Certifications

CPACertified Public Accountant
13
hours

Avg Response Time

1
jobs

Jobs Completed

27
hours

Total Hours Logged

12
years

Years of Experience

Big 4 Accounting

Experience

 
 
Accounting
Renovate Financial, LLC - Founder
08/2017 - Present
I provide outsourced CFO and Controllership services to small to mid-sized real estate portfolios. In doing so, I serve as a trusted advisor to portfolio managers by providing relevant and meaningful financial information to assist them making key investment/divestment decisions. Work: financial modeling, cash flow forecasting, investor reporting, budgeting, review accounting books, establish accounting policies and best practices.

 
Accounting
State Street Global Services - Officer
08/2013 - 08/2017
As part of the real estate alternative investment solutions division, I managed teams that served large private REITs (up to $7 billion in gross assets) with full fund administration and accounting services. This included reviewing property financial statements, consolidated fund financials, coordinating external audits, quarterly management and investor reporting, investment returns and performance analysis. Worked directly with client executives and State Street executives on a regular basis

 
Accounting
Deloitte - Audit Senior
09/2010 - 07/2013
Led multiple audit teams and engagements for interim and year-end audits for clients in the construction, real estate, freight forwarding, and manufacturing industries. Work included extensive test of design and implementation of internal controls, substantive tests of complex accrual and significant estimate accounts, review of staff work, and documentation of significant audit findings and procedures.