Experience

Sparrow Partners

• United States
• Real Estate
• 100 - 200 Employee

• Vice President Of Accounting

  • Apr 2022 - Present



Aspen Heights Partners

• United States
• Real Estate
• 100 - 200 Employee

• Vice President of Accounting

  • May 2018 - Apr 2022

  - Provide oversight of all property, construction, development and corporate level accounting functions while leading a team of 15+ professionals in multiple locations- Collaborate with senior management and executive leadership to set organizational goals and evaluate current initiatives - Direct the monthly financial statement and quarterly/annual reporting processes for 150+ legal entities - Develop and maintain cash flow models for corporate budgeting and forecasting- Manage and foster business relationships with internal and external stakeholders including vendors, lenders, equity partners and consultants- Manage the preparation and filing of state and federal tax returns- Provide oversight of Treasury functions

• Operations Controller

  • Nov 2014 - May 2018

  - Manage all internal and external financial reporting for 40+ Student and Multifamily partnerships- Collaborate with Operations, Asset Management and other business partners to develop best practices and improve efficiency- Prepare individual plans for staff growth and development- Coordinate audit reports and reviews for 10-12 partnerships/joint ventures- Maintain compliance for partnership and corporate debt structures- Design and document standard operating procedures, including capitalization policy and internal controls- Implemented reporting structure to comply with US GAAP as required by lenders and investors



S.J. Louis Construction of Texas, Ltd.

• Controller

  • Feb 2014 - Nov 2014

  - Provide oversight of divisional accounting function for regional utility contractor- Coordinate monthly financial reporting and annual audit- Monitor monthly cost reports and update forecasted profitability of 30-40 ongoing projects- Review contracts to ensure compliance with bond and insurance requirements and coordinate procurement and release of appropriate policies and sureties- Conduct hindsight analysis of completed projects- Implemented tracking process for monthly billings/receipts, resulting in the reduction of Accounts Receivable from an average of 60 to 30 days- Negotiated standardized pricing structure and discount program with select regional and national vendors to increase job profitability



Fairfield Residential

• United States
• Real Estate
• 700 & Above Employee

• Assistant Controller

  • Aug 2007 - Feb 2014

  - Manage accounting processes for all divisional construction and development activities- Compile annual business plan and prepare monthly profit recognition analysis- Coordinate and review monthly construction loan draw requests- Review legal documents and agreements associated with partnership formation, construction and real estate closings- Collaborate with CFO and controller to development and implement accounting policies and procedures- Created and implemented budgeting process for projects in predevelopment- Evaluated divisional systems and processes for job costing and loan draw funding to recommend and implement best practices

• Property Accounting Manager

  • May 2005 - Jul 2007

  - Provide oversight of all financial reporting for partnerships while leading team of 20+ professionals - Manage and coordinate reporting for annual audit and tax preparation - Coordinate management transition for properties sold or acquired, including internal transition from construction to operations- Prepare final partner distributions and coordinate entity dissolutions- Developed tax forecasting model for quarterly investor reporting- Produced training programs to educate staff on relevant tax, audit and financing issues

• Senior Property Accountant

  • Jan 1999 - Apr 2005

  - Coordinate accounting month-end close and financial reporting - Analyze financial statements and general ledgers for accuracy- Prepare quarterly US GAAP/Tax income allocations for investor reporting- Design and implement onboarding program for accounting new hires - Developed training guide for operational staff to assist in monthly reporting and budgeting

• Property Accountant

  • Sep 1996 - Dec 1999

  - Prepare monthly financial statements, including preparation of journal entries, supporting schedules and account reconciliations- Collaborate with regional and property managers on month-end close and financial accruals/reclasses- Prepare quarterly and annual audit/tax supporting schedules- Record and reconcile intercompany transactions- Monitor and maintain cash balances for operating partnerships