Experience

Beacon Communities, Inc.
• United States
• Facilities Services
• 1 - 100 Employee
• Regional Director of Operations

  • Oct 2022 - Present

Beacon Communities Inc.
• United States
• Controller

  • May 2017 - Oct 2022


GOODMAN PROPERTIES INC

• Chief Financial Officer

  • Apr 2008 - Apr 2017

  Closed commercial backed mortgage security (CMBS) financing loan totaling $3.5 million in February 2011 during a period of conservative lending with strict underwriting standards. Provided extensive due diligence documentation as required for loan approval including collaboration with third party vendors for preparation of site assessments, appraisals and environmental studies. Reviewed loan documentation and coordinated comments regarding documents with attorneys and owners. Instrumental in the completion of a complicated $40 million asset value swap transaction that provided for the purchase of a membership interest of five commercial real estate properties and sale of membership interest of one commercial real estate property between two partners. This transaction was complicated by the Internal Revenue Service requirements related to a 1031-tax exchange, multiple special servicers and attorneys for approval of three CMBS and three construction financed loans. Strategic planning, financial modeling, analysis, controls forecasting and reporting on seven capital commercial retail properties. Analyze risk associated with legal issues related to bank financing, interface with legal counsel, recommend courses of action to alleviate issues and oversee mitigating implementation. Manage seven commercial retail properties, including tenant relations, negotiation of leases, contract review and maintenance operations. Produce financial reporting for internal and external users. Assess and manage cash requirements and fund from available cash sources providing cash distributions when cash surplus is available. Provide strategic management and procedures in accounting and finance to ensure adequate accounting processes, policies and internal controls for complete, accurate and timely reporting. Lead annual budgeting process and set financial targets for overhead entity and commercial properties. Show less



COLLINS GOODMAN DEVELOPMENT COMPANY

• Controller, Property Manager

  • Sep 2003 - Apr 2008

  Secured four CMBS financing loans and 13 construction loans totaling $20.3 million and $67.8 million respectively during five years of employment. Transactions included standard property acquisitions, acquisitions and dispositions involving 1031-tax exchanges, real estate debt and equity financing and refinancing. Prepared due diligence documentation for completing all loan documentations including collaboration of third party reports as required for the specific loan. Review loan documentation to provide comments to attorneys and owners. Produced financial reporting for internal and external users to include operating overhead, development projects, property management accounting, construction draws and investment accounting. Assessed and managed cash requirements and fund from available sources; prepared cash distributions. Led annual budgeting process and set financial targets. Finalized all loan commitments to include reviewing required documents, coordinating with attorneys and bank officials and approving final closing statements. Reviewed and developed personal, corporate and property tax preparation packages for submission to CPA; oversaw final results from CPA ensuring alignment with business decisions. Managed and approved all tenant contracts serving as primary liaison, enforcing lease provisions including defaults, and resolving disputes and issues. Show less



INTERSTATE BUSINESS CORPORATION

• United States
• Real Estate

• Vice President, Controller

  • Sep 1996 - Jul 2003

  A real estate investment corporation comprised of 22 affiliated companies operating in Maryland; Prepared quarterly and annual financial statements including balance sheet, profit and loss statement, and statement of owners' equity for 12 companies; analyzed reports to identify opportunities for margin improvement. Maintained accounting records including General Ledger, Accounts Receivable and/or job cost for 22 affiliated companies. Prepared preliminary audit and tax packages for submission to public accounting firm. Instrumental in securing $11.5 million refinance loan for a 200,000 square foot commercial property generating $4.5 million in working capital. Actively pursued and obtained financing for $3 million land development project. Managed financing and budgeting of two home building projects which included four town home units and 114 single family home sites. Key contact between financial institutions on various development/construction accounts for land development projects - bank held approximately $9 million in loans for three land development/home building projects - provided updated financial information and status of land development projects Supervised one maintenance technician to perform routine and emergency maintenance for a 200,000 square foot shopping center and 12,000 square foot office building. Indirectly supervised a project manager of land development, project manager of home building, junior accountant and an administrative assistant. Managed 225,000 square feet of commercial space with 40 tenants; improved occupancy of commercial space from 90% to 98% within six months improving cash flow $360,000. Reviewed and coordinated signing of lease and land sales contracts to ensure profitability and acceptable terms. Negotiated 10 contracts with significantly better terms as it related to length of lease and standardized rate increases. Show less



Schlumberger Technologies

• Oil and Gas
• 400 - 500 Employee

• Associate Accountant

  • 1995 - 1996

  Perform payroll journal entries and inner company billing, make handling payments for distributors, post accounts receivable receipts, and review and approve accounts payable postings; viewed as the technical expert for payroll and accounts payable issues.Review and reconcile 40 balance sheet accounts maintained in general ledger.Responsible for corporate fixed assets; reviewed and verified all assets with data base.Assisted in transitioning two divisions from MAS90 to AS400 accounting system.Indirectly supervised an accounts payable clerk. Show less

• Accounts Payable/Payroll Representative

  • 1993 - 1995

  Consolidated accounts payable and payroll functions from three divisions to one; reduced full time employees by one and absorbed additional responsibilities into current position.Performed all accounts payable functions using AS400 and MAS90 accounting systems; responsible for $35 million annually, including processing payroll for 172 employees.Implemented outsourcing of accounts payable checks; conducted time study of current procedure, tested new process, and communicated with new company to resolve problems; approve all over dollar limit checks. Show less



SENTARA HOME HEALTH

• United States
• Hospitals and Health Care

• Payroll Representative

  • 1987 - 1993

  Performed all functions required to process payroll for a 400 employee, $6 million health organization. Assisted in converting payroll from a manual to an automated system; made many recommendations to improve and streamline the automated system once in place saving over 400 man-hours per year. Revamped the Bonus Incentive Program which allowed employees to receive bonuses on time and eliminated excessive time in compiling data. Performed all functions required to process payroll for a 400 employee, $6 million health organization. Assisted in converting payroll from a manual to an automated system; made many recommendations to improve and streamline the automated system once in place saving over 400 man-hours per year. Revamped the Bonus Incentive Program which allowed employees to receive bonuses on time and eliminated excessive time in compiling data.



DOMINION FEDERAL SAVINGS AND LOAN

• Payroll Assistant

  • 1986 - 1987

  Performed all functions required to process payroll for a 1,300 employee, $60 million corporation including preparing journal entries, tax returns, FED/FICA deposits, audit schedules, and input and batch timecards. Wrote basic macro program expanding existing program to accommodate the restructuring from two companies to one. Performed all functions required to process payroll for a 1,300 employee, $60 million corporation including preparing journal entries, tax returns, FED/FICA deposits, audit schedules, and input and batch timecards. Wrote basic macro program expanding existing program to accommodate the restructuring from two companies to one.