Chief Financial Officer

• Aug 2016 - Present

Corporate Controller

• May 2014 - Aug 2016

Manage accounting team overseeing Horizon’s national portfolio of multi-family property management. This includes both conventional and student housing. Accountable for all accounting department processes and reporting. Active role budgeting and variance analysis requirements Assess and establish adequate internal controls with consideration to effects on operations Cash projection and cash needs reporting for management company and properties with tight cash flow restrictions. Direct leadership and hands-on involvement in property conversions Execute ad hoc requests from fee managed investors with emphasis on relationship and customer service. Ensure compliance with City and State tax requirements Work directly with outside CPA for creative tax planning strategies and opportunities Day to day supervision and mentorship to a team of professionals. Project management on team driven and portfolio wide initiatives Driving the push towards global online payment campaign and outreach Driving automation of 3rd party utility billing to increase vacancy recovery and onsite efficiency Spearheading the development of training leadership and onsite training programs Developing, planning, and successful implementation of standardized processes and system conversions. Established procedures for remote audit and drive “audit within the system” initiative. An integral part of transactional events Work in conjunction with asset management team on property refinances, including detailed review on defeasance and closing statements. Work in conjunction with acquisitions team on setting up new LLCs and closing on new properties Active role in smooth operational transition for properties newly acquired Proficient in Entrata, Real Page Leasing & Rents and OneSite Accounting software

CFO

• Aug 2012 - May 2014

Manage accounting department overseeing a number of project specific LLCs for a variety of owners and institutional investors. Oversee all aspects of procurement, funding projections, and month-end reporting requirements. Budget to actual and proforma analysis Contract scope and exclusions review Implementation of PO system and internal audit verification to contract pricing Review, submit, and present monthly progress reporting for lenders, banks and institutional investors. Administer all cash management including bank reconciliations, intercompany transactions, allocation billings, and cash flow projections for Management Company and its subsidiaries. Day to day supervision and mentorship to a team of professionals. Coordinate and review all insurance policies and coverage, including project specific wraps, master policy renewals, and annual insurance audits. Direct all Human Resources and reporting to taxing authorities Review and approval of payroll, Maintenance of employee files, and PTO tracking 1099, 941, Worker’s Comp, DOR reporting An integral part of proforma development and transactional events Work with owners and investors on feasibilities and profit analysis for future projects Set up LLCs, contractors’ licenses, bonding, bank accounts etc. Assist in partnership agreement redlines and structure Work with title companies and lenders to complete transactions. Set up accounting systems and procedures for each new venture. Proficient in Quickbooks for Mac and other Apple applications

Accounting Manager

• Sep 2009 - Aug 2012

Manage team of accountants overseeing 4 million square feet of Microsoft Campus and Field Sites across the United States and Canada. Managed all aspects of procurement and funding projections for facilities maintenance and lifecycle projects. Coordinate and organize forecasting and budgeting by quarter. Review, submit, and present monthly financial packages by district and site and in consolidation on a quarterly basis. Day to day supervision and mentorship to a team of accounting professionals including interview and evaluation processes. Actively involved in departmental accounting design and payroll allocation spreads across the portfolio. Coordinate year-end closing process Consideration of reporting requirements and records retention. Coordination with operations on scheduling. Reconciliation with Microsoft SAP accounting software to ensure financial integrity in both reporting systems. Setup, review, and progress the accounting for tenant improvement projects throughout the portfolio. Job costing to GL reconciliations Consideration of capitalization and depreciation requirements. Proficient in MRI accounting system.

Financial Manager

• Jul 2007 - Sep 2009

Assistant Controller

• Nov 2004 - Jul 2007

Integral part of the management of a prominent family-owned portfolio of properties totaling over 3 million square feet. Managed all aspects of the daily accounting department. Directed month-end closes. Responsible for cash management and treasury. Supervised small team of professionals including interview and evaluation processes. Accounted for investment instruments totaling over $100 million dollars. Coordinated with development team on various projects. Administered construction draws. Performed job cost interface and accounting. Monitored cost overruns and developed variance reporting. Prepared annual financial statements in accordance with GAAP. Worked directly with external CPAs to support assertions under full audit. Knowledgeable in Timberline and MRI accounting systems.

Senior Staff Accountant

• Oct 2001 - Oct 2004

Specialized in tax, assurance, and consulting engagements for retail units of various sizes. Worked on numerous non-for-profit engagements. Performed audits on clients with alternative accounting methods. Represented the firm as the key contact for client service. Performed value-added SWOT analysis of multi-business components. Actively involved in forensic accounting and fraud investigations. Found substantial proof of fraud on two occasions. Aided with buy-sell transactions, due diligence engagements and other miscellaneous agreed upon procedures.