.• Served as the main point of contact for inquiries and communication with media and others outside the company.

• 

  PulteGroup, Inc.

  • United States
  • Construction
  • 700 & Above Employee

  • Finance Manager - DiVosta Homes

    • 2004 - 2005

    Performed as key finance leader of $690,000,000 vertically-integrated homebuilding division. Supported financial and administrative activities for division, including monthly financial close, reporting and analysis, preparation of quarterly business plans, and quarterly physical inventories for plant operations. Managed litigation and insurance for construction defect issues facing division. Designed and implemented house inventory budgeting system, improving house inventory accuracy and costing. Acted as division finance lead for conversion from legacy ERP to Pulte ERP (Lawson). Provided finance training to non-finance employees in an effort to guide decisions which would have a positive impact on financial results.

  • Manager - Financial Reporting & Analysis

    • 2002 - 2004

    Performed technical accounting research on new and pending rules to determine impact on company financial statements and educated operational finance leaders. Assisted with preparation of board presentations, press releases, and investor presentations. Rewrote company’s accounting manual, filling several missing relevant areas and creating indexes and methodology for incorporating future updates and additions. Served in three internal audits with internal audit department. Implemented variable interest entity accounting for the company.

• 

  PricewaterhouseCoopers LLP

  • Detroit, MI

  • Manager

    • 1994 - 2002
    • Detroit, MI

    Managed audit engagements for large multi-national SEC registrants to privately held companies in various industries, including consumer products, automotive, media, and government. Coordinated large, cross-functional audit teams, quality audit work, and client service. Oversaw client accounts, including fee negotiation, billing, profitability analysis, and relationship development. Served in on-campus recruiting team and instructor for numerous firm-wide training programs.