Experience

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  FlexManage

  • Chicago, Illinois

  • Retired

    • Mar 2018 - Sep 2021
    • Chicago, Illinois

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  LG Construction + Development

  • Chicago, IL

  • Controller

    • Nov 2015 - Jan 2018
    • Chicago, IL

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  Vermilion Development

  • Chicago, IL

  • Director of Accounting and Finance

    • Aug 2013 - Nov 2015
    • Chicago, IL

    Vermilion Development is a private real estate development/asset management company involved in collaborating with public and private institutions and communities to create sustainable change. Our platforms include mixed use, retail, affordable assisted living facilities and student housing with developments and acquisitions ranging from $5MM to $80MM.Director of Accounting and FinanceResponsible for the financial reporting of the Companies five (5) operating entities, review and oversight of the four student housing properties comprising over 3,000 beds, underwriting and modeling potential student housing and mixed use developments and acquisitions, risk management, tax return preparation and budgeting. • Brought underwriting of potential acquisitions in-house by developing dynamic excel pro-forma model that incorporates acquisition, construction and carried interest parameters.

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  Bond Companies

  • Chicago, IL

  • Vice President of Finance and Administration

    • Apr 2005 - Jul 2013
    • Chicago, IL

    Bond Companies is a private national real estate development/asset management company that actively operated three private equity funds of $25M-$300M from high net worth investors and institutional partners and is currently managing over 900,000 square feet of shopping center space. Vice President of Finance and Administration Developed and implemented protocols for Bond Companies financial planning, accounting practices and budgetary control. Managed relationships with outside accounting firms, including coordination of four annual audits and related tax return preparation. Modeled proposed investments and developments and advised executive management team of projected rate of return to owners and investors. Prepared and monitored annual operating budgets for company’s managed shopping centers and holding company. Drove the preparation of the financial reporting packages, including footnote disclosures, for the equity funds and single purpose entities. Ensured compliance was maintained with all loan covenants. Oversaw the company’s risk management program. Supervised a staff of up to six professionals, along with administrative employees. Accomplishments Include:• Standardized reporting packages to ensure accurate, consistent and on-time reporting to investors, management and lending institutions.• Established standardized job cost reporting system that delivered consistent reporting for all development projects.• Memorialized 20 year history of Company’s investment activity to provide internal rate of return across portfolio type for inclusion in the private placement memorandum used to raise a $300M equity fund. • Reduced staff from 6 to 0 without losing productivity.

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  McNaughton Development

  • Palos Park, IL

  • Controller

    • Jul 1999 - Apr 2005
    • Palos Park, IL

    Private custom luxury homebuilding/land development company with annual revenues between $20M-$25M ControllerLed and managed financial activities for all operating entities, including preparation of financial statements, job cost and gross profit analysis, financial forecasts and projections, monthly construction draws, cash management and payroll. Managed the human resource functions, which included health insurance and benefits administration.