Experience

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  Good Developments Group

  • New York, United States

  • Partner, Development Finance

    • Jul 2022 - Present
    • New York, United States

    • Financial underwriting and feasibility determination for projects currently in pre-development or under construction --totaling over $2 Billion in the aggregate.• Preparation and submission of state and federal incentive applications, including Brownfield Remediation, Historical Development and New Markets programs, totaling over $200 Million in targeted awards including $40 Million approved to-date.• Implementation and oversight of internal accounting and budgeting procedures, including cost forecasting and analysis of contract commitments versus incurred costs.• Coordination with multiple government agencies and political subdivisions including Missouri Department of Economic Development, Missouri Department of Natural Resources, St. Louis Port Authority, St. Louis Development Corporation, amongst others.

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  JDS Development Group

  • New York, United States

  • Development Manager

    • Sep 2019 - Aug 2022
    • New York, United States

    • Preparation and review of monthly requisitions and coordination with lenders resulting in over $450 Million in construction loan financing in the aggregate secured for cornerstone projects, 9 DeKalb Avenue and 111 West 57th Street. • Provide construction team oversight to approve buyout of trade contracts, maintain and balance budgets comprising over $1.5 Billion in total costs, and ensure timely project completion and adherence to schedules. • Perform investor relations functions including monthly project construction updates, review of project financial statements and tax returns, fund management, and qualified opportunity zone benefit calculations.• Management and coordination of condominium closings resulting in over $50 Million in net sales proceeds. Calculation of loan paydowns and partnership returns in accordance with distribution waterfall.

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  Deloitte

  • New York

  • Senior Tax Consultant

    • Mar 2018 - Sep 2019
    • New York

    • Identify tax saving opportunities for clients by analyzing financial statements and disclosures in Form 10-K, 10-Q, comfort letters, quarterly trial balances, and deferred tax position statements, as well as holding discussions with company management.• Responsible for successful management and implementation of tax accounting method changes for several Fortune 100 companies to achieve permanent cash savings of over $500 million in the aggregate. • Establish and maintain business relationships with client leadership to understand business objectives and provide strategic tax opportunities.• Prepare client presentations, technical/procedural memoranda to support tax positions, and calculation of tax adjustments resulting from customized business models to accurately assess the impact of the 2017 TCJA.

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  EY

  • Greater New York City Area

  • Real Estate Tax Associate Professional

    • Jul 2016 - Mar 2018
    • Greater New York City Area

    • Preparation and Review of Form 1065 Partnership Tax Returns for marquee clients, including valuation of partnership capital accounts on book and tax basis for numerous special purpose vehicles throughout organization structure.• Worked with Real Estate Tax practice leadership to design proprietary financial models utilized to perform REIT qualification testing on quarterly basis• Valued projects using the percentage of completion method to determine taxable income and evaluate book-to-tax differences to analyze and minimize Deferred Tax Liabilities• Designed Real Estate Tax practice "placemat" used by firm leadership in efforts to pitch prospective clients on the various services offered• Assigned to key client pursuant to Loan Staff Agreement, working directly with executive suite to perform internal tax functions and manage two Big 4 tax preparers for several property level and fund level entities.

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  EY

  • Greater New York City Area

  • Real Estate Tax Intern

    • Jun 2015 - Aug 2015
    • Greater New York City Area

    • Prepared Form 1065 and related state returns for several real estate investment trusts• Constructed Excel templates to perform REIT qualification testing • Valued projects using the percentage of completion method to determine taxable income• Validated Partner K-1 tax forms with supporting trial balances

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  EY

  • Greater New York City Area

  • Transfer Pricing Intern

    • Jun 2014 - Aug 2014
    • Greater New York City Area

    • Analyzed licensing agreements to determine Comparable Uncontrolled Transactions• Prepared documentation detailing validity of comparison methods for IRS review• Validated calculations of operating margins for client subsidiaries • Finalized various Transfer Pricing yearly reports

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  RailWorks Corporation

  • New York, New York

  • Finance Control Intern

    • Jun 2013 - Aug 2013
    • New York, New York

    Had an active role in the implementation of Oracle's J.D. Edwards information processing and accounting system Go-Live project. Assisted RailWorks corporate management and Deloitte consultants in their preparation for the August launch of the new processing system. Responsibilities as intern included:• Assisting Deloitte project manager keep track of the open issues log• Designing a slide deck detailing the environment structure of system’s data• Performing an extensive review of system’s Automated Accounting Instruction pre Go-Live• Developing UPK Training modules and familiarizing myself with Oracle’s J.D. Edwards processing system.

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  RailWorks Corporation.

  • New York, New York

  • Tax and Internal Audit Intern

    • Jun 2012 - Aug 2012
    • New York, New York

    -Time and Expense Reporting-Travel Validation-Harmonized accounting records for various branches