Chief Financial Officer

• Mar 2021 - Present

Senior Vice President of Accounting & Financial Reporting

• Jan 2020 - Mar 2021

DRA Advisors, LLC, a New York based private equity firm, sub-managed all of the IRC Retail Centers operations and fee managed business to Pine Tree, LLC effective January 1, 2020. The current IRC Retail Centers portfolio has approximately $1.5 billion in total assets under management comprising more than 10 million square feet. • Responsible for all accounting, reporting, treasury and tax functions for the IRC Retail Centers portfolio. • Responsible for all owner, partner and lender… Show more DRA Advisors, LLC, a New York based private equity firm, sub-managed all of the IRC Retail Centers operations and fee managed business to Pine Tree, LLC effective January 1, 2020. The current IRC Retail Centers portfolio has approximately $1.5 billion in total assets under management comprising more than 10 million square feet. • Responsible for all accounting, reporting, treasury and tax functions for the IRC Retail Centers portfolio. • Responsible for all owner, partner and lender reporting and compliance including annual audits. • Successfully transitioned back several accounting transactional functions that were previously outsourced to a 3rd party provider in India in 2017. Show less DRA Advisors, LLC, a New York based private equity firm, sub-managed all of the IRC Retail Centers operations and fee managed business to Pine Tree, LLC effective January 1, 2020. The current IRC Retail Centers portfolio has approximately $1.5 billion in total assets under management comprising more than 10 million square feet. • Responsible for all accounting, reporting, treasury and tax functions for the IRC Retail Centers portfolio. • Responsible for all owner, partner and lender… Show more DRA Advisors, LLC, a New York based private equity firm, sub-managed all of the IRC Retail Centers operations and fee managed business to Pine Tree, LLC effective January 1, 2020. The current IRC Retail Centers portfolio has approximately $1.5 billion in total assets under management comprising more than 10 million square feet. • Responsible for all accounting, reporting, treasury and tax functions for the IRC Retail Centers portfolio. • Responsible for all owner, partner and lender reporting and compliance including annual audits. • Successfully transitioned back several accounting transactional functions that were previously outsourced to a 3rd party provider in India in 2017. Show less

VP & Chief Accounting Officer

• Oct 2017 - Dec 2019

IRC Retail Centers is a private REIT and was formally known as Inland Real Estate Corporation until DRA Advisors, LLC took it private 2016. IRC Retail Centers specializes in acquiring, owning and managing high quality open-air shopping centers. IRC Retail Centers had approximately $2.5 billion in total assets under management comprising more than 15 million square feet. • Responsible for all of the accounting, reporting, property real estate tax, income tax and treasury functions of the… Show more IRC Retail Centers is a private REIT and was formally known as Inland Real Estate Corporation until DRA Advisors, LLC took it private 2016. IRC Retail Centers specializes in acquiring, owning and managing high quality open-air shopping centers. IRC Retail Centers had approximately $2.5 billion in total assets under management comprising more than 15 million square feet. • Responsible for all of the accounting, reporting, property real estate tax, income tax and treasury functions of the company. • Responsible for all owner, partner and lender reporting and compliance including annual audits. • Member of the senior management team. Managed a group of 20 employees after several of the transactional functions were outsourced to a 3rd party managed service company in India. • Member of the JD Edwards to Yardi software conversion team. • Analyzed monthly and quarterly financial results and made recommendations to senior management and ownership. Show less IRC Retail Centers is a private REIT and was formally known as Inland Real Estate Corporation until DRA Advisors, LLC took it private 2016. IRC Retail Centers specializes in acquiring, owning and managing high quality open-air shopping centers. IRC Retail Centers had approximately $2.5 billion in total assets under management comprising more than 15 million square feet. • Responsible for all of the accounting, reporting, property real estate tax, income tax and treasury functions of the… Show more IRC Retail Centers is a private REIT and was formally known as Inland Real Estate Corporation until DRA Advisors, LLC took it private 2016. IRC Retail Centers specializes in acquiring, owning and managing high quality open-air shopping centers. IRC Retail Centers had approximately $2.5 billion in total assets under management comprising more than 15 million square feet. • Responsible for all of the accounting, reporting, property real estate tax, income tax and treasury functions of the company. • Responsible for all owner, partner and lender reporting and compliance including annual audits. • Member of the senior management team. Managed a group of 20 employees after several of the transactional functions were outsourced to a 3rd party managed service company in India. • Member of the JD Edwards to Yardi software conversion team. • Analyzed monthly and quarterly financial results and made recommendations to senior management and ownership. Show less

Vice President - Controller - Midwest Region

• Jan 2011 - 2017

ABM Industries is a “Fortune 500” publicly traded integrated facility solutions company with annual revenue of $5.1 billion and 100,000 employees. Oversaw the accounting, reporting, reforecasting, budgeting, billing and payroll functions for the Midwest region with over $800 million in annual revenue and 16,000 employees. Supervised a team of 25 employees in offices located in Chicago and St. Louis. Proficient using MS Excel, Word, Outlook, and PowerPoint. • Ensured all monthly and… Show more ABM Industries is a “Fortune 500” publicly traded integrated facility solutions company with annual revenue of $5.1 billion and 100,000 employees. Oversaw the accounting, reporting, reforecasting, budgeting, billing and payroll functions for the Midwest region with over $800 million in annual revenue and 16,000 employees. Supervised a team of 25 employees in offices located in Chicago and St. Louis. Proficient using MS Excel, Word, Outlook, and PowerPoint. • Ensured all monthly and quarterly financial statements and supporting schedules for the Midwest Region were completed in a timely and accurate manner. • Managed and lead the annual budget process and the monthly reforecast process. Analyzed the monthly financial results, including job costing reports and made recommendations to the business leadership regarding operating improvements. • Created strategic partnership with regional EVP to make sure all financial related matters were handled in timely and accurate manner. The region grew from $450 million in revenue in 2007 to over $800 million in 2016. • Managed a payroll department of seven employees that processed approximately 35,000 to 40,000 disbursements a month for 16,000 employees. • Monitored and complied with Sarbanes-Oxley 404 and signed off on the procedures quarterly. Worked with the internal audit team to streamline the controls as the workflow processes improved. • Negotiated the purchase of a small strategic acquisition for $150,000 that saved the company over $1.5 million dollars in tax savings in the first year. • Managed the biometric and IVR timekeeping roll-out process for the Midwest region that encompasses over 1,000 locations and 16,000 employees and resulted in a 20% payroll staff reduction.

Regional Controller - Midwest Region

• Aug 2007 - Dec 2010

Oversaw for the accounting, reporting, reforecasting, budgeting, billing and payroll functions for the Midwest Janitorial Region with over $450 million in annual revenue and 10,000 employees.

Director-Joint Ventures

• Aug 2005 - Jun 2007

Equity Office Properties Trust was a "Fortune 500" company until it was acquired and taken private by the Blackstone Group in 2007. Provided leadership and management for approximately $7.2 billion portfolio of joint venture real estate properties with $700 million revenues and 25 million square feet. Developed strategic relationships with 15 partners. Provided assistance to partners, external advisors, corporate departments and property teams to establish property level strategic and capital… Show more Equity Office Properties Trust was a "Fortune 500" company until it was acquired and taken private by the Blackstone Group in 2007. Provided leadership and management for approximately $7.2 billion portfolio of joint venture real estate properties with $700 million revenues and 25 million square feet. Developed strategic relationships with 15 partners. Provided assistance to partners, external advisors, corporate departments and property teams to establish property level strategic and capital plans, performance reviews and comply with ownership and management agreements. • Developed strong relationships and effective lines of communications with partners, advisors, corporate and property teams to successfully achieve strategic objectives. Supported the underwriting, closing and post-closing of all new joint venture acquisitions, dispositions and restructurings. • Provided periodic updates (monthly and quarterly) to senior management and partners on joint venture properties. Simplified and streamlined monthly reporting process. • Oversaw the budgeting, capital planning and profitability analysis for all joint venture properties. Worked with partners and advisors to obtain annual budget approvals. • Reviewed and developed in depth knowledge of the transaction documents with specific emphasis on compliance with performance criteria. Maintained up to date, accurate and well organized records for each assigned asset including key documents, contracts and all correspondence. Conducted compliance audits and periodic site visits. Show less Equity Office Properties Trust was a "Fortune 500" company until it was acquired and taken private by the Blackstone Group in 2007. Provided leadership and management for approximately $7.2 billion portfolio of joint venture real estate properties with $700 million revenues and 25 million square feet. Developed strategic relationships with 15 partners. Provided assistance to partners, external advisors, corporate departments and property teams to establish property level strategic and capital… Show more Equity Office Properties Trust was a "Fortune 500" company until it was acquired and taken private by the Blackstone Group in 2007. Provided leadership and management for approximately $7.2 billion portfolio of joint venture real estate properties with $700 million revenues and 25 million square feet. Developed strategic relationships with 15 partners. Provided assistance to partners, external advisors, corporate departments and property teams to establish property level strategic and capital plans, performance reviews and comply with ownership and management agreements. • Developed strong relationships and effective lines of communications with partners, advisors, corporate and property teams to successfully achieve strategic objectives. Supported the underwriting, closing and post-closing of all new joint venture acquisitions, dispositions and restructurings. • Provided periodic updates (monthly and quarterly) to senior management and partners on joint venture properties. Simplified and streamlined monthly reporting process. • Oversaw the budgeting, capital planning and profitability analysis for all joint venture properties. Worked with partners and advisors to obtain annual budget approvals. • Reviewed and developed in depth knowledge of the transaction documents with specific emphasis on compliance with performance criteria. Maintained up to date, accurate and well organized records for each assigned asset including key documents, contracts and all correspondence. Conducted compliance audits and periodic site visits. Show less

Senior Property Controller

• 2000 - 2005

Responsible for property accounting functions, including GAAP financial statements, for over $1 billion revenue and $11 billion assets. Controller for the New York, Washington DC, Seattle and San Jose Regions and all of the joint venture and development properties representing over 275 buildings and 38 million square feet. Supervised 6 assistant controllers and up to 35 accounting staff.

Director - National Property Operations

• 1999 - 2000

Property Controller

• 1998 - 1999

Assistant Controller

• 1996 - 1998

Regional Property Accountant

• 1993 - 1996

Budget Analyst

• 1992 - 1993

Auditor

• 1988 - 1989