Experience

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  Bluerock

  • United States
  • Financial Services
  • 100 - 200 Employee

  • Vice President, FP&A

    • Apr 2023 - Present

  • Director of Fund &REIT Analysis

    • Apr 2017 - Apr 2023

  • Manager of Fund and REIT Analysis

    • Feb 2015 - Apr 2017

  • Sr Analyst / Manager of Fund Reporting

    • Oct 2010 - Jan 2015

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  Citizens Republic Bancorp

  • Senior Accountant

    • Mar 2010 - Oct 2010

    Monthly Responsibilities - Prepare recurring monthly entries for month end close – including FAS 91 monthly amortization adjustments, real estate tax accruals, salary accruals, and miscellaneous accounts payable accruals.- Prepare “Flash” schedules for daily meetings that occur during month end closing- Review SE Michigan regions income statement for reasonableness and investigate irregularities.- Perform FAS 115 Fair Market Value calculations and complete investment roll forward- Perform Inter-Company allocations of expenditures.- Review severance activity and prepare necessary entries- Prepare entries related to interest rate swaps, deferred compensation and foreign exchange contracts.Other Responsibilities - Project lead for manual general ledger ticket testing- Perform annual review and calculation of the amortization of the purchase accounting adjustments related to acquiring loans- Perform review and impairment calculation of loans classified as troubled debt restructured loans.- Assist in global review of documents released to the public

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  Plante Moran

  • Assurance Staff

    • Jan 2007 - Jan 2010

    Audit and Attest Responsibilities - 80% of time -Prepared work papers and audit programs for audits, reviews and compilations for a client base comprised of higher education, not for profit organizations, municipalities, real estate / property management, service-based corporations, and manufacturing and distribution.- Prepared financial statements and related footnotes. - Performed analysis related to consolidation of financial statements, foreign currency conversion, inventory LCM valuation, obsolescence reserve, warranty reserves, impairment analysis, percentage of completion, and receivables allowance.- Participated in the audit of federal programs subject to OMB Circular A-133 for Not for Profit - grant compliance and higher education - student financial aid compliance.- Coordinated audit team activities with engagement senior managers/partners to meet engagement objectives within time and budget constraints.- Established and maintained excellent client and staff relationships- Served as the detail reviewer for audit work completed by newer staff members and work with the staff to ensure that the audit documentation was ready for manager/partner review- Provided management recommendations to clients on improving accounting (financial and operational) procedures and internal controls- Assisted client personnel with transaction recording and analysis, including bank reconciliation, maintaining schedules and recording of fixed asset and journal entry preparationOther Responsibilities - 20% of time- Co-instructed for level 1 internal training- Participated in pilot program of auditing IT General Controls- Tax return preparation, including Corporate, Individual and Partnerships.

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  Minteer Appraisal Service

  • Assistant Real Estate Appraiser

    • Jul 2001 - Dec 2006

    Appraisal Experience: - Participated in both commercial & residential real estate appraisals- Created and processed appraisal reports- Conducted Income Analysis using the capitalization rate approach, gross income multiplier approach and discounted cash flow analysis- Performed and analyzed market surveys for income and expense comparisonAdditional Experience: - Tracked invoicing and account receivables- Represented the company to the general public and professional lending institutions- Experienced with MS Office