in finance, operational accounting, tax preparation and audit management.
providing sound financial and operations counsel to inform decision-making.
with Yardi, Quickbooks, Great Plains, Xero, ADP, and more
Full accounting and finance responsibility for commercial developer and property management
Reporting to 8 Equity Partners including 6 deals closed with the Kroenke Group
Developed 4 Kroger JV Deals, 2 Wal-Mart Shopping centers, & 2 LA Fitness anchored centers
Managed tax returns for over 100 entities, track preferred returns, quarterly distributions
Member of founding management team that raised $40M of Private Equity funds for start up
In first 60 days set up accounting department, hired staff, wrote polices for internal controls
Achieved 20% annual return on investment for private equity owner
Managed due diligence for the sale of the company that doubled initial investment
Managed portfolio of over $150M in assets of cash, real estate, jets, bonds and securities
Upgraded to Yardi software for 20 shopping centers, multi-family, land and investments
Implemented Cost Segregation studies that saved over $500k of federal income tax