Bio
Experience
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Portfolio Controller
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Mar 2008 - Apr 2013
Worldwide commercial real estate services and investment company. Sponsor of broad range of real estate investment vehicles, including public non-traded real estate investment trusts (REITs), tenant-in-common (TIC) investments suitable for tax-deferred 1031 exchanges, mutual funds and other real ...
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Consultant
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May 2007 - Aug 2007
$200M national organization providing executive-level CFO services to companies undergoing rapid and significant change.Interim controller assignment for a private home and apartment builder. Financial statements reconciled and conformed to GAAP.Bank reconciliations, loan draw submittals and pro...
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Area Controller
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Jan 2001 - Mar 2007
Founded in 1959, designs, constructs and markets a variety of housing in 18 states. Ranks among the largest homebuilding companies in the U.S., with total revenues of $3.3 billion on 10,577 home deliveries in fiscal 2008. Multiple business units utilized varying methodologies in the budget proces...
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Controller
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Jan 1998 - Jan 2001
Award winning Southern California homebuilder founded in 1993.Provided monthly, quarterly and year-end financial statements to meet management and reporting requirements.Obtained residential tract construction financing in excess of $20 million.Managed general ledger, accounts receivable, account...
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Controller
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Jan 1997 - Jan 1998
Top 20 Orange County engineering and construction management firm founded in early 1980's. Commercial, government (county and state) and insurance company clients.Sales in 1997 of approximately $3.5 million.Prepared corporate tax return.
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Controller
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Jun 1972 - Jan 1997
Owner & developer of nationwide residential and commercial properties, including 55+ retirement communities, with over 19,000 residential units delivered. Extensive account analysis, with an emphasis on tax reporting requirements, resulting in tax preparation savings of 25%.Responsible for en...
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Education
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California State University, Chico
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