PROFESSIONAL EXPERIENCE

Confidential

• Independent Consultant/Program Manager with over 25 years experience in the Real Estate Development/Management/Accounting/Finance/REITs , Insurance, Healthcare, Banking and Federal Regulatory/Compliance Industries.
• Hartford Steam Boiler responsible for MARSOX scope, planning, assessment, testing and remediation. Created Business Continuity Planning BCP program for HSB Global Standards to ensure limited interruption of services for Finance, Marketing Engineering, HR, Legal and IT.
• United Technologies Corporation UTC - directed the Sarbanes-Oxley initiative for the Global Tax Group in conjunction with the Program Management Office. Acted as a voting member of the UTC Controls Council which oversaw SOX compliance, process documentation review, control gap analysis, testing, Senior Management presentations and eSOX system administration. Worked with departmental teams to revise policies and practices as part of corporate wide Achieving Competitive Excellence ACE initiative and attained ACE Practitioner Level equivalent to Six Sigma Black Belt by attending corporate sponsored Ito University.
• HealthSouth developed SOX compliance, testing and training materials for the real estate group. Managed internal external resources for a business process re-engineering of the owned leased assets for HealthSouth's Real Estate Group. Managed the conversion of legacy Lease Management Database to SAP conducted lease scrub and train the trainer training sessions, data validation and user acceptance testing UAT .
• Baxter Healthcare remediated deficiencies, created test scripts and management reports for Corporate Financial Statements, Subsidiary Consolidations and 10Q 10K Processes. Worked in conjunction with Legal, Treasury, Accounting and IT to achieve a unified and automated process.
• Kaman Corporation created process documents, assessed control environment and developed test plans for retail, supply chain and newly acquired subsidiaries. Conducted strategy sessions with department leaders to attain compliance and reporting objectives.
• REITs managed full lifecycle documentation, control assessment, remediation, test development testing SOX COSO COBIT engagements. Additionally, worked with a start-up real estate firm developing business plans, financial models and marketing strategies for a variety business ventures. Designed financial models DCF, IRR ROI to determine the viability of potential acquisitions or new site development. Synthesized market status reports from brokers, government, media and field staff to create executive summaries.

Confidential Principle Consultant

• Performed strategic and process management roles for Retail REIT, automotive and media clients. The scope of tasks included: managing third party development teams, functional business requirements, supply chain fulfillment, promotional planning, venture partner strategy analysis and retail parent lease negotiations.
• Analyzed real estate portfolio mix leased and owned in conjunction with current and future staffing needs. Subsequently, created space efficiency and flexible work programs designed to maximize the existing square footage and achieve an annual cost avoidance of over 3 million.

Confidential Senior Consultant

• Managed multi-functional teams during the merger integration, acquisition due diligence and business process re-engineering assignments for real estate and banking clients. Developed project work plans budgets, supervised teams ranging from 3 to 14, analyzed retail sales management common area maintenance CAM systems and created valuation models that were used to price loan pools.
• Simon Properties - led a 15 member team through a JDE Lease Conversion of newly acquired properties. Phases included lease scrub , data entry, UAT, multisite training and rollout.
• Rouse Properties led an 8 member team through legacy asset management database conversion to JDE.
• Korea Confidential a Seoul based 20 member real estate collateral team through the bank acquisition due diligence process for Lehman and Texas Pacific.

Confidential, Accounting

During my MBA studies, worked for the owner of One and Two International Place, a 1.8 million square foot sf Office/Retail complex in Boston's Central Business District. Created monthly financials, budgets and rent rolls for management and marketing teams. Responsible for lease abstracting, CAM audits, billing and A/R.

Confidential Asset Manager

• Owned Real Estate Selected and managed 3rd party real estate brokers and property managers for properties that were acquired by the FDIC due to the failure of Bank of New England/CBT/MNB. Oversaw monthly financial performance, leasing activity and marketing campaigns for a portfolio of national properties. Created proposals and presentations for the FDIC Review Board relating to dispositions, foreclosures, deed-in-lieu, capital expenditures and tenant build-outs.
• Finance responsible for the management of a 5 person Real Estate Team that oversaw the consolidation of owned property financials into the corporate ledger. Additionally, conducted periodic FDIC compliance audits on all properties.
• Loan Workout - Administered portfolio of Commercial/Retail/Residential distressed loans and negotiated settlements with individual obligors. Reviewed obligor financial status, completed collateral assessments and performed NPV analysis on each obligation in order to determine the optimal disposition strategy. Worked on bulk sale programs targeting institutional investors to dispose of approximately 1 billion of management intensive obligations creating loan pricing matrices for minimum bid pools. Attended corporate sponsored credit analysis training.

Confidential Controller

• Responsible for financial oversight, creation of annual budgets, construction loan review and A/P A/R supervision for a Office/Commercial/Residential Property Developer 3M sf .
• For each development project, created the loan draw requisitions, interfaced with banking officers contractors regarding project status and participated in leasing negotiations.

Confidential , Accountant

Handled property accountant duties that included monthly financial production, budget variance analysis, loan administration and rent roll creation for 6 East Coast residential complexes 2,000 units .