Debo A.
Head of Research and Data Analytics at ABR Capital Partners- Claim this Profile
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Bio
Credentials
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Attorney
Maryland Bar Association -
Certified Public Accountant
Maryland Department of Labor, Licensing and Regulation
Experience
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ABR Capital Partners
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Head of Research and Data Analytics
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Jul 2020 - Present
• Oversees the firm’s research in support of current holdings and prospective investment opportunities. • Coordinates the dissemination of research to the firm's clients and partners. • Oversees the production of thought pieces and other research materials for internal and external use. • Manages the firm's relationship with Johns Hopkins University's urban research hub, 21st Century Cities. • Oversees the firm’s research in support of current holdings and prospective investment opportunities. • Coordinates the dissemination of research to the firm's clients and partners. • Oversees the production of thought pieces and other research materials for internal and external use. • Manages the firm's relationship with Johns Hopkins University's urban research hub, 21st Century Cities.
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Senior Vice President Finance
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Jan 2018 - Present
• Reports to Wakefield Capital Management’s CEO and is responsible for maximizing the firm’s ROI, NOI, revenue, cash flows, and other key performance indicators. • Maximizes the firm’s financial performance by analyzing the key financial data underlying the firm’s portfolio, taking action to increase revenue based upon the results of the data analysis, and by performing asset management functions to ensure that operating costs are managed effectively. • Increased the value of the firm’s… Show more • Reports to Wakefield Capital Management’s CEO and is responsible for maximizing the firm’s ROI, NOI, revenue, cash flows, and other key performance indicators. • Maximizes the firm’s financial performance by analyzing the key financial data underlying the firm’s portfolio, taking action to increase revenue based upon the results of the data analysis, and by performing asset management functions to ensure that operating costs are managed effectively. • Increased the value of the firm’s Continuing Care Retirement Community assets by approximately 28% over a three year time horizon. • Grew the value of the firm’s CCRC assets by executing price increases that increased revenue by nearly 20%, by implementing internal audits of billing processes to ensure that ancillary revenue streams were being maximized, by championing capital improvements that resulted in increased occupancy and lower operating expenses, by further reducing expenses through the enforcement of facility operating budgets, by onboarding new and enhanced purchasing systems, and by implementing processes to effectively manage labor expenses and other cost drivers. • Reviews, analyzes, and advises Wakefield Capital Management’s CEO on potential acquisitions, development projects, capital improvements, businesses risks, new lines of business, and the effects of proposed transactions. • Oversees the financial reporting for multiple assets under management. • Oversees the tax reporting for multiple assets under management. • Assists with capital raising efforts by providing financial modeling, by performing valuations of potential acquisitions and development projects, and by working with Wakefield Capital Management’s investment bank and equity investors to ensure that the firm has the optimal capital structure and that its financing needs are being satisfied. • Assisted in securing financing for a development project that will increase the firm’s portfolio value by approximately 16%.
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Vice President, Financial Analysis and Corporate Accounting
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Jan 2015 - Dec 2017
• Served as de facto CFO during a temporary leave of absence by the firm’s regular CFO and spearheaded the valuation function of the firm during this time. • Responsible for reviewing and analyzing financial statements in order to ensure their accuracy, to isolate performance issues, and to drive effective decision making. • Communicated the financial performance of all Wakefield entities to the firm’s CFO and recommended courses of action to maximize the portfolio’s… Show more • Served as de facto CFO during a temporary leave of absence by the firm’s regular CFO and spearheaded the valuation function of the firm during this time. • Responsible for reviewing and analyzing financial statements in order to ensure their accuracy, to isolate performance issues, and to drive effective decision making. • Communicated the financial performance of all Wakefield entities to the firm’s CFO and recommended courses of action to maximize the portfolio’s results. • Communicated the financial results of all Wakefield entities to the company’s equity partners and lenders. • Responsible for managing the operating budgets of all of the firm’s operating companies. • Oversaw improvements to the firm’s billing processes that resulted in additional revenue. • Ensured that appropriate methods were in place to track key performance indicators and supported effective decision making by forecasting FFO, FCF, IRR, ROE, NOI, and additional metrics. • Effectively managed the integration of multiple accounting systems. • Chaired meetings with the firm’s operating companies to ensure that operational and financial goals were met. • Supervised, developed, and enhanced the performance of multiple direct reports. • Responsible for optimizing the firm’s cash position through the effective cash management of the assets in its portfolio and be executing accurate cash projections. • Oversaw the transition of previously outsourced accounting functions back to Wakefield Capital Management. • Reviewed contracts, loan agreements, operating agreements, management agreements, settlement statements, and other legal documents during acquisitions and divestments. • Communicated with independent public accounting firms, regulatory agencies, and other third-parties to ensure that compliance requirements were satisfied for all Wakefield entities.
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Senior Associate for Investments and Operations
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Jul 2011 - Dec 2014
• Developed and formalized Wakefield Capital Management’s financial planning and analysis infrastructure. • Produced financial statements for multiple Wakefield entities. • Created and monitored multiple reports that were used to track operating costs and maintain revenue targets for multiple assets under management that generated an ROI of 53% over 3 years. • Created and monitored multiple pro forma statements that were used to track and improve the financial performance of over… Show more • Developed and formalized Wakefield Capital Management’s financial planning and analysis infrastructure. • Produced financial statements for multiple Wakefield entities. • Created and monitored multiple reports that were used to track operating costs and maintain revenue targets for multiple assets under management that generated an ROI of 53% over 3 years. • Created and monitored multiple pro forma statements that were used to track and improve the financial performance of over $10 million in assets under management. Met regularly with the CFO to communicate the assets’ performance. • Tracked the performance of originated loans. • Monitored and tracked capital improvements at multiple properties to ensure that they were completed successfully. • Trained employees on the correct way to use Wakefield Capital Management’s financial management tools. • Established accounting operations for a new line of business involving a healthcare investment fund. • Supervised the work product of multiple direct reports. • Screened qualified candidates for the Executive Director position at Wakefield managed properties. • Responded to investor requests and due diligence inquiries.
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Senior Financial Accountant
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Jul 2008 - Jul 2011
• Processed all accounting entries for multiple entities. Including general ledger entries, depreciation schedules, and fixed asset purchases. • Produced financial statements for multiple Wakefield entities. • Investigated variances between financial projections and actual results for assets under management and communicated findings to the Controller. • Assisted with the month-end closing process for over 100 properties that were part of a joint venture between Wakefield Capital… Show more • Processed all accounting entries for multiple entities. Including general ledger entries, depreciation schedules, and fixed asset purchases. • Produced financial statements for multiple Wakefield entities. • Investigated variances between financial projections and actual results for assets under management and communicated findings to the Controller. • Assisted with the month-end closing process for over 100 properties that were part of a joint venture between Wakefield Capital Management and the publicly traded company, NorthStar Realty Finance, Corp. • Assisted with the annual audit of the Wakefield portfolio. • Managed the accounts receivable, accounts payable, and payroll processes. • Maintained company bank accounts and completed additional projects as assigned.
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Civil Rights of Persons with Disabilities Clinical Program Associate
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Sep 2007 - Nov 2007
• Assisted in representing clients in public housing matters • Drafted intakes, fact sheets, memos, and legal motions that were submitted to the court • Researched and analyzed a variety of legal issues • Participated in housing policy meetings with the Baltimore City government and other stakeholders • Assisted in representing clients in public housing matters • Drafted intakes, fact sheets, memos, and legal motions that were submitted to the court • Researched and analyzed a variety of legal issues • Participated in housing policy meetings with the Baltimore City government and other stakeholders
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Graduate Finance Intern
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May 2007 - Aug 2007
• Worked with the Cambridge Information Group’s Vice President of Finance, accounting group, and Information Technology Specialist to establish procedures for payment processing, income recognition, payroll, and other accounting issues for the acquired company, Music Makers, LLC. • Created and analyzed budget projections for the payment systems CyberSource, PayPal, and Bank of America Payments, and recommended courses of action to senior management based on these projections. • Assisted… Show more • Worked with the Cambridge Information Group’s Vice President of Finance, accounting group, and Information Technology Specialist to establish procedures for payment processing, income recognition, payroll, and other accounting issues for the acquired company, Music Makers, LLC. • Created and analyzed budget projections for the payment systems CyberSource, PayPal, and Bank of America Payments, and recommended courses of action to senior management based on these projections. • Assisted in preparing cash forecasting models, budgets, and monthly variance analysis for Music Makers, LLC and other Cambridge entities. • Provided accounting support for other Cambridge entities as required. • Posted accounting entries using the Solomon and WorthIt accounting systems. Show less • Worked with the Cambridge Information Group’s Vice President of Finance, accounting group, and Information Technology Specialist to establish procedures for payment processing, income recognition, payroll, and other accounting issues for the acquired company, Music Makers, LLC. • Created and analyzed budget projections for the payment systems CyberSource, PayPal, and Bank of America Payments, and recommended courses of action to senior management based on these projections. • Assisted… Show more • Worked with the Cambridge Information Group’s Vice President of Finance, accounting group, and Information Technology Specialist to establish procedures for payment processing, income recognition, payroll, and other accounting issues for the acquired company, Music Makers, LLC. • Created and analyzed budget projections for the payment systems CyberSource, PayPal, and Bank of America Payments, and recommended courses of action to senior management based on these projections. • Assisted in preparing cash forecasting models, budgets, and monthly variance analysis for Music Makers, LLC and other Cambridge entities. • Provided accounting support for other Cambridge entities as required. • Posted accounting entries using the Solomon and WorthIt accounting systems. Show less
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Financial Management Graduate Intern
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May 2006 - Aug 2006
• Led a project mandated by the USDA’s CFO to consolidate and enhance the USDA’s financial and accounting systems. • Researched and analyzed over 170 financial systems in an effort to eliminate redundancies, improve efficiencies, and reduce costs. • Worked closely with the USDA’s department level CFOs and other top managers to construct the final deliverable. • Presented findings and recommendations to the USDA’s CFO. • Led a project mandated by the USDA’s CFO to consolidate and enhance the USDA’s financial and accounting systems. • Researched and analyzed over 170 financial systems in an effort to eliminate redundancies, improve efficiencies, and reduce costs. • Worked closely with the USDA’s department level CFOs and other top managers to construct the final deliverable. • Presented findings and recommendations to the USDA’s CFO.
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T. Rowe Price
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United States
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Financial Services
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700 & Above Employee
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Senior Associate, Global Equity Accounting
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Jun 2003 - May 2005
• Chaired Senior Associate Meetings and served as the Team Leader for a department that managed 45 mutual funds. • Conducted derivative exposure analyses for multiple mutual funds, analyzed the performance of fixed income assets, performed tax reporting functions, priced fund holdings, and monitored fund compliance. • Served as Project Manager for the automation of accounting processes that reduced reporting errors for option securities and portfolio asset holdings. • Trained multiple… Show more • Chaired Senior Associate Meetings and served as the Team Leader for a department that managed 45 mutual funds. • Conducted derivative exposure analyses for multiple mutual funds, analyzed the performance of fixed income assets, performed tax reporting functions, priced fund holdings, and monitored fund compliance. • Served as Project Manager for the automation of accounting processes that reduced reporting errors for option securities and portfolio asset holdings. • Trained multiple direct reports, supervised associates, and reviewed associates’ daily and monthly work product; including their reporting on Net Asset Values, portfolio holdings, and income and expense accruals. • Assisted multiple departments with pricing assets and reviewing tax reports during rotations with the Pricing and Tax departments. • Created detailed procedures on accounting for option securities while serving in the Global Equity Accounting department’s Knowledge Retainment specialty group. • Coordinated and resolved interdepartmental issues involving the Global Equity Accounting department, the International Dividends department, and the Corporate Actions department.
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Associate Equity Accountant
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Oct 2000 - Jun 2003
• Responsible for accurately reporting daily Net Asset Values and producing monthly financial reports for mutual funds that held a variety of assets; including domestic and foreign equity securities, options, futures, bonds, and additional securities. • Produced and maintained accounting data in accordance with established policies, procedures, and controls. • Accounted for currency fluctuations, interest accruals, interest payments, dividend payments, and all other transactions using… Show more • Responsible for accurately reporting daily Net Asset Values and producing monthly financial reports for mutual funds that held a variety of assets; including domestic and foreign equity securities, options, futures, bonds, and additional securities. • Produced and maintained accounting data in accordance with established policies, procedures, and controls. • Accounted for currency fluctuations, interest accruals, interest payments, dividend payments, and all other transactions using State Street Bank’s MultiCurrency accounting system. • Created and directed a presentation series on the proper way to account for option securities. Personally gave multiple presentations to several managers at the T. Rowe Price Group. • Trained associates on accounting for option securities. • Worked with State Street Bank and other client groups to resolve discrepancies involving cash management, failed trades, incorrect dividend postings, corporate actions, and other events.
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Education
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2005 - 2007
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA) -
2005 - 2007
University of Maryland Baltimore
Juris Doctor, Banking, Corporate, Finance, and Securities Law -
1996 - 2000
University of Maryland - Robert H. Smith School of Business
Accounting
Community
