SVP, Accounting

• Dec 2022 - Present

VP, Accounting

• Jan 2021 - Present

Director, Accounting

• Oct 2019 - Jan 2021

SVP Finance & Chief Accounting Officer

• Oct 2017 - Oct 2019

Responsible for accounting, financial planning & analysis and treasury functions. Manage team of 15, including 2 direct reports. • Direct finance and accounting teams responsible for financial close and reporting, variance analysis, budgeting and forecasting, treasury and cash management, payroll, commissions, accounts payable, accounts receivable and lease administration. • Manage monthly reporting process, including preparation and distribution of financial and operational reports… Show more Responsible for accounting, financial planning & analysis and treasury functions. Manage team of 15, including 2 direct reports. • Direct finance and accounting teams responsible for financial close and reporting, variance analysis, budgeting and forecasting, treasury and cash management, payroll, commissions, accounts payable, accounts receivable and lease administration. • Manage monthly reporting process, including preparation and distribution of financial and operational reports, ensuring timely reporting to executive management and partners. • Manage the annual budget and forecast process, including preparation of annual budget reporting package to executive management and partner group. • Developed and monitor cash flow projection analysis maintained by finance and treasury to manage cash flow, contributions and distributions. • Manage payroll and annual compensation process. • Developed process to prepare and present quarterly financial results to executive management and partner group. • Reorganized accounting team to create a structured team and streamlined responsibilities ensuring appropriate segregation of duties.

Chief Accounting Officer

• Dec 2016 - Oct 2017

Responsible for all facets of accounting, including corporate, property, accounts receivable, accounts payable and lease administration. Managed team of 13, including 4 direct reports. • Directed accounting teams responsible for financial close and reporting, payroll, commissions, accounts payable, accounts receivable and lease administration. • Developed standard monthly reporting package, including financial statements and various operating reports to measure key performance indicators… Show more Responsible for all facets of accounting, including corporate, property, accounts receivable, accounts payable and lease administration. Managed team of 13, including 4 direct reports. • Directed accounting teams responsible for financial close and reporting, payroll, commissions, accounts payable, accounts receivable and lease administration. • Developed standard monthly reporting package, including financial statements and various operating reports to measure key performance indicators for distribution to senior management and partners. • Developed policies and procedures to standardize the accounting and reporting across the portfolio ensuring appropriate internal controls. • Developed monthly close checklist and monthly close calendar to standardize the process across all properties. • Actively involved in day-to-day management of accounting department. • Responsible for post-acquisition working capital true-up and purchase price adjustments. • Oversaw annual audit process ensuring timely reporting and compliance with GAAP.

Director

• Apr 2016 - Nov 2016

Provided clients with technical accounting advisory services on matters including technical GAAP policies and procedures, financial statement preparation and carve-outs. Riveron is a business advisory services firm committed to helping its clients obtain the most value from every business transaction. Whether it’s assistance performing due diligence for a new acquisition, support in post-transaction integration, process improvement in financial operations, or planning and executing… Show more Provided clients with technical accounting advisory services on matters including technical GAAP policies and procedures, financial statement preparation and carve-outs. Riveron is a business advisory services firm committed to helping its clients obtain the most value from every business transaction. Whether it’s assistance performing due diligence for a new acquisition, support in post-transaction integration, process improvement in financial operations, or planning and executing divestitures, our team with significant industry, and financial and accounting consulting experience will deliver results toward your next deal. We serve private equity firms, portfolio companies, public and private businesses, and lenders across a wide range of industries. Headquartered in Dallas, Riveron also operates offices in Atlanta, Chicago, Denver, Houston, Minneapolis, and Washington DC. Show less Provided clients with technical accounting advisory services on matters including technical GAAP policies and procedures, financial statement preparation and carve-outs. Riveron is a business advisory services firm committed to helping its clients obtain the most value from every business transaction. Whether it’s assistance performing due diligence for a new acquisition, support in post-transaction integration, process improvement in financial operations, or planning and executing… Show more Provided clients with technical accounting advisory services on matters including technical GAAP policies and procedures, financial statement preparation and carve-outs. Riveron is a business advisory services firm committed to helping its clients obtain the most value from every business transaction. Whether it’s assistance performing due diligence for a new acquisition, support in post-transaction integration, process improvement in financial operations, or planning and executing divestitures, our team with significant industry, and financial and accounting consulting experience will deliver results toward your next deal. We serve private equity firms, portfolio companies, public and private businesses, and lenders across a wide range of industries. Headquartered in Dallas, Riveron also operates offices in Atlanta, Chicago, Denver, Houston, Minneapolis, and Washington DC. Show less

Senior Director, Corporate Accounting & Policy

• Apr 2013 - Jan 2016

Ensured timely and accurate accounting/reporting for corporate departments and management company. Developed and implemented corporate accounting policies and managed coporate budget and forecast processes. Managed three departments of 22 people, including four direct reports - Corporate Accounting, Business Development & Marketing Accounting and Payroll. Technical • Responsible for management company accounting, policy and budget and presentation of financial statements to… Show more Ensured timely and accurate accounting/reporting for corporate departments and management company. Developed and implemented corporate accounting policies and managed coporate budget and forecast processes. Managed three departments of 22 people, including four direct reports - Corporate Accounting, Business Development & Marketing Accounting and Payroll. Technical • Responsible for management company accounting, policy and budget and presentation of financial statements to executive management on a monthly, quarterly and annual basis • Implemented corporate accounting policies to coincide with GAAP based on documented research Process Improvement • Restructured the corporate accounting teams, developed a more cohesive, high-performing team which generated compensation and benefits savings • Streamlined accounting for management fees, reducing the to record and report fees by one and a half days Management / Other • Reviewed monthly accounting close process and financial statements • Managed budget/forecast process for all corporate departments. Created a more efficient and effective process resulting in less budget errors and forecast changes • Internal audit liaison between company and external Big-4 internal audit firm, ensuring internal controls were operating effectively • Actively involved in various corporate initiatives, including implementation of HFM, accounting training committee, IT enhancement committees and risk management committee

Senior Director, Financial Reporting

• Apr 2011 - Apr 2013

Oversaw external and internal financial reporting, including financial statement consolidation as well as preparation of SEC filings, including Form 10-Ks, Form 10-Qs, earnings releases and supplemental information. Managed team of five, including three direct reports. Technical • Prepared external reports filed with the SEC, including Form 10-K’s and Form 10-Q’s (in Edgar and XBRL formats), earnings releases, supplemental financial information and annual reports • Prepared and… Show more Oversaw external and internal financial reporting, including financial statement consolidation as well as preparation of SEC filings, including Form 10-Ks, Form 10-Qs, earnings releases and supplemental information. Managed team of five, including three direct reports. Technical • Prepared external reports filed with the SEC, including Form 10-K’s and Form 10-Q’s (in Edgar and XBRL formats), earnings releases, supplemental financial information and annual reports • Prepared and presented consolidated financial statements in accordance with GAAP and proportionate share financial information to senior management • Researched and documented technical guidance related to accounting and reporting requirements established by the FASB and the SEC Process Improvement • Developed corporate reporting package and analysis for internal and external reporting • Key contributor in the design, development and implementation of a new chart of accounts and financial reports • Integral team member in the development of a process to account for bankruptcy and prepare monthly reports as part of the Company’s emergence from bankruptcy Management / Other • Managed three individuals in the financial reporting group and assist in the management of two project accountants • Prepared and provide ad hoc analysis and information requests • Managed external reporting processes for the 10-K, 10-Q, and supplemental • Coordinated with big 4 auditors during quarterly reviews and annual audit process and reviewed internal controls ensuring SOX compliance • Provided financial statement variance analysis to senior management

Director, Financial Reporting

• Aug 2009 - Apr 2011

Managed reporting process for earnings release and supplemental financial information, and coordinated process across multiple departments. Developed corporate reporting package and corporate overhead analysis to present financial results and variance analysis for internal and external reporting. • Prepared carve-out financial statements related to two spin-offs of newly traded public entities in 2010 and 2012. Contributed to preparation of registration statements with SEC • Acted… Show more Managed reporting process for earnings release and supplemental financial information, and coordinated process across multiple departments. Developed corporate reporting package and corporate overhead analysis to present financial results and variance analysis for internal and external reporting. • Prepared carve-out financial statements related to two spin-offs of newly traded public entities in 2010 and 2012. Contributed to preparation of registration statements with SEC • Acted as integral team member in development of process to account for bankruptcy and produce monthly reports to bankruptcy court • Converted GAAP financial statements to IFRS financial statements for foreign affiliate reporting requirements • Coordinated quarterly review and annual audit with Big 4 audit firm

Controller, Financial Reporting

• Oct 2006 - Aug 2009

Developed new accounting policies and procedures in accordance with GAAP and SEC rules and regulations, including operating property impairments and reporting for significant subsidiaries. • Served as key contributor in design, development, and implementation of new general ledger chart of accounts, and assisted in development of new financial reports • Implemented and monitored internal controls related to consolidation and reporting processes • Coordinated audit process with… Show more Developed new accounting policies and procedures in accordance with GAAP and SEC rules and regulations, including operating property impairments and reporting for significant subsidiaries. • Served as key contributor in design, development, and implementation of new general ledger chart of accounts, and assisted in development of new financial reports • Implemented and monitored internal controls related to consolidation and reporting processes • Coordinated audit process with Big 4 audit firm

Manager, Corporate Accounting

• Dec 2004 - Oct 2006

Managed one individual, and oversaw consolidation of financial statements, financial statement variances, and balance sheet reconciliations. In addition, prepared and recorded acquisition accounting related to company’s emergence from bankruptcy and for significant merger in 2004. Coordinated audit process with Big 4 external audit firm.

Senior Accountant, Corporate Accounting

• Dec 2002 - Dec 2004

Performed various corporate accounting functions, including financial statement consolidation. Accounted for stock-based compensation and company’s investment in unconsolidated real estate affiliates. Prepared account reconciliations.

Audit Senior

• Jan 1998 - Aug 2002

Staff Auditor - Senior Auditor III • Planned, organized and managed financial statement audits for clients primarily in the real estate and retail industries • Managed various audit teams with up to eight individuals • Assisted in the coordination and instruction of real estate accounting training for the Chicago office • Interned in the audit practice January 1997 – April 1997 Staff Auditor - Senior Auditor III • Planned, organized and managed financial statement audits for clients primarily in the real estate and retail industries • Managed various audit teams with up to eight individuals • Assisted in the coordination and instruction of real estate accounting training for the Chicago office • Interned in the audit practice January 1997 – April 1997