Chief Financial Officer

• 2019 - Present

●Play a key role in shaping the financial strategy and future growth goals for a growing commercial real estate development and investment management firm. ●Lead the financial planning, analysis, reporting, and control functions while providing strategic insights and recommendations to the CEO to optimize the firm's financial performance and support its growth objectives. ●Serve as key business partner to the CEO on financial matters and provide financial insights and recommendations to… Show more ●Play a key role in shaping the financial strategy and future growth goals for a growing commercial real estate development and investment management firm. ●Lead the financial planning, analysis, reporting, and control functions while providing strategic insights and recommendations to the CEO to optimize the firm's financial performance and support its growth objectives. ●Serve as key business partner to the CEO on financial matters and provide financial insights and recommendations to enhance investment decisions ●Oversee the budgeting and forecasting processes, ensuring alignment with strategic goals and accurate financial projections. ●Continually monitor financial performance against budget and forecasts, providing timely analysis and insights on trends, risks, and opportunities. ●Spearhead investor relations and events, collaborating with the investment teams to analyze and assess the performance of investment portfolios and evaluate key financial metrics and trends. ●Provide comprehensive reporting and recommendations to optimize portfolio returns and mitigate risks. ●Manage capital allocation strategies. ●Oversee liquidity management, ensuring efficient utilization of funds. ●Ensure accurate financial reporting to stakeholders, including investors, regulators, and auditors. ●Maintain strict compliance with relevant industry financial standards. ●Manage financial risks, developing strategies to mitigate potential challenges and safeguard the firm. ●Key Achievements: o Reimagined Buhl’s critical operational partners, service providers, and technology to position the company for scale within the first 3 months of tenure, allowing the firm to double funds under management. o Broadened the prospective investor reach in-house by clearing institutional investor diligence requests and standards. o Initiated and led the implementation and launch for the current investor relations portal where none had existed prior. Show less ●Play a key role in shaping the financial strategy and future growth goals for a growing commercial real estate development and investment management firm. ●Lead the financial planning, analysis, reporting, and control functions while providing strategic insights and recommendations to the CEO to optimize the firm's financial performance and support its growth objectives. ●Serve as key business partner to the CEO on financial matters and provide financial insights and recommendations to… Show more ●Play a key role in shaping the financial strategy and future growth goals for a growing commercial real estate development and investment management firm. ●Lead the financial planning, analysis, reporting, and control functions while providing strategic insights and recommendations to the CEO to optimize the firm's financial performance and support its growth objectives. ●Serve as key business partner to the CEO on financial matters and provide financial insights and recommendations to enhance investment decisions ●Oversee the budgeting and forecasting processes, ensuring alignment with strategic goals and accurate financial projections. ●Continually monitor financial performance against budget and forecasts, providing timely analysis and insights on trends, risks, and opportunities. ●Spearhead investor relations and events, collaborating with the investment teams to analyze and assess the performance of investment portfolios and evaluate key financial metrics and trends. ●Provide comprehensive reporting and recommendations to optimize portfolio returns and mitigate risks. ●Manage capital allocation strategies. ●Oversee liquidity management, ensuring efficient utilization of funds. ●Ensure accurate financial reporting to stakeholders, including investors, regulators, and auditors. ●Maintain strict compliance with relevant industry financial standards. ●Manage financial risks, developing strategies to mitigate potential challenges and safeguard the firm. ●Key Achievements: o Reimagined Buhl’s critical operational partners, service providers, and technology to position the company for scale within the first 3 months of tenure, allowing the firm to double funds under management. o Broadened the prospective investor reach in-house by clearing institutional investor diligence requests and standards. o Initiated and led the implementation and launch for the current investor relations portal where none had existed prior. Show less

Director

• 2009 - 2019

●Drove innovative solutions to complex issues while managing a global team and internal and external partners for a worldwide alternative asset manager with $10B in AUM. ●Implemented new concepts and standards using expertise in the field coupled with the ability to analyze the internal and external landscape. ●Developed strategic review and budgeting of business unit P&L, contributing to the bottom-line of investments and the company. ●Led a team of 8 senior professionals including… Show more ●Drove innovative solutions to complex issues while managing a global team and internal and external partners for a worldwide alternative asset manager with $10B in AUM. ●Implemented new concepts and standards using expertise in the field coupled with the ability to analyze the internal and external landscape. ●Developed strategic review and budgeting of business unit P&L, contributing to the bottom-line of investments and the company. ●Led a team of 8 senior professionals including daily oversight and ongoing development. ●Mastered investment structures and corresponding legal, tax, and commercial implications across asset classes to provide recommendations through all stages of the investment life cycle. ●Key Achievements: o Served as company Subject Matter Expert (SME) for external and internal groups on joint-venture partners and third-party provider due diligence initiatives. o Led investment reviews and monthly valuation processes for ~$4B of AUM to validate and agree with the inputs and results to derive net asset values. o Designed and implemented processes and procedures to optimize operations specific to Real Estate, Renewable Energy, Aviation, Shipping, Private Equity, and Loan portfolios. o Negotiated and resolved a $49M cross-border catastrophic property insurance claim. o Maintained +30 external servicer and asset manager relationships while evaluating and managing their risks on an ongoing basis including establishing and executing in-house asset management of U.S. and international real estate investments. o Navigated the complexities and legal landscape related to luxury resort development including balancing relationships with many different parties involved. o Mentored several employees into promotions within the company throughout tenure. o Developed an expertise with complex Real Estate Transactions such as LIHTC, NMTC, HTC with both national and global partners. o Promoted due to proven results, expertise and leadership skills.

Senior Associate | Commercial Real Estate

• 2007 - 2009

Financial Analyst

• 2006 - 2007

●Developed and maintained relationships with lenders and consultants for a MN commercial real estate development, management, and construction services company. ●Managed operating budgets and properties under management and forecasted monthly cash position and revenues for the company and individual partnerships. ●Assisted and analyzed the evolution of real estate development proformas. ●Detailed actual-to-budget cost analysis for multiple construction projects. ●Led and managed the… Show more ●Developed and maintained relationships with lenders and consultants for a MN commercial real estate development, management, and construction services company. ●Managed operating budgets and properties under management and forecasted monthly cash position and revenues for the company and individual partnerships. ●Assisted and analyzed the evolution of real estate development proformas. ●Detailed actual-to-budget cost analysis for multiple construction projects. ●Led and managed the HR function, including strategy, compliance, and teams. Show less ●Developed and maintained relationships with lenders and consultants for a MN commercial real estate development, management, and construction services company. ●Managed operating budgets and properties under management and forecasted monthly cash position and revenues for the company and individual partnerships. ●Assisted and analyzed the evolution of real estate development proformas. ●Detailed actual-to-budget cost analysis for multiple construction projects. ●Led and managed the… Show more ●Developed and maintained relationships with lenders and consultants for a MN commercial real estate development, management, and construction services company. ●Managed operating budgets and properties under management and forecasted monthly cash position and revenues for the company and individual partnerships. ●Assisted and analyzed the evolution of real estate development proformas. ●Detailed actual-to-budget cost analysis for multiple construction projects. ●Led and managed the HR function, including strategy, compliance, and teams. Show less