Experience

Fehr & Peers

• United States
• Civil Engineering
• 300 - 400 Employee

• Corporate Controller

  • Aug 2021 - Oct 2023

  Walnut Creek, California, United States



Lennar

• United States
• Real Estate
• 700 & Above Employee

• Vice President Finance

  • Dec 2014 - Nov 2020

  Vallejo, CA I was hired to oversee all areas of financial accounting, analysis, reporting, and SOX compliance following a 5-year period of asset management ramping back into significant asset re-development with the economic recovery. My role quickly expanded to include contracts and lease agreements, capital allocations, due diligence projects, Office Administration, Human Resource and IT coordination, City of Vallejo partnership compliance and reporting, and the operations of Lennar Mare Island LLC… Show more I was hired to oversee all areas of financial accounting, analysis, reporting, and SOX compliance following a 5-year period of asset management ramping back into significant asset re-development with the economic recovery. My role quickly expanded to include contracts and lease agreements, capital allocations, due diligence projects, Office Administration, Human Resource and IT coordination, City of Vallejo partnership compliance and reporting, and the operations of Lennar Mare Island LLC. Report directly to the Division President. A few of my key accomplishments: • Discovered and proved $2M reimbursement opportunity. • Saved $200k /year by negotiating a 65% property valuation reduction. • Reduced property management fees by 50%. • Increased 7-year property cashflow by $250M. • Led seller Due Diligence for the sale of 500 acres of un-remediated land and historic buildings. Lennar Mare Island is a subsidiary of publicly-traded Lennar Corporation in partnership with the City of Vallejo to remediate and redevelop a former Naval Base into a 500-acre mixed-use development. Show less



Mineral

• United States
• Human Resources Services
• 200 - 300 Employee

• Director of Finance

  • Mar 2013 - Nov 2014

  Pleasanton, CA Brought in as first finance leader to build and oversee financial operations, implement software tools, help with venture funding, and hire both an accounting team and a data analysis team. What am I most proud of? • Led closing of $1M line of venture debt funding • Cleaned-up accounting records including the reconciliation of cash over a five-year period. • Implemented Quickbooks, Salesforce, Timeclock, Bill.com, and SaaS Optics. • Led due diligence for the acquisition of… Show more Brought in as first finance leader to build and oversee financial operations, implement software tools, help with venture funding, and hire both an accounting team and a data analysis team. What am I most proud of? • Led closing of $1M line of venture debt funding • Cleaned-up accounting records including the reconciliation of cash over a five-year period. • Implemented Quickbooks, Salesforce, Timeclock, Bill.com, and SaaS Optics. • Led due diligence for the acquisition of company’s strategic competitor. • Integrated the financial operations and customer accounts from acquired company. ThinkHR is a SaaS start-up in the Human Resources space. Show less



Regency Centers

• United States
• Real Estate
• 500 - 600 Employee

• Vice President, Financial Services

  • Aug 2004 - Sep 2012

  I started in one of Regency’s regional offices as a Sr. Manager overseeing development accounting, contracts, purchase and sale agreements, budgets and forecasts, and analysis. Within a couple years I had gained a reputation for turning around struggling teams and my role expanded to oversee similar functions in other regional offices. I was promoted to Vice President of Financial Services, a newly created role resulting from a company-wide restructure, managing the Western Region’s… Show more I started in one of Regency’s regional offices as a Sr. Manager overseeing development accounting, contracts, purchase and sale agreements, budgets and forecasts, and analysis. Within a couple years I had gained a reputation for turning around struggling teams and my role expanded to oversee similar functions in other regional offices. I was promoted to Vice President of Financial Services, a newly created role resulting from a company-wide restructure, managing the Western Region’s underwriting, development accounting, and operating statistics for 100+ western properties ($195M annual income). As the company went through a couple of reorgs, my responsibilities changed a few times, yet I was always in an senior leadership role and always part of the solution. Underwrote $150M of acquisition and development opportunities on an annual basis. Tracked performance of $350M in development assets. Highlights from my years at Regency: • Underwrote $150M of acquisition and development opportunities on an annual basis. • Tracked performance of $350M in development assets. • Improved financial decision-making across multiple departments. • Led the development of net present value analysis of new deals vs. alternatives. • Created market-driven financial modeling and revenue forecasting, and cash flow analysis. • Developed market studies and insightful capital allocation reporting. • Implemented quality controls to ensure consistency across multiple offices. • Rolled out upgraded cloud-based JDE financial system. • Continuously expanded role to oversee additional offices and property portfolios. Regency Centers is a $500M nationwide owner, operator, and developer of grocery-anchored shopping and life style centers.

• Senior Manager, Development Accounting & Reporting

  • 2004 - 2009



Tibbett & Britten

• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Site Controller/Accounting Manager

  • Jan 2002 - Aug 2004

  Oversaw corporate accounting and financial reporting for 100K square foot distribution center with 50 employees. Streamlined staffing needs and overhead. Creating data reports to analyzed workflow, staff utilization, payroll costs, and business fluctuations. Created mid-period labor and volume variance reports leading to operational efficiencies. My big wins: • Increased site revenue by 20%. • Improved cost control, accuracy of forecast, and financial transparency. • Discovered… Show more Oversaw corporate accounting and financial reporting for 100K square foot distribution center with 50 employees. Streamlined staffing needs and overhead. Creating data reports to analyzed workflow, staff utilization, payroll costs, and business fluctuations. Created mid-period labor and volume variance reports leading to operational efficiencies. My big wins: • Increased site revenue by 20%. • Improved cost control, accuracy of forecast, and financial transparency. • Discovered 2-year-old $375k banking error in first 6 months at company Tibbett & Britten North America – Northstar Logistics is a $7M division of third-party logistics company providing onsite warehousing, distribution and supply chain operations to GAP. Show less



Tri Pointe Homes

• United States
• Real Estate
• 700 & Above Employee

• Accounting Supervisor

  • 2000 - 2001



Tri Pointe Homes

• United States
• Real Estate
• 700 & Above Employee

• Job Cost Accountant

  • 1997 - 1999