Experience

Modiv Industrial
• United States
• Real Estate
• 1 - 100 Employee
• Vice President-REIT Controller

  • Dec 2017 - Present

Mesa Management, Inc.
• United States
• Real Estate
• 1 - 100 Employee
• Corporate Controller

  • Jul 2014 - Dec 2017


Thompson National Properties, LLC

• Real Estate
• 1 - 100 Employee

• Controller

  • Jul 2010 - Mar 2014

  Responsible for reviewing financial packages, working as a liaison between operations and accounting, assisted the asset managers in cash management and projections, and managing a staff of seventeen accounting professionals. · Responsible for the review of the quarterly financial packages for tenant-in-common, notes program, Delaware Statutory Trusts, receivership and third party managed properties. · Prepare cash flow projections, budgets and discuss potential cash flow with the asset… Show more Responsible for reviewing financial packages, working as a liaison between operations and accounting, assisted the asset managers in cash management and projections, and managing a staff of seventeen accounting professionals. · Responsible for the review of the quarterly financial packages for tenant-in-common, notes program, Delaware Statutory Trusts, receivership and third party managed properties. · Prepare cash flow projections, budgets and discuss potential cash flow with the asset managers including potential sources of revenues and potential cash shortages. · Assisted the REIT group with acquisitions and dispositions of properties, as well as, the disposition of the receivership properties. · Acted as a liaison between Property Management and Accounting to continue and improve communication and efficiencies. · Worked with the corporate accounting group to improve efficiencies between both accounting groups and improve the working relationship. Show less Responsible for reviewing financial packages, working as a liaison between operations and accounting, assisted the asset managers in cash management and projections, and managing a staff of seventeen accounting professionals. · Responsible for the review of the quarterly financial packages for tenant-in-common, notes program, Delaware Statutory Trusts, receivership and third party managed properties. · Prepare cash flow projections, budgets and discuss potential cash flow with the asset… Show more Responsible for reviewing financial packages, working as a liaison between operations and accounting, assisted the asset managers in cash management and projections, and managing a staff of seventeen accounting professionals. · Responsible for the review of the quarterly financial packages for tenant-in-common, notes program, Delaware Statutory Trusts, receivership and third party managed properties. · Prepare cash flow projections, budgets and discuss potential cash flow with the asset managers including potential sources of revenues and potential cash shortages. · Assisted the REIT group with acquisitions and dispositions of properties, as well as, the disposition of the receivership properties. · Acted as a liaison between Property Management and Accounting to continue and improve communication and efficiencies. · Worked with the corporate accounting group to improve efficiencies between both accounting groups and improve the working relationship. Show less



Grubb & Ellis

• Leasing Non-residential Real Estate
• 500 - 600 Employee

• VP, Controller-Asset Management

  • May 2006 - Jul 2010

  Responsible for reviewing acquisitions and dispositions, preparing cash projections, monitoring operational activities, managing the budget process and managing a staff of five direct reports. · Prepare cash flow projections and budgets and discuss potential cash flow with the asset managers including potential sources of revenues and potential cash shortages. · Reviewed and monitored loan covenants to identify potential issues, including but not limited to: Cash Management… Show more Responsible for reviewing acquisitions and dispositions, preparing cash projections, monitoring operational activities, managing the budget process and managing a staff of five direct reports. · Prepare cash flow projections and budgets and discuss potential cash flow with the asset managers including potential sources of revenues and potential cash shortages. · Reviewed and monitored loan covenants to identify potential issues, including but not limited to: Cash Management triggers, Debt Service Compliance Ratios, Loan Guarantees, and Lender Reporting requirements. · Responsible for Cash Management including interpreting state laws requiring fund segregation. · Part of a committee to review internal audit controls and make recommendations where appropriate and assisted in external audits as needed. · Heavily involved in the acquisition and disposition process including but not limited to the following: review of the purchase and sale agreement, joint venture agreements, the private product memorandum, loan documents, cash management agreement, pro-rations. Show less Responsible for reviewing acquisitions and dispositions, preparing cash projections, monitoring operational activities, managing the budget process and managing a staff of five direct reports. · Prepare cash flow projections and budgets and discuss potential cash flow with the asset managers including potential sources of revenues and potential cash shortages. · Reviewed and monitored loan covenants to identify potential issues, including but not limited to: Cash Management… Show more Responsible for reviewing acquisitions and dispositions, preparing cash projections, monitoring operational activities, managing the budget process and managing a staff of five direct reports. · Prepare cash flow projections and budgets and discuss potential cash flow with the asset managers including potential sources of revenues and potential cash shortages. · Reviewed and monitored loan covenants to identify potential issues, including but not limited to: Cash Management triggers, Debt Service Compliance Ratios, Loan Guarantees, and Lender Reporting requirements. · Responsible for Cash Management including interpreting state laws requiring fund segregation. · Part of a committee to review internal audit controls and make recommendations where appropriate and assisted in external audits as needed. · Heavily involved in the acquisition and disposition process including but not limited to the following: review of the purchase and sale agreement, joint venture agreements, the private product memorandum, loan documents, cash management agreement, pro-rations. Show less


CB Richard Ellis
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Assistant Controller

  • 2002 - 2006

Kodak Processing Labs., Inc.
• Financial Analyst

  • Oct 1993 - Feb 2002